Briana Ortiz

I currently support FAM 2 Org 4712 & FAM 4 Org 4713 within Center 4710. My duties include:

• Creating and maintaining relationships with my team members to build trust
• Proficiency with supply procurement utilizing the Oracle tool
• Arrange all aspects of domestic travel for my managers as well as my team members
• Work independently, under general direction, and report timely completion of assigned duties.
• Take care of all new hires utilizing the onboarding process
• Calendar management for two level 1 managers, prioritizing incoming requests to optimize time constraints and maximize efficiency
• Handle all fleet vehicle needs (mileage input, PM, etc.) for FAMs 2 and 4
• Track and manage all property as Property Coordinator for both FAMs
• Submit PR’s and PO’s as needed, in support of FAM training and purchases
• Schedule team meetings, team building events on and off site, daily team calls, etc.
• Continually work with the reapp department to get rid of items
• Provide coverage and assistance to our SMA as needed
• Training Coordinator for FAMs 2 and 4
• Confluence Tier Board Manager for FAMs 2 and 4
• Developed job aids for staff to streamline activities and provide efficiencies, such as Microsoft Office Tip and Tricks, Onboarding checklists, many different How To's, etc
• Mentor new OAA's withing our center by providing training and guidance, while establishing myself as a resource for them to reach out to when needed
• Assist in the hiring process for all new or transferring employees to both FAMs 2 and 4
• Plan and coordinate logistics for important meetings with managers, staff and line partners

Executive Assistant Duties

• Created and maintain several budgets for multiple departments.
• Provided support to over 100+ employees and volunteers.
• Managed executive schedules, ensuring efficient time allocation and prioritization of commitments.
• Used judgment, a high degree of initiative and independent action to perform complex administrative and office related functions.
• Coordinated meetings and events, facilitating seamless communication across departments.
• Generated a variety of internal and external correspondences.
• Prepared and composed documents while maintaining electronic and hard copy documents.
• Primary timekeeper and note taker for all meetings.
• Worked on multiple projects with little to no supervision for multiple departments.
• Completed projects with excellent quality while handling frequent interruptions and demanding deadlines.
• Worked with confidential information.
• Responsible for ordering/picking up supplies for department as needed.
• Used multiple software programs on daily basis to generate and maintain forms and reports i.e. Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook), Internet, Internally originated software such as PeopleSoft, ServiceU, Planning Center Online and Fellowship One.
• Worked in team setting to interact and network with executives, pastors and external personnel (such as vendors and volunteers).
• Organized and prioritized meetings, events, and schedules for multiple people.
• Performed administrative support for special functions/events, projects, along with support for staff and volunteers.
• Gathered, collected, recorded, and verified data and information from multiple sources.
• Created forms and processes that enhance workflow for staff.
• Assisted in implementing and administering policies and programs and provides guidance, and administrative assistance on a wide variety of procedures.
• Handled all domestic travel reservations and reimbursement processes for Executive Pastor as well as other staff.
• Developed and maintained organizational systems for document management and record-keeping.

Event Coordinator Duties

• Plan, organize, promote, facilitate and coordinate different types of events, i.e. mission trips, concerts, conferences, graduations etc.
• Create organized files for each event.
• Monitor and coordinate the timeline of an event.
• Accommodate needs for special guest speakers.
• Supervise and coordinate the activities of the different departments such as maintenance and housekeeping teams, audio, video and lighting teams, catering personnel and subcontractors.
• Provide guidance and information pertaining to the event to the clients and internal staff.
• Prepare event department budget.
• Ensure all contractual obligations are met.
• Ensure quality client/customer standards are upheld at all times.
• Ensure event venue is ready on time.
• Schedule events and coordinate appointments.
• Create and revise plans and layouts for different events.
• Ensure event location fulfills all building, health and safety requirements.

Front Office Manager Duties

• Assign and supervise clerical, secretarial, and administrative tasks and responsibilities among the front office staff.
• Evaluate and manage staff performance, recruit and select office volunteers.
• Coordinate office staff activities and allocate resources to ensure maximum efficiency to enable task execution.
• Provide on the job role training, organize training and orientation of new office staff.
• Monitor and establish procedures for office record keeping and ensure the confidentiality and security of data.
• Design and implement filing systems to ensure that filing systems are correctly maintained.
• Prepare operational schedules and reports to ensure maximum efficiency.
• Design and implement office procedures and policies.
• Analyze and monitor internal front office processes.
• Approve time sheets and controlling correspondences.
• Review and approve office supply acquisitions, monitor and maintain office supply inventory handle complaints and inquiries.
• Execute policy and procedural changes to develop and improve operational efficiency.
• Maintain a safe working environment, coaching, mentoring staff and managing internal staff relations.
• Closely collaborate with other groups, agencies, and organizations.

• Assisted loan officers with the process of taking loan applications
• Managed complex transaction processes, ensuring compliance with regulatory standards and company policies.
• Collected pertinent documentation (income, assets, liens, etc.)
• Ordered all 3rd party verifications
• Met all deadlines (appraisals, surveys, closing, etc.)
• Streamlined transaction management systems, improving efficiency in document processing and approval timelines.
• Led cross-functional teams to optimize loan origination workflows and enhance client satisfaction.

• Completed monthly and weekly excel reports
• Coordinated scheduling and logistics for editorial meetings and events.
• Ordered all office supplies
• Answered phones
• Paginated the magazine
• Built website for advertisers
• Managed client needs
• Maintained office environment
• Kept track of gains and losses of advertisers

• Generate new business from outside sources
• Process new files by gathering all required documentation from customers and 3rd party vendors
• Analyzed credit reports and financial documents to determine loan eligibility and risk assessment.
• Developed customized mortgage solutions for clients, ensuring alignment with financial goals.
• Meet with potential customers and take applications
• Structure and price out new loans (Conventional, FHA, VA, Renovation, MFA, Equity lines or loans)
• Ensure all closing dates and deadlines are met
• Stack and submit loan files

• Manage 35 employees/ Oversee 190 children
• Enter new children into computer system/ update records as needed using specific software
• Streamlined office operations, enhancing workflow efficiency and communication among staff.
• Developed and implemented scheduling systems, improving staff coordination and resource allocation.
• Answer multi lined telephone system/ route calls as needed
• Administer medications at specific times
• Take payments, make deposits, reconcile credit card payments
• Help manage computer network
• Create flyers/ sign-up sheets for different occasions

• Facilitated loan origination process, ensuring compliance with regulations and underwriting standards.
• Analyzed client financial situations to recommend suitable mortgage products and solutions.
• Help secure financing for customers real estate needs/ dreams
• Evaluated client financial profiles to recommend suitable mortgage products.
• Take applications, “shop” multiple lenders for the best rate and program to meet customers’ needs
• Educated clients on mortgage options, terms, and processes to promote informed decision-making.
• Established strong relationships with clients and real estate professionals for referrals.
• Order required inspections and documentation needed throughout the transaction and consistently follow up on everything to make sure the process was as smooth as possible
• Ordered all office supplies

• Assisted loan officer with ordering required documentation as well as follow up on those items
• Kept files organized
• Streamlined loan processing workflows, increasing efficiency and reducing time to closing.
• Ordered office supplies
• Sent out all marketing as needed (over 800 pieces)