Annette Salinas

Managed listings, contract, and closing from start to finish.

Supported lead agent with project management, vendor scheduling, and operational problem-solving

Tracked budgets, expenses , and commission statements to support financial transparency and accountability.

Provides contract base administrative and clerical support for dental offices, small businesses and private clients.

organizing services to streamline home in office systems, improving efficiency, and workflow.

. adapt quickly to new environment, technologies procedures, while maintaining accuracy and professionalism

• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Created and managed project plans, timelines and budgets.

• Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
• Compiled and analyzed data to produce reports.
• Coordinated and scheduled meetings and appointments.

• Retirement planning pre-retirees and retiree.
• Supervised operations staff and kept employees compliant with company policies and procedures.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Assisted in recruiting, hiring and training of team members.
• Interacted well with customers to build connections and nurture relationships.

• Employee evaluations, scheduled training, CE, Policy and Procedure, coaching.
• Interviewing and hiring, bank operation, vault management, client relation, audits, payables and receivables.
• Handled various accounting transactions.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.