Summary
Overview
Work History
Education
Skills
Timeline
Generic

Karen Morales

Austin,TX

Summary

Multitalented professional with several years in top-tier organizational support. Skilled at close work with senior executive team. Robust history offering office management, support staff management, training, supervision and event planning. Excellent research, project support and organizational abilities.

Overview

15
15
years of professional experience

Work History

Executive Assistant/Office Manager

Surepoint Technologies
Austin, TX
01.2024 - 06.2024
  • Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
  • Managed all aspects of catering needs for special events hosted by the organization.
  • Scheduled appointments for executives with external parties such as vendors or suppliers.
  • Monitored incoming emails and responded accordingly in a timely manner.
  • Maintained confidential records and files related to executive operations.
  • Assisted in organizing conferences, seminars and other events as directed by the executives.
  • Performed data entry tasks into various software programs including MS Excel spreadsheets.
  • Monitored inventory levels of office supplies and placed orders when necessary.
  • Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
  • Oversaw inventory control processes ensuring availability of supplies at all times.
  • Conducted research on various topics as requested by executives or senior management personnel.
  • Ensured that all relevant paperwork was completed accurately prior to submission for approval.
  • Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
  • Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
  • Greeted visitors warmly upon arrival at the office premises.
  • Assisted in developing policies and procedures pertaining to office administration matters.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Tackled and addressed top-level, high-priority issues with professional administrative discretion.
  • Set up meeting and event logistics for senior management and updated calendars.
  • Managed daily invoices, reports and proposals.
  • Managed and tracked expenses to meet company budget requirements.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
  • Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
  • Coordinated multiple schedules using online calendaring system.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
  • Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
  • Met budget targets and quality standards by proactively leading team members and monitoring operations.
  • Coordinated with housekeeping and maintenance departments to ensure rooms are ready for guests.
  • Ensured all front office activities complied with legal, regulatory, and company policies.
  • Implemented standard operating procedures to improve guest check- and -out process.
  • Negotiated contracts with vendors and service providers for front office operations.
  • Developed and maintained a positive working environment, fostering team collaboration.
  • Organized team activities to build camaraderie and foster pleasant workplace culture.
  • Identified areas for improvement within the current onboarding program.
  • Conducted orientation sessions to introduce company policies and procedures.
  • Developed and implemented onboarding plans for new hires.
  • Provided support in developing training materials for new employees.
  • Coordinated with various departments to ensure smooth transition into the organization.
  • Worked closely with human resources department to ensure compliance with company policies regarding hiring practices.
  • Facilitated communication between managers and new employees throughout the onboarding process.
  • Collaborated with IT department to ensure timely setup of computer accounts and email for new hires.
  • Oversaw necessary onboarding activities, addressing questions to speed up process.

Executive Administrative Assistant

Triple Crown Consulting
Austin, TX
09.2022 - 12.2023
  • Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
  • Provided secretarial support to the executive staff including composing correspondence, memos, presentations, reports and other documents as requested.
  • Coordinated communications between departments to ensure timely completion of projects.
  • Prepared agendas for meetings; took minutes during meetings; distributed meeting notes to appropriate personnel.
  • Assisted with special projects such as researching topics or creating presentations for management review.
  • Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
  • Created spreadsheets using Excel software programs including formulas, macros and pivot tables.
  • Managed director's calendar and prepared meeting agenda and materials.
  • Arranged appropriate travel, visas, agendas, necessary contacts and other information for executive travel.
  • Coordinated meeting and work schedules for staff teams and executives.
  • Managed external contacts and kept track of periodic communication needed for priority actions.
  • Made travel arrangements for employee trips and conferences.
  • Created PowerPoint presentations used for diverse business needs.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Set up meeting and event logistics for senior management and updated calendars.
  • Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
  • Facilitated board meeting agendas and distributed support materials in advance for successful sessions.
  • Obtained signatures for financial documents and internal and external invoices.
  • Collaborated with internal teams to support long-term research, marketing and ad hoc projects.
  • Conducted research and collected and analyzed data to prepare reports and documents.
  • Made travel arrangements to provide executives seamless and travel policy-approved business trips.
  • Developed filing systems to maintain confidential records of personnel information and business activities in accordance with company policies.
  • Maintained up-to-date contact lists of vendors and suppliers while coordinating orders as required by executives.
  • Tackled and addressed top-level, high-priority issues with professional administrative discretion.
  • Revised and maintained master calendar to coordinate meetings across multiple time zones.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Followed proper accounting and bookkeeping procedures to support audits.

