Driven and resourceful administrative professional with 15+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
22
22
years of professional experience
Work History
Executive Assistant & Office Manager
Eurus Capital Partners
01.2016 - Current
Manage and maintain the day-to-day operations of the owners Portfolio which includes commercial & residential real estate, land, entitlements, oil & gas, and water rights
Work directly with the stakeholders
Prepare, review, and abstract all contracts
Including but not limited to, lease contracts, tenant contracts, amendments, assignments, vendor contracts, insurance, COI, POA and NDA for accuracy per our policy and procedures and to summarize all pertinent information to create deadlines and accountability for our owners
Maintain and develop sufficient operations, diagrams, workflows, and policy and procedures for each entity
Manage all of the property taxes and insurance for each entity
Streamline the due diligence process by providing investor loan packaging, contract abstracting, market analysis, property valuation, environmental and entitlement processing, and zoning/survey reports
Prepare and launch marketing campaigns, create investment proposals, teasers, and investment overviews
Manage all the contracts for partnership buyout, custom builds, water/ww rights, gas reimbursements impervious cover bank, and entitlements
Schedule all travel, appointments, and manage the owner's calendar and emails
Responsible for all office operations including supporting the Owner, CFO and Vice President
Supervise, manage, and train new employees.
Paralegal & Operations Manager
Chernoff, Stradley & Alford Law Firm
01.2010 - 01.2016
Increased and developed new client relationships to increase the firm's profit margin by $5M
Drafted all legal contracts, motions, pleadings, judgments, statements, letters, expunctions, and correspondence
Prepared for mediation, arbitration, and trial by reviewing each case and drafting all legal documents, exhibits, and discovery requests and responses
Met with clients and other professionals to discuss details of case filed pleadings
Prepared comprehensive discovery packages that included disclosure statements, answers to interrogatories and production requests
Gathered and analyzed research data, such as statute of limitations, decisions, case law, investigated facts and pertinent sources to determine causes of action and to prepare cases
Contacted witnesses to testify at hearing, preparation, and delivery of subpoenas
Maintained accounting functions for the firm- managed payroll, payroll tax, quarterly tax reports, budgeting, and forecasting, monitor client trust accounts, deposits, billable time, reimbursements, and handle client retainers
Managed the law firm's activity, operations, and supervised and trained a successful team for the firm
Liaison between the client and the attorney with a human emotional aspect of practice
Contract Drafting experience included but not limited to, Letters of Intent, Non-Disclosure, Non-Solicitation Agreements, Separation Agreements, Employment Agreements, Membership Agreements, Articles of Organization, Operating Agreements, Amortizations, Loan Documents, QDRO, discovery demands and responses, subpoenas, letters, pleadings, memorandum, motions, orders, final decrees, exhibits, briefs, and transcripts, and estate planning documents (HIPAA Authorizations, Health Care Powers of Attorney, Durable Powers of Attorney, Marital Property Agreements, Revocable Living Trusts, Certifications of Trust, Declaration of Trust Ownership, Wills, Quit Claim and Transfer on Death Deeds, and Real Estate Listings with Aerial Maps).
Contract Specialist & Sr. Sales Consultant
Grand Homes
01.2007 - 01.2010
Pioneered the launch of several master planned communities to build custom homes priced $350K-$850K
Negotiated and prepared all contracts for each custom home sold, including the construction agreement, Custom home selection agreement and all required contract documents per our company policy and procedure
Implemented a streamline sales process for each lot, floor plan, design selection, and the development process for each community
Showed lots, specs, floor plans, architectural blueprints, and model homes to demonstrate features
Liaison between the tenant/vendor/owner and construction management/inspectors/brokers
Confirmed building permits, licenses, and attended construction management meetings weekly
Negotiated, selected, and scheduled all vendors for each neighborhood
Coordinated loans /closing dates with the loan officer and title company
Coordinated numerous events for realtors and clients - networking meetings to represent the company.
Loan Officer
Countrywide Mortgage
01.2002 - 01.2007
Managed intake, processing and underwriting of home loans from underwriting to closing
Maintained 40-70 loan pipeline of conventional, subprime, FHA, VA, home equity loans and refinances while consistently closing 10+ per month
Collected data from each borrower such as their assets, salaries, debts, and employment status to fill in information for the loan application, run credit and preapprove borrowers
Researched and reviewed each borrower's HUD-1, credit, employment, income, debt, assets, and property information to qualify each borrower for the best loan option per PITI
Ordered and reviewed each borrower's appraisal, insurance, and inspections report
Make sure loans are processed in accordance with established guidelines and Truth and Lending rules, regulations, and state standards
Met with borrowers, and updated loan officer's, realtors, and attorney/title offices to gather information for loan applications/commitment letters, answered questions and concerns about the process, and gave periodic updates to ensure each piece of the loan transaction is completed appropriately and timely
Coordinated closings with borrowers, attorney/title offices, and any other 3rd parties
Prepared loans to close - cleared title exceptions, title liens, taxes, judgements, escrow analysis, prepared all closing documentation, entity documents, performed UCC searches and other closing related issues
Traveled throughout Texas, Oklahoma, and Louisiana to manage my territory; Coordinated and participated in business development events, sales seminars, and home buying seminars.
Skills
Licensed Texas Real Estate Agent
Proficient with Microsoft Office, Word, Excel, and PowerPoint
Proficient in using QuickBooks, MRI, Adobe, Avid, and Salesforce