Operations & Research Assistant

• Mar 2023 - Present

Public Record Criminal Court Researcher

• Nov 2022 - Mar 2023

Substitute

• Mar 2023 - Present

Paralegal Assistant & Closing Coordinator

• Sep 2021 - Oct 2022

• Perform QC of all closing documents for accuracy. • Upload closing documents to company database (Qualia) and Lender database (Loan Connect). • Assist Paralegals with preparation for and post real estate closings. • Generate and send Borrower Closing Packages to attorneys/clients. • Generate FedEx envelope for delivery of closing documents to various Lenders. • QC files for client 1099 IRS filing responsibility. • Close and scan files into Qualia database. • Review and send final title policies to Lender's 3rd party document agency each month. • Assist with drafting pre-sign documents and forms. • Perform notary services as needed. • Maintain real estate files within Qualia database. • File 1099s with IRS for annual tax reporting purposes. • Correspondence with various agencies to obtain missing closing documents. • Correspondence with Lender's 3rd party agency regarding requested bank documents. Show less

Secretary

• Oct 2020 - Jun 2021

• Provide confidential secretarial services to Director of Student Support Services, Curriculum & Instruction, using discretion with frequent sensitive student issues, as well as matters of concern involving staff and student matters. • Maintain awareness of and compliance with federal and state regulations regarding Special Education. • Possess the ability to work with a culturally diverse population. • Responsible for maintaining accurate records in the CSE Department. • Track, organize, and maintain extensive confidential files on all special education students in the district. • Compile numerous reports, memos, agendas, and meeting notes for the district. • Maintain close communication and working relationship with county and district personnel, assistant principals, school psychologist, counselors, and representatives from outside agencies. • Input and maintain student IEP information using Frontline software. • Maintain office files and records in accordance with standard procedures and regulations. • Update and maintain student data in Frontline (IEP Direct), and other comprehensive student databases such as School Tool. • Assist in establishing and maintaining a variety of file systems, create documents, STAC, and outside agencies with information regarding student enrollment and other student related information. • Perform routine file management tasks, including transferring, loading, archiving, and converting data for purposes of managing, maintaining, and securing student information. • Prepare district-wide scheduling for annual reviews and re-evaluations; create and schedule district-parent meetings regarding student IEPs and 504s. • Manage the proper transfer of CPSE/CSE students in and out of district. • Report CPSE/CSE meetings and determinations to the district Board of Education. • Manage the compliance of student paperwork cycle (new school year paperwork) processes. Show less

School Administrative Assistant

• Aug 2020 - Oct 2020

- Possess the ability to work with a culturally diverse population. - Create student profiles and maintain same in Comet database. - Draft and finalize correspondence. - Assist with coordination of school calendar and transportation mailings to parents and districts. - Correspond with student healthcare providers regarding therapy prescriptions. - Input and maintain student IEP information using Comet and Access databases. - Make appointments and maintain calendars for supervisory personnel. - Maintain office files and records in accordance with standard procedures and regulations. - Receive and distribute mail. - Greet visitors, handle inquiries and directs them to the proper person or department. - Assemble a variety of data from office and educational records. - Handle therapy prescriptions, attendance notices and mailings. Show less

Deputy Clerk/Administrative Assistant

• Jan 2017 - Dec 2019

- Implemented comprehensive filing system for Town Clerk's office. - Created and implemented online letterhead for Town of Chester with a cost savings of thousands of dollars per year. - File oaths of office, affidavits of publication, petitions, annual budgets, fiscal reports. - Notarize documents brought before the Town Clerk’s Office. - Update and maintain town certiorari, lists of town’s elected officials, oaths of office, board members. - Update and maintain Town of Chester Board Meeting Minute books. - Take minutes of Board meetings and hearings and transcribe same. - Coordinate Special District mailings. - Assist in the preparation of budgets, resolutions and reports. - Deposit monies collected for motor vehicle accidents and FOIL requests for the Town Police Department. - Provide for the storage, retrieval and disposition of records for all departments of the Town. - Attend Town Board meetings as requested and transcribe meeting minutes. - Calendar Town meetings and events in MS Outlook. - Update Town website as needed. - Update various lists such as town LOCs, Bonds, town owned vehicles, town insurance policies, town agreements, etc. - Maintain and update department distribution lists and org charts. - Schedule and coordinate town Meals-on-Wheels program in concert with County Office of the Aging. - Assist accounts payable with input of vendor invoices using Edmunds software for payment. - Assist with filling all Freedom of Information requests (FOIL). Show less

Executive Sales Assistant

• Oct 2015 - Jan 2017

- Maintain client database using Zoho CRM, establish files in a consistent and systematic fashion, maintain expense reports, monitor email communications for appointments and commitments, handle incoming calls. - Create PowerPoint presentations, proposals, and spreadsheets, Monitor RFP listings. - Created and implemented various proposal templates reflecting each teaching season of work for the company. - Maintain and update department distribution lists and org charts. - Perform various secretarial/clerical duties as assigned. - Support multiple leaders in a multi-functional, fast-paced environment. - Proficiency in Microsoft Office Suite applications, Google Calendar & Docs, Web-based research. - Manage complex calendars to keep Director of Sales informed of all meetings and required tasks, coordinate registration, travel and materials for conferences. - Handled confidential information and correspondence while maintaining pertinent databases and coordinating and generating documents as required. Show less

Administrative Technician

• Oct 2014 - Oct 2015

- Provide office management/administrative support to Vice President and the Distributed Generation department. - Expense reimbursement and time entry support. - Handle confidential information and correspondence while maintaining pertinent client databases, coordinate and generate proposals and documents as required. - Generate weekly sales reports using Salesforce CRM. - Coordinate off-site quarterly departmental meetings. - Maintain invoice records, establish project files in a consistent and systematic fashion. - Coordinate and input weekly sales data in department pipeline report. - Manage communication and information flow to/from Vice President and the Distributed Generation department, coordinate a complex schedule, travel, and logistics, research and produce reports for Vice President and the Distributed Generation department, perform a wide variety of tasks in a fast-paced, dynamic environment. - Process incoming and outgoing mail and monitor email communications for appointments and commitments. - Organize new hire set-up; ordering equipment, securing workspace, and communicating with managers to ensure a smooth start for all new hires. - Manage all office administration functions of White Plains office: phone and copy maintenance, parking passes, building IDs, Fire Warden training, on-boarding, etc. Show less