Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
20
20
years of professional experience
Work History
Executive Assistant to the Chairman and CEO
San Diego County Credit Union
San Diego, CA
09.2022 - Current
Enhanced executive efficiency by managing and prioritizing the President''s daily schedule, appointments, and travel arrangements.
Managed sensitive information discreetly, maintaining strict confidentiality in all aspects of executive support.
Facilitated seamless communication between the President and key stakeholders, ensuring timely responses to emails and phone calls.
Prepared comprehensive briefing materials for meetings, enabling informed decision-making by the President.
Processed travel expenses and reimbursements for executive team and senior management group.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Took notes and dictation at meetings.
Quality Assurance Analyst, Real Estate
San Diego County Credit Union
San Diego, CA
02.2022 - 09.2022
Verify data input in lending software and certify accuracy of initial disclosures, re-disclosures and closing disclosures in accordance with current regulatory and credit union requirements
Review, audit and deliver Loan Estimates and Closing Disclosures as required by TRID
Review and provide feedback and corrections to various departments on written member communication, including conditional loan approvals, counter offer notices, adverse action notices and notice of incomplete letters
Prioritize workload to adhere to service level agreements and regulatory timeframes
Maintain communication with Loan Processors, Underwriters, Loan Closing and management regarding status of audits
Real Estate Intake Team
San Diego County Credit Union
San Diego, CA
05.2021 - 02.2022
Prepare loan files in a timely manner to be assigned to loan processors
Reviewing real estate loan applications submitted by SDCCU MLO's for accuracy, and missing information
Pulling required documents from multiple websites that are needed to properly issue loan disclosures
SRP II
San Diego County Credit Union
08.2018 - 05.2021
Over the past 19 months I have assisted call center during their extreme high call volume
Helped members convert to our new online banking platform
Assisted in the consumer lending call center for 3 months
Processed routine member account transactions while providing support in many branch locations
Welcomed members to branch, assisted with account openings, loan application and assisted with training new team members as needed
Assisted branches with their sales goals by referring products and services that would benefit our members
Front Office Receptionist
Eugene I. Sugita, D.D.S.
02.2013 - 01.2018
Managing multiple phone lines at once
Customer service - Scheduling patients, following up with patients after their treatment, helping patients with dental insurance questions
Typing reports for the doctors as well as dental summary reports
Interacting with referring doctors' offices regarding their patient's
Determining their level of pain and need for treatment (right away or just an appointment)
Helping reassure patients that were scheduled for a root canal, by educating them on the process and need for the procedure
By understanding that nobody wants to be in our office when they first come in, an upbeat, friendly and reassuring attitude is vital
Operation Supervisor
Chase Bank, Lakeside
05.2005 - 02.2013
Supervise all tellers on the teller line
Assist assistant/branch managers with tasks as needed
Create and monitor teller schedules, to ensure proper staffing levels
Train all new branch employees
Deal with complaints by customers and help resolve their issues
Maintain branches cash vault, ship outs and order cash as needed
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