Sucely Chavarria
Laguna Niguel
Summary
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
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
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
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
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
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
- Assisted clerical staff in redacting documents, drafting weekly reports & memorandums
- Assisted mailroom staff with distribution of mail and packages
- Handled office supply orders/account
- Assisted with recruitment
- Accounting department aide
- Other duties and projects as assigned by management.
Accounts Payable Clerk
Ballard Rosenberg Golper & Savitt
01.2014 - 07.2017
- Processed vendor invoices, monthly cost batches & credit batches/credit card payments
- Cost back-up for client invoices
- Created various statistical reports in Elite, open new files assist staff with updating files
- Contacted vendors and clients for account or payment inquires
- Was responsible for payments and reimbursements of employee and partners expenses.
Education
High School Diploma -
Herbert Hoover High School
Glendale, CA06.2009
Skills
- Administrative support Specialist
- Accounts payable
- Microsoft Office Suite
- Clerical
- Customer and client relations
- Proposal Writing
- Document Control
- Event Planning
- Scheduling and calendar management
- Travel planning
- Pricing
- Communication skills
- Organizational skills
- Time management
- 50 wpm
- Multi-line Phone Systems
- Phone etiquette
Languages
Spanish
Native or Bilingual
Timeline
Administrative Assistant
Nexseer Capital
05.2022 - 05.2024
Administrative Assistant
LAGUNA CONSTRUCTION AND BUILDER
10.2021 - 04.2022
Accounting Clerk
BA&IS
11.2019 - 03.2021
Purchasing & Administrative Specialist
Covenant House California
07.2019 - 10.2019
Accounts Payable Clerk
Ballard Rosenberg Golper & Savitt
01.2014 - 07.2017
Administrative Assistant
Ballard Rosenberg Golper & Savitt
11.2010 - 07.2018
High School Diploma -
Herbert Hoover High School
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