Jessica E. Bortz
Patton
Summary
Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.
Overview
4
4
years of professional experience
Work History
Administrative Assistant
Dubois Continuum of Care Community
02.2025 - Current
- Advocate for residents continuously to ensure that their needs are met.
- Itemize and process transmittals to AP.
- Implement facility procedures.
- Maintain accurate record and documentation that ensures compliance with state and federal regulations.
- Conduct state required assessments for Social Services.
- Acquire and submit proper documentation for annual audits, vendors, and medical professionals.
- Plan and conduct monthly QA and board meetings.
Substitute Teacher
PURCHASE LINE SCHOOL DISTRICT
09.2024 - Current
- Implement lesson plans
- Mentor and engage students
- Give clear instructions and helps students understand the lesson
- Maintain discipline and control of the classroom
- Foster a safe and nurturing learning atmosphere
- Record and grade quizzes, homework, projects, and exams
- Observe and follow school policies
Secretary
Nagle Excavating
01.2024 - 01.2025
- Was in charge of payroll for all employees and subcontractors
- Responsible for all accounts payable and receivable.
- Performed regular business and office duties
- Responsible for accounting duties and tax preparation
Assistant Retirement Services Officer
AmeriServ Trust and Financial Services Company
09.2023 - 04.2024
- Conduct business development and administration activity of Defined Compensation Plans (DC), Defined Benefit Plans (DB), Individual Retirement Accounts (IRA), and other employee sponsored accounts.
- Ensure that the Trust Division policies and procedures comply with the appropriate laws and regulations, verify that accurate Division account records are maintained and provide support for administrators.
- Obtain proper and current documentation on accounts, determine frequency and amounts of payments, consider tax liability, and analyze accounting and distributions.
- Keep informed of new developments, policies, laws and regulations concerning retirement plans and retirement services accounts.
- Administer assigned accounts in accordance with terms specified in the governing instrument, applicable policies, procedures, laws and regulations consistent with the needs of plan sponsors, participants and beneficiaries.
- Ensure that all customer inquiries are responded to accurately and promptly and that all customer reports, remittances and correspondence are accurate and timely.
- Complete Administrative Reviews and assist in or complete other reports as required.
- Communicate with plan sponsors, clients, participants, beneficiaries, attorneys, accountants and others regarding accounts, maintaining a high standard of service.
- Oversee and complete plan allocations by utilizing accounting systems and other computer/vendor resources to generate trust reports, statements, and tax reporting.
- Compile any necessary data for compliance, audit or examination purposes or for any other internal or external reporting purposes.
Bank Teller
AMERISERV FINANCIAL
03.2023 - 09.2023
- Identified opportunities to recommend the right products and services to meet the financial needs of existing and potential customers.
- Participated in training and support the sales initiative of the bank.
- Answered customer and staff inquiries. Responded to questions from customer's surveys, emails, and follow-through with requests for additional information. Introduced customers to appropriate staff for other products and services in order to cross-sell and expand customer relationships.
- Assisted and performed all teller related duties. Possessed a working knowledge of all related policies and procedures in addition to complying with applicable regulations.
- Demonstrated the ability to establish as effective working relationship within a team environment.
Financial Solutions Specialist
First Commonwealth Bank
08.2022 - 02.2023
- Process daily transactions
- Have the right conversations around NSF/OD and other fee retention
- Follow proper cash handling, teller differences and dual control guidelines
- Always maintain proper cash limits including drawer, vault and total FSC limits
- Engage in productive conversations on inbound calls and at the drive thru
- Utilize marketing campaigns to inform customers about our products
- Stay connected with customers through onboarding and outbound calling
- Achieve assigned outbound calling expectations
Sr. Corporate Recruiter
Gestamp
03.2021 - 06.2022
- Work with department managers to help fill vacant positions as well as plan for future openings.
- Streamlined the recruiting and hiring processes
- Post jobs, source and screen candidates, and interview potential employees.
- Network with industry contacts to connect with possible job placements.
- Utilized ATS and created an evergreen pipeline
- Was a key player in bringing the HR department out of escalation.
Education
Bachelor's degree - Business Administration
Southern Nazarene University
Bethany, OK02.2021
Associate Degree - Business Administration
American InterContinental University
12.2014
Skills
- Data entry
- Office administration
- Audit coordination
- Policy interpretation
- Documentation management
- Employee relations
- Maintaining files
- Document review
Timeline
Administrative Assistant
Dubois Continuum of Care Community
02.2025 - Current
Substitute Teacher
PURCHASE LINE SCHOOL DISTRICT
09.2024 - Current
Secretary
Nagle Excavating
01.2024 - 01.2025
Assistant Retirement Services Officer
AmeriServ Trust and Financial Services Company
09.2023 - 04.2024
Bank Teller
AMERISERV FINANCIAL
03.2023 - 09.2023
Financial Solutions Specialist
First Commonwealth Bank
08.2022 - 02.2023
Sr. Corporate Recruiter
Gestamp
03.2021 - 06.2022
Associate Degree - Business Administration
American InterContinental University
Bachelor's degree - Business Administration
Southern Nazarene University
Similar Profiles
Kelley FullerKelley Fuller
CNA Trainee at DuBois Continuum Of Care CommunityCNA Trainee at DuBois Continuum Of Care Community
Jonathan GonzalezJonathan Gonzalez
Program Manager at Continuum of CareProgram Manager at Continuum of Care
Julia Llanos-BoydJulia Llanos-Boyd
Community Support Worker at Continuum of CareCommunity Support Worker at Continuum of Care
Destiny TealDestiny Teal
DLS at ManpowerDLS at Manpower
Kolea BloomKolea Bloom
Cashier at Kmart, Sears HoldingCashier at Kmart, Sears Holding