EXPERIENCE | Mysite

Professional Experience

Theresa M. Rivas, CAP, CWCA, MOS, NOTARY

Theresa relocated from the San Francisco Bay Area to the Portland Metro Area in 2019

E-mail: TheresaRivasCAP@gmail.com

LinkedIn: linkedin.com/in/theresa-rivas

Phone: 408-206-1446

Resume

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PROFESSIONAL SUMMARY

Certified administrative professional with 12+ years of progressive experience supporting C-suite executives and Boards of Directors in dynamic, regulated environments. Currently serving as VP, Chief Executive Assistant at Beneficial State Bank, a critical member of the executive team, Board liaison, and leader of the administrative support function. Recognized as an early adopter of emerging technology (including AI/Copilot), a trusted strategic sounding board to the CEO, and a calm, solutions-driven force multiplier. Uniquely grounded in financial operations through 12+ years of small business bookkeeping experience, bringing rare business acumen and budget oversight to executive support.

TECHNOLOGY PROFICIENCY

Microsoft 365: Teams, Outlook, Word, PowerPoint, SharePoint, OneNote, Teams Planner Microsoft Copilot (AI): Enterprise champion & early adopter
Concur: Travel & expense management
Process Automation: Workflow design & optimization

Skills

Emotional Intelligence
Project Management
Communication
Collaboration
Technically Savvy
MS Office Suite
Analytical and Creative Thinking
Problem-solving
Organizational Management
Scheduling Ninja
Travel Coordination
Events & Meeting Coordinator
Mentor & Trainer

NOTABLE ACHIEVEMENTS & IMPACT

Promoted to VP, Chief Executive Assistant after demonstrating exemplary performance as Sr. EA to the CEO; created and assumed leadership of the bank's full Administrative Support team.
Championed and implemented Microsoft Copilot across the organization, driving AI adoption that increased efficiency in note-taking, scheduling, drafting, and cross-functional communication.
Led Core Conversion project logistics across multiple cities (Oakland & Portland), coordinating multi- vendor communication, hotel negotiations, meal logistics, and employee engagement across IT, HR, and executive leadership.
Served as primary Board & Governance Liaison managing all Board and Committee meeting logistics, materials, agendas, and minutes; earned written recognition from a Board Director for bringing calm, professional leadership behind the scenes.
Standardized corporate policy templates by reformatting the Legal/Compliance department's policy template, which was adopted organization-wide, improving committee and board review efficiency.
Elevated CEO communications effectiveness by partnering with the Impact Communications Marketing team to develop and deliver organization-wide messaging aligned to the CEO's voice and strategic goals.
Drove significant year-over-year operational cost reductions through calendar optimization, inbox management, and elimination of redundant executive office workflows.
Singlehandedly produced a two-day Board of Directors Learning Journey in 2025 encompassing a 75+ person all-staff happy hour, a client and branch bus tour, a multi-day strategy session, hotel room blocks, full catering and travel logistics, and custom curated gift bags, with zero support staff.

Designed and executed three cross-organizational Business Summits in 2025, serving as sole planner, coordinator, and executive partner; convening key business lines for strategic alignment, operational effectiveness reviews, and mission-driven planning; ensured consistent summit design, seamless execution, and structured follow-through across all sessions.
Managed and mentored teams of Executive Assistants, establishing training platforms that improved productivity, cross-departmental collaboration, and client experience across the organization.