Strategic Executive Assistant with 6+ years of experience supporting CEOs, executive leadership, and Boards of Directors across nonprofit and mortgage industries. Trusted partner to the CEO known for managing complex priorities, enabling executive focus, and fostering a positive, collaborative culture, with expertise in executive communications, board relations, and cross-functional coordination.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sr. Executive Assistant
Illumination Health + Home
Santa Ana, CA
07.2023 - Current
Serve as a strategic right hand and trusted partner to the CEO and senior leadership team within a nonprofit organization focused on integrated health and housing services.
Act as a gatekeeper for the CEO by filtering, prioritizing, and responding to high-volume communications, ensuring her time and focus remain on critical organizational priorities.
Represent the CEO in meetings and high-level events when she is unavailable, confidently communicating direction and maintaining executive presence.
Own complex calendar management, travel coordination, and shifting executive priorities across board members and external stakeholders.
Prepare executive correspondence, board materials, presentations, and briefing documents to support strategic decision-making and governance compliance.
Support departmental budget planning and assist with expense tracking and financial reporting across multiple teams.
Coordinate leadership retreats and large-scale nonprofit fundraising events, including donor and VIP guest logistics, ensuring seamless execution of high-visibility initiatives.
Handle highly sensitive organizational, financial, and personnel information with absolute discretion and professionalism.
Chair the organization-wide Culture Committee, developing and implementing initiatives that strengthen workplace culture, cross-functional collaboration, and engagement across all levels of the organization.
Supervise, hire, and mentor an administrative support team, elevating operational standards and strengthening executive support capacity.
Executive Assistant
Elite Mortgage Pros
Downey, CA
01.2021 - 07.2023
Supported the Founder/President in a high-growth, regulated mortgage environment, managing high-volume scheduling, investor meetings, and executive priorities with precision.
Prepared executive reports and briefings to support strategic planning and operational initiatives.
Acted as liaison with clients, investors, and internal teams, representing leadership professionally.
Managed high-volume scheduling, executive communications, and sensitive documentation while adapting to rapid organizational expansion.
Prepared reports and spreadsheets to support business development, client relationships, and operational reporting.
Completed advanced training and later returned to train and support new administrative staff, contributing to team scalability and consistency.
Supported audits, compliance initiatives, and cross-functional coordination to maintain regulatory accuracy.
Administrative Assistant
Banc One Mortgage
Bellflower, CA
02.2020 - 12.2020
Supported loan operations in a high-volume, rapidly expanding mortgage environment.
Trained and onboarded new staff members as the team expanded, helping maintain workflow efficiency and quality standards.
Coordinated cross-functionally with internal departments and third-party vendors to resolve issues and keep transactions moving forward.
Skills
Executive Calendar & Travel Management
Board & Investor Relations
Executive Communications & Presentations
Project Coordination & Workflow Optimization
Staff Recruitment, Training & Mentorship
Event Planning
Budget Oversight & Expense Management
Compliance, Audits & Governance Documentation
Certification
Microsoft Outlook, Word, Excel, PowerPoint | BoardEffect | Boardable | SAP Concur | UKG | Calendly | Google Calendar | DropBox | Adobe | Canva