Experience

Terrace Finance Corp

• United States
• Financial Services
• 1 - 100 Employee

• Sales Operations Manager

  • Jul 2022 - Present

• Account Executive

  • Oct 2019 - Present



Pioneer Services

• Executive Assistant

  • May 2015 - Oct 2019

  • Handle sensitive information with the utmost confidentiality daily.• Manage and prioritize schedules, meetings, administrative support, and other duties necessary to support a senior-level executive and department directors. • Research, compose and distribute correspondence, presentations, and reports as directed. • Prepare and process expense reports through Concur and reconcile credit card statements monthly.• Operate within a budget while arranging domestic travel for branch executive, directors, and managers. • Manage and maintain branch vendor relations program, ensuring that all vendors are approved and performing tasks per negotiated expectations.• Plan logistics for on-site and off-site meetings and special events, contract for meeting space, order catering, arrange A/V needs.• Maintain complete asset inventory for the branch and provide IT support.• Manage office facilities, order office supplies, and maintain office equipment.• Process paper flow, including contracts, payables, and mail, effectively handle documentation and approvals.• Lead activities focused on engaging team members in the workplace, including coordination of recognition programs, brown bags, wellness, volunteer initiatives, newsletter creation and distribution, monitor boards updates, and other team member activities. In addition to executive support duties, provide the branch with Human Resource support: • Conduct phone screens and candidate interviews. • Coordinate background checks and employment references for candidates.• Maintain outside employment agency vendor relationships. • Coordinate new team member onboarding and orientation, including processing new hire paperwork, distribution of new hire information to new hires and company training. • Administer company tuition reimbursement program for the branch.• Work collaboratively with the HR team in identifying needs for projects that are supportive of strategic business goals and follow through on execution. Show less

• Facility and Administrative Lead

  • Apr 2013 - May 2015

  • Coordinate all branch events and meetings, ensuring that facilitators and visitors have the necessary resources and access to the building and that the meeting rooms are equipped with materials, technology, and supplies. • Maintain the facility calendar to avoid complications and makes recommendations to management on the most efficient and practical use of meeting space.• Prepare documents, research, meeting minutes, and other correspondence for management. • Manage the vendor relations program for the facility, ensuring that all vendors are approved and performing tasks by stated expectations. • Receive and process requests for maintenance and repairs of office equipment, maintenance of lunchroom, and leasing issues.• Maintain facility manual that covers processes in vendor management, alarms, facility repair, office supplies, and other procedural items. • Maintain supplies inventory, complete asset inventory, storage requests, and telephone and computer directories. • Responsible for ensuring that the facility is running efficiently and economically, according to budget.• Process incoming and outgoing mail, ensuring timely response to inquiries. • Lead activities focused on engaging team members in the workplace, including coordination of brown bags, wellness, volunteer, newsletter, monitor boards, and other team member activities. Show less

• Branch Support Coodinator

  • May 2004 - Apr 2013