Lynda Havard
Thousand Oaks,CA
Summary
Proactive and detail-oriented professional with 20+ years of combined experience in real estate, mortgage lending, project, and office management. Proven track record of building and maintaining relationships, developing repeat business, maintaining confidentiality, and quickly grasping new concepts, tasks, and terminology. Strong writing and organizational skills with the ability to consistently prioritize, multitask, produce deliverables, and meet deadlines in dynamic, high-volume working environments. Proficient at drafting, editing, and proofreading correspondence, proposals, and contracts. A resilient professional who works well under pressure and is able to thrive both independently and collaboratively in fast-paced environments.
Overview
20
20
years of professional experience
Work History
Accounts Payable Analyst
Pepperdine University
Calabasas, CA
09.2024 - Current
- Expense report administrator for employee and student reimbursements
- Audits and reviews high volume of employee and student travel and entertainment (T&E) expense reports for accuracy, proper documentation, and compliance with university policies, within the PeopleSoft platform
- Verifies all approved expense reports in accordance with IRS regulations and internal university policies regarding reimbursement, ensuring proper tax treatment of expenses
- Acts as the primary administrator and support contact in a high volume department reviewing up to 400+ reports per month for the travel and expense management system
- Provides guidance and attends monthly training for faculty, staff, and students regarding reimbursement policies and procedures
Account Resolution Counselor
Pepperdine University
Calabasas, CA
03.2024 - 08.2024
- Responsible for monitoring and maintaining assigned accounts while delivering exceptional customer service to both external and internal customers
- Established relationships with student borrowers to assist with payment plans, approving and processing forbearance and deferments to avoid accounts going to outside collection agencies and/or to encourage faster pay
- Conducted research and analysis of student federal and institutional loans, as well as tuition accounts, and collaborated with financial aid departments within Pepperdine University, the billing servicer, and collections agencies
- Processed and sent appropriate letters to student borrowers specific to loan type or tuition account promptly, and followed up with phone calls according to university rules and regulations
- Communicated with students to explain the interest rates applied to accounts, how it affects loan balances, and strategies to pay off accounts in the minimal amount of time
- Processed exit counseling documents of graduating students to the billing servicer
Administrative Coordinator
SPP Advancement/Davenport Institute, Pepperdine University
Malibu, CA
06.2022 - 01.2024
- Provided support services for the Executive Director of the Davenport Institute and University Advancement
- Coordinated Davenport Institute trainings, Advisory Council meetings, events, projects, and initiatives
- Tracked and reconciled budgets, proxy credit card reallocations and substantiations
- Planned and arranged School of Public Policy Board of Advisor meetings, donor and partner events
- Communicated and served as liaison to Davenport Institute clients, partners and collaborated with internal and external departments on special projects
- Generated contracts for Davenport Institute trainers, adjunct professors, speakers, and outside vendors. Sent acceptance letters to certificate program participants and followed up to ensure payment was received
- Implemented digital credentialing platform for Davenport Institute's professional certificate program for the California Association of Realtors in its inaugural issuance of over 200 digital certificates
Administrative Assistant
Ronald Reagan Presidential Foundation and Institute
Simi Valley, CA
07.2021 - 06.2022
- Provided support to executive management at the foundation to include screening inbound calls and utilizing exceptional interpersonal skills to interact with customers, members, donors and high-level officials
- Coordinated travel for senior executives, speakers, and other event guests
- Accepted, processed, and delivered foundation gifts to NARA; composed and sent thank you letters to donors
- Conducted research for various ad hoc projects for the Chief Administrative Officer including but not limited to COVID-19 related reports when the foundation enacted new company-wide policies; composed letters of distinction for the Reagan Distinguished American Award on behalf of the Chairman of the Board; developed a wage analysis study
- Participated in the Reagan National Defense Forum by implementing a logistical shuttle transport system from hotels and multiple offsite parking areas to the venue for staff, outside vendors, media, defense industry executives, and high-level officials comprising over 700 people during a two day period
Contracts Assistant
Salem Media Group
Camarillo, CA
07.2016 - 10.2016
- Provided support for the management of company contracts within the legal department in a corporate setting
- Generated, tracked, and revised contracts with vendors and customers; created required changes, ensuring compliance with company guidelines; reviewed contract documents and correspondence as part of analysis of incoming contract requests; finalized contracts after attorney review approval by obtaining signatures
- Maintained contract database including electronic storage of all company agreements
Research Analyst
JVG International
Thousand Oaks, CA
10.2006 - 08.2015
- Independent contractor for security risk management company; work dates from 2006-2010 and 2013-2015
- Conducted thorough research and analysis for high-profile organizations, its principals, foundations, and individuals to assist in compiling security risk evaluations by identifying operations security (OPSEC) disclosures
- Gathered, synthesized, and analyzed data for preparation of concise summaries and reports covering a variety of topics for corporate executives
- Provided written reports and recommendations for clients to reduce or eliminate actual and/or potential negative impacts
- Identified multiple short and long-term threats to specific persons, organizations and their assets and/or locations
- Initiated comprehensive background checks to include vetting of potential hires for executive positions at various organizations
Office Manager
Chas Nakama Ranch, Inc.
Oxnard, CA
10.1998 - 07.2003
- Presided over daily operations for a $10M agricultural organization with 250 employees
- Managed administrative office including supervision of payroll processing, AP/AR, sales inventory/invoicing, onboarding/offboarding of employees, and general bookkeeping
- Formulated employee manual and training program on safety and preventable industrial accidents in association with CAL OSHA and insurance company guidelines
- Monitored activities between employees, supervisors, doctors, attorneys, and insurance providers regarding workers compensation matters and/or litigation and compiled documentation packages for insurance companies when fraud was detected
Senior Loan Consultant
Executive Asset Management Company
La Jolla, CA
01.1988 - 01.1998
- Additional ten years experience in California residential real estate sales and mortgage lending for multiple organizations. At EAM Mortgage, a division of Executive Asset Management Company, directed a staff of five and supervised transactions from origination to funding including analysis of financial documents to determine credit worthiness, processing, underwriting, negotiating interest rates. Developed marketing programs for new business
Education
Bachelor of Science - Business Administration
San Diego State University
San Diego, CAParalegal Certificate - Litigation
University of California, Los Angeles Extension
Los Angeles, CASkills
- Organization
- Collaborative
- Time Management
- Attention to Detail
- Communication
- Adaptability
- Research and Data Analysis
- Prioritization
- MS Office/ G-Suite
Timeline
Accounts Payable Analyst
Pepperdine University
09.2024 - Current
Account Resolution Counselor
Pepperdine University
03.2024 - 08.2024
Administrative Coordinator
SPP Advancement/Davenport Institute, Pepperdine University
06.2022 - 01.2024
Administrative Assistant
Ronald Reagan Presidential Foundation and Institute
07.2021 - 06.2022
Contracts Assistant
Salem Media Group
07.2016 - 10.2016
Research Analyst
JVG International
10.2006 - 08.2015
Office Manager
Chas Nakama Ranch, Inc.
10.1998 - 07.2003
Senior Loan Consultant
Executive Asset Management Company
01.1988 - 01.1998
Paralegal Certificate - Litigation
University of California, Los Angeles Extension
Bachelor of Science - Business Administration
San Diego State University