Joanna Ortega
Brentwood,CA
Summary
Dedicated administrative professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
22
22
years of professional experience
Work History
Project/Administrative Assistant
Bay Cities Paving & Grading
02.2021 - 03.2025
- Organized project documents to help administrative manager and boost team productivity.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Managed filing system, entered confidential data and completed other clerical tasks.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Generated reports and statistical analyses.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Project Assistant /Assistant Marketing Coordinator
CSW/Stuber-Stroeh Engineering Group
12.2019 - 11.2020
- Coordinator for busy Marketing department and Project Management team at a Bay Area civil engineering firm’s new office location
- Managed calendars for CFO and President, and team calendars for the Marketing and Project Management departments
- Demonstrated flexibility by shifting company culture events to a virtual environment
- Online PM team happy hours including trivia and game nights
- Assisted candidates in the recruitment process including scheduling, the interview experience, and follow up, both pre and post-pandemic
- Welcomed new hires to the company by taking them through the onboarding experience both pre and post-pandemic
- Coordinated delivery and set up of equipment for new hires, assisted in disbursement of home office stipend, and trained new hires on expense reporting
- Office management duties during set up of new office, ensuring smooth transition for for new and existing employees
Project Management Administrator
BKF Engineers
03.2017 - 11.2019
- General office Admin and Project Management department assistant at a busy civil engineering firm
- Managed calendars for one VP and Project Management team, setting up internal and external meetings across different time zones
- Booked domestic and international travel for VP, expense reporting in Concur
- Preparation for team and external meetings including securing venue space, coordinating vendors, and confirming presentation logistics
- Responsible for management of on and off-sites, weekly All-Hands meeting, team culture and morale events
- Assisted the HR team in the candidate experience by scheduling interviews, assembling swag-bags, and arranging candidate lunches
- Worked with the facilities and IT teams to ensure seamless new hire starts, including moving desks (and at times entire departments), verifying correct equipment, and ensure availability for start day troubleshooting
- Liaised with the finance team regarding the budget for office culture events and team travel
Marketing Coordinator
Bay Sotheby’s International Realty
10.2014 - 03.2017
- Administrative services for agent in top 10% of the real estate brokerage firm
- Assisted in marketing of properties, from advertising to open houses, showings, and walk-throughs
- Arranged photographer and staging for multiple properties
- Created the agent’s daily travel itineraries and submitted expense reports in a timely manner
- Heavy calendaring utilizing Google Suite applications
Marketing and Business Development Coordinator
Pacific Funding Group/Land Home Financial
10.2012 - 10.2014
- Prepared and reviewed mortgage loan disclosure packages and coordinated delivery to borrower
- Provided coverage and training for the office Receptionist
- Coordinated events, meetings, and conferences and prepared agendas; handled promotion and capturing opportunities by promoting our competitive mortgage products, services, and programs
- Provided administrative/clerical assistance, communication and relationship management
- Assisted with marketing efforts and business development for loan originator
Assistant Branch Manager, Operations
Chase Bank
10.2009 - 07.2012
- Assisted in all aspects of new hire onboarding; compiled hardware/software needs, maintained HR database/compliance records, made sure workstations and signage were ready for employees first day
- Trained employees in operation policies, disclosures, and sales strategies to ensure operational integrity
- Identified operational trends and areas of opportunity by using the branch’s dashboard metrics
- Reported directly to Regional Manager regarding losses, teller outages, and other branch operations
- Strong customer service skills and conflict resolution, ensuring the highest Chase customer satisfaction and quality assurance standards; customer retention and personalized service
Executive Assistant to the Regional VP / Marketing Coordinator
Charter Funding/Omni Funding Services
06.2003 - 01.2009
- Managed the incredibly busy calendar of the Regional Vice President; coordinated all business travel
- Heavy calendaring, schedule management, and prioritization; answered and screened calls
- Responsible for queue of approx
- 65 loans in a bank/broker environment
- Completed applications, constructed files, submitted to various channels, swiftly met all loan conditions, and prepared files for funding; Handled all aspects of loan processing, from application through funding
- Performed all marketing duties for Omni Funding, including mailers, postcards, flyers, and loan scenarios
- Established the marketing group 'Real Estate Services Group,' allowing Realtors and Loan Officers establish a larger book of business, increasing sales by 25%
- Earned 'Employee of the Year' award
Education
Associate of Science - Emphasis in Business & Real Estate
Los Medanos College
Pittsburg, CA06-2005
Skills
- Comprehensive Project Oversight
- Effective Time Management
- Conflict Resolution
- Collaborative Team Management
- Adaptability to Change
- Effective Message Coordination
- Client Engagement Strategies
- Administrative Support
- Data Analysis Reporting
- Proficient in Calendar Coordination
- Types 75 wpm
- Report Preparation
Timeline
Project/Administrative Assistant
Bay Cities Paving & Grading
02.2021 - 03.2025
Project Assistant /Assistant Marketing Coordinator
CSW/Stuber-Stroeh Engineering Group
12.2019 - 11.2020
Project Management Administrator
BKF Engineers
03.2017 - 11.2019
Marketing Coordinator
Bay Sotheby’s International Realty
10.2014 - 03.2017
Marketing and Business Development Coordinator
Pacific Funding Group/Land Home Financial
10.2012 - 10.2014
Assistant Branch Manager, Operations
Chase Bank
10.2009 - 07.2012
Executive Assistant to the Regional VP / Marketing Coordinator
Charter Funding/Omni Funding Services
06.2003 - 01.2009
Associate of Science - Emphasis in Business & Real Estate
Los Medanos College
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