EXECUTIVE ASSISTANT

RE/MAX GENERATION & DYNASTY PARTNERS LLC
Houston, TX
08.2018 - 09.2022
  • Prepares internal and external documents for team members and industry partners
  • Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
  • Maintained confidential records and files related to executive operations.
  • Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
  • Event management
  • Created and maintain an organized filing system for both paper and electronic documents
  • Monitored incoming emails and responded accordingly in a timely manner.
  • Develop and sustain a level of professionalism among staff and clientele
  • Prepare reports and maintain financial data
  • Supervise other support staff
  • Assist in reviewing potential applicants and interviewing
  • Developed training for onboarding new buyer's agent
  • Greeted visitors warmly upon arrival at the office premises.
  • Answered telephone calls from customers or clients providing assistance where necessary.
  • Ensured that all relevant paperwork was completed accurately prior to submission for approval.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Coordinated meeting and work schedules for staff teams and executives.
  • Performed data entry tasks into various software programs including MS Excel spreadsheets.
  • Onboard and train new agents
  • Creates training manual for new agents and staff
  • Update trainings as the industry changes and grows
  • Present new training to agents
  • Acts as Transaction Coordinator for the team
  • Manages Dynasty Partners LLC day to day activity
  • Orders industry supplies for agents
  • Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
  • Keeps all parties update on all transactions and current projects.
  • Organized and tracked all transactions from contract to close of escrow.
  • Coordinated with lenders and their processing teams to ensure timely closings.
  • Updated transaction status in internal databases on a daily basis.
  • Provided updates to clients throughout the entire transaction process via email or phone calls.
  • Ensured compliance with all state regulations related to real estate transactions.
  • Maintained accurate records of all activities within the transaction process in an organized manner.
  • Communicated effectively with buyers and sellers, lenders, attorneys, title companies and other parties involved in the transaction process.
  • Submitted paperwork electronically through online portals when necessary for faster processing times.
  • Processed real estate transactions from start to finish, smoothly communicated between clients, sales staff and title companies and drove on-time, smooth and stress-free closings.
  • Oversaw and managed real estate agency digital tools and recommended new features for technology platform to improve closing process based on transaction coordination experiences.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
  • Developed effective filing systems for easy retrieval of information when needed.
  • Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
  • Responded promptly to inquiries from customers or clients regarding products or services offered by the company.
  • Assisted in organizing conferences, seminars and other events as directed by the executives.
  • Created and maintained up-to-date records related to customer accounts or financial transactions.
  • Scheduled appointments for executives with external parties such as vendors or suppliers.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Made travel arrangements to provide executives seamless and travel policy-approved business trips.
  • Tackled and addressed top-level, high-priority issues with professional administrative discretion.
  • Obtained signatures for financial documents and internal and external invoices.
  • Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
  • Collaborated with internal teams to support long-term research, marketing and ad hoc projects.
  • Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
  • Facilitated communications by forwarding emails, transferring calls and filing documents.
  • Took detailed notes in meetings and disseminated information afterward.
  • Coordinated multiple schedules using online calendaring system.
  • Compiled meeting agendas and supportive materials ahead of meetings.
  • Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
  • Delivered optimal administrative, customer service and case management support.
  • Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
  • Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
  • Executed special objectives and projects in response to executive team and board member requests.
  • Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
  • Reviewed incoming reports, applications and memos to determine workplace priorities.

