Lisa Na
Flower Mound
Summary
Organized Office Manager with demonstrated expertise in financial and operational leadership. Multidisciplinary managerial skills in process, procedure and policy improvement initiatives. Accomplished in optimizing productivity and quality of service.
Overview
10
10
years of professional experience
Work History
Director of Administrative Services
Village On The Park Denton
08.2024 - Current
- Manage the recruitment, training, and development of office personnel to ensure a skilled and motivated team
- Ensure that the business operations comply with state regulations and files are up to date
- Plan monthly calendar to motivate the staff and have them engaged in fun activities as a team
- Handle all long term care insurance, accounts receivable, and accounts payable for the community
- Ensure the staff are trained and up to date on Relias to ensure the community is in compliance with state regulations
Business Office Director
Watermere At Frisco
06.2023 - 08.2024
- Oversaw all aspects of human resources, including hiring, onboarding, and employee evaluations.
- Collaborated with executive leadership on long-term goal setting initiatives for continued success.
- Addressed any facility maintenance issues promptly; coordinating repairs or maintenance services as needed.
- Maintained strict confidentiality when handling sensitive information related to company operations, employee records, and financial data.
- Created detailed financial reports for upper management for month end financial closing.
- Oversaw financial operations such as accounts receivable, accounts payable and payroll.
- Maintained accurate records regarding payroll processing, benefits administration, and other HR-related tasks as needed.
HR Director
Inspired Living At Lewisville
06.2022 - 06.2023
- Managed employee relations issues with care and confidentiality, maintaining trust with staff members while resolving conflicts effectively.
- Optimized HR budget allocation by strategically reallocating resources based on department needs and priorities.
- Ensured legal compliance in all HR practices, mitigating potential risks related to employment law violations or disputes.
- Supported organizational change initiatives by guiding employees through periods of transition, minimizing disruption to productivity.
- Developed comprehensive onboarding programs for new hires, improving retention rates and overall satisfaction.
- Oversaw talent acquisition efforts, ensuring alignment with company values and growth strategies.
- Educated employees on company policy and kept employee handbook current.
- Interviewed potential hires, negotiated salaries and benefits and performed reference checks.
- Carried out thorough investigations when potential allegations arose.
Business Office Manager
The Oaks At Flower Mound
04.2020 - 06.2022
- Updated reports, managed accounts, and generated reports for company database.
- Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Fostered a positive work environment by resolving staff conflicts promptly and promoting open communication.
- Coordinated office events and staff training sessions, boosting morale and enhancing skill sets across team.
- Streamlined invoice processing to ensure timely payments to vendors, improving relationships and trust with key partners.
Commercial Loan Officer
Shinhan Bank America
09.2017 - 03.2020
- Enhanced team productivity by sharing industry knowledge and best practices during staff training sessions.
- Contributed to a positive work environment through open communication and active participation in team meetings and events.
- Demonstrated expertise in various types of commercial loans including SBA, construction, term, lines of credit, and equipment financing options available to businesses.
- Collaborated with credit analysts to evaluate loan applications, ensuring accurate risk assessment.
- Conducted interviews and reviewed financial history, credit and property evaluations of each customer.
- Conducted comprehensive market research, identifying untapped opportunities for expanding the bank''s commercial lending portfolio.
Assistant Branch Manager
Shinhan Bank America
06.2015 - 09.2017
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Bank Teller
Shinhan Bank America
06.2014 - 05.2015
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
Bachelor of Arts - Economics
Rutgers University
New Brunswick, NJSkills
- Organizational Leadership
- Workload prioritization
- Office Administration
- Employee Training
- Payroll Processing
- Onboarding Assistance
Languages
Korean
Native or Bilingual
Timeline
Director of Administrative Services
Village On The Park Denton
08.2024 - Current
Business Office Director
Watermere At Frisco
06.2023 - 08.2024
HR Director
Inspired Living At Lewisville
06.2022 - 06.2023
Business Office Manager
The Oaks At Flower Mound
04.2020 - 06.2022
Commercial Loan Officer
Shinhan Bank America
09.2017 - 03.2020
Assistant Branch Manager
Shinhan Bank America
06.2015 - 09.2017
Bank Teller
Shinhan Bank America
06.2014 - 05.2015
Bachelor of Arts - Economics
Rutgers University
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