Provide administrative support to the CEO, COO, and other members of the Executive Team, as well as the Bank’s Board of Directors. Responsibilities include:• Coordinator for all Board-level Committee meetings including the dissemination of calendar invites, assisting with the formation of agenda, collection of highly confidential documents, and posting of documents to a secure platform.• Responsible for securing meeting location, food and beverage, and displaying meeting documents for all Board-level Committee meetings.• Assisted in the planning and execution of Executive and Board offsites, internal meetings, and volunteer activities to ensure a well-attended and productive meeting experience.• Maintained calendar for various members of the Executive and Senior Leadership teams to proactively resolve conflicts and easily locate a team member at any given time of the day.• Maintained the corporate card expense reports for the entire Executive and Senior Leadership team members to ensure that monthly statement was paid in timely manner and allow executives to focus on strategic items.• Coordinated travel for members of the Executive Team and worked with the Board of Directors to coordinate the Annual Bank Conference to include vendor dinners and meetings with Regulators. Also, responsible for the coordination of Branch visits and other special events that involved the Executive Team and Board of Directors.• Assisted in the gathering of documents for audits and examinations. Provided details from parking to coordinating meetings between the auditors/examiners, the Executive team and Board of Directors to ensure their visit was positive and productive.• Partnered with the People Operations team to coordinate employee appreciation events and special events including merger.• Worked with Facilities team to ensure office issues were reported and resolved in a timely and safe manner.

Provided full administrative support to the CEO and his Research and Sales teams so that they could deliver high-impact visual research, consulting, and advisory services to provide companies with the insight they need to make better technology and strategy decisions, which would also ensure that Aragon’s financial goals for the year were met.• Maintained an extremely full calendar with inquiry calls, strategy days, webinars, and podcasts for clients and briefings for prospects, all while proactively managing scheduling conflicts. • Experience registering CEO and analysts for various in-person and virtual analyst and industry conferences which included travel accommodations and expense follow up.• Coordinated in-person and virtual team offsites and special events from assisting with the agenda and presentations to arranging meals, employee gifts, and team building activities to ensure the event was well received.• Assisted the Research team with the distribution and collection of surveys, customer references, and drafts of documents so they can prepare their documents for clients and prospects in a timely manner.• Assisted the Marketing team with the company year-end awards, in-person and virtual events with the scheduling of prep meetings, sending out personal invitations, creating name badges, sending out swag bags, setting up and breaking down of the event.• Coordinated and executed special projects such as client care packages and virtual happy hours with special cocktail kits during the COVID-19 pandemic to ensure engagement with the client was maintained.• Managed office by coordinating staff activities, worked with the landlord on building issues, worked with service vendors, and maintained supplies and snacks for the staff.

Provided full administrative support to the Executive Vice President and Chief Financial Officer and his directs including precise calendar management with video conferences, travel, and accurate and timely expense reimbursement.• Delivered PowerPoint presentations regarding major strategy changes to the Board of Directors, high level company executives, and government regulators, ultimately resulting in a $30 billion sale in mortgage loans.• With limited resources and time, executed offsite events and meetings for the Senior Management team members from various parts of the country which resulted in successful business meetings and enjoyable team building activities.

Delivered full administrative support including extensive calendar management, travel, and expense reimbursement. Proactively ensured manager was prepared for all meetings with the appropriate documents and teleconference, or video conference details.

Assisted in the planning of large group events including Human Resources benefits sessions, town halls, flu clinics, large company announcements, and trainings.• Coordinated multi-site teleconferences and video conferences meetings, reducing travel costs and saving time at a time when staffing was being reduced.

Offered full administrative support including calendar management, travel on commercial and private aircrafts, and expense reimbursement. Collaborated with Planning and Communications and Human Resources teams to coordinate road shows, town halls, quarterly and yearly earnings calls, trainings, and multi-site announcements. • Assisted with the flawless set-up of offsites and special events for CEO and the Senior Management team, ensuring the time spent together was productive and enjoyable.

Assisted in the coordination of special in-house and offsite company events. Processed invoices and check requests for the department in a timely and accurate manner. • Discovered and eliminated defunct cell phone and fax lines, saving thousands of dollars a year for the department.• Became the point person to assist employees on answering their questions or directing them to the appropriate person, saving time and aggravation for the employee and the Human Resources staff.

Provided full phone coverage including handling escalated calls from irate cardholders in a friendly and helpful manner. Coordinated domestic and international travel accommodations on commercial and private aircrafts, then completed travel and expense reports in an accurate and timely manner.• Successfully worked with and exceeded the expectation of upset cardholders, establishing a rapport and assisting in resolving their issues, and ultimately avoiding the customer closing their account.