Experience

UP Medical

• United States
• Medical Practices
• 1 - 100 Employee

• Executive Assistant To Founder, CEO, and CFO

  • Aug 2022 - Present

  Employ excellent analytical skills, good judgment, initiative and follow through on the most intricate details of projects Maintain Executives’ calendar by planning, coordinating and scheduling meetings, conferences, teleconferences, and travel Maintain an updated and accurate company calendar as well as schedules, appointments, and office all-hands meetings as requested Communicate with parties as needed on behalf of management to help facilitate day to day business matters Ensure that management is informed of deadlines and problems Strong proficiency with word-processing and spreadsheet programs including ability to set up and maintain email systems, file-sharing systems, and calendars, as well as proficiency with statistical software, publishing software, and databases Engage in event planning, processing expense reports, and taking minutes in leadership, Executive teams, and Board of Directors (B.O.D.) meetings Produce information by transcribing, formatting, editing, retrieving, copying, transmitting to identified recipients Maintain office supplies, anticipate needed supplies; order supplies, verifies receipt of supplies Maintain strictest confidentiality, protect operations by keeping information confidential and adhering to all HIPAA guidelines/regulations Possess extensive computer expertise including proofreading, correspondence, drafting letters and documents, collecting and analyzing information and discernment for what the CEO and President need to address. Serve as a liaison between multiple UP Medical organizations and lines of business. Show less



HOK

• United States
• Architecture and Planning
• 700 & Above Employee

• Senior Administrative Assistant and Project Administrator

  • Jan 2020 - Aug 2022

  Provide executive support to 7 Principal of the executive committee Managed complicated professional calendars, meetings, and calls in multiple time zones via Outlook Coordinated extensive and intricate professional domestic and international travel arrangements for the principals & teams such as airfare, hotel, & car rental Prepared business expense reports using Concur Screened and answered calls, emails, and correspondence with professionalism and in a timely manner Served as liaison with professional and personal relationships including company executives, Board Members, vendors, & recruiting firms Interfaced with clients, high-level executives, project teams, vendors, and end users on a frequent basis Created PowerPoint presentations and Excel reports Planned and coordinated company events, such as parties, volunteer activities, dinners, and off-site meetings Researched and purchased business items as required Provide project support by composing correspondence proposals, agreements, project progress reports and invoices Preforms data entry and maintain project files Support the Project Manager with Construction Administration, such as filing, data entry, tracking RFI’s and Submittals. Compose Collaboration Agreements, Add Services, between HOK and Subconsultants and Clients. Finalize AIA Contracts Show less



Sig-Sys Inc

• Stanton, CA

• Payroll Executive

  • Jul 2018 - Jan 2020

  Create Cost Reports Order Office Supplies Answer Office Calls and Reroute them Perform office machine operations such as scanning, printing, faxing Collect time cards from employees and process payroll Create Travel and Expense reports for the CEO, employees, and PM’s Manage busy calendar for CEO Book Travel arrangements for CEO, employees, and PM’s Prepare confidential correspondence for CEO Arrange meeting itineraries and agendas for CEO Create Cost Reports Order Office Supplies Answer Office Calls and Reroute them Perform office machine operations such as scanning, printing, faxing Collect time cards from employees and process payroll Create Travel and Expense reports for the CEO, employees, and PM’s Manage busy calendar for CEO Book Travel arrangements for CEO, employees, and PM’s Prepare confidential correspondence for CEO Arrange meeting itineraries and agendas for CEO



Oportun

• United States
• Financial Services
• 700 & Above Employee

• Legal Specialist

  • Jun 2016 - May 2018

  During court proceedings, negotiate on the behalf of Oportun while maintaining within the guidelines set forth by management team. Stayed prepared to the best of my ability to answer standard questions by the Commissioner holding calendar regarding our cases. Work with the Collections Department to resolve cases efficiently and effectively. Monitor judgment files for assets. Adhere to the FDCPA, state collection laws, and work requirements. Prepare information and documentation for pending court cases. Update legal and collections systems. Provide document review, process control, investigation, and related support services; and perform paralegal procedures related to legal collection accounts. Prepare accounts for legal action. Complete Collections Legal process knowledge and experience required. Show less



Alta Resources

• United States
• Outsourcing/Offshoring
• 700 & Above Employee

• Project Coordination

  • Nov 2015 - Apr 2016

  General office duties. Answered incoming calls and made outgoing call. Took memo notes and meeting notes. Made appointments for customers to receive the solar panel evaluation. Research and compile data. Rely to emails. Support to the sales department. General office duties. Answered incoming calls and made outgoing call. Took memo notes and meeting notes. Made appointments for customers to receive the solar panel evaluation. Research and compile data. Rely to emails. Support to the sales department.



Fred Loya Insurance Agency

• United States
• Insurance
• 500 - 600 Employee

• Customer Service Representative/ Assistant Manager

  • Jul 2013 - Nov 2015

  Calculate premiums and establish payment method. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions to changes. Attend meetings to learn new skills and assist in developing new accounts. Perform administrative tasks, such as maintaining record and handling policy renewals. Sell various types of insurance policies. Calculate premiums and establish payment method. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions to changes. Attend meetings to learn new skills and assist in developing new accounts. Perform administrative tasks, such as maintaining record and handling policy renewals. Sell various types of insurance policies.



Liberty Tax

• United States
• Accounting
• 700 & Above Employee

• Executive Assistant to CEO

  • Oct 2010 - May 2013

  Completed a broad variety of administrative tasks for the 2 CEO’s including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that was sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. Maintained payroll information by collecting and calculating time sheets. Updated payroll records. Completed a broad variety of administrative tasks for the 2 CEO’s including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that was sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. Maintained payroll information by collecting and calculating time sheets. Updated payroll records.