Summary
Overview
Work History
Education
Skills
Language Competencies
Awards
Timeline
Generic

MONICA HERRERA

San Jose,CA

Summary

Business Operations Manager | Client Services | Team Leadership

Strategic and results-oriented Business Operations Manager with extensive experience in operations, administration, and client services. Proven success in hiring, onboarding, training, and managing teams of 25+ employees, while driving efficiency, compliance, and performance across all levels of an organization. Skilled in overseeing daily business functions including facilities management, workplace safety, budgeting, payroll, and vendor coordination. Recognized for streamlining processes, improving service delivery, and supporting leadership teams in achieving organizational goals through proactive problem-solving and operational excellence.

Overview

19
19
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, troubleshooting in all electronically platforms 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 productive during tight deadlines.
  • Handled confidential client documents and properly uploaded into the 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 implementing business credit. Run credit and fill out accurate documents to start the process.
  • Planned social events to keep building relationships and networking to generate 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
  • Google Suite
  • Organizational skills
  • Project management
  • Problem-solving skills
  • Multi-tasking abilities
  • Communication skills
  • Self-motivated
  • Collaborative
  • Workload management
  • Task prioritization

Language Competencies

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

Awards

  • Outstanding Customer Service Recognition, Moss Adams, 05/18, Recognized for outstanding service to clients and dedication to fellow employees.
  • Recognition Top Producer, Giving Tree Financial, 02/16, Won a trip for 2 all expenses paid for.
  • Recognition Top Producer, Giving Tree Financial, 04/16, Won a steakhouse dinner for 2.
  • Top Sales & Best Work Ethic, First Capital & Financial Group, 12/06, Awarded for best Work Ethic in 2006.
  • Top Sales & Best Work Ethic, First Capital & Financial Group, 12/07, Awarded for Top Sales in closing the 1000+ Mortgage loans in 2007 and increased sales by 14%.

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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