Driven and resourceful administrative professional with 13+ years of experience assisting with work of high-achieving executives. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively in independent or team environments.
Overview
14
14
years of professional experience
Work History
Administrative Assistant
Nexseer Capital
Costa Mesa, CA
05.2022 - 05.2024
Fulfillment support: Generate initial documents
Assist in redline document generation at the request of Finance
Follow up for funding items such as outstanding documents, insurance, UCC filings, invoices and titles
Assist with post funding follow up items such as copies of documents UCC releases and audit requests
Research incoming lien release request and prepared appropriate responses and documentation for EVP to review
On site support for documentation management in storage
Portfolio support: Generate documentation as requested
Draft and complete UCC lien terminations and modifications
Update appropriate data records as requested
Assist in reporting requests
Assist with any customer follow up or collection issues including diligence request or payments
Maintain insurance renewal request and record keeping
General organizational support: Assist management
On site mail collection and distribution
Assist the credit and accounting teams during high volume.
Administrative Assistant
LAGUNA CONSTRUCTION AND BUILDER
Laguna Beach, CA
10.2021 - 04.2022
Provide support to the President, Project Managers and Accounting Department
Coordinate construction scheduling and communication and act as a liaison to project management concerning bids, subcontracting, progress, and delays
Type and prepare proposals, contracts, change orders, and other office correspondence as necessary
Answer phone calls, voice messages, and emails accordingly
Track and disperse all new client leads
Maintain office supplies to ensure they are orderly and replenished as needed
Maintain office calendar daily and sales reports monthly
Maintain marketing materials and advertising mailings
Manage overall organization within office.
Accounting Clerk
BA&IS
Lake Forest, CA
11.2019 - 03.2021
Handles the processing of annual 1095c filings
Assist with processing of check runs for self-funded accounts, and ensures timely payments to providers
Process posting of employers Administration Fees; ACH payments; Claim Funding payments and other payments as required
Handle payments to vendors; monthly Life Insurance invoices; and Service Fees to brokers
Handle mailing various correspondence and checks
Assist with setting up new accounts.
Purchasing & Administrative Specialist
Covenant House California
Hollywood, CA
07.2019 - 10.2019
Was responsible for purchasing materials, supplies and equipment according to established policies, procedures and addressing facility issues
Verified timely all approved requisitions, work orders received and contacted vendors for pricing and bids
Maintained purchasing documents, files, some administrative records and databases
Other duties and projects as assigned by management.
Administrative Assistant
Ballard Rosenberg Golper & Savitt
Encino, CA
11.2010 - 07.2018
Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors
Provided logistical support for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance