Lisbeth Martin
Administrator at San Miguel Management, LP- Claim this Profile
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Topline Score
Bio
Credentials
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TX Teaching Certificate
Texas Education AgencyDec, 1983- Nov, 2024
Experience
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San Miguel Management, LP
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United States
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Real Estate
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1 - 100 Employee
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Administrator
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Sep 2015 - Present
Responsible for incoming mail distribution. Customer service. Answer phone calls. Schedule maintenance. Schedule tours and give tours of the property. Answer questions from clients and prospective clients. Maintain security of clients. Responsible for incoming mail distribution. Customer service. Answer phone calls. Schedule maintenance. Schedule tours and give tours of the property. Answer questions from clients and prospective clients. Maintain security of clients.
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Tax Examiner
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Feb 2017 - Aug 2017
Process tax returns filed by individuals and small businesses. Confirm that the taxpayers are claiming the appropriate deductions and credits, and assess penalties, interest and fees as necessary. Confirm social security numbers. Address discrepancies and request documentation from the taxpayer, check their math and enter their return into the computer system. Customer service. Process tax returns filed by individuals and small businesses. Confirm that the taxpayers are claiming the appropriate deductions and credits, and assess penalties, interest and fees as necessary. Confirm social security numbers. Address discrepancies and request documentation from the taxpayer, check their math and enter their return into the computer system. Customer service.
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Data transcriber
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Mar 2016 - Dec 2016
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Jodies Coiffures
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Austin, Texas Area
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Office Manager
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2014 - Jan 2016
Supports the business using Windows Compatible Computer and Microsoft Word and Internet Explorer. Prepares monthly inventory sheets. Performs monthly and annual inventory. Maintain and schedules appointments. Responsible for purchasing and maintaining supplies, products and literature on site. Assist customer via phone or in person regarding their concerns for products or services. Answer phone and direct to the proper person. Retrieve voicemail and deliver messages to the proper person. Return calls to customers Maintain and create window designs and store displays. Arrange travel arrangements and accommodations for the owner. Update and renew licenses using Windows Compatible Computer and the Internet. Show less
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Austin Independent School District
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United States
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Primary and Secondary Education
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700 & Above Employee
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Substitute Teacher
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1999 - 2014
Developed, organized and implemented lesson plans, managed classrooms, demonstrated leadership skills and maintained schedules at various elementary and middle schools in Austin, as required duties of a substitute teacher. Developed, organized and implemented lesson plans, managed classrooms, demonstrated leadership skills and maintained schedules at various elementary and middle schools in Austin, as required duties of a substitute teacher.
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Stewart Title of Austin, LLC
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United States
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Insurance
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100 - 200 Employee
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Accounting Assistant
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Jun 2006 - Dec 2007
Administratively supports the company and the Controller using Windows Compatible Computers and Microsoft Word and Outlook. Process incoming and outgoing money transactions through bank wires. Process bookkeeping packages including shortages, deposits, invoices and checks. Post voided checks. Process and post stop payments and charged back receipts. File deposit slips and verify that numbers match. Process transfers from one account to another. Order office supplies. Assist on training in the Accounting Training Classes for Escrow. Print previous day bank wire reports from branch offices and verify activity. Assist customers via phone or email regarding their files. Respond to emails. Process the mail daily. Answer multi-line phone and direct to the proper person or voice mail. Assist HR in filing, tracking personnel weekly time sheets. Scan client files into Stewart Title software filing system. Show less
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Office Manager
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2005 - 2006
Administratively supports the independent agent in every facet using Windows Compatible Computers and Microsoft Word and Outlook. Prepare confidential client presentation materials, including all correspondence using Microsoft Word. Calculates and assesses client monthly, quarterly and/or annual fees using New York Life Insurance software. Prepares and files all paperwork with the appropriate regulatory agencies. Responsible for compliance with federal and state regulators/auditors. Instrumental in the administration and maintenance of all intercompany/intracompany documents. Maintains and schedules the agent's appointments using Microsoft Outlook. Responsible for the purchasing and maintaining of supplies and literature on site. In charge of customer service. Implemented and efficient database program for client services. Created an operations manual using Microsoft Word. Database was maintain with a propriety NYL application. Show less
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Executive Administrative Assistant
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2000 - 2005
Administratively supports the independent agent in every facet using Windows Compatible Computers and Microsoft Word and Outlook. Prepare confidential client presentation materials, including all correspondence using Microsoft Word. Calculates ad assesses client monthly, quarterly and/or annual fees using New York Life Insurance software. Prepares and files all paperwork with the appropriate regulatory agencies. Responsible for compliance with federal and state regulators/auditors. Instrumental in the administration and maintenance of all intercompany/intracompany documents. Maintains and schedules the President's appointments and travel arrangement using Microsoft Outlook. Responsible for the purchasing and maintaining of supplies and literature on site .Responsible for all clients' deposits in the proper account. In charge of customer service. General office duties include scheduling and prioritizing calendars, maintaining databases and files. Created an operations manual in Microsoft Word. Database was maintain with a propriety NYL application. Show less
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Education
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Texas State University
BSEd, Elementary Education and Teaching