Tracy Yannelli

Fishing Guide & Office Manager at Fish the Fly Guide Service
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Contact Information
us****@****om
(386) 825-5501
Location
Jackson, Wyoming, United States, US

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Bio

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Experience

    • United States
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • Fishing Guide & Office Manager
      • Jul 2020 - Present
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Personal/Executive Assistant
      • Feb 2020 - Present
    • Executive Assistant
      • Sep 2018 - Dec 2019
    • Executive Assistant
      • 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)

    • Banking
    • 1 - 100 Employee
    • Office Administrator
      • 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

    • United States
    • Financial Services
    • 700 & Above Employee
    • Loan Officer / Office Manager
      • 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

    • United States
    • 1 - 100 Employee
    • Home Loan Consultant
      • 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

    • Home Loan Consultant
      • Mar 2002 - May 2004
    • United States
    • Wholesale
    • 100 - 200 Employee
    • Pricing Analyst
      • Sep 2001 - Feb 2002
    • Oil and Gas
    • 700 & Above Employee
    • Administrative Assistant
      • May 1999 - Aug 2001

Education

  • Andover College
    Associate's degree, Computer Science Applications
    1999 - 2001

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