Susan Bogan Email and Phone Number
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Susan Bogan personal email
Executive Assistant and Customer Service Client Associate with 20+ years experience in finance, real estate, and hospitality. Self-starter, driven, and focused. Highly organized, with proven problem-solving abilities, excellent written and oral communication, and multitasking skills. Resourceful, friendly, and patient, able to work with client and executives on all organizational levels. Highly trustworthy in handling confidential financial information, on both business and personal level. Team player, characterized as a proactive and efficient.SKILLS• Customer Service Experience
Equity Lifestyle Properties, Inc.
View- Website:
- equitylifestyleproperties.com
- Employees:
- 1
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Regional Administrative AssistantEquity Lifestyle Properties, Inc. Sep 2022 - PresentScottsdale, Arizona, United StatesHybrid Administrative Assistant/Office Manager role for leadership with duties such as calendar management and expense reimbursements, while being responsible for the efficiency of daily office operations. Process multiple invoices and coordinate team meetings and events, assist with sales license renewals, interface with property management on facility issues, download and distribute reports, and own and manage all assigned special projects. -
Wealth Management Client AssociateMerrill Lynch Jan 2022 - Sep 2022Phoenix, Arizona, United StatesWork closely with financial advisors to provide service support for their teams and Merrill Lynch clients.Work with highly affluent clients around the world; Lead end-to-end onboarding and maintenance for new and existing clients.Provide services to each client, working across business lines to accommodate requests.Use creativity to tackle complex problems; Manage client servicing requests and account maintenance.Use multiple communication methods to ensure a consistent and exceptional client service, e.g., secure email, company wide customer service portal.Act as a key team member leading our clients’ digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security, fully adhering to SEC regulations.Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities.Friendly, creating client confidence; quickly fulfilling client needs; delivering solutions; simplifying processes for clients; frequent communication; exercising an abundance of discretion with sensitive information. -
Executive Assistant To President And VpSeville Mortgage, Llc Feb 2021 - Dec 2021Gilbert, Arizona, United StatesAssisted team with loan originations.Validated all necessary client documentation was provided and is viewable in the doc manager software.Coordinated employment verifications on all loans, both written and verbal.Facilitated weekly meetings with our selling and buying agents, to provide loan updates.Worked with Title Companies to ensure completion of all necessary documents, in order to maintain client's crucial timeline.Collected and reviewed client documents, to ensure sure they meet outstanding conditions; uploaded into Fuel.Assisted Closing Manager with Closing Disclosures and balancing.
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Executive Assistant To The Gm And Resort ManagerFour Seasons Hotels And Resorts Jul 2008 - Nov 2020Scottsdale, Arizona, United StatesAssisted with all necessary correspondence, incoming calls, emails, and tasks throughout the day.Ran all necessary reports that relate to sales, weekly budget, payroll and guest surveys.Maintained calendar, scheduling of meetings, and travel for my direct reports.Responsible for processing payroll and maintaining vacation schedule for Executive Office and admin team.Entered sales leads and created proposals and contracts for Sales Managers.Coordinates and responded to all charitable donation requests for the resort. Processed expense reports for my direct reports.Greeted VIP guests for my direct reports in their absence and served as point of contact for Elite travelers.Helped to plan and execute major golf fundraiser each year for 200+ people.Voice of the resort in response to TripAdvisor reviews on behalf of Resort Manager. -
Sales Associate And Executive Assistant To General ManagerStatesman Group Of Companies Dec 2006 - Jun 2008Scottsdale, Arizona, United StatesGreeted potential buyers at Toscana’s Sales Office.Input sales information into Contact Management System database.Met with appraisers upon request.Created sales flyers.Oversaw Hospitality Suites.
Susan Bogan Skills
Frequently Asked Questions about Susan Bogan
What company does Susan Bogan work for?
Susan Bogan works for Equity Lifestyle Properties, Inc.
What is Susan Bogan's role at the current company?
Susan Bogan's current role is Regional Administrative Assistant.
What is Susan Bogan's email address?
Susan Bogan's email address is su****@****ons.com
What skills is Susan Bogan known for?
Susan Bogan has skills like Chef.
Who are Susan Bogan's colleagues?
Susan Bogan's colleagues are Chase Kruger, Julie Foster, Ross Kramer, Michael G. Flanigan, Jennifer Gil, Angela Falcon, Jasmin Sevilla.
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Susan Bogan
Agepop Co-Ceo | Strategic Accelerator | Connector L Relationship Builder | Bold Strategy Influencer L Board Member, Board & Investor Advisor L Delivers ResultsKansas City, Mo1attaneresults.com -
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