Overview
Work History
Education
Skills
Timeline
Generic

Britiany Baker

Seabrook,TX

Overview

15
15
years of professional experience

Work History

Project Coordinator, K-12 Construction

Paso Robles Joint Unified School District
Paso Robles, CA
09.2022 - Current
  • $95M general obligation bond budget oversight
  • 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

Education

Bachelor of Science - Business Administration

Northwestern State University
Natchitoches, LA
05-2002

Skills

  • Project management
  • Budget development
  • Procore
  • Team collaboration
  • Strategic planning
  • Risk Management
  • Microsoft Office
  • Google Workspace
  • Stakeholder communication
  • Regulatory compliance
  • Attention to detail
  • Time management

Timeline

Project Coordinator, K-12 Construction

Paso Robles Joint Unified School District
09.2022 - Current

Account Manager, Commercial Lines

INSURICA
04.2020 - 04.2021

Jr. Risk Analyst

Land Gorilla
08.2018 - 02.2020

Project Manager

Compli Beverage
01.2016 - 01.2017

Surety Bond Account Manager

Morris & Garritano Insurance
01.2013 - 01.2016

Senior Trust Administrative Assistant

Rabobank Wealth Management
01.2011 - 01.2013

Bachelor of Science - Business Administration

Northwestern State University
Britiany Baker