Joan Parto

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Senior Executive Administrative Assistant

JP Morgan Chase Co.

Apr 2024 - May 2025 (1 year 2 months)

Manage daily operations as assigned; exhibit ownership in managing extremely active calendars of appointments Effectively manage internal related activities such as meetings and communications with a high degree of professionalism, accuracy, and confidentiality Communicate with management and resolve conflict through broad decision making Communicate professionally with internal individuals at all levels of the organization verbally and through high quality, concise emails Build and maintain strong relationships with key partners such as other BSA's globally while creating a collaborative environment Update/edit Excel or PowerPoint presentations, as requested Assist with internal ad hoc projects, as requested. Ensure time away is managed pr

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Senior Escalations Representative (Subject Matter Expert)

Wells Fargo EGS, LLC|

Aug 2021 - Oct 2023 (2 years 3 months)

Support less experienced individuals in providing resolutions for client inquiries and complaints In-depth knowledge of US laws in lending and finance Determine appropriate course of action and conduct investigative steps to fully identify customer issues Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction Provide subject matter expertise and interpretation of procedures to less experienced individuals Respond independently to complaints escalated at the highest level Interact with internal and external customers to resolve their issues within given

Customer Success Associate

myagi

Jan 2020 - Jul 2021 (1 year 7 months)

Acting as the primary contact for new customers, providing guidance and support.
Managing successful product implementation and onboarding.
Advocating for customer needs by capturing and sharing feedback.
Responding to customer feedback and proactively contacting customers based on account health.
Serve as a project manager for successful product implementation.
Act as a dedicated contact for new customers, answering questions and providing advice.
Configure basic software elements and coordinate complex data migrations or custom integrations.
Arrange training sessions and assist with webinars.
Advocate for customers by capturing feature requests and feedback.
Respond to NPS survey feedback and a

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Executive Administrative Assistant to

Your Remote Assistant|

Apr 2019 - Jun 2021 (2 years 3 months)

Coordinate meetings for two executives using Google Calendar Manage clients' calendars Respond and resolve customers' issues and concerns Prepares and analyzes internal and external quality reports for management staff review Manage the flow of information and various content to the senior executives and the CEO Assist with internal ad hoc projects, as requested Prepares reports, research and presentations Assist executives with flight bookings, travel arrangements and expenses. Perform administrative roles and supporting the staff in the office. It includes typing, creating spreadsheets, dictation, faxing, and maintaining the filing system. Organize and maintain team and staff communication. Plan events that can be both internal and offici

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Senior Collection Specialist and Customer Support

Teletech Lipa|

Jan 2014 - Feb 2019 (5 years 2 months)

Formulates strategies and communicate with clients day-to-day directly Knowledgeable in Australian culture and customers Case manages accounts or customers who deemed under hardship or financial difficulties Collection of overdue balances and assist payment arrangements Manual Credit assessment of accounts and customers Basic troubleshooting of devices Create support tickets and provide updates to customers Reminder and notifications of past due bills Answer support tickets

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Joan Parto

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