Professional office management expert with strong track record in team leadership and operational efficiency. Known for optimizing office workflows and enhancing administrative processes. Collaborative team player focused on achieving results and adapting to dynamic work environments. Proficient in conflict resolution and process improvement.
Overview
31
31
years of professional experience
Work History
Office Supervisor
San Joaquin County - Adult Probation
09.2023 - Current
Functions as a first-level supervisor, usually over a medium to large-sized clerical unit; assigns, reviews, directs and evaluates the work of subordinate clerical staff; ensures that work is distributed to maintain the flow and quality of work performed within established standards. 2. Orients new employees to the unit and provides training; ensures that staff understand and comply with unit policies, procedures, and standards; interprets rules, regulations, and procedures; provides interpretation of policies based on management expectations. 3. May perform highly complex work within the unit, which may include the provision of basic quasi-administrative/analytical support to managers, supervisors, professionals and other staff; gathers, analyzes and maintains specialized and complex information related to a wide range of departmental operations; researches, compiles, maintains and processes statistical, financial and/or other numerical data to support highly specialized office functions; coordinates and/or performs departmental personnel, payroll, purchasing, inventory, systems maintenance and/or other functions; may perform highly-advanced clerical accounting duties; prepares summaries of unit activities; prepares reports and correspondence related to unit activities. 4. Prepares a variety of difficult and complex reports, letters, resolutions and other documents; maintains and monitors complex work logs and tracking systems; reviews and analyzes complex legal, custody, health care and other administrative records to identify needed information; develops and maintains complex spreadsheets and databases, either by hand or computer; develops forms, form letters and related documents; may modify or create basic software applications. 5. May develop and recommend office policies; reviews office procedures and recommend changes to improve office efficiency and effectiveness; implements changes to office policies and procedures. 6. As an incidental duty, may provide secretarial support to managers and/or other staff; serves as a liaison between superiors and staff; receives and screens visitors and callers and exercises considerable judgment in their disposition; schedules meetings and appointments for superiors; makes travel arrangements; interprets and explains a limited range of specialized or technical information; may take and transcribe minutes at meetings, conferences or hearings.
Office Assistant Specialist
San Joaquin County - Adult Probation
01.2023 - 09.2023
Central Support Unit DNA Coordinator and ICOTS Specialist Provides specialized and complex information, including specific program-related information, to managers, patients, clients, outside agencies and others; researches difficult and complex issues; completes forms for the purpose of documenting specialized program-related information; searches for, receives and explains complex rules, regulations, policies, procedures and technical office operations; interprets and applies external laws, regulations, ordinances and policies as they relate to clerical/technical/financial functions; issue complex documents; provides customer service in a calm, helpful and effective manner. 2. Gathers, processes and maintains specialized and complex information related to departmental operations; asks in-depth questions of patients, clients, and others; identifies customer needs and seeks to match those needs with program Office Assistant Specialist services; codes, files and retrieves documents and records using various alphabetical, numerical, coded and computerized filing systems. 3. Researches, compiles, maintains and processes statistical, financial and/or other numerical data to support specialized office functions; coordinates and/or performs routine work related to personnel, payroll, budgetary, purchasing, inventory, and/or other administrative functions; performs complex accounts payable/receivable and billing procedures, applying advanced knowledge of technical program requirements; maintains ledgers and accounts; enters data into worksheets; matches invoices with orders, reviewing and verifying for completeness, accuracy, and appropriateness as assigned; computes, collects and receipts monies and fees, including large sums; adjusts accounts within limits of authority; may develop and maintain spreadsheets and databases, either by hand or computer; maintains data and develops reports for budget purposes. 4. Performs clerical/technical/financial case management, applying advanced knowledge of administrative, legal, financial and/or program-related requirements; researches, reviews, and resolves complex case issues; determines, maintains and tracks case information and status; identifies needed documents and/or actions; contacts and meets with clients, victims, parolees, patients and others to obtain forms/documents, arrange payments/services and help them meet obligations; may advocate on behalf of clients within limits of authority; coordinates case activities with managers, professional staff, and/or other work units as appropriate. 5. Prepares a variety of difficult reports and documents requiring advanced knowledge of specialized subject matter including, but not limited to court orders, petitions, subpoenas, insurance claims, treatment authorization forms; reviews complex legal, custody, health care and other records to identify needed information; applies complex codes and requirements for reimbursement and other purposes. 6. performs secretarial duties for various staff including supervisors and/or professional staff; supervise a small number of clerical workers as an incidental duty; train or review the work of others; serve as a lead worker over a large group of office clerical/technical staff.
