Summary
Overview
Work History
Education
Skills
Language Competencies
Awards
Volunteer Experience
Timeline
Generic

Monica Herrera

San Jose,CA

Summary

Business Operations Manager | Client Service


Dedicated and passionate business manager with combine experience in operations and upper administration. Experience in hiring, evaluating and managing a team of 25 staff members. Onboarding employees, take charge of safety measures for organization, managing facilities, finance and payroll.



Overview

18
18
years of professional experience

Work History

Business Manager of Operations

Voices College-Bound Language Academies
03.2023 - Current
  • Responsible for managing safety, facilities, 25 staff members, payroll, and all school operations
  • Interview, hire, write performance reviews, coach, and team building
  • Actively participate in the Leadership Team, as well as school committees as assigned
  • Oversee and train staff managing daily food operations, ensuring a high quality of service and that all necessary safety precautions are followed
  • Increased overall team productivity by fostering a positive work environment and providing effective leadership.
  • Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.

Administrative Assistant

Johanson & Yau
01.2020 - 03.2023
  • Responsible for managing 600+ accounts in Tax and Audit department while ensuring quality service.
  • Support clients with inquiries, billing, troubleshoot in all electronically plat forms patiently and effectively.
  • Manage invoices and electronic bank deposits.
  • Coordinated firm’s electronic filing of all tax returns/extensions, releasing to the IRS, checking status of released, following up on rejections and resubmitting them using software CCH and Lacerte while being productivity during tight deadlines.
  • Handled confidential client documents and properly uploaded into company’s file software program such as Gofile room, CCH and TaxCaddy.

Senior Client Service Associate

Moss Adams Wealth Management
04.2017 - 10.2019
  • Provided client support by conducting onboarding for new accounts, money distributions for 1000+ client's while maintaining relationships with senior clients.
  • Internal and external communication. Executed client’s requests such as money movements and facilitated funds seamlessly.
  • Provided administrative support to the managing Partners and Financial Advisors with calendar management, scheduling meetings/calls for internal and external participants, expenses, travel, and logistics using concur.
  • Produced client deliverables and distribution of client reports and presentations.
  • Delegated to or leverages team members or other resources to maximize productivity or improve the ability to deliver high-quality service.

Account Executive

Giving Tree Financial
12.2015 - 04.2017
  • Managed 400+ accounts in constant communication with customers while
  • Executed all aspects of the sales function including writing up contracts, payment processing, quotes and delivery dates. Educated customers about product terminology, features and benefits in order to improve sales and customer satisfaction.
  • Specialized in credit repair, assisted businesses in getting incorporated, EIN number and implement business credit. Run credit and fill out accurate documents to start the process.
  • Planned social events to keep building relationships and networking to generated business.

Executive Assistant

Realty World Todd Su and Company Inc.
08.2012 - 08.2015
  • Managed 500+ listings and optimized listing visibility on popular real estate websites through strategic keyword use and high-quality photography, generating increased interest from prospective buyers.
  • Streamlined transaction processes by working closely with mortgage brokers, attorneys, inspectors, and appraisers to ensure timely closings.
  • Organized successful open houses that resulted in numerous offers above asking price for sellers.
  • Prepared and presented contracts and other legal documents. Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
  • Enhanced executive productivity by managing schedules, organizing travel arrangements, and coordinating events.

Executive Assistant /Mortgage Loan Processor

Corliance Property and Financial Group
08.2008 - 08.2010
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.
  • Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
  • Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.

Mortgage Loan Processor/ Executive Assistant

First Capital & Financial Group
03.2006 - 04.2008
  • Processed and managed 600+ mortgage loan applications monthly accurately and successfully increasing sales.
  • Enhanced customer satisfaction by providing timely updates on loan application status and addressing inquiries.
  • Boosted team efficiency by training new Mortgage Loan Processors on company policies, procedures, and software systems.
  • Developed strong working relationships with real estate agents, further expanding referral networks for the company.
  • Reduced time spent on scheduling conflicts using advanced organizational skills to manage multiple calendars efficiently.

Education

High School Diploma -

Del Mar High School
San Jose, CA
06.2002

Skills

  • Operations Management
  • Policy Implementation
  • Strategic Planning
  • Documentation And Reporting
  • Client Relationship Management
  • Coaching and Mentoring
  • Staff Management
  • Team Building and Leadership
  • Business Administration
  • Performance Management
  • Microsoft Office 365 Suite proficiency and Google Suite
  • Strong organizational, project management and problem-solving skills with impeccable multi-tasking abilities
  • Excellent communication skills with a professional, friendly demeanor
  • Highly self-motivated, professional, collaborative, and capable of managing their own workload and prioritizing tasks in a fast-paced environment

Language Competencies

  • English: primary language
  • Spanish: fluent (speaking, reading, writing)

Awards

  • Outstanding Customer Service Recognition, Moss Adams, 05/2018, Recognized for outstanding service to clients and dedication to fellow employees.
  • Recognition Top Producer, Giving Tree Financial, 02/2016, Won a trip for 2 all expenses paid for.
  • Recognition Top Producer, Giving Tree Financial, 4/2016, Won a steakhouse dinner for 2.
  • Top Sales & Best Work Ethic, First Capital & Financial Group, 12/2006, Awarded for best Work Ethic in 2006.
  • Top Sales & Best Work Ethic, First Capital & Financial Group, 12/2007, Awarded for Top Sales in closing the 1000+ Mortgage loans in 2007 and increased sales by 14%.

Volunteer Experience

  • Bethel Church, San Jose, CA, 01/2010, 04/2016, Women's ministry and Young married ministry as member of the community, Coordinated and host women's events for Spring, Halloween, Thanksgiving and Christmas., Coordinated date night dinners, sports events and bingo nights., Volunteered in the homeless outreach program and donated monthly.
  • Realty World Todd Su & Company Inc/Advantage Homes, San Jose, CA, 08/2012, 08/2015, Serving the community, Volunteered and assist coordinate events for Easter, Halloween and Christmas for the community and park mangers.

Timeline

Business Manager of Operations

Voices College-Bound Language Academies
03.2023 - Current

Administrative Assistant

Johanson & Yau
01.2020 - 03.2023

Senior Client Service Associate

Moss Adams Wealth Management
04.2017 - 10.2019

Account Executive

Giving Tree Financial
12.2015 - 04.2017

Executive Assistant

Realty World Todd Su and Company Inc.
08.2012 - 08.2015

Executive Assistant /Mortgage Loan Processor

Corliance Property and Financial Group
08.2008 - 08.2010

Mortgage Loan Processor/ Executive Assistant

First Capital & Financial Group
03.2006 - 04.2008

High School Diploma -

Del Mar High School

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Monica Herrera