Experience

WestStar Title
• United States
• Insurance
• 1 - 100 Employee
• Escrow Accounting Assistant & Receptionist

  • Jun 2021 - Present


WestStar Title Company

• Receptionist/Escrow Assistant

  • Oct 2018 - Present

• Receptionist - Operations Accounting Clerk

  • Jan 2018 - Oct 2018



Pena Briones McDaniel & Co

• Executive Assistant

  • Jun 2016 - Sep 2017

  • Supported CPA - Managing Partner, arranging all travel, meeting scheduling, expense preparation and submissions. • Tracked licensing in all states served, yearly CPE’s and submitted license applications when needed. • Processed client tax paperwork; proofread documents, typed and reviewed engagement letters, prepared RFP’s and other documents on behalf of the firm; performed ad-hoc research on presentation topics. • Customer service provided to clients by phone and in person, expediting invoice payments and other requests; along with Notary services. Show less



Square 1 Bank

• United States
• Banking
• 1 - 100 Employee

• Executive Assistant

  • Feb 2013 - May 2016

  • Supported Chief Credit Officer and two Senior Executives; managing all calendars, phones, scheduling meetings, events, travel and processing all monthly expense reports. • Office management duties included but were not limited to - managing and ordering supplies, liaison with building management and security and maintaining conference room, kitchen and deck space areas. • Worked closely with off-site Information Technology team, facilitating new hire set ups and phones; and assisting with onsite server issues. • Received all guests and clients; ensuring that meeting space was available for client and in-house meetings. Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Secretary to Vice President

  • May 2011 - Jul 2012

  • Supervised and managed Vice President’s Lotus Notes calendar, scheduled meetings, acted as gatekeeper, time manager and organizational professional. • Scheduled all travel; while tracking related expenses for monthly expense reporting. • Coordinated all meeting needs; rooms, food, collection of team PowerPoint data for quarterly meetings, editing content for final PowerPoint presentations. • Worked closely with Vice President’s direct reports, providing progress reports and prioritizing issues. Show less



The Forum Group

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Executive Assistant (Temporary Staffer)

  • Sep 2009 - May 2011

  • Provided general and specialized professional office support services to both senior managers and team associates; these varied according to work assignments. • Duration of assignments varied and ranged from basic clerical assistance (managing phones, greeting clients, supplies orders) to drafting PowerPoint presentations, arranging travel, submitting expenses and calendar coordination. • Scope of work ranged from area hospitals, financial firms, advertising companies to real estate firms. Show less



Capital Guardian Trust Company

• Marketing Assistant

  • Mar 2005 - Jun 2009

  Supported Senior Marketing Director and two additional Vice-Presidents. Heavy calendar coordination with meetings and conference call scheduling using Lotus Notes calendar. Organized all foreign and domestic travel arrangements. Responsible for preparing and submitting all team member expense reports. Updated data in client service system. Prepared email communications and meeting materials for client meetings. Drafted PowerPoint presentations for team meetings. Supported Senior Marketing Director and two additional Vice-Presidents. Heavy calendar coordination with meetings and conference call scheduling using Lotus Notes calendar. Organized all foreign and domestic travel arrangements. Responsible for preparing and submitting all team member expense reports. Updated data in client service system. Prepared email communications and meeting materials for client meetings. Drafted PowerPoint presentations for team meetings.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistant

  • Apr 2004 - Nov 2004

  Supported Global Head of Employee Relations and two other Vice Presidents within the division. Processed voluntary and involuntary terminations and prepared severance packages. Handled heavy calendar scheduling, meetings, heavy telephone volume as well as travel and expenses. Updated and maintained Excel spreadsheet of client case data. Supported Global Head of Employee Relations and two other Vice Presidents within the division. Processed voluntary and involuntary terminations and prepared severance packages. Handled heavy calendar scheduling, meetings, heavy telephone volume as well as travel and expenses. Updated and maintained Excel spreadsheet of client case data.



Essex National Securities

• United States
• Financial Services

• Executive Assistant, Financial Services at Independence Community Bank

  • Nov 1998 - Jan 2004

  Supported Program Director assisting with projects, maintaining calendar, answering phones, arranging meetings, planning events and taking meeting minutes. Liaison to corporate HR for all agency employees: processing applications, license compliance, payroll, health benefits. Monthly reporting and tracking of sales and referral activity to Director and Senior Management. Created PowerPoint presentations and reporting for monthly sales meetings. Supported Program Director assisting with projects, maintaining calendar, answering phones, arranging meetings, planning events and taking meeting minutes. Liaison to corporate HR for all agency employees: processing applications, license compliance, payroll, health benefits. Monthly reporting and tracking of sales and referral activity to Director and Senior Management. Created PowerPoint presentations and reporting for monthly sales meetings.



First Pacific National Bank

• Assistant Operations Supervisor

  • Aug 1994 - Jun 1998

  Provided assistance to Operations manager in training and supervision of teller staff. Responsible for reconciliation of general ledger accounts and monthly auditing of branch. Daily handled heavy volume of client inquiries and complaints, providing quality customer service. Provided assistance to Operations manager in training and supervision of teller staff. Responsible for reconciliation of general ledger accounts and monthly auditing of branch. Daily handled heavy volume of client inquiries and complaints, providing quality customer service.