PAULA WALKER WERTMAN

2206 Spring Leaf Drive

Carrollton, TX 75006
Home (972) 418-0087 (Recorder)
Cell (214) 668-7892
Email address: pw5b35bc@westpost.net
SUMMARY
A nonsmoking office administrator with more than 28 years of administrative and
office management experience in various industries. Excellent organizational, i
nterpersonal, and problem-solving skills. Additional strengths include sales exp
ertise, customer service, organizing and coordinating upper-level executive's sc
hedules, scheduling domestic and international travel arrangements, and interfac
ing with all levels of management and personnel. Special strengths include coord
inating and scheduling all logistics for conferences, trade shows, seminars, and
off-site meetings. An efficient, resourceful, detail oriented, dedicated, and
a reliable employee with an eagerness to learn new skills. Seeking a position as
an Executive Assistant, Administrative Assistant or Office Manager where I can
utilize my excellent skills and special strengths. Proven proficiency in the fo
llowing:
SKILLS
Typing 65 wpm
Toastmaster C.T.M.
SOFTWARE
MicroSoft Office 2003, 2000: Word, Excel, PowerPoint, Outlook, Concur, Taleo, F
MInteract
WORK EXPERIENCE
TIAA-CREF- Lewisville, TX
Administrative Assistant to Three Directors, 12 Team Managers and staff of 226
Employment Dates: 6/2007 to Present $49,000/Yr.
Impending Lay Off
* Provided all administrative support to three Directors, 12 Team Managers and s
taff of 226 Consultants.
* Arranged meetings, conferences, catering, scheduled appointments and other tas
ks relating to maintaining executive schedules.
* Arranged travel, hotel and car reservations using our online travel system. Pr
epared extensive expense reports and ensured proper documentation.
* Created and maintained weekly, monthly spreadsheets, and reports. Managed dep
artmental budgets which included processing and tracking invoices. Tracked and m
onitored expenses for the facility.
* Assisted HR Director with the hiring process using Taleo Recruitment software.
Responsible for the on-boarding and off-boarding of all employees, maintained o
rganizational charts, departmental telephone list and personnel files.
* Provided a high level of customer service with Clients and vendors.
* Ordered and maintained office equipment and supplies.
* Contact administrator for all facility matters, IT, and Security issues.
* Liaison with the Charlotte, Denver, and New York offices.
* Arranged logistics to build-out the new Call Center in Lewisville, TX.
MED-TRANS CORPORATION - Lewisville, TX
Administrative Assistant to the President and Office Manager
Employment Dates: 1/2007 to 6/2007 $45,000/Yr.
Small company - no benefits
* Provided all administrative support to President and staff of six.
* Arranged all logistics to relocate corporate office from Bismarck, ND to Lewis
ville, TX. Included meeting with Contractors to arrange build-out of new office
s, met with a variety of vendors to pick out carpet, wall colors, furniture, res
earched and chose telephone supplier, copier supplier, office supply company, re
location company, travel agency, and promotional company.
* Organized and planned the Leadership Conference for 35 people, worked with hot
el to set up meeting rooms and golf tournament for attendees.
* Maintained President's calendar, set up appointments and meetings, made travel
arrangements and prepared expense reports for the staff.
* Assisted Human Resources Director by setting up new policies and procedures fo
r the company-wide rollout to over 300 employees in the United States. Kept com
pany records for all employees.
CITIGROUP - Irving, TX
Administrative Assistant to Senior Vice President of Remedial Risk/Liquidation M
anagement Group and the Vice President of Remedial Risk
Employment Dates: 6/2003 to 1/2007 $42,000/Yr.
Impending Department Lay Off
* Provided all administrative support to the Senior Vice President of Remedial R
isk/Liquidation Management Group and the Vice President of Remedial Risk and the
ir staff of 12.
* Maintained Senior Vice President's calendar, set up appointments and meetings
for the staff which included arranging catering for quarterly meetings.
* Scheduled travel, car rental and hotel accommodations using Travel Planner and
expensed travel using Web T & E.
