Joanna Izzi-Michalik
Greeley
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of attention to detail. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Executive Assistant
OTT Hydromet Corp
09.2023 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Facilitated training and onboarding for incoming office staff.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Field Sales Support
OTT Hydromet Corp
04.2019 - Current
- 3+ years supporting direct sales associates
- Strong written and oral communication skills
- Strong time-management skills; Ability to multi-task
- Ability to organize cross-functional collaboration for a common goal
- Contract review experience
- Salesforce experience
- Quoted prices, credit terms and other bid specifications.
- Attended monthly sales meetings and quarterly sales trainings.
- Trained new employees on customer service and organizing strategies.
- Lead team productivity when management is OOO.
- Manage escalations when management is OOO.
Senior Credits Rep
Banner Health
03.2015 - 03.2019
- Interviewed clients by telephone to gather financial information.
- Received and submitted customer payments to further reduce open account balances.
- Answered over 20+ customer communications per day via telephone and email.
- Trained the new Tucson corporate office
- Balance spreadsheets
- Troubleshoot balancing
- Audit 25 spreadsheets a week
- Train peers on daily work
Member Representative II
Credit Union Of Colorado
10.2010 - 03.2015
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
- Promoted available products and services to customers during service, account management, and order calls.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Meet or exceeded my sales goals every month.
- Create and post work schedules
- Prepare payroll checks
- Weekly audits on my peer’s work
- Monthly audits on the vault and security cameras.
- Opened new accounts, car loans, personal loans,
mortgage loans- refinance, help members apply for a mortgage, mortgage questions, HELOC loans, closing of mortgage, explain mortgage docs, credit cards, help review fico score and credit reports
Education
Real Estate
American Real Estate College
Loveland, Co 05.2008
Platte Valley High School
Kersey, CO05.2004
Skills
- Client Needs Assessment
- Sales Support
- Sales Contracts
- Team Mentorship
- Bids review
- Executive support
- Schedule & calendar planning
- Information confidentiality
- Expense reporting
- Calendar management
- Travel coordination
- Meeting planning
Timeline
Executive Assistant
OTT Hydromet Corp
09.2023 - Current
Field Sales Support
OTT Hydromet Corp
04.2019 - Current
Senior Credits Rep
Banner Health
03.2015 - 03.2019
Member Representative II
Credit Union Of Colorado
10.2010 - 03.2015
Real Estate
American Real Estate College
Platte Valley High School
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