Open To Work
Haleigh Ritchey
Knoxville,TN
Summary
Dynamic leader with over 10 years of experience in C-level executive assistance, project management, and operations management. Expertise in developing policies and streamlining workflows to enhance productivity and ensure compliance. Proven ability to drive operational efficiency and performance management in diverse environments.
Overview
11
11
years of professional experience
Work History
Documentation/Closing Supervisor
Crossroads Equipment Lease & Finance, LLC
Rancho Cucamonga
06.2024 - Current
- Coordinate with IT and Department Managers to streamline workflow.
- Develop new policies and procedures and maintain current ones.
- Pull and manage reports, KPIs/metrics.
- Supervised multiple projects from initiation to completion, ensuring timely delivery and adherence to quality standards.
- Recruited, hired, and trained new staff members.
- Developed and implemented a recordkeeping and document tracking system, enhancing retrieval efficiency and accuracy.
- Conducted regular performance reviews and provided feedback to motivate team members to reach their goals.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Supervised daily operations by establishing procedures and monitoring team performance.
- Delegated work to staff, setting priorities and goals.
- Develop and maintain system processes and workflow.
- Supervised closing procedures to ensure compliance with company policies.
- Collaborated with management to implement operational improvements.
- Conducted thorough audits of loan documentation to verify compliance and secure funding.
- Performed managerial duties and leadership across departments.
- Communicated with customers, lending personnel, and title companies to coordinate closing activities.
- Managed validation of documentation to regulate underwriting and closing requirements.
- Modified loan structure with the lender's final approval.
- Managed daily paperwork such as time sheets, invoices, and purchase orders in an organized fashion.
- Worked with credit analysts and the loan origination team to prepare documentation packages.
- Evaluated employee performance during each shift; addressed disciplinary issues promptly when necessary.
- Executed UCC, PMSI, and lien searches to ensure compliance with legal requirements.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked with cross-functional teams to achieve goals.
- Managed schedules, calendars, meeting scheduling, and meeting minutes.
Documentation/Closing Specialist
Crossroads Equipment Lease & Finance, LLC
Rancho Cucamonga
01.2021 - 06.2024
- Facilitated closing processes for equipment lease agreements and financing transactions.
- Reviewed and prepared documentation to ensure compliance with company policies and regulations.
- Communicated with clients to resolve discrepancies and clarify lease terms effectively.
- Collaborated with sales teams to ensure accurate contract execution and timely funding.
- Processed incoming applications using industry-standard software systems for efficiency.
- Maintained detailed transaction records to meet regulatory standards.
- Provided training and support to junior staff on closing procedures and best practices.
- Assisted in developing streamlined workflows to enhance overall operational efficiency.
- Reviewed title commitments for liens or encumbrances that could affect the sale of property.
- Conducted audits of loan documentation for verification of loan funding.
- Communicated with customers, lending personnel, and title companies to coordinate closing activities.
- Managed validation of documentation to regulate underwriting and closing requirements.
- Compiled and verified documentation for completeness and accuracy of data entry in new credit facilities and existing loan modifications.
- Collaborated with accounting, legal, and operations departments during the closing process.
- Ensured timely processing of loans by monitoring progress throughout the entire process.
- Developed a recordkeeping and document tracking system.
- Resolved discrepancies between lender requirements and borrower documentation before the closing date.
- Prepared closing packages that included all relevant documents.
- Reviewed title commitment and insurance policies to support pre-closing documentation.
Executive Assistant to CRO & Executive Team
Crossroads Equipment Lease & Finance, LLC
Rancho Cucamonga
01.2020 - 06.2024
- Managed executive schedules and coordinated appointments for senior leadership.
- Drafted and edited correspondence, ensuring clarity and professionalism in communication.
- Organized company meetings, prepared agendas, and distributed materials to facilitate productive discussions.
- Facilitated travel arrangements, including itineraries and accommodations for executives.
- Maintained confidential records, ensuring data integrity and security for sensitive information.
- Assisted in project coordination, tracking deadlines, and deliverables for various initiatives.
- Collaborated with team members to streamline office processes and improve efficiency.
- Developed reports summarizing key activities and supporting decision-making for management.
- Maintained confidential records and files related to executive operations.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Monitored incoming emails and responded accordingly on time.
- Performed data entry tasks into various software programs, including MS Excel spreadsheets.
