Executive Assistant to the CEO and COO

• Dec 2022 - Present

Notary Public & Certified Signing Agent

• 2010 - Present

Commissioned by the state of California to witness the signing of certain documents and administer oaths. Facilitate mortgage closings by couriering loan documents, collecting and notarizing signatures and delivering settlement checks.

Real Estate Transaction Coordinator

• 2010 - Jun 2014

Assist real estate agents and brokers in the processing of real estate transaction files. Gather information, documentation and follow up on contractual items. Facilitate communication between parties to ensure transactions proceed easily and efficiently.

Executive Assistant - HR, IT & Operations

• Jan 2019 - Jun 2022

Executed a full range of support services for multiple C-level Executives supporting IT, HR, Operations and Treasury Management including: • Managed and coordinated complex calendars including making appointments and prioritizing matters • Organized meetings including scheduling, sending reminders and organizing catering when necessary • Arranged travel, scheduling and accommodations • Prepared and tracked expense reports • Arranged and coordinated conferences, special events/functions • Prepared agendas and meeting minutes; assisted in tracking action items from meetings • Designed, formatted, composed and edited a variety of reports and organizational charts • Always maintained the utmost in confidentiality • Notarized documents for multiple departments • Maintained and ordered supplies Show less

Executive Assistant to General Legal Counsel

• Aug 2015 - Sep 2018

Performed a variety of tasks for multiple C-level Executives including managing and coordinating calendars, scheduling meetings, conferences, travel arrangements, expense reporting and event arrangements. • Provided a high level of support to multiple executives including General Counsel, Chief Information Officer (CIO), President of Third-Party Originations, Chief Compliance Officer (CCO), Associate General Counsel and others as needed • Took meeting minutes and assist in tracking action items from meetings • Managed the customer complaint process for compliance with regulatory requirements • Always maintained the utmost in confidentiality • Ensured projects were completed accurately and in a timely manner • Oversaw the billing process with outside counsel and other vendors/clients • Notarized documents for multiple departments Show less

Executive Assistant/ Office Management

• Mar 2015 - Aug 2015

Provide a high level of support to multiple partners/executive management in a timely, efficient, and professional manner. Coordinate overall operational and administrative activities. I am currently working on a contract assignment supporting four partners including the managing director at a venture capital/investment firm. I am in the role of Executive Assistant/ Office Manager. Currently, some of my responsibilities are: Overseeing office operations, support services and facilities Providing executive admin support, including managing calendars, contacts database and phone traffic Coordinating travel, meeting and event arrangements Managing the Firm’s files and archives Supporting investor relations and marketing for the Firm, including managing distribution of investor reports and drafting other written communications Show less

Transactions Analyst

• Jun 2014 - Nov 2014

Real estate investment management professional responsible for coordinating and closing commercial real estate acquisitions, refinances and sales through interaction with lenders, title, escrow, attorneys, etc.

Administrator/Office Manager

• Jul 2011 - Jun 2014

Office Manager (7/2011-6/2014)Managed all aspects of office activities to maximize expense control and productivity. Worked closely with Investor Relations and the Tax Department on major projects. Managed receptionist and seasonal/ temporary employees. • On-site liaison to Human Resources and IT Departments• Developed and managed departmental budget including processing invoices/payables• Planned, coordinated and executed various large and small events• Supported executive management with various matters such as travel coordination, managing calendars/ scheduling, arranged and administered conference calls and video conferences, expense reporting, PowerPoint presentations, flow charts, diagrams, spreadsheets, databases • Participated in lease negotiations including overseeing completion of tenant improvements • Performed facility functions - space planning/equipment procurement/lease negotiation, vendor management, etc. Show less

Credit Policy Development, Vice President

• Apr 2007 - Nov 2007

Managed the consistent delivery of risk management policies and standards across business channels by establishing guidelines, operational controls, and standards for loan products for fulfillment, origination and servicing. Managed the consistent delivery of risk management policies and standards across business channels by establishing guidelines, operational controls, and standards for loan products for fulfillment, origination and servicing.

Risk Mitigation Manager, Vice President

• 2003 - 2007

Managed, monitored and analyzed loan risk from application through the life cycle of the loanBuilt and managed an effective staff responsible for fraud detection and monitoring internal controls to ensure that loan quality standards and regulatory requirements are followed and provide mentoring, coaching, and training for areas impacting riskCreated and delivered Suspicious Activity (fraud) training to Sales and Operations management and associates Developed, recommended and implemented activities, guidelines and programs to support department initiativesInteracted with external audiences (investors, brokers and vendors), internal audiences (management and employees) and delivered timely and accurate information and/or support to both. Show less

Strategic Risk Partner, Assistant Vice President

• 2002 - 2003

Ensured consistent application of credit philosophy to Loan Fulfillment Center personnel and Sales associatesEvaluated high risk, high profile and or precedent setting loan transactions to ensure that the company was not exposed to unacceptable levels of risk Designated Risk Level Authority for Loan Fulfillment Center personnel

Optimum Support Manager, Assistant Vice President

• 2001 - 2002

Provided leadership, guidance and support to Loan Fulfillment Centers to ensure achievement of acceptable loan quality Partnered with Loan Fulfillment Center Management to assess training needs of individuals and groupsManaged various projects to ensure a successful outcome

Manager, Title Solutions Department

• 2000 - 2001

Provided expertise in research and identification of trends in customer complaints, repurchase requests, referrals, legal research, title claims, errors and omissions claims, and partial releases. Analyzed and resolved complex customer complaint referrals, including regulatory issues, and prepared responses.

Underwriting Team Manager/ Policy Analyst, Direct Lending Division

• 2000 - 2000

Evaluated and resolved difficult and complex customer service issues Underwrote loans to evaluate compliance, collateral, credit worthiness and capacity to repayUnderwrote retail refinance, purchase money loans and workout loans for the Direct Lending DivisionEnsured that all loans closed in compliance with Company, investor and regulatory requirements

Senior Legal Assistant – Specializing in Compliance & Licensing

• 1998 - 2000

Coordinated, oversaw and responded to multi-state regulatory examinationsMonitored, evaluated & maintained multi-state licensing and resolved any discrepanciesResearched regulatory compliance issues and state statutesAssisted senior legal counsel with employment law issues and other highly confidential matters

Supervisor, QC/Compliance & Cancelled/Denied Departments

• 1996 - 1998

Restructured departments including establishing and implementing new policies and proceduresCoordinated audit to ensure data integrity in reporting to HUD in compliance with HMDA requirementsCollaborated with Technical staff to streamline process through extensive systems alterations and enhancementsInitiated and instructed training programs