nov 2015 final resume eric wheatley
TRANSCRIPT
Eric E. Wheatley
Phone: (415) 967-8564 Email: [email protected] 1105 Post St. 209, San Francisco, CA 94109
Objective Honorably discharged veteran, seeking a career path as a professional Executive Administrative Assistant,
with eight (8) year job experience. Supporting executive level management, small business owners and start-
up entrepreneurs, with administrative document management, using current computer technology skills and
competency to increases productivity for a company.
Corporate Competencies
Extensive corporate level administrative support for; Senior, Executive Management and Top Producer Agents
Heavy scheduling calendars, coordinating meetings, travel arrangements domestic and international
Corporate events planning and organizing for Executives and employees
Processes expense reports, reconciliation of AR and AP, credit card and bank statements using Quick-books Pro
Handles high-level clients, vendors and corporate communication with sensitivity and confidentiality mindset
Articulate and Communicative; able to communicate ideas clearly
Demonstrates productivity and time management skills for each task
Decisive and Empowering; decides and acts intelligently in a timely manner, takes appropriate action to resolve issues
Ethical and Honest; high morality and integrity, able to maintain confidentiality in professional environment
High performance standards; clear about expectations of myself and others, generates enthusiasm with coworkers
Knowledge of the business; willing to educate and familiarize all of the factors that influence the success of the business
Executive Administrative and Management Competencies
Prepares invoices, reports, memos, letters, financial statements, spreadsheets and database with presentation software
Conducts research, compiles data, for presentation by executives and boards of directors
Proficient of administrative and clerical procedures , systems managing files and records and designs forms procedures
Intellectually aware of English language, grammar, communicates in writing so others understand
Concierge level of customer service for vendors and business clients
Knowledge of business and management principles involving strategic planning and resource allocation
Proficient use of computers, software and technology systems (including hardware and software) data and information
Develops constructive and cooperative and cohesive working relationships with others, and maintaining them over time
Develops designs, creates new applications, standard operating procedures, including artistic and creative contributions
Computer - Software Skills
Professional Office: MS Office Suite-7, 8, Google+ Office Suite, Outlook, Adobe Suite, Professional, Quick-books
Work Experience
Executive Assistant to Vice President, Branch Manager
(3 months contract assignment, eligible for rehire)
First American Title, Mill Valley, CA May/2015 - August/2015
Responsible for front office reception, walk-in client service, establish new escrow accounts and escrow documents
Assist and organized complex escrow transactions, acting as liaison between Vice President and clients
Heavy calendar scheduling, client appointments, signings, notary appointments for branch clients
Coordinated travel and special assignment arrangements for Vice President
Responsible for assisting portfolio of assigned escrow customers and brokers by providing high level of customer service
Maintained organized records in the escrow accounting system and FAST escrow accounting transactions database
Developed and/or obtained appropriate escrow documentation in accordance with policy and procedures
Office Manager, Executive Assistant to Broker
(4 months contract assignment, eligible for rehire)
REMAX Exclusive Properties, Chicago, IL 60657 January/2015 – May/2015
Key holder, responsible for operations of a full service real estate residential, and leasing office with 22 agents
Created, organized and maintained office files and records system for active, pending and closed property contracts
Transaction Coordinator responsible for screening agent contract files for accuracy of residential and commercial properties
Conducted weekly sales meetings with agents and staff to improve sales, marketing and operations
Used calendars, appointment reservation systems and administrative tracking tasks for broker and top producer agents
Responsible for client contact database, research and leads to prepare marketing material via postal and electronic software
Researched and assembled for final presentation; CMA's, client proposals, charts, portfolios and marketing material
Responsible for maintaining office equipment and all related supplies, resolve and troubleshoot tech issues or network
problems for: desktops, laptops, printers, scanners, agent personal equipment; cell phones, headsets and misc. devices
Executive Administrative Assistant, Transaction Coordinator, Assistant Property Manager
(3 years part time position)
San Francisco Real Estate Services, San Francisco, CA March /2012 – January 2015
Key holder and first arrival staff to open office daily, operate equipment and computer systems daily
Screened, sorted and filtered all incoming electronic mail and phone messages at front desk using desktop computer systems
Heavy calendars, appointment reservation systems, administrative document management tasks for broker and top producers
Responsible for client contacts database, researched leads, compiled prepared print marketing for distribution
Researched and assembled final presentation; CMA's, client proposals, charts and business portfolios, marketing brochures
Responsible for maintaining office equipment, all related supplies, resolving and troubleshoot all tech issues of network p
Scheduled regular and interval file maintenance retention and backup security of information and systems
Website administrator for public inquiries and branch services
Maintained office assignments facilitating open houses and property visits representing agents, brokers and tenants
Property Management Accounting, reconciled tenant rent checks for thirty (30) property owners, daily deposits, accounts
receivables, proceeds and deposit refunds
Executive Assistant, Transaction Coordinator
(5 year tenure full time position)
Coldwell Banker Previews International, San Francisco, CA November/2006 – January 2012
Responsible for top agent office operations, client service, establish new escrow accounts, developed escrow documents
Assist and organized most complex escrow transactions, acting as liaison between top producer agent, clients and vendors
Heavy calendar scheduling, client appointments, property showings staging vendors for top producer agent and clients
Coordinated travel and special assignment arrangements for top producer agent's personal travel
Responsible for assisting portfolio of assigned escrow customers and brokers by providing high level customer service
Maintained organized records in the escrow paperless system transactions database
Developed and/or obtained appropriate escrow and disclosures documentation in accordance with policy and procedures
Responsible for daily courier, overnight and express document shipping and tracking escrow closing documents
Handled many complex and demanding task including extremely detailed disclosure file document management systems
Coordinated advertisement campaigns, prepared marketing material including property statements, mailings for Open House
Impeccable phone skills, customer service with clients as a liaison
Scheduled appointments while multitasking and prioritizing in a fast paced environment for top producer agent
College-School Bauman College, Berkeley, CA: 2007/2009, BS degree, GPA-4.0, Courses: Nutrition Educator/Consulting/Culinary
Junction City High School, Junction City, Kansas: 1979/1982, GPA: 3.8 Military US Army Active Duty, Nuremberg Germany, Fort Ord, CA, 1982/1988, Honorable Discharge Veteran Community Service Volunteer Board Member for ECS-SF (Episcopal Community Services), San Francisco non-profit 2006/2009