* Copied and distributed CLMR reports, designed Excel spreadsheets which tracked
monthly CLMR's and prepared PowerPoint presentations for quarterly meetings.
* Maintained the filing of CLMR's, FAS114's and other pertinent information for
the Credit Line Binder files.
* Input Virtual Requests for security access to directories and drives, purchase
d software and hardware items for department.
* Liaison with Facilities Maintenance, Technology, Copy Center and Security depa
rtments.
* Maintained Iron Mountain records and attendance records for the department.
* Paid Department's invoices and ordered office supplies using our P2P online bi
ll paying system.
* Coordinated all logistics for customers attending the sale of our golf course
portfolio.
* Made collection calls on delinquent Small Business accounts to bring them curr
ent.
WASHINGTON MUTUAL - Dallas, TX
Executive Administrative Assistant to First Vice President and
staff at 25 bank branches
Employment Dates: 11/2001 to 5/2003 $40,000/Yr.
Region/Department Downsizing
* Provided all administrative support to First Vice President and staff at 25
* bank branches.
* Maintained First Vice President's calendar, set up appointments, meetings, sch
eduled his and all branches travel and hotel accommodations.
* Designed Excel spreadsheets, prepared PowerPoint presentations, wrote
* memos, emails and composed letters to customers.
* Set up, maintained and administered all bank policies, procedures, personnel f
iles and expense reimbursements for 25 bank branches.
* Interviewed and supervised Floater Tellers for bank branches.
* Facilitator for New Employee Orientation classes that included training new pe
rsonnel how to use bank software programs, complete on-line timesheets, expense
report procedures, reviewed benefits and bank policies.
* Coordinated quarterly recognition awards banquets for top producers for 25 bra
nches.
* Liaison for Washington Mutual's H.I.P. program and the Dallas Independent Scho
ol District.
i2 TECHNOLOGIES, INC. - Dallas, TX
Executive Administrative Assistant to Director of CoMarketing,
Director of Brand/Advertising and Director of Creative Services
Employment Dates: 11/2000 to 11/2001 $37,500/Yr.
Nationwide Lay Off
* Provided all administrative support to three executives and their staffs: Dire
ctor of Co-Marketing and three Marketing Managers; Director of Brand/Advertising
and Director of Creative Services.
* Set up, maintained and administered all company policies, procedures, personne
l files and expense reimbursements.
* Coordinated staff's appointment calendars, special projects, trade shows as we
ll as monthly and quarterly off-site meetings.
* Managed all department projects and insured that they were completed by due da
te.
* Designed Excel spreadsheets, prepared PowerPoint presentations for client pres
entations, composed memos, emails and letters.
* Processed and coded all invoices and statements for trade shows, vendors and t
he Marketing and Creative Services Departments.
* Directed all advertising and media telephone calls to the appropriate staff me
mbers for follow-up.
* Input and tracked all Employee Change Authorizations, Purchase Requests and Pu
rchase Orders for the Marketing and Creative Services departments.
* Scheduled all domestic and international travel and hotel accommodations.
* Assisted Vice President in absence of her Executive Assistant.
EDUCATION
Brookhaven College
Dallas, TX
Associates Degree in Business 1981
TRAINING
Effective Listening Skills
Time Management
Success Skills for Assistants
EXTRA CURRICULAR
TIAA-CREF Administrative Council Member
TIAA-CREF Administrative Assistant Handbook Committee
TIAA-CREF Volunteer for "Stay In School Program"
Member of CitiGroup's DFW Women's Network
Recruiting Committee Member for CitiGroup's DFW Women's Network
CitiGroup's March of Dimes "Walk America" Team Coordinator
CitiGroup United Way Chairperson
Washington Mutual's Coordinator for Volunteers for Muscular Dystrophy Associatio
n Lock-up Fund Raisers (All branches)
Washington Mutual's Coordinator for Texas Department of Human Services -Christma
s for the Elderly program (All branches)
Freddie Mac's C.A.S.A. Volunteer
Important note: Excellent references, excellent credit history and bondable.