Gloria Lee
Cerritos,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Asset Manager
Shin Yen Retail Property Management
08.2022 - Current
- Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise ownership..
- Negotiated lease contract terms with national brands, reviewed and analyzed LOI to present to ownership for consideration.
- Assist in analyzing and evaluating the performance of entire asset portfolio.
- Monitored litigation, foreclosure and portfolio liquidation proceedings with attorneys.
- Participated in asset analysis and provided reports to procure favorable financial terms.
- Checked commissions and tenant improvement allowances and other accounting disbursements for accuracy and compliance.
- Supported asset manager with special projects and additional job duties.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities..
Human Resources Administrator
Shin Yen Retail Property Management
11.2022 - 09.2023
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information, arranging drug testing and conducting background checks.
- Screened applicant resumes and coordinated interviews.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures. Updated and maintained employee attendance, PTO and sick pay
- Created and completed personnel action forms for hires, terminations, title changes and terminations.
- Coordinated employee training programs.
- Administered compensation and benefits programs.
- Processed employee termination paperwork at direction of supervisory staff.
- Developed and implemented policies and procedures to use for recruitment, employee relations and benefits administration.
- Responded to employee inquiries regarding benefits and other HR topics.
- Scheduled and coordinated interviews between hiring managers and potential candidates.
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
- Compiled employee records from individual departments to maintain central files.
- Helped employees register for benefits programs (health insurance, 401K).
- Tracked various statistics and kept detailed records to support human resources department.
- Developed and maintained HR policies and procedures.
- Created job descriptions on boards for vacant jobs.
- Created employee handbook
- Studied research and trends on best practices in HR field.
Property Manager
Real Estate Specialists
11.2009 - 05.2022
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Followed up on delinquent tenants and coordinated collection procedures.
- Drafted and signed original leases and renewal documents. Collected deposits.
- Introduced prospective tenants to types of units available and performed tours of premises.
- Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant; conducted credit checks and rental/employment verification.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Coordinated with legal counsel to resolve tenant disputes.
- Maintained sufficient number of units market-ready for lease.
- Administered operations to handle needs of more than 400 property units.
- Kept properties in compliance with local, state and federal regulations.
- Executed accurate data entry of rental payments and payment dates.
- Communicated effectively with owners, residents, and on-site associates.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Delivered emergency 24-hour on-call service for tenants on building issues.
- Maximized rental income while minimizing expenses through effective planning and control.
- Liason between tenants and owners.
Personal Assistant to the Chief Executive Officer
Real Estate Specialists
11.2009 - 05.2022
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Booked travel by coordinating and reserving transportation and lodging.
- Answered high volume of phone calls and email inquiries.
- Transcribed dictated information to provide clearly written communication.
- Handled confidential and sensitive information with discretion and tact.
- Facilitated training and onboarding for incoming office staff.
- Updated and maintained confidential databases and records.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Created and managed office systems to efficiently deal with documentation.
Controller
Real Estate Specialists
11.2009 - 05.2022
- Reconciled over 30 bank accounts and generated monthly income statements to all owners. Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to employees, vendors and owners and government entities..
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Recorded accurate tenant rent payments each month and made deposits into multiple financial institutions (average of $200,000 in cash monthly received).
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing.
- Calculated real estate salesperson commissions based on established parameters and disbursed payments.
- Managed delinquent tenant balances by evaluating reports and determining collection statuses.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Controller
Officetronics, Inc.
06.2006 - 10.2009
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Calculated salesperson commissions based on established parameters and disbursed payments.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Used Quickbooks to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Executive Assistant to the President
Ebenezer Technology, Inc.
06.2002 - 06.2006
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Translated English to Taiwanese and Japanese for CEO.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for president,
- Updated and maintained confidential databases and records.
- Handled incoming and outgoing mail, email and faxes.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Customer service as needed for returns.
- Filed paperwork and organized computer-based information.
- Took notes and dictation at meetings.
- Created and managed office systems to efficiently deal with documentation.
- Screened personal and business calls and directed to appropriate party.
- Volunteered to help with special projects of varying degrees of complexity.
- Used Peachtree Accounting Software/Sage 50 to produce monthly invoices, reports, and other deliverables.
- Led staff and vendors in providing high level of service for owner and guests.
- Supported business and needs of president as needed.
- Created user guides for products as needed.
Education
High School Diploma -
Cerritos High School
CerritosSkills
- Portfolio Management
- Business Relationship Management
- Proactive and Focused, Willing to Learn
- Customer Service
- Staff Recruitment and Hiring
- Team Building Leadership
- Proficient in Microsoft Suite, Google Suite, Adobe, Quickbooks and Sage 50
- Relationship Building and Management
- 68 WPM and 10-Key Entry
- Attention to Detail
- Customer Relationship Development
Certification
- Real Estate License
Timeline
Human Resources Administrator
Shin Yen Retail Property Management
11.2022 - 09.2023
Assistant Asset Manager
Shin Yen Retail Property Management
08.2022 - Current
Property Manager
Real Estate Specialists
11.2009 - 05.2022
Personal Assistant to the Chief Executive Officer
Real Estate Specialists
11.2009 - 05.2022
Controller
Real Estate Specialists
11.2009 - 05.2022
Controller
Officetronics, Inc.
06.2006 - 10.2009
Executive Assistant to the President
Ebenezer Technology, Inc.
06.2002 - 06.2006
High School Diploma -
Cerritos High School
- Real Estate License
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