KERRI DONNELLY LEONARDI
Merced,CA
Summary
Results-driven administrative and financial operations professional with over 20 years of experience in executive support, bookkeeping, and client communications. Expertise includes financial reporting, digital systems, and CRM platforms. Currently enhancing skills in AI tools and customer service management to improve remote support capabilities.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Personal Bookkeeper
Douglas Brunger
01.2014 - Current
- Managed full-cycle bookkeeping and comprehensive financial recordkeeping to ensure accurate financial reporting
- Tracked income, expenses, and ongoing cash flow to provide timely financial insights
- Prepare financial summaries and tax-ready documentation
- Reconcile bank accounts and credit card statements
- Monitored outstanding balances and organized digital records to support financial transparency
- Ensure strict confidentiality and financial accuracy
Office Administrator & Assistant to Owner
Central Collections LLC
Merced, CA
10.2011 - 01.2021
- Provided primary administrative and operational support to company owner
- Managed office financial operations, ensuring timely vendor payments and accurate expense tracking
- Prepared internal financial reports and monthly activity summaries to support informed decision-making
- Generated and mailed required collection notices and formal correspondence
- Maintained and updated account records within collections module
- Processed collected funds and prepared remittance documentation for client disbursement
- Provided account status updates directly to clients on behalf of the owner
- Assisted with eviction documentation preparation and court portal submissions
- Coordinated documentation flow with legal counsel, facilitating efficient case resolution
Licensed Real Estate Assistant / Customer Relations
Coldwell Banker
Discovery Bay, CA
01.2009 - 10.2011
- Managed listing updates and transaction scheduling to facilitate timely closings
- Coordinated residential real estate transactions, ensuring accurate escrow documentation and compliance
- Prepared contracts, disclosures, and compliance paperwork
- Communicated with clients, lenders, and title companies
Customer Service & Special Projects Coordinator
Meritage Homes Inc.
Concord, CA
10.2004 - 11.2008
- Coordinated warranty service requests and resolved issues to enhance customer satisfaction and service quality.
- Liaised among homeowners, contractors, and field representatives to facilitate effective communication and project coordination.
- Assisted with contract preparation and project tracking
- Organized documentation for compliance and reporting to ensure adherence to regulatory standards.
- Reviewed invoices and supported subcontractor documentation
Construction Coordinator / Purchasing Assistant
Pulte Homes Corporation
Brentwood, CA
08.1998 - 06.2002
- Coordinated subcontractor schedules to align with project timelines and managed purchase orders to ensure timely material availability
- Tracked project budgets and identified cost variances to support financial accountability
- Maintained construction documentation and facilitated vendor communication to streamline project processes
- Supported project managers with administrative coordination
Education
Some College (No Degree) -
Merced College
Merced, CASkills
- Accounts Payable & Accounts Receivable
- Financial reporting
- Collections administration
- Legal documentation
- Client communication
- CRM systems
- Office software
- AI tools
- Process organization
- Executive Administrative Support
Certification
- California Real Estate License, Inactive
- California Notary Public, Expired
- CRM Certification – Salesforce & HubSpot, Coursera
- AI Fundamentals, Coursera
Community Service
Breast Cancer Awareness & Fundraising Volunteer, Merced, CA, 01/14, Present, Long-term community advocate and breast cancer survivor, Support annual fundraising and awareness initiatives, Assist with event coordination and donor engagement
Professional Development
- AI Tools & Automation Coursework, In Progress
- Customer Service Management Coursework, In Progress
Timeline
Personal Bookkeeper
Douglas Brunger
01.2014 - Current
Office Administrator & Assistant to Owner
Central Collections LLC
10.2011 - 01.2021
Licensed Real Estate Assistant / Customer Relations
Coldwell Banker
01.2009 - 10.2011
Customer Service & Special Projects Coordinator
Meritage Homes Inc.
10.2004 - 11.2008
Construction Coordinator / Purchasing Assistant
Pulte Homes Corporation
08.1998 - 06.2002
Some College (No Degree) -
Merced College