Bio
Experience
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Capital Insurance Group
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Monterey, California, United States
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Client Services Representative
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Jan 2021 - Present
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Monterey, California, United States
Working on-site to distribute daily mail to remote workers. Responsibilities include handling all return mail, inputting data from annual insured surveys and working as general clerical support staff.
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Lario Oil & Gas Company
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Denver
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Executive Assistant/Office Manager
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Jul 2011 - Jul 2019
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Denver
Accomplish tasks as requested by the President and CEO. Handle the President and office staff expense accounts, accessing confidential business and personal file materials, banking documents and deposits. Manage petty cash, write/send checks using Quicken.Manage President's calendar. Maintain office supply inventory.Oversee extensive office filing system.Route incoming mail; send outgoing mail via certified mail, FedEx, and USPS.
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Navy Federal Credit Union
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Monterey, CA
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Mortgage Support Assistant
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Oct 2013 - Feb 2014
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Monterey, CA
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State of Colorado Medical Marijuana Enforcement Division
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State of Colorado Medical Marijuana Enforcement Division
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Administrative Assistant II
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Aug 2010 - Jul 2011
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State of Colorado Medical Marijuana Enforcement Division
Conducting due diligence background investigations and law enforcement checks on applicants wishing to obtain an occupational license in the medical marijuana industry.Compiling and analyzing data on files, organizing, comparing and proofreading documents.Provide secretarial support for the department.Scanning documents utilizing CapturePerfect software.Data entry into License 2000, a web-based database program specific to gaming/liquor/marijuana enforcement.
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Board of Directors OfficeAdministrative Assistant II
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Jan 2011 - Mar 2011
Assisting 15 Board DirectorsResponsible for maintenance of the Board Website to include intra and internet. Uploading weekly agendas/summaries, board packets, calendar and General Managers report.Responsible for General Manager Requests. Responsible for archiving/protection documentation using Laserfiche procedures.Compile and distribute the Board's two-week calendar of events.Coordinate, prepare and distribute packets prior to Board meetings.Attend weekly board meetings; greet attendees and speakers; prepare record of attendees; operate audio equipment to tape proceedings.Prepare and review Board member expense records for accuracy and compliance with policy.Maintain a tracking system for expenses, prepared monthly reports to reconcile with Accounts Payable. Track Board member submission of travel expense reports to ensure processing on a timely basis.Reconcile invoices and process payment requests for Board-related invoices.
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Administrator/Credentialed Teacher
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Sep 1990 - May 2010
Supervision of the High School Diploma, GED, Adult Basic Education, After-school Credit Education, Vocational Education Programs, Older Adult and Adults with Disability Programs.Staff support/supervision/observation and evaluation/selection/orientation.Develop and maintain the student and certificated handbooks.Master scheduling and personnel assignments.Review, manage and submit attendance, payroll, budget and account reports.Supervision of office and facilities operations.Network with agencies and maintain good community relations.Student guidance/advisement/discipline.Produce and maintain departmental and school-wide budget of $6,000,000.Train and lead students and employees.Doctors Storey, Englehorn and Black. Orthopaedic Office
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Medical Transcriber and Bookkeeper/Collection Manager
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Jan 1986 - Jan 1991
Responsible for all bookkeeping, insurance billing and collections management. Transcribed all medical documents.
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Legal Clerk/Medical Records Clerk/Medical Transcriber
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Jan 1980 - Jan 1986
Processed subpoenaed records.Maintained, analyzed, final checked medical records.Processed daily admissions and maintained master patient index.Performed audits and retrieved out-of-department records.Transcribed medical documents
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Education
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2008 - 2010San Jose State University
Master's Degree, Educational Leadership and Administration, General -
1988 - 1990University of San Francisco
Bachelor's degree; into Master's degree, Organizational Behavior; Educational Leadership
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