Cassandra Ramirez Email and Phone Number

• Develop a comprehensive suite of solutions to meet the evolving needs of our clients and leadership• Optimize meetings for different time zones to support our distributed team• Serve as the liaison between staff, senior leadership, clientele, and company partners• Coordinate and schedule multiple events / meetings for partners, staff, and senior leadership, while planning meetings with clients• Assist with clerical functions to process newly enrolled clients’ documents and requests• Work with commission statements to accurately calculate ratios / percentages • Arrange domestic and international travel, local travel, and lunch / dinner reservations• Handled confidential information with professionalism and integrity• Provide information and handled inquiries for any incoming calls / emails, and correctly directed them to the appropriate partner, in a timely manner• Work closely with staff and HR to be responsible for birthdays, achievements, and other celebrations• Maintain an organized setting to work independently at a fast pace, to meet deadlines

• Served as primary point of communication / office support for team• Supported management and employees with administrative responsibilities to manage daily operations efficiently and effectively• Managed executive calendar, emails, phone calls, and text messages in a prompt manner• Scheduled meetings, estimate appointments, and personal appointments for CEO• Planned company dinners, events, and off-site meetings• Identified ways to improve administrative tasks such as initiating the use of extensive strategic planning capabilities• Collaborated with and contacted other companies to successfully complete projects• Successfully met all deadlines / budgets, and multi-tasked in a fast-paced environment

• Improved member service skills by helping an average of 50 customers a day assisting with their daily everyday banking needs• Accurately processed customers cash, check, transfer, and statement transaction, with a correctly balanced bill• Learned and mastered Arrowheads Credit Unions banking systems such as Symitar and ITC• Assisted in accurately balancing vault, teller machines, and teller drawers• Handled all members’ confidential documents with integrity• Provided exceptional customer service by building strong relationships with members, resulting in repeat customers assigned to me• Understood and provided products / services that best fit my members’ specific needs• Sharpened problem-solving skills while also improving my organizational skills through researching and providing direction to customers and employees when resolving complex issues