Olivia Batalla
Salt Lake City,UT
Summary
Results-driven Executive Assistant specializing in optimizing business operations and fostering client relationships. Experience includes managing complex executive calendars, facilitating seamless onboarding, and coordinating impactful events that drive team success. Adept in Salesforce and Microsoft Office, committed to maintaining high standards of confidentiality and operational compliance.
Overview
1
1
Language
14
14
years of professional experience
Work History
Executive Assistant
Soltis Investment Advisors
Lehi, UT
01.2026 - Current
- Provided executive-level support to wealth advisors and leadership by managing calendars, coordinating client onboarding, preparing meeting materials, and facilitating daily business operations in a wealth management environment.
- Organized executive calendars, scheduled client meetings, and coordinated logistics for wealth advisors and leadership.
- Coordinate client onboarding processes, prepare reports and meeting materials, and ensure accuracy of client documentation.
- Acted as a primary point of contact for clients, provided timely communication, and delivered professional service to support strong client relationships.
- Functioned as primary point of contact for clients, managed accurate record-keeping, and organized events to promote effective communication across teams.
- Coordinated client events, corporate meetings, and travel arrangements while streamlining office operations to enhance workflow.
- Maintain accurate Salesforce and Outlook records while organizing electronic files and supporting compliance with internal procedures.
Office & Administrative Support
Clicklease LLC
West Valley, UT
01.2025 - Current
- Led the launch and growth of the Title & Registration team, expanding it from 2 to 10 employees by developing scalable processes and training new staff.
- Managed state registration documents with accuracy and compliance, oversaw lien releases and titles, and coordinated with state/county offices as main point of contact for customer and vendor inquiries, ensuring smooth operations and high client satisfaction.
- Pioneered the launch of the Title & Registration team, creating processes and documentation systems that scaled operations.
- Streamlined process for obtaining lien releases and titles, enhancing efficiency and contributing to improved customer satisfaction.
- Trained and mentored new team members, ensuring consistency, accuracy, and compliance across title and registration functions.
- Implemented system for maintaining notes on various schedules related to titling, enhancing organization and tracking.
- Fostered positive relationships with customers, teammates, sales teams, and dealership management through exceptional customer service and prompt resolution of inquiries and issues.
Mortgage Closer
City Creek Mortgage
Draper, UT
01.2020 - 01.2022
- Acted as the primary liaison among all parties in mortgage transactions, facilitating clear communication and enhancing customer service satisfaction.
- Maintained extensive knowledge of government underwriting policies, particularly VA and FHA financing programs.
- Collaborated closely with loan officers and other departments to ensure accurate funding, lien payoffs, and final mortgage recording.
- Compiled loan closing packages and paperwork, ensuring accuracy and completeness of all required documents.
- Coordinated closing schedules between borrowers and closing agents, optimizing client services and ensuring seamless transaction flow.
- Managed ordering of subordinations while acting as intermediary among all parties in mortgage loan transactions, ensuring accuracy and timely processing.
- Regularly reviewed title commitments, insurance, and property taxes.
- Assisted in onboarding of clients with Internet Banking and updated client personal information in the database.
Executive Assistant
US. MRI
South Jordan, UT
01.2016 - 01.2020
- Executive Coordination & Workflow Management: Oversaw office workflows, supported senior management with scheduling and task prioritization, and enhanced team performance through effective onboarding processes and continuous coaching.
- Delivered executive-level administrative support, fostering a professional and welcoming environment for clients and stakeholders.
- Facilitated client communications as a liaison for senior leadership and triaged complex inquiries.
- Leveraged advanced problem-solving skills to address and resolve issues promptly, contributing to an efficient and results-driven team while maintaining strict adherence to HIPAA guidelines.
- Managed documentation and data for patient records and executive files in a systematic manner.: Managed and maintained essential patient records and executive files, monitored billing and payment processes, and ensured full compliance with operational and regulatory standards.
Medical Receptionist
Medallus Medical
West Valley City, UT
01.2013 - 01.2016
- Served as first point of contact for customers, efficiently directed incoming calls, and provided timely responses to inquiries.
- Fielded and directed incoming calls, reducing hold times and improving customer experience.
- Facilitated patient experiences by distributing and explaining process-related paperwork, ensuring clarity and understanding.
- Streamlined administrative procedures to improve efficiency and increase patient satisfaction.
- Managed daily operations and coordinated activities within medical department at Medallus Medical.
- Implemented record-keeping system for staff, telephones, and petty cash, ensuring accurate and accessible information.
- Prioritized and completed customer requests and work assignments in a timely and efficient manner.
Education
Bachelor - National Security
Utah Valley University
Orem, UTAssociate of Science - General Studies
Salt Lake Community College
Salt Lake City, UTSkills
- Executive support
- Client Relationship Management
- Onboarding support
- Event coordination
- Operations management
- Process optimization
- Project and Task Coordination
- Document management
- Regulatory compliance
- Data Analysis
Languages
Spanish
Native/ Bilingual
Timeline
Executive Assistant
Soltis Investment Advisors
01.2026 - Current
Office & Administrative Support
Clicklease LLC
01.2025 - Current
Mortgage Closer
City Creek Mortgage
01.2020 - 01.2022
Executive Assistant
US. MRI
01.2016 - 01.2020
Medical Receptionist
Medallus Medical
01.2013 - 01.2016
Bachelor - National Security
Utah Valley University
Associate of Science - General Studies
Salt Lake Community College