Kirstin Fiese
Walnut Creek
Overview
20
20
years of professional experience
Work History
Lending Solutions Professional | Team Lead
First Republic Bank now a part of JP Morgan Private Bank
04.2023 - Current
- Facilitate Sales teams to coordinate origination, modification, and renewal of credit facilities
- Manage the collection and organization of confidential client financial information
- Partner with internal credit groups to ensure timely deal progression
- Coordinate with clients to help with document delivery and deal completion
- Oversee and help resolve risk exceptions (e.g
- Covenants, delinquency)
- Assist in management and updating of lending pipeline, teach-ins, other sales management
Executive Assistant | Associate
First Republic Bank
02.2016 - 04.2023
- Heavy and complex calendar management, Scheduled appointments, travel
- Coordinate and prepare meetings and events including gathering and preparing agendas and presentation materials, as well as arranging logistics (catering, booking conference rooms, bridge line, video conferencing, etc.)
- Prioritized and managed multiple projects simultaneously, proactively identifying gaps and taking full responsibility for each project
- Plan and coordinate events, such as Happy Hours, Holiday gatherings, Team building
- Directly engage with all levels of internal and external clients, including Senior Executives
- Assist with special projects that support efforts to increase internal communications, sales growth, deposits, client relationships
- Coordinate events/ trainings that expand growth initiatives and business development
- Assist with special projects that support efforts to increase internal communications, sales growth, deposits, client relationships
Administrative Assistant | Valuations and Research
Prologis
06.2014 - 02.2016
- Coordinated appointments, calendars, booked international travel, managed expenses
- Assisted in collecting and distributing property information to third party appraisers
- Planned and organized team retreats, expenses, coordinated travel, hotel, events, dinners
Teacher | 3rd Grade
Palmer School
09.2007 - 06.2014
- Created curriculum to achieve classroom & individual educational goals
- Scheduled parent conferences/ collaborated with colleagues to discuss learning objectives
Administrative Assistant
Reply! Inc
04.2005 - 07.2007
- Provided support to CEO, managed expenses, organized meetings
- Prepared correspondence, received visitors, arranged conference calls
Education
Multiple Subject Teaching Credential -
Saint Mary's College of California
Moraga, CA01.2007
Bachelor of Arts - Communications
Saint Mary's College of California
Moraga, CA01.2004
Skills
- Attention to detail
- Conflict resolution
- Customer focus
- Coaching and mentoring
- Excel, Microsoft Office
- Event & Travel Planning
Timeline
Lending Solutions Professional | Team Lead
First Republic Bank now a part of JP Morgan Private Bank
04.2023 - Current
Executive Assistant | Associate
First Republic Bank
02.2016 - 04.2023
Administrative Assistant | Valuations and Research
Prologis
06.2014 - 02.2016
Teacher | 3rd Grade
Palmer School
09.2007 - 06.2014
Administrative Assistant
Reply! Inc
04.2005 - 07.2007
Multiple Subject Teaching Credential -
Saint Mary's College of California
Bachelor of Arts - Communications
Saint Mary's College of California
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