Experience

Dynamic Advisor Solutions

• United States
• Investment Management
• 1 - 100 Employee

• Advisor Support

  • Nov 2018 - Present



DecisionPoint Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Operations

  • Jul 2018 - Nov 2018

  Mesa, AZ



Arista Wealth Management

• Executive Assistant

  • Nov 2014 - Jul 2017

  Mesa, AZ



Ironwood Investment Counsel, LLC

• Investment Management
• 1 - 100 Employee

• Executive Assistant/Office Supervisor

  • Aug 2009 - Nov 2014

  Assist four partners with daily activities Scheduling daily meetings and travel arrangements Coordinate presentations offsite Maintain office conference room calendars Answer and route all incoming calls Sort and deliver mail and packages daily Scan, fax, and save all documents in clients folders Order all office supplies and maintain a very neat and clean supply room Greet all clients before they greet me Keep conference rooms clean and tidy at all… Show more Assist four partners with daily activities Scheduling daily meetings and travel arrangements Coordinate presentations offsite Maintain office conference room calendars Answer and route all incoming calls Sort and deliver mail and packages daily Scan, fax, and save all documents in clients folders Order all office supplies and maintain a very neat and clean supply room Greet all clients before they greet me Keep conference rooms clean and tidy at all times Supervise four associates on major task and projects Review all paperwork and meeting memos. Review and mail all quarterly reports in a timely manner Maintain company CRM system Research new software and vendors to improve company’s future Plan office activities Quarterly billing Handle PTO request from all employees Backup on payroll and HR related items Backup on reconciling firm bank account Train and coordinate training schedule for new employees Show less



Taylor Bean and Whitaker Mortgage

• Underwriter Assistant

  • Apr 2009 - Aug 2009

  Responsible for ordering and reviewing tax returns from the IRS, once completed I would upload them into our system. Researched any problems with the 4506T Completed VOEs daily and followed up with incomplete VOEs in a timely manner. Helped get conditions cleared when time was an issue Relieved receptionist daily for breaks



Sperry Van Ness Commercial Real Estate Services, Inc

• Front Office Assistant/Broker Coordinator

  • Dec 2008 - Apr 2009

  Answer and route all incoming calls Help agents with all marketing of new properties List new properties on internet website Sort and deliver mail and packages daily Greet all guest in a friendly manner and make them feel welcomed Problem solving on many company issues Keep track of all listings in a database and make sure they are filed correctly



Investors Mortgage Holdings

• Fund Operations/Receptionist

  • Jan 2008 - Oct 2008

  Responsible for sending out correct monthly checks and statements to over 4000 investors and advisors on a monthly basis Entered investor information accurately into the database daily Networked with and welcomed new investors Filed correct paper work in investors files. Answered, screened, and routed all incoming calls Sorted and delivered daily mail and packages Greeted all guest in a professional manner before they greeted me



Mortgage Investors Group

• United States
• Financial Services
• 300 - 400 Employee

• Doc Drawer

  • Mar 2005 - Aug 2007

  Successful in preparing loan document Achieved and thrived in meeting numerous deadlines for sending out loan documents FHA/VA experience Signed off conditions and worked closely with underwriters Helped broker coordinators when time was an issue Constructed accurate files for new business documents Permitted certain brokers to do business with Mortgage Investors Group Responsible for following up with those brokers to make sure loans and correct and closed on a timely basis