nov 2015 final resume eric wheatley

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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

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Page 1: Nov 2015 Final Resume Eric Wheatley

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

Page 2: Nov 2015 Final Resume Eric Wheatley

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