Tracy Yannelli
Fishing Guide & Office Manager at Fish the Fly Guide Service- Claim this Profile
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Bio
Experience
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Fish the Fly Guide Service
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Fishing Guide & Office Manager
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Jul 2020 - Present
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Confidential
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IT Services and IT Consulting
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1 - 100 Employee
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Personal/Executive Assistant
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Feb 2020 - Present
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Executive Assistant
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Sep 2018 - Dec 2019
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Executive Assistant
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Sep 2011 - Jun 2018
• Assist CEO & Others with multiple tasks to run company of 800+ employees • Scheduling and calendar management for Executive Managers • Event planning for all corporate events up to 400 people, including flights, hotels, meals, event space, activities etc. • Travel and planning for Annual Sales Meeting, Training, and Recruiting • Hosting of Presidents Club in Mexico and Jamaica (airfare, lodging, meetings, etc) • Assist CEO & Others with multiple tasks to run company of 800+ employees • Scheduling and calendar management for Executive Managers • Event planning for all corporate events up to 400 people, including flights, hotels, meals, event space, activities etc. • Travel and planning for Annual Sales Meeting, Training, and Recruiting • Hosting of Presidents Club in Mexico and Jamaica (airfare, lodging, meetings, etc)
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Lenders Network
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Banking
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1 - 100 Employee
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Office Administrator
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Jan 2010 - May 2011
• Accounts Payable and Receivable, make bank deposits and reconcile statements • Managing Payroll and Loan Officer Commissions, year end 1099’s • Maintain compliance, monthly and annual reports, and database maintenance • Track loan officer and office licenses and renewals • Submit Lender approval packages, renew when necessary • Review Settlement Statements for accurate costs and compliance • Mailings, answer phones, order supplies, work with various vendors • Accounts Payable and Receivable, make bank deposits and reconcile statements • Managing Payroll and Loan Officer Commissions, year end 1099’s • Maintain compliance, monthly and annual reports, and database maintenance • Track loan officer and office licenses and renewals • Submit Lender approval packages, renew when necessary • Review Settlement Statements for accurate costs and compliance • Mailings, answer phones, order supplies, work with various vendors
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Loan Officer / Office Manager
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Dec 2005 - Jan 2010
• Assist manager in making sure office runs smoothly and take care of as many issues as possible to free up managers time • Train new loan officers on products, programs, and computer systems. Help them learn how to bring in more business with Wells Fargo’s tools • Review loan officer files before submitting to underwriters and cover files when loan officers are out of the office • Manage Customer Service Rep and handle customer inquiries • Maintain database and determine marketing schedules • Handle all accounts payable and billing issue • Help to set up First Time Homebuyer classes Show less
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Countrywide Home Loan Inc
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United States
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1 - 100 Employee
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Home Loan Consultant
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Jun 2004 - Oct 2005
• Help homebuyers to obtain home loan financing (pre-qualifications) that best suits their individual needs with excellent customer service. • Maintain contact with customers to be sure they are satisfied and understand the loan process during, up to the closing, and after closing • Analyze credit reports and work with future home buyers to review and repair their credit reports and get them on the track to homeownership • Marketing to closed loan customers for future referral and refinance business • Work with local realtors to get leads on potential home buyers Show less
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Home Loan Consultant
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Mar 2002 - May 2004
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Pine State Trading Co.
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United States
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Wholesale
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100 - 200 Employee
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Pricing Analyst
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Sep 2001 - Feb 2002
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ExxonMobil
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Oil and Gas
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700 & Above Employee
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Administrative Assistant
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May 1999 - Aug 2001
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Education
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Andover College
Associate's degree, Computer Science Applications