Lucy Mendoza, MBA
Office Manager / Executive Assistant at Stockbridge- Claim this Profile
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Topline Score
Bio
Credentials
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Learning Numeric Data Entry
LinkedInMay, 2020- Nov, 2024 -
The Top 10 Project Management Mistakes—and How to Avoid Them
LinkedInNov, 2019- Nov, 2024
Experience
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Stockbridge
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United States
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Investment Management
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100 - 200 Employee
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Office Manager / Executive Assistant
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Apr 2022 - Present
Proving remote and on site support to Executive Managing Director of the CVA business line and Managing Director of Acquisitions. Execute all aspects of the Chicago Office including managing long term and/or complex projects. Event Planning, IT support as needed and maintenance of kitchen, conference rooms, and office equipment. Expensing travel for 2SVP’s, 2 VP’s, and 6 Associates/Analyst. Proving remote and on site support to Executive Managing Director of the CVA business line and Managing Director of Acquisitions. Execute all aspects of the Chicago Office including managing long term and/or complex projects. Event Planning, IT support as needed and maintenance of kitchen, conference rooms, and office equipment. Expensing travel for 2SVP’s, 2 VP’s, and 6 Associates/Analyst.
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Guaranteed Rate
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United States
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Financial Services
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700 & Above Employee
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Executive Assistant to Chief Product and Technology Officer
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Jan 2022 - Apr 2022
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LaSalle Investment Management
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United States
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Financial Services
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700 & Above Employee
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Executive Assistant CHRO / CFO / Chief Legal Counsel / Chief Information Officer
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Jan 2020 - Dec 2021
Oversaw heavy calendaring, as well as global travel and expense reports for CHRO, Chief Legal Counsel, CFO, and CIO. Assisted with various project for HR and Legal departments. Oversaw heavy calendaring, as well as global travel and expense reports for CHRO, Chief Legal Counsel, CFO, and CIO. Assisted with various project for HR and Legal departments.
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Ryan Specialty
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United States
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Insurance
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400 - 500 Employee
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Executive Administrative Assistant to CEO & COO
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Mar 2019 - Nov 2019
Managed and maintained heavy calendaring, as well as domestic and international travel for CEO and COO. Oversaw and coordinated all logistics for company’s RSGUM annual conference, including hotel reservation, meetings, and reception for 300-plus guests and attendees. Managed and maintained heavy calendaring, as well as domestic and international travel for CEO and COO. Oversaw and coordinated all logistics for company’s RSGUM annual conference, including hotel reservation, meetings, and reception for 300-plus guests and attendees.
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Health Care Service Corporation
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United States
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Hospitals and Health Care
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700 & Above Employee
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Internal Audit Associate
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Sep 2018 - Mar 2019
Coordinated office regulatory examinations (external audits) for HCSC, including scheduling meetings with stakeholders and Legal, arranging on-site auditor visits, and addressing any request and questions from auditors.
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Executive Administrative Asst.II
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May 2007 - Sep 2018
Organized and managed multiple daily schedules of Division Senior Vice Presidents and Vice Presidents. Scheduled routine executive meetings and all logistics via AgilQuest, Webex, and Outlook. Managed all office administration for various departmental needs. In charge of scheduling and monitoring all catering, flight reservation, hotel reservation, & ground transportation before, during, and after the affair. Departmental TimeKeeper.
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Financial Assistant III
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Jun 2004 - May 2007
Responsible for updating FEP daily balancing for IL, NM, & TX. Requested daily FEP Letter of Credit Draw and updated Remittance Advice Summary Report for IL, NM, & TX. Identify and researched out of balance variances through performance of account reconciliations to ensure timely and accurate report data. Prepare monthly journal entries on the PeopleSoft general ledger system.
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Service Representative II
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Sep 2001 - Jun 2004
Responded to hospital/provider/membership inquiries as it pertained to pre-admission procedures. Fulfilled other duties as assigned by management within a timely fashion.
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Cal Eagle Insurance
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Calabasas, CA
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Customer Service Representative/Accounting
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Jul 1997 - Sep 2001
Primary client contact: managed approximately 50 accounts per week. Responsible for underwriting functions for new business. Maintained integrity of client information while generated billing invoice. Primary client contact: managed approximately 50 accounts per week. Responsible for underwriting functions for new business. Maintained integrity of client information while generated billing invoice.
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Education
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Roosevelt University
Master of Business Administration (M.B.A.), Integrated Marketing Communications -
Roosevelt University
Bachelor of Professional Studies, Studies; Adm. Studies -
Northwestern College
Associates, Executive Accounting