Cheryl Boe

Cheryl Boe

Bank Management Trainee/Insurance Administrator and Sales Agent

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location of Cheryl BoeOttawa, Illinois, United States

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  • Timeline

  • About me

    Administrative Assistant to President, Sales and Digital Marketing Manager - Fast Pipe Lining

  • Education

    • St. Joseph College, Karachi, Pakistan

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      Political Science and Government
    • St. Joseph High School, Karachi, Pakistan

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    • Karachi University

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      Bachelor's degree Political Science and Government B.A.
  • Experience

    • First Federal Savings Bank

      Jan 1996 - Mar 2009
      Bank Management Trainee/Insurance Administrator and Sales Agent

      • Professionally cross-sold bank savings, annuities, long-term care, investment and health insurance products. Twice recognized as top insurance producer and once winning the President’s Club award. As a company insurance administrator, successfully supervised two office assistants in the performance of general office tasks and created an effective filing system within the department. • Competently assisted sister branch managers with customer service duties. Received seven monthly top Customer Service awards and one Bank President’s Award for demonstrating best customer service during a nation’s bank best customer service survey. • Trained new hires, coordinated and hosted seminars, scheduled agent appointments, managed and updated insurance agents’ licenses, inventoried and ordered office supplies. Show less

    • LMK Enterprises

      Mar 2009 - Apr 2011
      Executive Administrative Sales Coordinator – Level 3

      • Promptly executed daily office functions such as answering calls, troubleshooting customer’s needs, received potential visitors, mail distribution, fax, photocopying, and many other office responsibilities in a fast-paced manufacturing environment. Successfully used MS Office Suite for correspondences, tracking sales data, scheduling appointments and meetings. Conducted research, prepared statistical reports, and handled requests for information. Recorded, compiled, transcribed, and distributed minutes of meetings. Arranged staff travel, meetings and luncheons. • Effectively tracked weekly, monthly and annual sales and business reports, while supporting updates and development of sales material training manuals, product binders and PowerPoint presentations. • Developed and maintained relationships with local and international customer via phone, general mail and e-mail correspondence, facilitating positive customer service that included hosting meetings and special events. Arranged conference calls, and scheduled meetings. • Efficiently coordinated with Manufacturing department on product samples and orders on Peachtree.• Scoped pre-bid projects on Reed Connect and MSD sites for sales team. Collaborated with Marketing Department on sales ideas/promotions including evaluating competitors’ products via internet, and mass mailing through Constant Contact. • Teamed with Sales Department on effective filing system for Sales Team, coordinating events for in-house training, road shows, and local/international conventions. Co-organized in-house seminar. Show less

    • LyondellBasell - Morris Plant - CDI Contractor

      May 2011 - Mar 2015
      Executive Administrative Assistant/Capital Group Document Control Specialist

      • Provided a full range of support services for principal engineers to office administrators. Successfully managed daily office functions including answering telephone calls and email correspondence from plant personnel, contractors, and vendors. Effectively used MS Office for documents and scheduling. Proficiently compiled reports while maintaining organizational and personal confidentiality within the HR department during turn-around. A dependable resource for colleagues with less experience. • Successfully transferred files to/from FTP sites, document filing in various electronic formats with high degree of organization and attention to detail. Uploading/downloading resource materials to/from Documentum. SAP research for engineers and project managers.• Improved documentation of policies and procedures, and created PowerPoint training material for new hire onboarding. Trained contractors on document control procedures, company policies and guidelines to facilitate proper workflow and management of change. Created posters and banners for Global Safety Day that included a first-place winning PowerPoint for Lyondellbasell’s HSE Department’s Contractor Hand Safety contest. • Effectively managed both electronic and printed engineering CAD drawings, revision tracking and control, scanning, e-mail notification, database project tracking and adherence to site record retention procedures and policies. • Oversaw documentation and other administrative functions, including attended project meetings, maintained project timesheets, created and maintained reports. AutoCAD drawing tracking: check-out/check-ins for debottleneck, overhaul, turnaround, and shutdown for capital projects with capital group management, engineers, and contractors (on-site and off-site). Show less

    • Centrue Bank

      Mar 2015 - Sept 2017
      Corporate Secretary, Assistant Vice President

      • Served as Secretary of the Holding Company and the Bank Board of Directors, as well as the Holding Company committees. Prepared board agendas, compiled and distributed Holding Company/Bank Board. In charge of all communications and hospitality arrangements for all board meetings. • Handled/processed documents during the bank merger/acquisition.• Completed special projects as assigned by the CEO and the Head of Human Resources & Corporate Communications. • Maintained and communicated with the Board of Directors, CFO, and the Chief Human Resources & Corporate Communications on Holding Company/Bank Annual filings.• Maintained and communicated with Executive Officers in regards to annual reviews of Holding Company/Bank policies, procedures, and charters. • Served as primary contact for Holding Company’s transfer agent in all matters associated with Holding Company stock, dividend payments, stock transfers/repurchases, and the shareholders' annual meeting. Maintained record of stock transactions of Section 16 reporting.• Confidentially NASDAQ Editors on press releases and coordinated with vendor on the distribution of quarterly press releases and other press releases issued from time to time.• Primary corporate-wide contact for all bank insurance processing, communicated with legal counsel, insurance companies, branch managers, and the executive management team on bank insurance claims. • Assisted in generating Holding Company/Bank reports and producing documents for the Executive Management team during Federal Reserve Bank – Chicago and internal/external audits.• Coordinated notary public commissions and medallion guaranty signers’ assignments for the bank.• Assisted with document conversion and transferred files to/from FTP sites. Show less

    • FAST Pipe Lining Inc.

      Sept 2017 - Mar 2022
      Executive Assistant, Sales and Digital Marketing Manager

      • Assisted President with daily duties. Company liaison. Prepared bids, proposals, quotes, and rate sheets.• Develop and implement work process that improves efficiency and enhance productivity.• Managed staffing processes such as recruiting, interviewing, and hiring. Created onboarding document, including company policies and procedures, etc.• Filed/updated chemical Safety Data Sheets, assigned/coordinated staff all OSHA construction training registration, and updated on OSHA rules/regulations/compliance, prepared/assisted all HSE and safety toolbox training documents. • Market research. Brand development, implement marketing and sales strategies.• Created and edit documents, project submittals, product manuals, presentations, forms, brochures, flyers, and banners by using marketing media software.• Created websites. Modify and update website(s) documents using Word Press, widgets, and other apps.• Trade show coordinator, start to finish - travel, accommodations, purchases, booth arrangements, etc.• Assisted in any-and-all duties to support the management team. Show less

  • Licenses & Certifications

    • Success Through Selling Courses

      First Federal Savings Bank
      Oct 2003
    • Notary Public Commissioner License

      Illinois Notary Federation Inc
      Sept 2015
    • OSHA 10 Construction

      OSHA-Training.com
      Aug 2019
    • International Air Transport Association Certification

      International Air Transport Association (IATA)
      Jun 1990
    • Health Life and Fixed Annuities Licensed Agent

      ILLINOIS INSURANCE ASSOCIATION
      Mar 2003
    • MS Office Suite Course

      Illinois Valley Community College
      Sept 2001