Susan Derose Email & Phone Number

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.