FRONT DESK/COORDINATOR

THE CAMP TRANSFORMATION CENTER
Humble, TX
02.2017 - 10.2018
  • Coordinated communications, including taking calls, responding to emails, and interacting with clients
  • Assisted clients with issues or questions that they may had
  • Built and maintained relationships with clients and staff
  • Set and managed appointments
  • Presented services to small and large groups
  • Created and maintained a filing system
  • Opened and closed the facilities daily
  • Maintained data of various programs offered
  • Submitted data to the corporate office
  • Managed payments on accounts for membership and various programs.
  • Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
  • Answered incoming calls, responded to customer inquiries, and directed customers to the appropriate department or personnel.
  • Greeted customers warmly and made them feel welcome.
  • Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
  • Assisted with scheduling appointments for clients and visitors.
  • Maintained an organized reception area and ensured that all guests were attended to promptly.
  • Performed data entry into computer systems to maintain accurate records of customer information.
  • Provided administrative support such as filing documents, photocopying and scanning materials.
  • Assisted with preparing reports, presentations and other documents as requested by management staff.
  • Handled cash transactions accurately, balancing the register at the end of each shift.
  • Processed payments from customers using a variety of payment methods including credit cards, checks and money orders.
  • Monitored visitor access control systems including issuing identification badges when necessary.
  • Updated customer information in databases regularly to ensure accuracy of records.
  • Provided excellent customer service by responding quickly to inquiries via phone or email in a professional manner.
  • Resolved any customer complaints or issues in a timely fashion following established protocols.
  • Handled payment processing and provided customers with receipts and proper bills and change.
  • Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
  • Answered multi-line phone system and managed calls by routing to proper extensions or taking messages.
  • Explained policies and procedures to visitors.
  • Prepared daily shift close reports and balanced cash register to accurately reflect transactions.
  • Input customer data into reservation systems and updated to reflect room changes.

LEAD TEACHER

PRIMROSE
Houston, TX
04.2015 - 01.2017
  • Created a safe and nurturing environment for students
  • Prepared and presented the curriculum in a developmentally appropriate manner
  • Identified developmental milestones and assessed curriculum outcomes
  • Communicated effectively with staff, students, and parents
  • Built and maintained professional relationships with parents and students.
  • Developed and implemented strategies to improve student learning outcomes.
  • Facilitated meetings with parents and guardians in order to discuss student progress or behavior issues.
  • Assisted in resolving conflicts between students, families, and staff members.
  • Maintained an open line of communication with administrators regarding curriculum implementation and program initiatives.
  • Collaborated with other school staff to ensure that all students have access to a safe and supportive learning environment.
  • Utilized data-driven decision making processes to assess student progress, inform instruction, and monitor teaching effectiveness.
  • Monitored classroom instruction on a regular basis through observation, feedback, and collaboration with teachers.
  • Conducted individualized academic interventions for struggling students as needed.
  • Implemented appropriate disciplinary actions when necessary while ensuring compliance with school policies and procedures.
  • Provided support services such as tutoring or counseling for at-risk students.
  • Organized field trips or extra-curricular activities for students under their supervision.
  • Served as a mentor for new teachers during their onboarding process.
  • Organized activities to promote physical, mental and social development of each child.
  • Maintained secure and disciplined classroom to provide positive learning environment.
  • Worked with students one-on-one to boost skills in weak areas and grasp new concepts.
  • Involved parents in student learning to increase family interaction and student support.
  • Evaluated and improved classroom environment to promote ultimate learning experiences.
  • Arranged classrooms to facilitate optimal education for student groups.
  • Engaged students and boosted understanding of material using focused instructional strategies and hands-on activities.
  • Created various strategies to engage students and deliver enriching educational opportunities.
  • Communicated objectives for lessons, units and projects to students and parents.
  • Built and strengthened positive relationships with students, parents and teaching staff.
  • Prepared and maintained classroom environments appropriate for student learning and physical, social and emotional development.
  • Supervised students throughout day, both in classroom and outside during breaks.
  • Created and enforced child-based, hands-on curriculum to promote student interest and receptive learning.
  • Prepared and presented lesson plans in academic subjects using traditional and modern teaching techniques.
  • Scheduled and held parent-teacher conferences to keep parents up-to-date on children's academic performance.
  • Differentiated instruction according to student skill level.
  • Encouraged student critical thinking and discussion using variety of teaching techniques.
  • Established and enforced rules for behavior and procedures to maintain order among students.
  • Utilized behavior management skills to foster environment conducive to student learning.

