Summary
Overview
Work History
Skills
Timeline
Generic

Lisa Davis

Los Angeles,CA

Summary

Top notch assistant with years of experience in providing administrative support to C-level executives. Establishes a strong working relationship with high level executives and contributes to the overall efficiency of the organization. Excellent written/verbal communication and people skills and the ability to respectfully interface with executives from various departments.-Technically skilled in multitasking strengths, organizational abilities, and diplomatic handling of confidential information. Highly focused and purposeful in supporting complex, deadline-driven operations.

Overview

19
19
years of professional experience

Work History

Sr Executive Assistant to Chief Executive Officer/CTO and GM of Commercial

Epirus
05.2023 - Current
  • Ensure a smooth day-to-day operation and oversee the execution of the CEO’s vision across the organization.
  • Manage CEO’s email, coordinate company-wide all-hands meetings.
  • Schedule end of year and mid-year CEO small group employee discussions and preparing meeting materials while handling confidential information.
  • Coordinate all travel arrangements for CEO and CTO.
  • Provide high-level administrative support to the CEO/CTO; sophisticated calendar management; liaison and support to executive team; attend executive team daily stand ups, and facilitate meetings; follow up on action items through completion.
  • Attend board meetings, facilitate board presentations.
  • Calendar management to prioritize schedules to ensure that time is focused on critical strategic issues.

Executive Assistant SVP of Asset Management, Manager Customer Service

Civic Financial Services
02.2022 - 04.2023
  • Manage and prioritize schedules to ensure that time is focused on critical strategic issues.
  • Coordinate communications, track and follow up on requests and identify those of importance which require immediate attention.
  • Perform a variety of accounting activities, such as preparing check requests, expense reports, purchasing orders, and invoices.
  • Ensure and maintain confidentiality of all communication and documentation.
  • Key player in implementing the new loan serving platform, ServRight bringing servicing of loans in house for Civic.
  • Participated in test script writing and actual testing on the new loan servicing program.
  • Formalizing new policy and procedures.
  • Participate in the management strategy team to implement ServRight.
  • Implementing new contact center phone system for the new program.
  • Escalated call contact – receive, assess, and disposition escalated calls. Assess the situation to determine if the call needs to follow an official complaint track or can be resolved interdepartmentally.
  • Vendor Management – review performance, assess cost and collaborate with outside print vendor to ensure servicer cost and performance objectives are met.
  • Manage a team of CSRs – daily oversight of CSR performance, e.g., call metric monitoring, quality assurance reviews, welcome call outreach. Provide guidance, mentorship, and training. Manage time off requests and resource allocation for extended phone coverage periods.
  • Customer Experience Liaison – interface with Customer Experience team to triage customer issues, behavioral trends, review customer surveys, and make discretionary decisions to repair/improve the customer’s experience. Defuse 15+ escalated calls per day and if necessary open task for appropriate department to resolve problem.
  • Generate and send documents, including payoff requests, copy of note, statements, appraisals, closing disclosure, loan modifications, forbearance letters, payoffs, deed, and delinquency notices to borrowers each day.
  • Monitor the queues to verify calls on hold meet the less than 2-minute standard.
  • Assisted with annual performance reviews for each team representative.
  • Conducted interviews for potential hires. Utilize team chat daily to assist agents.

Executive Assistant/PA to the Chief Executive Officer

Visual Data Media
10.2021 - 02.2022
  • Organize, prioritize, and manage the daily workflow for the CEO, including:
  • Maintaining the CEO’s calendar, keeping the CEO on schedule, staying well informed of upcoming meetings and responsibilities, organizing, and preparing for scheduled appointments.
  • Understanding the importance of each meeting and prioritizing high leverage deliverables.
  • Ensuring presentations and meeting materials are printed and distributed to appropriate parties in advance.
  • Review a large volume of emails from the CEO and prioritize print jobs and other requests and action items from those emails daily.
  • Prepare PowerPoint presentations utilizing multiple research, content, and graphics sources, including online publications and print publications.
  • Add and update contact information into the firm-wide contact management database and outlook as necessary.
  • Provide personal support to the CEO, including:
  • Managing personal correspondence, accounts, insurance, subscriptions, dues, and appointments.
  • Assisting the CEO in organizing schedules and presentations for philanthropic activities and events for various non-profit organizations for which CEO is on the board of directors/trustees.
  • Running occasional personal errands, which may include picking up lunches and beverages.
  • Travel and Expenses: assist in making travel arrangements and prepare travel packages for the CEO, including an itinerary, flight, hotel, car service, rental car, maps, biographies of people to be met, and directions.
  • Code and allocate credit card expenses, ensuring that they are accurate before submitting to accounting and obtain checks and materials from accounting, as directed by the CEO.
  • Temp role to cover a leave

