Susan Derose Email & Phone Number

Forest Grove, Or, Us

Hillsboro, Oregon, United States

Portland, Oregon, United States

• Worked as a team with the financial advisor to create new and serve existing clients, raising the branch level from a level four to a level five and later advancing to a level six office. • Proactively created systems to increase branch efficiency and clarity from birthday card mailing to processing life insurance policies.

Hillsboro, Oregon

• Assisted with a marketing project to expand the firm market base, to increase revenue, and to bring in new clients. • Responsible for filing all paperwork, collecting corresponding files, and retrieving and organizing the docket in preparation for the next day court proceedings.

Forest Grove, Oregon

• Assisted the Business Owner with errands including bank deposits and the delivery of catering orders. • Created presentations in Excel for board meetings. • Reconciled Bank Statements in QuickBooks and handled Accounts Payable for new client.

Hillsboro, Oregon

• Processed confidential medical information bringing the department up to date and helped with mailing procedures.

Forest Grove, Oregon

• Guided local and out of town guests to current events information, navigation of the city, general information of the area, and accepted payments for event tickets and Chamber dues.• Created and worked with business owners in the production of a news flyer which was distributed weekly on multiple websites to stimulate local businesses. • Created and improved various templates, collaborated with staff in the production of events and organized all aspects of the office.