Office Assistant/Senior Office Assistant
San Joaquin County - Adult Probation
10.2018 - 01.2023
Central Support Unit Conditional Restitution Unit Pretrial Monitoring Unit Prepared stats and a wide range of reports and documents from written material or machine transcription using a typewriter, word processor or other office equipment; formats documents, charts, reports and forms using techniques that may require the use of office automation equipment; edits for punctuation and spelling; proofreads for accuracy and consistency; may independently compose and prepare reports, letters and/or memoranda. Performed general secretarial work; receives and screens visitors, callers and mail, and directs to appropriate individual or office; takes and transmits messages; makes appointments; greets and assists customers in person, on the phone, on the computer or through other means of communication. Provides and gathers general information to/from a variety of sources; asks/answers questions and completes forms; identifies customer needs; searches for, receives and explains information regarding rules, regulations, policies, procedures and technical office operations; may issue certificates, permits, licenses and other documents; provides customer service in a calm, helpful and effective manner. Process and maintain information related to departmental operations, including information of a moderately technical, specialized or sensitive nature; codes, files and retrieves documents and records using standard alphabetical, numerical, coded and computerized filing systems. Research, compile, maintain and process general statistical, financial and/or numerical data related to departmental personnel, payroll, purchasing, inventory, budget and/or other functions; verifies and makes entries and notations; reviews material for completeness and accuracy; performed computations and calculations; may compute, collect and receipt monies and fees; may maintain basic ledgers and accounts; may process accounts receivable, perform billing operations, and/or make deposits; may develop and maintain spreadsheets and databases, either by hand or computer. May operate a multi-line telephone switchboard; may dispatch vehicles. May train or review the work of others; may provide lead or technical assistance as part of a training program.
Executive Assistant/Contract Administrator
Collins Electrical Company Inc
01.2014 - 01.2018
This position provides support to the executive team, including complex administrative duties and project-oriented assignments requiring the use of sound judgment and discretion. Responsible for creating presentation materials, special reports and written communications for the executive team. Synthesizes and appropriately communicates complex information, often of a sensitive and confidential nature. Acts as a liaison between the executive team members and internal staff as well as clients. Handles all logistics for the executive team, including making arrangements for conferences, meetings, and travel. Manages the budget, including projecting future costs and reconciling expenditures. Processed construction bid documents including bidder’s Pre-Qualifications, ordering Bid Bonds, reviewing insurance and legal requirements, request changes per legal review, completing and sealing bid documents for delivery. Processed Contract documents and completed all aspects of Contract set-up including Pre-Liens, Scope & Price Checks, Legal Reviews, Submittals, Change Orders, Insurance Certificates, and issuing Subcontracts. Accounts Receivable on all Contract Jobs.
Office Manager
Collins Electrical Company Inc
01.2008 - 01.2014
Oversaw the production of office personnel including the project coordinators and interns, timekeeping, Master Subcontract Agreements, tracking of insurance, licenses and ratings for MSA’s, Job Specific Subcontract Agreements & entering the Purchase Order to a Subcontract and routing, Tracking of insurance, licenses and ratings for MSA’s. Issued/tracked work orders for change order requests. Reviewed and verified timecards, Processed and maintained logs/requests for drug testing, background checks for SBS badging, Trained employees from other branches on Lien Releases, Job Specific Subcontracts, Master Agreements, tracking of insurance and preliminary info for vendors, Processed RFI’s, Transmittals, Submittals, Work Orders and Change Orders, Created and submitted Operation & Maintenance Manuals per job specifications, Data entry of purchase orders, and processing of purchase order increases and decreases, releasing credit holds on invoices against projects, Processed subcontract agreements and ensured receipt of all required insurance certificates, lien releases and specified submittal data per contract requirements, Responsible for completing pre-job planning requirements, including creating meeting agendas, timelines based on contract documents and specifications for submittal, change order, dispute and closeout requirements, Coordinated with Project Managers, Field Superintendents and Foreman to ensure material was released for delivery as requested.
Contract Administration
Collins Electrical Company Inc
01.2004 - 01.2008
Processed construction bid documents including bidder’s Pre-Qualifications, ordering Bid Bonds, reviewing insurance and legal requirements, request changes per legal review, completing and sealing bid documents for delivery. Processed Contract documents, and completed all aspects of Contract set-up, including Pre-Liens, Scope & Price Checks, Legal Reviews, Submittals, Change Orders, Insurance Certificates and issuing Subcontracts.
Safety Administrator
Collins Electrical Company Inc
01.2000 - 01.2004
Risk Management, including claims management of Worker’s Compensation claims, First Aid claims, Property/Equipment Claims, and General Liability claims for a $100 million per year Electrical Contractor. Updated and distributed monthly Loss Reports, and weekly Safety Status Reports to management; as well as scheduling and organizing quarterly claims reviews with insurance carriers, and supervisor training meetings, Assisted Safety Director in maintaining the company’s DOT, BIT and employee DMV Pull Notice Programs, Maintained Employee Handbook, I.I.P.P. & M.S.D.S. books. Scheduled and assisted in administering contracts and OSHA required training for employees and all OSHA required testing to maintain Safety Equipment. Maintained consumable safety supply inventory including ordering and tracking annual budget.
Administrative Assistant/Lien Release Clerk
Collins Electrical Company Inc
01.1998 - 01.2000
Processed construction bid documents including bidder's Pre-Qualifications, ordering Bid Bonds, reviewing insurance and legal requirements, request changes per legal review, completing and sealing bid documents for delivery. Processed Contract documents, and completed all aspects of Contract set-up, including Pre-Liens, Scope & Price Checks, Legal Reviews, Submittals, Change Orders, Insurance Certificates, and issuing Subcontracts.