TEACHER ASSISTANT

KIDS R KIDS
Humble, TX
08.2014 - 04.2015
  • Assist the lead teacher as needed
  • Maintained a safe and orderly learning environment for all students.
  • Monitored student behavior in classrooms, hallways, cafeteria, playgrounds.
  • Established positive relationships with parents to ensure effective communication regarding student progress and well-being.
  • Utilized technology-based learning tools to enhance classroom instruction.
  • Identified developmental millstones
  • Communicated effectively with students and parents
  • Handled closing classroom at the end of the day, as well as prepared materials for the next day.
  • Encouraged critical thinking skills and problem-solving strategies among students.

OFFICE ASSISTANT

PREMIER ADJUSTERS
Houston, TX
05.2009 - 01.2014
  • Performed general office duties
  • Maintained the filing system by sorting, filing, retrieving, storing, and updating files
  • Assisted multiple departments such as Human Resources, Accounting, and Customer Service
  • Inputted condition reports
  • Updated databases on the progress made on current open files
  • Assisted in filing invoices on accounts that have been paid
  • Handled filing sensitive materials in employees' files
  • Maintained employee files with up to date information.
  • Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
  • Performed data entry tasks into various computer systems accurately and efficiently.
  • Maintained an organized filing system of paper documents and electronic files.
  • Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow.
  • Delivered messages and ran errands.
  • Maintained and updated filing, inventory and database systems, manually or using computer.

Education

Bachelor of Arts - Psychology

Baylor University
12.2014

Skills

  • Works well as a team or independently
  • Spreadsheet Creation
  • Travel Coordination
  • Quality Control
  • Spreadsheet Tracking
  • Information Confidentiality
  • Report Generation
  • Event Coordination
  • Customer Service
  • Meeting Support
  • Scheduling
  • Travel Planning
  • Process Improvement
  • Schedule Management
  • Logistics Coordination
  • Documentation and Reporting
  • Administrative Support
  • Expense Reporting
  • Office Management
  • Meeting Planning
  • Database Management
  • Presentation Development
  • Executive Support
  • Filing and Data Archiving
  • Strong Problem Solver
  • Customer Service-Oriented
  • Appointment Setting
  • Report Development
  • Articulate and Well-Spoken
  • Self-Starter
  • Mail Handling
  • Project Planning
  • Resourceful
  • Mail Management
  • Meeting planning
  • Understands grammar
  • Conflict Management
  • Document Preparation
  • Articulate and well-spoken
  • File Organization
  • Self-starter
  • Phone Etiquette
  • Conference planning
  • Excel spreadsheets
  • Meticulous Attention to Detail
  • Business Correspondence
  • Travel Administration
  • Project Oversight
  • Strategic Planning
  • Excel Spreadsheets
  • Administrative Support Specialist
  • Conference Planning
  • Project Management
  • Multi-Line Phone Proficiency
  • Process Improvements
  • Proper Phone Etiquette
  • Professional and Mature
  • Interpersonal Communication

Timeline

Executive Assistant/Office Manager

Surepoint Technologies
01.2024 - 06.2024

Executive Administrative Assistant

Triple Crown Consulting
09.2022 - 12.2023

EXECUTIVE ASSISTANT

RE/MAX GENERATION & DYNASTY PARTNERS LLC
08.2018 - 09.2022

FRONT DESK/COORDINATOR

THE CAMP TRANSFORMATION CENTER
02.2017 - 10.2018

LEAD TEACHER

PRIMROSE
04.2015 - 01.2017

TEACHER ASSISTANT

KIDS R KIDS
08.2014 - 04.2015

OFFICE ASSISTANT

PREMIER ADJUSTERS
05.2009 - 01.2014

Bachelor of Arts - Psychology

Baylor University

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Karen Morales