- Prepared reports, presentations, agendas, and minutes for the executive staff.
- Scheduled and arranged travel and hotel reservations for meetings, conferences, and seminars.
- Organized and managed complex calendar appointments, meetings, and travel arrangements for the executive team.
- Opened, read, and replied to e-mails, letters, and correspondence on behalf of executives.
- Coordinated with internal departments to ensure smooth day-to-day operations and effective communication.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
- Managed and tracked expenses to meet company budget requirements.
- Managed all aspects of catering needs for special events hosted by the organization.
- Followed proper accounting and bookkeeping procedures to support audits.
- Facilitated communication between senior management and staff.
- Facilitated communication between different departments within the organization.
- Handled confidential information with discretion and integrity.
- Executed special projects and objectives for executive team and board members, aligning efforts with organizational goals.
- Designed PowerPoint presentations for monthly meetings with top-level executives.
Executive Assistant to Vice President of Operation
Major Management Services
West Covina
03.2019 - 01.2020
- Prepared detailed meeting agendas and ensured timely distribution to participants.
- Managed communications and responded promptly to inquiries on behalf of executives.
- Facilitated onboarding process for new hires, improving integration and productivity.
- Maintained confidential documents and ensured secure handling of sensitive information.
- Streamlined office procedures to enhance operational efficiency and reduce turnaround times.
- Monitored incoming emails and responded accordingly on time.
- Prepared reports, presentations, agendas, and minutes for the executive staff.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Coordinated meeting and work schedules for staff teams and executives, ensuring alignment and effective time management.
- Coordinated with internal departments regularly to ensure efficient functioning of day-to-day operations.
- Created and maintained up-to-date records related to customer accounts or financial transactions.
- Participated in frequent communication with other administrative team members, human resources, and the finance department on special projects and events.
Executive Assistant to President /Business Office Manager
Automation Managers, Inc.
Azusa
05.2015 - 03.2019
- Drafted and edited internal and external communications professionally.
- Maintained confidential files and sensitive documents securely.
- Supported project management initiatives, contributing to achievement of operational goals.
- Coordinated with vendors and suppliers to enhance procurement efficiency.
- Developed office procedures to enhance administrative efficiency.
- Monitored incoming emails and responded accordingly on time.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Managed daily invoices, reports, and proposals.
- Ensured that all relevant paperwork was completed accurately before submission for approval.
- Assisted in developing policies and procedures pertaining to office administration matters.
- Tracked and managed expenses to ensure alignment with company budget.
- Developed effective filing systems for easy retrieval of information when needed.
Education
Associate of Arts - Business Administration And Management
University of Phoenix
Remote01-2013
Skills
- Document tracking
- Policy writing
- Policy development
- Performance management
- Performance evaluation
- Compliance auditing
- Risk management
- Risk management assessments
- Operational improvements
- Operational efficiency
- Workflow optimization
- Workflow planning
- Process development
- Project coordination
- Scheduling coordination
- Schedule oversight
- Forecasting and scheduling
- Customer relationship management
- Cross-functional collaboration
- Cross-functional communications
- Team leadership
- Staff management
- Task delegation
- Effective communication
- Interpersonal communication
- Conflict resolution
- Detailed reporting
- Continuous improvements
- MS Office proficiency
- Office applications
- Videoconferencing setup
- Meeting planning
- Executive support
- File organization
- Travel coordination
- Payroll
- Loan processing
- Loan origination
- Contract negotiation
- Terms negotiation
- Attention to detail
- Professional and mature
- Time management
- Excellent time management
- Team player
- Incidents management
- Risk management assessments
- Terms negotiation
- Team player
- Loan origination
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$100000/yr - $200000/yrTimeline
Documentation/Closing Supervisor
Crossroads Equipment Lease & Finance, LLC
06.2024 - Current
Documentation/Closing Specialist
Crossroads Equipment Lease & Finance, LLC
01.2021 - 06.2024
Executive Assistant to CRO & Executive Team
Crossroads Equipment Lease & Finance, LLC
01.2020 - 06.2024
Executive Assistant to Vice President of Operation
Major Management Services
03.2019 - 01.2020
Executive Assistant to President /Business Office Manager
Automation Managers, Inc.
05.2015 - 03.2019
Associate of Arts - Business Administration And Management
University of Phoenix