Stephanle DongarraSD
Open to opportunities

Stephanle Dongarra

@stephanledongarra

Accomplished professional skilled in banking and process improvement.

United States

What I'm looking for

I am seeking a role that values process improvement and offers opportunities for growth in compliance and operations.

I am an accomplished professional with a strong background in banking and a proven track record of improving processes and streamlining operations. My experience spans over 17 years, during which I have honed my skills in project coordination, customer service, and compliance, particularly in Anti-Money Laundering and Know Your Customer regulations.

Throughout my career, I have excelled in both independent and team settings, demonstrating my ability to thrive in deadline-driven environments. My recent role as an Administrative Support Specialist at Mister Burton & Associates allowed me to further develop my organizational and communication skills while managing client interactions and document processing. I am passionate about leveraging technology to enhance operational efficiency and ensure compliance with industry standards.

Experience

Work history, roles, and key accomplishments

ML

Administrative Support Specialist

Mister Burton & Associates, LLC

Sep 2022 - Sep 2023 (1 year)

Performed basic office tasks, such as filing, data entry, answering phones, and processing mail. Handled communications with clients and vendors via phone, email, and in person. Assembled tax returns through CCH Access (XCM) and processed tax return packets for accounting managers.

TI

Sr. Administrative Assistant

T. Rowe Price U.S. Intermediaries

Jul 2021 - Nov 2021 (4 months)

Provided direct administrative support to two senior leaders, exercising confidentiality, tact, and diplomacy. Conducted moderate complex administrative assignments related to meetings, seminars, and conference planning, including material production and interaction with participants, speakers, and vendors. Coordinated executive meetings, including site selection, catering, and adherence to safety

TI

Project Coordinator, Administrative Assistant

Truist Securities, Inc.

Sep 2003 - Dec 2020 (17 years 3 months)

Performed daily administrative duties, including data entry, expense reports, travel arrangements, ordering office supplies, and report production. Supplied training on office equipment and software, including troubleshooting and problem resolution. Created and implemented the Credit Department's Records Management System structure along with records retention procedures.

IK

Customer Service / Call Center / On-Line Sales

Ikea

Provided customer service and handled call center and online sales inquiries. Assisted customers with their needs and resolved issues.

DB

Government Clearance Clerk

Deutsche Bank

Served as a Government Clearance Clerk. Processed and managed government clearance documentation.

BI

Senior Teller

Bank of America, Inc.

Worked as a Senior Teller. Handled customer transactions and provided banking services.

Education

Degrees, certifications, and relevant coursework

Stevenson University logoSU

Stevenson University

Bachelor of Business Administration, Information Systems

0

Studied core business principles combined with information technology concepts. Focused on the application of technology to business operations and management.

Stevenson University logoSU

Stevenson University

Associate Business Administration, Supervisory Management

0

Completed foundational coursework in business administration. Gained knowledge in supervisory techniques and management principles.

Tech stack

Software and tools used professionally

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