Stephanle Dongarra
@stephanledongarra
Accomplished professional skilled in banking and process improvement.
What I'm looking for
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
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.
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
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.
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.
Government Clearance Clerk
Deutsche Bank
Served as a Government Clearance Clerk. Processed and managed government clearance documentation.
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
Bachelor of Business Administration, Information Systems
Studied core business principles combined with information technology concepts. Focused on the application of technology to business operations and management.
Stevenson University
Associate Business Administration, Supervisory Management
Completed foundational coursework in business administration. Gained knowledge in supervisory techniques and management principles.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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