Amber Grimi
Martinez,CA
Summary
Dynamic Executive Administrative Assistant with over a decade of experience in documentation, meeting planning, and travel coordination. Recognized for strong attention to detail and ability to manage multiple priorities, driving results and enhancing team productivity.
Overview
21
21
years of professional experience
Work History
Executive Administrative Assistant
New York Life Insurance Co
San Ramon, CA
03.2013 - 06.2026
- Coordinated executive calendars, ensuring optimal time management and prioritization of meetings.
- Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
- Managed high volume of incoming phone calls and email inquiries to ensure timely responses.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Developed and maintained filing systems, improving document retrieval efficiency.
- Organized and coordinated conferences and monthly meetings.
- Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
- Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Stay at Home Parent
N/A
Martinez, CA
09.2006 - 03.2013
- Oversaw household operations, budgeting, scheduling, and organization to maintain a well-functioning home environment.
- Coordinated appointments, school activities, and family logistics to ensure smooth daily routines.
- Cultivated effective time management, multitasking, and problem-solving skills to balance various family responsibilities.
Loan Officer Assistant
Unified Brokers Capital
Pleasant Hill, CA
09.2005 - 09.2006
- Assisted in processing loan applications, ensuring timely completion and adherence to regulatory compliance.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Coordinated communication between clients and lenders, streamlining loan transactions.
- Organized and submitted loan files per loan officer checklist, ensuring timely processing.
- Gathered and organized essential paperwork for borrower review and compliance. and disclosures for borrower.
- Observed important dates to facilitate the timely collection of required documents. to obtain information by deadlines.
- Conducted quality control reviews of loan files, enhancing accuracy and reducing errors in submissions.
- Created and maintained customer files and departmental records, supporting operational efficiency.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
Education
Certificate of Phlebotomy - Phlebotomy
Contra Costa Medical Career College
Antioch, CA02-2011
GED -
Alhambra High School
Martinez, CA06-2003
Skills
- Calendar management
- Meeting planning
- Travel coordination
- Event coordination
- Expense reporting
- Office management
- Report documentation
- Document preparation
- Maintaining schedules
- Proficient in Microsoft Word, Excel, Powerpoint and Outlook
Accomplishments
- Collaborated with team of 2 in the development of The Weekly Leaders Report.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Planned corporate meetings, lunches and special events for groups of 20+ employees.
Timeline
Executive Administrative Assistant
New York Life Insurance Co
03.2013 - 06.2026
Stay at Home Parent
N/A
09.2006 - 03.2013
Loan Officer Assistant
Unified Brokers Capital
09.2005 - 09.2006
Certificate of Phlebotomy - Phlebotomy
Contra Costa Medical Career College
GED -
Alhambra High School