Dedicated professional with experience supporting proposal development, contract execution, and compliance processes within a structural engineering firm. Skilled in accounts receivable and payable, document tracking, and coordinating collections, meetings, and travel. Proficient in BQE software, with a strong focus on organization, follow-through, and operational support.
Overview
10
10
years of professional experience
Work History
Administrative Coordinator
Kurt Fischer Structural Engineering
Encino
09.2022 - Current
Coordinate the preparation and submission of professional service proposals, ensuring accuracy and compliance.
Accounts receivable and accounts payable, including invoice tracking and payment processing.
Organize and lead collections meetings, preparing documentation, and coordinating follow-up.
Train new administrative staff on company procedures and software tools used daily.
Assist with onboarding of new employees by providing information packets and training materials.
Coordinate internal meetings, including scheduling, logistics, and catering.
Schedule travel arrangements for business trips, conferences, and other events.
Work with finance department to file receipts and reimbursements.
Coordinate with IT department to resolve technical issues, ensuring minimal disruption to office operations.
Organize and maintain filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Loan Processor
PennyMac Financial Services
Pasadena
09.2020 - 09.2022
Communicated with customers via telephone to answer questions, process transactions and resolve issues.
Maintained complete confidentiality of submitted information according to release guidelines.
Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
Examined and verified information in loan application and closing documents.
Underwriting Team Lead / Sr. Processor
Loan Mart
Van Nuys
08.2015 - 07.2020
Managed escalated customer orders to meet aggressive deadlines.
Investigated and evaluated customers for creditworthiness and potential risk factors.
Oversaw all reporting, documentation, and record keeping requirements for department.
Recommended changes to policies and procedures to maximize team efficiency and productivity.
Monitored employee performance and developed improvement plans.
Coordinated with day shift supervisor to balance staffing as workloads changed.
Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
Skills
Strong written and verbal communication skills
Meeting coordination and scheduling
Document and contract management
Quality assurance and accuracy review
Confidential document control
BQE Core software
Revit (basic familiarity)
Bluebeam
Microsoft Office: Excel, Word, PowerPoint
Invoice processing
Training coordination
Education and Training
QuickBooks Certification – Coursera (In Progress)
Expected completion: 2026
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