Coordinate voter-approved facility projects across the school district, ensuring alignment with district goals
Collaborate with architects, engineers & stakeholders to ensure project designs meet building codes and educational standards
Ensure all necessary project permits are secured for compliance
Track RFIs, submittals, and change orders to maintain project timelines and compliance
Process payment applications
Conduct site visits to inspect work progress against schedules
Prepare board agenda items and reports to inform stakeholders on project status and decisions
Communicate project updates to stakeholders, trustees and bond oversight committees
Account Manager, Commercial Lines
INSURICA
Paso Robles, CA
04.2020 - 04.2021
Managed commercial lines insurance book of business
Collaborated with underwriters to market and process renewal policies, enhancing client retention
Facilitated compliance and accuracy in new business submissions, streamlining the onboarding process
Advised clients on coverage options and resolved policy inquiries, improving client satisfaction
Jr. Risk Analyst
Land Gorilla
San Luis Obispo, CA
08.2018 - 02.2020
Conducted preliminary underwriting of construction and FHA 203k loans by vetting contractors, reviewing project costs, and assessing overall project feasibility to support lenders’ decision-making
Analyzed risk data to identify potential issues in project financing
Assisted in developing risk management strategies for construction projects
Reviewed loan applications to assess risk factors and compliance
Delivered comprehensive report of findings to lenders to facilitate assessment of loan's marketability on the secondary market
Project Manager
Compli Beverage
Paso Robles, CA
01.2016 - 01.2017
Secured Federal and State licensing for wineries, breweries, and distilleries
Coordinated communication between client and TTB and ABC agencies to streamline licensing process
Posted all public notices promptly to comply with regulatory timelines
Surety Bond Account Manager
Morris & Garritano Insurance
San Luis Obispo, CA
01.2013 - 01.2016
Managed a large book of surety business with minimal supervision
Issued bid bonds, payment & performance bonds, contract bonds and all varieties of commercial bonds and riders
Worked with contractors to secure bonds needed for Public Works projects
Assisted contractors in securing bonding lines of credit, facilitating project funding
Reviewed contracts and conducted research to ensure compliance and mitigate risks
Maintained excellent relationships with appointed insurance companies and underwriters
Educated clients and agency producers on surety products to enhance understanding and utilization
Neatly and accurately packed bond submissions to underwriters
Generated reports used to invoice agency billed policies
Senior Trust Administrative Assistant
Rabobank Wealth Management
San Luis Obispo, CA
01.2011 - 01.2013
Oversaw trust and estate administration, ensuring adherence to fiduciary standards and legal compliance
Coordinated daily tasks and project timelines for Vice President and Senior Trust Officers to ensure efficient workflow
Assisted in the preparation of final estate and trust tax returns
Compiled detailed accounting reports for conservatorships to fulfill court directives
Construction Project Coordinator/Sales Administrator at Direct Residential CommunitiesConstruction Project Coordinator/Sales Administrator at Direct Residential Communities