Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Senior Fiscal Intermediary Support Staff
A Very Special Place, INC.
01.2009 - Current
Work closely with the Fiscal Intermediary Program Director to ensure the Fiscal Intermediary Department provides the highest level of support to individuals with disabilities and their care team.
Providing supervision, training, and guidance to all Fiscal Intermediary support staff. This includes providing coverage on cases when required.
Responsible for day to day support of various remote locations.
Responsible for implementing and maintaining overall agency strategy and policy with regard to meeting billing standards. Ensuring documentation is ready accessible for OPWDD and OMIG audits.
Responsible for holding monthly supervision & monthly team meeting via virtual platforms.
Ensure staff meets departmental deadlines which includes but is not limited to approval of broker billing, expenditure reports, SDS staff payroll, invoices reimbursements and monthly rents.
Developed and created standardized corporate Job Aids across multiple job functions and various external parties.
Collaborate with internal departments, such as HR, Finance and IT to ensure the highest level of support is being provided.
Perform any other task related to the program, the Agency and its operations as directed by upper management.
Senior Document Control Specialist
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)
01.1999 - 01.2009
Carefully audit underwriting and legal documentation to ensure provisions meet all finance and rating agency requirements
Assist Assistant Vice President with various research projects and special assignments
Led effort to organize, file, and electronically archive all loan documentation from 2006 – 2009
Performed evaluations of document controls, conducted routine file validations and document audits across multiple operating areas
Effectively followed standard operating procedures in submissions and archiving of loan documents
Diligently submitted loan documentation punctually and adhered to a strict level of quality assurance
Ensured all document submissions were clear, concise and in accordance with a streamlined and transparent method of retrieval by all levels of the organization including but not limited to senior management
Coordinated effective company communications internally and externally across various operating areas to facilitate on time submittals and meet corporate deadline controls.
Office Manager / Pipeline Manager
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)
01.2003 - 01.2006
Assigned and regulated clerical and secretarial functions
Coordinated the various responsibilities among the staff and monitored appropriate workflow distribution
Ensured all staff members were accommodated with working conditions that were conducive to an efficient operation
Assessed the need of additional staff and provided senior management with recommendations
Undertook the responsibility of training and orientation procedures of new employees concerning office policies, procedures and equipment
Devised and coordinated training programs for employees and made arrangements for such sessions to be conducted
Maintained and monitored corporate loan tracking system which fully documented the loan lifecycle
Developed efficient office filing system and ensured that system was current and up-to-date
Established procedures for maintaining records, maintained the office budget and kept track of all expenses
Verified all personnel files were up-to-date and secure, and that transfer and disposal of records as per the retention schedule and policies were carried out effectively
Held regular periodic meetings with senior management to review performance of staff
Delivered reports and presentations regarding office finances and operations to senior management
Participated in management meetings concerning the organization's policies and the steps taken toward implementation of new or revised policies and procedures
Updated health and safety policies and ensured that they are being adhered to accordingly
Resolved any interdepartmental and personal disputes in the office
Ensured effective interdepartmental lines of communication remained open and productive
Monitored and controlled an adequate supply of stationery and office equipment
Regularly communicated with staff to ensure consistent and effective operations
Promoted growth through the reduction of operating expense and synergy savings
Promoted an understanding of policies and procedures by office staff.
Executive Administrative Assistant
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)
01.1999 - 01.2003
Managed review and processing of all production loans and funds up to $150M for New York Production Office, ensuring proper handling and routing of transmittal forms, check requests, and servicing fees
Provided outstanding administrative support to Senior Vice President, six Vice Presidents, and two Loan Analysts
Managed facilities to ensure smooth daily operations
Earned promotions to positions of increasing responsibility and stature, based on outstanding job performance, project leadership, and commitment to excellence
Managed executive calendars and travel; monitored, prioritized, and responded to VP emails as needed; purchased office supplies; and reconciled accounts payables and receivables, approving single payments up to $300K
Organized various meetings, conferences, and tradeshows, including event set-up and management
Served in critical team leadership role for New York branch Disaster Recovery Initiative and development of comprehensive backup / contingency plans
Successfully researched and negotiated all corporate accounts and vendor contracts, including those for high-profile clients Bloomberg and Argus
Assisted with HR processes related to annual performance reviews, compensation and benefits, and employee hiring
Facilitated new employee orientations and training sessions
Designed and produced employee awards for New York Production Branch closing events.
Education
Associate in Liberal Arts -
Borough of Manhattan Community College
New York, NY
Skills
Computer
Customer Service
Expense Reporting
Management
Leadership
Time Management
Communication
Timeline
Senior Fiscal Intermediary Support Staff
A Very Special Place, INC.
01.2009 - Current
Office Manager / Pipeline Manager
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)
01.2003 - 01.2006
Senior Document Control Specialist
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)
01.1999 - 01.2009
Executive Administrative Assistant
Capmark Financial Group Inc. (Formerly GMAC Commercial Mortgage)