MAI WILLIAMS
LOS ANGELES
Summary
Highly motivated professional with 20 years of entrepreneurial and administrative experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as a manager and leader, as well as a collaborative team member. Applies business acumen, experience, and exercises decisive judgment to meet and exceed organizational goals.
Overview
21
21
years of professional experience
Work History
Sr Executive Administrative Assistant
City National Bank
12.2022 - Current
- Supports executives as assigned by keeping he/she/them informed of activities impacting assigned group. Assists with scheduling, reports, agendas, or other activities as required. Regularly interfaces with internal clients and external constituents, and is responsible for exhibiting exemplary customer service in all interactions.
- Makes and schedules appointments and/or meetings for assigned leaders.
- Coordinates “office” functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties.
- Completes special projects as assigned. Often has responsibility for or participates in special projects that may be confidential, temporary or permanent in nature.
- Composes and creates correspondence, reports and other moderately complex documents which may contain statistical data and/or confidential information which require accuracy and speed. Composes routine correspondence, reports and other documents as directed. Proofreads documents for typographical errors.
- Utilizes word processing programs to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures.
- Ensures documents conform to established guidelines pertaining to format, English grammar and style.
- Assists in gathering information from various sources (i.e., internal files, computer reports, etc.) and organizing into specified/established format. Performs various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by assigned attorney or staff members. Contacts customers and/or Bank personnel to request information/documentation.
- Sets up and maintains filing systems, sorts and files various documents and maintains records of materials removed from files. May prepare indexing/cross-referencing aids. Make routine checks and comparisons of data by using various departmental sources (i.e., computer reports, filing systems, etc.) to verify information.
- Handles the logistics of meetings/conferences for 50 plus colleagues including space reservations, agenda formats, remote participation capabilities, providing refreshments, and travel accomodations.
Executive Assistant
Joseph Allen - Entertainer
08.2014 - 12.2022
- Organized personal and professional calendars, including reminders for upcoming meetings and events
- Updated company websites, accounts, and social media outlets to promote marketing and brand awareness
- Screened telephone calls and inquiries and directed as appropriate
- Managed household inventory and maintenance schedules
- Organized work projects around client's house
- Opened, sorted, and responded to routine correspondence on behalf of business leaders
- Made company travel arrangements by booking hotels, flights, and reservations
- Coordinated meeting and work schedules for staff teams and executives
- Prepared homes for clients prior to arrival from business trips and vacations
- Worked closely with high-profile clients to provide one-on-one administrative support
- Wrote email messages, memos and business letters for management and proofread
- Documentation to provide error-free correspondence
Relationship Banker
JP Morgan Chase
10.2011 - 09.2013
- Open/close personal and business accounts, process personal and business credit card applications, originate and process residential, home equity, business, and commercial loans
- Perform all safe box maintenance
- Provide customer service and problem resolution to customers, and assisted newer bankers in strategies to be successful bankers
- Trained new team members on applying due diligence procedures and regulatory mandates
- Audited and documented processes and procedures for the new accounts department
- Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor
Sr Personal Financial Representative
Washington Mutual Bank
03.2009 - 09.2011
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
- Answered clients' questions about the purposes and details of financial plans and strategies
- Also obtained Series 6, 63, and Life Insurance Licenses and was able to refer customers to a financial advisor for investments
- Was a 2012 National Achiever and attended the National Sales Conference in January 2013
Senior Teller
Washington Mutual Bank
01.2004 - 02.2009
- Responsible for opening/closing personal and business accounts, account maintenance, originating credit cards, home equity loans, and mortgage applications
- Maintain a self tracker for production and report it to my superior weekly
- Provide customer resolution on issues pertaining to accounts
- Drove branch growth and profitability, building credibility, developing relationships and increasing visibility within community and industry
- Evaluated member's creditworthiness for new services
- Supplied executive-level administrative support to upper management by reviewing employee performance, implementing policies within various departments and developing budgets
- Answered incoming client phone calls and responded to voicemails to answer financial services questions
- Presented product presentations to tellers to help increase productivity
- Also managed and audited account and loan files
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers while cross-selling financial products
Education
Bachelor of Medical Biology - Pre-Medicine
Cal State San Bernardino
San Bernardino, CABachelor Of Science (B.S.) -
Cal State San Bernardino
San Bernardino, CA01.2008
Associate of Arts - General Education
Chaffey College
Rancho Cucamonga, CA06.2005
High School Diploma - In US
Etiwanda High School
Etiwanda, CA06.2003
Skills
- Strong Organizational Abilities
- Administrative Support
- Detail Oriented
- High-Level Multitasking
- Advanced MS Office Suite
- Travel Administration
- Project Planning
- Calendar Management
Timeline
Sr Executive Administrative Assistant
City National Bank
12.2022 - Current
Executive Assistant
Joseph Allen - Entertainer
08.2014 - 12.2022
Relationship Banker
JP Morgan Chase
10.2011 - 09.2013
Sr Personal Financial Representative
Washington Mutual Bank
03.2009 - 09.2011
Senior Teller
Washington Mutual Bank
01.2004 - 02.2009
Bachelor Of Science (B.S.) -
Cal State San Bernardino
Bachelor of Medical Biology - Pre-Medicine
Cal State San Bernardino
Associate of Arts - General Education
Chaffey College
High School Diploma - In US
Etiwanda High School
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