Executive Assistant VP of Operations, Office Manager

Optum
06.2018 - 10.2021
  • Provides complete support to the Sr. VP of Operations, Regional Medical Directors, Community Medical Director, VP of Operations, LA South, IPA Medical Directors.
  • Coordinates quarterly executive meetings, managing off-site meetings, securing location in advance, managing contract process, scheduling menus, arranging for delivery of materials, setting up for audio/visual equipment, and scheduling any video conferencing.
  • Manages registration and attendance of all meeting participants; coordinates complete set-up of meeting facilities both onsite and offsite.
  • Prioritizes Outlook calendar items on behalf of the Executives, informing them of meeting changes and keeping them on task.
  • Coordinates all aspects of domestic and international travel (air, ground, and lodging) using Concur direct liaison.
  • Establishes new travel process, implementing Concur and trained other administrators.
  • Composes all detailed itineraries for travel and coordinated key meetings, prints boarding passes and set up travel alerts for Executives for their flights.
  • Creates and modifies documents and presentations for internal and external use including preparing, editing, formatting, posting and distributing meeting agenda materials electronically for weekly meetings.
  • Schedules, plans and provides support for meetings and conferences, which includes developing agendas, managing logistics, acquiring and distributing meeting materials to external attendees, speakers, and facilitators.
  • Provides a variety of support services for Operations.
  • Maintains the development of confidential company materials, executive compensation sheets, and company product fact sheets.
  • Analyzes office efficiency and recommended strategies to improve division, including implementing a new contract renewal tracking system, standardized presentation templates, form letters, and detailed travel profiles.
  • Processes invoices, produces expense reports and orders/maintains office supplies and equipment.
  • Continually completes all projects under tight deadlines.

Sr. Executive Assistant to the CFO and CIO

KBRWyle
09.2006 - 06.2018
  • Provided complete support to the CFO, CIO, Corporate Controller and VP of Human Resources
  • Coordinated quarterly Board of Directors meetings, communicated with Board members managing off-site meetings, securing location in advance, managing contract process, scheduling menus, arranging for delivery of materials, setting up for audio/visual equipment, and scheduling any video conferencing.
  • Managed registration and attendance of all meeting participants; coordinated complete set-up of meeting facilities both onsite and offsite.
  • Prioritized Outlook calendar items on behalf of the Executives, informing them of meeting changes and keeping them on task.
  • Concur System Administrator: Administration of the Concur Travel & Expense System, Support Team, and On-Boarding process. Facilitate Steering Committee Presentations and Campus-Wide training of all employee levels including Executive Management team and Faculty.
  • Coordinated all aspects of domestic travel (air, ground, and lodging) using Concur and acted as a direct liaison between Direct Travel programs.
  • Established new travel process, implementing Concur companywide and trained other administrators.
  • Composed all detailed itineraries for travel and coordinated key meetings, printed boarding passes and set up travel alerts for Executives for their flights.
  • Created and modified documents and presentations for internal and external use including preparing, editing, formatting, posting and distributing meeting agenda materials electronically for weekly meetings.
  • Scheduled, planned and provided support for meetings and conferences, which included developing agendas, managing logistics, acquiring and distributing meeting materials to external attendees, speakers, and facilitators.
  • Provided a variety of support services for the Finance department.
  • Generated monthly activity budget reports and presentations using Word, Excel, and PowerPoint
  • Maintained the development of confidential company materials, executive compensation sheets, and company product fact sheets.
  • Analyzed office efficiency and recommended strategies to improve division, including implementing a new contract renewal tracking system, standardized presentation templates, form letters, and detailed travel profiles.
  • Processed invoices, produced expense reports and ordered/maintained office supplies and equipment.
  • Continually completed all projects under tight deadlines.
  • Administrator of the Retirement Rewards Program; generated reports of all employees who have retired and processed their rewards.
  • Administrator of the Service Anniversary Awards program; generated reports of all employees who had 5, 10, 15, 20-year anniversaries.

Skills

  • Process improvement strategies
  • Calendar management proficiency
  • Exceptional interpersonal skills
  • Meticulous attention to detail
  • Administrative skills
  • High-level confidentiality
  • Executive support expertise

Timeline

Sr Executive Assistant to Chief Executive Officer/CTO and GM of Commercial

Epirus
05.2023 - Current

Executive Assistant SVP of Asset Management, Manager Customer Service

Civic Financial Services
02.2022 - 04.2023

Executive Assistant/PA to the Chief Executive Officer

Visual Data Media
10.2021 - 02.2022

Executive Assistant VP of Operations, Office Manager

Optum
06.2018 - 10.2021

Sr. Executive Assistant to the CFO and CIO

KBRWyle
09.2006 - 06.2018

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Lisa Davis