Experience

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  UnitedHealthcare

  • Cypress, California, United States

  • Senior Administrative Assistant/ Business Services Liason

    • Jan 2022 - Present
    • Cypress, California, United States

    • Administrative support to VP of Sales, Account Executives, and other leadership• Calendar Management• Travel Arrangements• Meeting Arrangements, A/V, catering & set up• Expense Management via Concur• Order processing of office supplies, business cards, giveaways, raffle baskets, special event & promotional items via Ariba, Staples, Mercury• Solaris Reporting and updates• Broker event planning (Golf, concerts, sporting events, dining)• AE License renewal, tracking and submission to credentialing• Marketing/Lead Management and distribution• Open Enrollment scheduling and coordination• Disruption Reporting• Charity and Sponsorship tracking and processing

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  Breadwinner

  • Orange County, California, United States

  • Marketing Assistant

    • Sep 2021 - Dec 2021
    • Orange County, California, United States

    Salesforce Marketing Assistant intern. SEO metrics and spreadsheet reporting.

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  Kind Lending

  • Junior Account Manager/Executive Administrative Assistant

    • Jun 2020 - Aug 2021

    At New American Funding “Kind Lending”, a fast paced high-growth mortgage company, my role was that of being flexible to change and assisting others towards perfection in a complex world. Primarily tasked with document review and verification of employment, the different types of loans and requirements were as unique as the customers applying. Assisting the VP of Operations, onboarding and training for VOE and document processing were an additional responsibility.Mortgage document processing• Proactively monitor and manage pipeline with specific focus on requested closing dates, CD readiness and ECOA requirements.• Obtain clarification on any necessary conditions required from clients• Ordering 4506C Tax Transcripts, SSA-89 Social Security validations. • Responsible for collection of W-9's, invoicing and submitting check requests to Accounts Payables to ensure appraisers are paid on VA Appraisals.• Escalate problems at time of discovery to Management if it will pose a delay or cause issue with client• Liaison between departments to help drive files to closingVerification of Employment (VOE) processing. • Contacting Payroll/Human Resources to verify employment of borrowers.• Researching online reported self-employment companies and records.Team Training • Team training and mortgage processing onboarding• Implementing operational Processes and Procedures• Administrative work as needed- working with the VP of Operations and Operations Manager on special projects• Ad-hoc projectsExecutive Administrative Assistant• Responsible for coordination of licensing documents and checks from state to state• Broker Approvals with Tracking and Reporting• Human Resources Assistance (coordination of mailing computer equipment, rejection/acceptance letters, resume distribution)• Calendaring and scheduling of meetings• Creation and upkeep of company org charts and phone list• Meeting notes and distribution• Ad-hoc Projects

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  Pathnostics - A Diagnostics Solutions Company

  • Irvine, California

  • Executive Assistant to CEO and Commercial Team

    • Oct 2018 - Apr 2020
    • Irvine, California

    • Responsible for the day-to-day operations and administrative endeavors of the CEO & Vice Chairman, including, but not limited to human resources, finance, sales, marketing, and communications with organizational development activities. • Prepare reports, presentations, and data as well as maintain files, records and correspondence for meetings• Heavy calendaring and scheduling Zoom meetings• Liaison between C Level Execs and Clients, Doctors etc. • Sales team support, order business cards, marketing materials, coordinate and implement quarterly sales training & logistics• Contract management and implementation• Event Planning for Board & Executive Meetings, Company events • Concur/expense management & reimbursement• Arrange travel accommodations, Itineraries and all correspondence related to arrangements• Trade Show coordination• Research as needed• Sourcing Vendors• Office Management• Personal Assistant• Update company website via WordPress• Volunteering for quarterly company community service projects• Ad-hoc as assigned

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  Scientific Applications & Research Associates, (SARA) Inc.

  • Cypress, California

  • Executive Assistant

    • Jan 2018 - Oct 2018
    • Cypress, California

    • Answer and monitor all incoming calls and visitors• Create, edit and update spreadsheets and reports• Coordinate and reconcile all appointment/walk-in activity using filemaker pro database • Distribute and track documents, ensure proper routing/approvals and deliver when finalized (travel documents, P.O.’s.)• Audit and prepare expense reports and P.O.’s• Maintain and order office supplies, shop and compare for competitive pricing• Prepare/setup conference rooms for meetings and events (order food, supply snacks, drinks etc.)• Coordinate and schedule meetings, maintain calendars • Prepare presentations, meeting agendas, letters and other written communications• Facilitate in setting up conference calls via GotoMeeting• Book travel• Assist Human Resources with new employee setup in HRIS, website content and other tasks as assigned• Shipping via Fed-Ex, USPS• Open and distribute mail• Plan and coordinate office parties & events

