PROFESSIONAL PROFILE
Detail-oriented professional with 15 years of total corporate work experience across banking and financial services, healthcare/medical, and automotive industries, including 8 years leading teams of 10–15 employees in banking and financial services, specializing in disputes and fraud investigation. Transitioning into Executive Virtual Assistant work, bringing proven strengths in calendar and meeting management, executive-level client engagement, cross-functional coordination, and confidential case handling. Recognized top performer known for taking ownership, working independently, and consistently delivering accurate, high-quality results under time pressure — skills that translate directly into reliable, high-trust executive support.
CORE COMPETENCIES
•Calendar & Meeting Management — coordinated recurring team huddles, calibration sessions, and 1:1 coaching schedules for a team of 10–15
•Client & Stakeholder Engagement — led client meetings and ongoing relationship management in a regulated financial environment
•Cross-Functional Collaboration — partnered across departments to resolve disputes and fraud cases end-to-end
•Confidential Case & Document Handling — managed sensitive financial and customer information with strict accuracy and discretion
•Process Ownership & Problem-Solving — identified issues and drove solutions independently, with minimal supervision
•AI-Enhanced Productivity — uses Copilot, ChatGPT, and Claude to speed up research, drafting, and admin workflows
TOOLS & TECHNOLOGY
Microsoft Office (Outlook, Word, Excel, PowerPoint) • Microsoft Teams • Zoom • Google Workspace (Docs, Sheets, Calendar, Meet) • Microsoft Copilot • ChatGPT • Claude
PROFESSIONAL EXPERIENCE
Team Manager — Banking & Financial, Healthcare and Automotive Services for 8 Years.
•Managed and coached a team of 10–15 full-time employees handling banking disputes and fraud investigation cases.
•Led client meetings and maintained ongoing client engagement throughout case resolution.
•Scheduled and ran recurring team huddles, calibration sessions, and individual coaching to keep performance and quality on track.
•Collaborated across teams and functions to resolve complex cases efficiently.
•Led a project that delivered a measurable improvement to a key performance metric, earning recognition as a Top Team Leader.
•Took full ownership of day-to-day operations, working independently while consistently meeting quality and turnaround targets.
