Debbie Holt
Katy,Texas
Summary
Polished Assistant successful at supporting executive productivity and business operations. Knowledgeable about industry practices and regulations, office management protocols and calendar management. Works well with minimal oversight to carry out demanding work.
Overview
14
14
years of professional experience
2
2
Certification
Work History
Administrative Assistant Tax Dept.
Assessments of the Southwest, Inc.
Katy, TX
05.2023 - Current
- Processed payments from taxpayers and filed invoices accordingly.
- Provided guidance on various tax-related topics such as deductions, credits and exemptions.
- Identified discrepancies in financial information provided by clients and took corrective action when necessary.
- Researched complex tax issues using relevant laws and regulations.
- Resolved customer inquiries regarding taxation policies and procedures.
- Generated reports detailing changes in taxpayer accounts over a specified period of time.
- Drafted correspondence related to taxation matters for both internal use and external customers.
- Received and recorded cash, checks and transfers.
Administrative Assistant Escrow
DOMA Title a/k/a States Title
San Francisco, CA
06.2019 - 01.2023
- Reviewed escrow documents to ensure accuracy and completeness.
- Performed necessary calculations for closing costs, prorations, and other fees.
- Prepared real estate settlements in accordance with state regulations.
- Verified financial information provided by buyers and sellers.
- Drafted legal contracts, deeds, mortgages, and related documents.
- Communicated with clients regarding escrow instructions and requirements.
- Coordinated with lenders to obtain loan documents and funds required for closing.
- Processed payments for taxes, insurance premiums, deed recordings.
- Maintained detailed records of all transactions associated with each escrow file.
- Resolved customer inquiries related to the escrow process in a timely manner.
- Ensured proper distribution of funds according to instructions from parties involved in the transaction.
- Collaborated closely with brokers, attorneys, lenders, surveyors, title companies, appraisers and other professionals to facilitate smooth closure of transactions.
- Maintained confidentiality of client information at all times.
Executive Administrative Assistant
Cameron International
Houston, TX
01.2011 - 10.2018
- Organized and maintained filing system for Executive Director's documents.
- Scheduled and coordinated meetings, events and travel arrangements for Executive Director.
- Answered phone calls and emails from customers, vendors, staff members. on behalf of the Executive Director.
- Prepared agendas, presentations and other materials for meetings and events.
- Developed and maintained databases to track projects and activities.
- Compiled reports as requested by the Executive Director.
- Assisted with budgeting tasks such as tracking expenses, reconciling accounts and preparing invoices.
- Maintained confidential records related to personnel files and organizational policies.
- Generated monthly financial reports for review by the Board of Directors.
- Tracked project progress using appropriate software programs.
- Greeted visitors in a professional manner while providing excellent customer service.
- Managed office supply inventory levels to ensure adequate stock is available at all times.
- Processed incoming mail including sorting, distributing items appropriately or forwarding them to the proper department and individuals.
- Performed data entry tasks into various databases when necessary .
- Created PowerPoint presentations for executive level meetings and conferences.
- Assisted with onboarding new employees by ensuring that all paperwork was completed correctly prior to start date.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Organized both physical and digital files and updated reports to coordinate project materials.
Education
Some College (No Degree) - Information Technology
Houston Community College
Houston, TXSome College (No Degree) - Executive Assistant And Executive Secretary
ICS
ScrantonSkills
- Calendar Management
- Travel Coordination
- Spreadsheet Management
- Office Administration
- Check Processing
- Information Security
- Document Control
- Data Entry
- Expense Reporting
- Invoice Processing
- Multitasking and Prioritization
- Microsoft Office Suite
- Complex Problem-Solving
- Executive Management Support
- Project Coordination
- Reporting Skills
- SAP proficiency
Certification
- MSOffice 2016 certification
- Licensed Public Notary for the State of Texas
- Executive Assistant certification
- SAP advanced knowledge
Languages
English
Professional
French
Limited
Affiliations
- Advocate for Breast Cancer Awareness
- Advocate for Animal Protection
- Enthusiastic participant of varied physical activities including walking and free weights
References
References available upon request.
Timeline
Administrative Assistant Tax Dept.
Assessments of the Southwest, Inc.
05.2023 - Current
Administrative Assistant Escrow
DOMA Title a/k/a States Title
06.2019 - 01.2023
Executive Administrative Assistant
Cameron International
01.2011 - 10.2018
Some College (No Degree) - Information Technology
Houston Community College
Some College (No Degree) - Executive Assistant And Executive Secretary
ICS
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