Experience

PUGET SOUND COMMERCIAL REAL ESTATE SERVICES, INC.

• United States
• Real Estate
• 1 - 100 Employee

• V. P. Operations/Leasing Agent

  • Mar 2022 - Present

• Broker/ Property Manager

  • Jun 2017 - Present

  Managing office building from rent collections, vendors, lease retention and building maintenance.

• Assistant/Bookkeeper

  • Sep 2014 - Present



Team Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager/Bookkeeper

  • Mar 2009 - Dec 2013

  -New Business Case Management: Submit, monitor and review underwriting requirements on pending business. Coordinate between Home Office, Producer, Examiners and Underwriter to obtain these requirements and obtain approval offer. -Contracting: Review Agent and Brokers Contracts and coordinate requirements between Agents/Brokers and Home Office. Update & maintain TFP recruiting pipeline and onboarding reports. Order background reports, Career Profiles and assist Agents/Brokers in completing contracting process. Train Agents/Brokers on Home Office software and assist in Licensing and Compliance requirements. -Securities: Review Security applications for In Good Order status. Obtain monthly Security Log Sheets from Representatives, Compliance records and maintain all Security Office Records. -Administrative: Support Managers, 100+ Agents/Brokers with Admin Assistance. Answer main phone line and maintained TFP email addresses and website and coordinated with California and other satellite offices as needed. Handle all incoming and outgoing mail, coordinate travel, lodging and meeting locations. -Bookkeeping: Handle all Accounts Receivable, Accounts Payable and Payroll for Washington and California office. Maintained and filed monthly, quarterly and annual taxes. Generate quarterly Overhead Allowance Reports and Statement for 20 plus agents, ensuring accuracy & confidentiality. Show less



COUNTRY Financial®

• United States
• Insurance
• 700 & Above Employee

• Assistant to Anne Gannom

  • Nov 2012 - Feb 2013

  Scheduled appointments, customer services, assisted with Auto/Home/ Policies and maintained client information. Scheduled appointments, customer services, assisted with Auto/Home/ Policies and maintained client information.



Team Financial

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Office Manager/Bookkeeper

  • May 2007 - Jan 2010

  Bookkeeping including; Payroll, Accounts Receivable, Accounts Payable. Monthly, Quarterly and Annual Taxes. Bookkeeping including; Payroll, Accounts Receivable, Accounts Payable. Monthly, Quarterly and Annual Taxes.



Cummins Northwest

• Truck Transportation
• 1 - 100 Employee

• Administrative Assistant

  • Dec 2003 - Oct 2006

  Maintained & Managed SMS program for Renton Branch generator maintenance contracts. Prepared & followed-up with customers regarding contracts, Scheduled Maintenance Appointments for 14 Technicians, Prepared invoices, Post time, Audit Payroll for the branch. Backed-up Receptionist, Supervised 2 in-shop technicians. Coordinate maintenance on rental generators. Gave assistance to the Operations Manager and special projects. Monitor prepaid accounts for contract customers in the Renton Branch. Traveled to other branches to train new employees. Perform reference checks on new employees. Show less



Green River Community College

• United States
• 1 - 100 Employee

• Office Assistant

  • Sep 2003 - Dec 2003

  Processed MOE registration and billing needs. Generate reports through the HP system and export into Excel or Access Provide Customer Service to the public and students. Processed MOE registration and billing needs. Generate reports through the HP system and export into Excel or Access Provide Customer Service to the public and students.