Shirley Wood
About Shirley Wood
Shirley Wood is an Executive Assistant II and Salesforce Administrator at First Financial Bank in Cincinnati, Ohio, providing support to Sales and Operations staffs and managing various administrative tasks.
Title
Shirley Wood holds the position of Executive Assistant II and Salesforce Administrator at First Financial Bank. She is based in Cincinnati, Ohio, United States, where she plays a pivotal role in supporting the Sales and Operations teams within Equipment Finance, Business Capital (ABL), and Specialty Credit divisions.
Current Position at First Financial Bank
At First Financial Bank, Shirley Wood serves as Executive Assistant II and Salesforce Administrator. In this role, she provides crucial support to the Sales and Operations staff of various divisions, including Equipment Finance, Business Capital (ABL), and Specialty Credit. Her responsibilities encompass managing commission incentive spreadsheets, conducting due diligence through UCC and organizational searches, and serving as the Salesforce.com Administrator.
Responsibilities as Salesforce Administrator
Shirley Wood is responsible for administering Salesforce.com to support the needs of the Sales and Operations teams at First Financial Bank. This includes managing and configuring Salesforce to optimize its use among staff, ensuring data accuracy, and generating reports. She ensures that the system meets the specific requirements of Equipment Finance, Business Capital (ABL), and Specialty Credit divisions.
Technical and IT Support
In addition to her Salesforce administration responsibilities, Shirley Wood assists with computer hardware and software issues. She handles initial troubleshooting and escalates more complex problems to the IT support team when necessary. This role is critical in maintaining the smooth operation of the bank's technical infrastructure.
Records Coordination and Management
Shirley Wood manages records coordination for the off-site storage of retention documents at First Financial Bank. This involves overseeing the cataloging, storage, and retrieval of important documents, ensuring they are securely and efficiently managed in accordance with the bank's retention policies.