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  Intelli-Flex

  • Cypress, California

  • Executive Administrative Coordinator

    • Nov 2014 - Nov 2017
    • Cypress, California

    • Executive Assistant to CEO and VP of Business Technology• Account Managment• CRM data entry, reporting & forecasting • Implementing sales processes• Responsible for P.O. processing management & reporting• Sales document creation and coordination• RFP coordination, pricing and presentation • Deal Registrations• Tradeshow Coordination• Worked to achieve Gold partnership status with vendors, reducing our product cost.• Office and facilities management• Create and maintain office files • Sales Supporto Pipeline managemento Expense report management & reconciliationo Time card management & approvalo Travel arrangementso Coordination of special eventso New hire On-boardingo Sales calendar managemento Customer CSAT surveys o Maintenance contracts and proposals

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  Seoul Semiconductor

  • Cypress, California

  • Sales Administrator

    • Sep 2013 - Oct 2014
    • Cypress, California

    • Administrative Support for Vice President of North America, Operations Director & North American Sales Team• Domestic & International Travel for Vice President of North America Division• Tradeshow Coordination & Planning• Event Planning and execution• Expense Reconciliation • Development and maintenance of various tracking reports• Data Management • Research,compilation and distribution of bi-weekly company newsletter• Marketing• Calendar management• Schedule meetings and appointments• Inventory and office supply management• Special assignments as assigned.

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  Buena Park High School

  • Buena Park High School

  • Administrative Coordinator

    • Jan 2013 - Jun 2013
    • Buena Park High School

    Buena Park High School- Buena Park, CA January 2013- June 2013Position: Activities Secretary/Senior Records Clerk 1 • Secretarial support for the Assistant Principal of Student Affairs• Office forms and document processing • Activities requests, Athletic clearance, use of facilities, special awards, student of the month and athletic certificates• Coordination and reporting of all Buena Park High School Substitutes• Official Records• Parking Permits, Processing student forms, Student I.D. Cards,• School Communications• Compile, distribute and e-mail daily bulletin in announcements, Maintaining school marquee• Entering field trip requests in school transportation software (Transtrak)• Graduation Coordination• Receive and process phone calls to the school, greet and assist students, families and visitors coming to the activities office.• Student database management (Aeries System)

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  Pool Engineering

  • Anaheim

  • Administrative and Back Office Coordinator

    • Feb 2009 - Jan 2013
    • Anaheim

    • Accounts payable/receivable• Invoicing and payment processing.• Banking and financial account management• Employee enablement / resources• New-hire orientation• Employee training • Project coordination and customer correspondence• Project data entry into proprietary software, company liaison• Management of document tracking system • General administrative duties including reception and secretarial.• Customer relations and retention• Market research , prospecting and campaign management• Travel Coordination and corporate expense reconciliation

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  Homemaker

  • Domestic Engineer

    • Aug 2007 - Jan 2009

    Family ObligationsRelocation from Arizona to California SchedulingBudget ManagementMaintenance & RepairArranging social functions

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  Genpact Mortgage Services

  • Team Coordinator

    • May 2007 - Aug 2007

    • Order Title • Open new loan files and input borrower information into Point• Order V.O.E., V.O.D. &V.O.M’s • Order Insurance/Loss Payee Changes• Order Fee & Wire Instructions• Coordinating and confirming transportation of documents essential for funding• Follow up on Title Orders, Demands and Fee & wire instructions• Submitting pre-approvals to Indy Mac bank via E-Mits• Verifying figures via E-Mits before submitting to lender• Ordering and tracking of documents• Maintain a professional relationship with vendors • Support a team of loan officers in assisting & following on status of appraisals, title and fundings.• Creation of excel sheets, Data Entry

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  Homemaker

  • California/Arizona

  • Domestic Engineer

    • Dec 2003 - May 2007
    • California/Arizona

    SchedulingBudget ManagementMaintenance & RepairArranging social functions

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  HomeFirst Mortgage Bankers

  • Jr. Processor/Order Desk

    • Feb 2003 - Dec 2003

    Order Title & Escrow/Order Payoff DemandsOrder V.O.E., V.O.M, & V.O.D’s/Order Flood CertificationsResponsible for getting loan approval conditions & forwarding to lenderOrder Credit Supplements/ Fees & Wire/ Insurance/Loss Payee ChangesCommunication with Title to clear any liens or discrepanciesPreparing closing packages/Coordinating closings between title companies and borrowers

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  MoneyLine Lending, LLC

  • Jr. Processor/Appraisal Coordinator

    • Oct 2001 - Feb 2003

    Order Title & Escrow/Order Payoff DemandsOpen new loan files and input borrower information into PointOrder credit supplementsOrder V.O.E., V.O.D. &V.O.M’s Order Insurance/Loss Payee ChangesOrder Fee & Wire InstructionsCoordinating closings between title companies and borrowersVerifying HUD’s/Settlement statementsCoordinating and confirming transportation of documents essential for funding Follow up on Title Orders, Demands and Fee & wire instructionsSubmitting pre-approvals to Indy Mac bank via E-Mits Verifying figures via E-Mits before submitting to lenderRequesting lender conditions from appraisersOrder and track status of appraisalsMaintain a professional relationship with appraisers Support a team of loan officers in assisting & following up on status of appraisals, title and fundings.