Open To Work
Rosemary Banks
Tuolumne,CA
Work Preference
Summary
Results-oriented Operations Manager with extensive experience in compliance monitoring, transaction management, and team leadership. Skilled in optimizing workflows and enhancing customer satisfaction while ensuring regulatory adherence. Proven expertise in streamlining processes, reducing operational costs, and implementing strategic business plans to improve efficiency and profitability.
Work History
Executive Assistant
Merrill Lynch
Seattle, Washington
2009 - 2011
- Organized travel arrangements and itineraries for domestic trips.
- Maintained confidential files and ensured data integrity in document management systems.
- Set up meeting and event logistics for senior management and updated calendars.
- Supported Financial Advisors providing introduction, training and navigation on business platforms.
- Maintained calendar of appointments, meetings, events and deadlines for the Managing Director.
- Prepared expense reports for the Managing Director according to company policy.
- Assisted 37 Financial Advisors with monthly expense reports
Operations Manager
Remax Real Estate
Palm Desert, California
2021 - 2025
- Processed Agent Commissions.
- Accounts Receivable and Payable.
- Banking: Deposits and Reconciliation.
- Monitored compliance with industry regulations and company policies.
- Collaborated with agents to ensure compliance training and licensing up-to-date.
- Supervised day-to-day workflow of real estate transactions, closings and vendor payments.
- Managed digital real estate transaction files, ensuring accuracy and compliance throughout the transaction process.
- Reviewed documents related to real estate transactions.
- Generated Commission Disbursement Agreement for Escrow payments.
- Maintained accurate records of office files and transactions.
- Ensured compliance with state regulations regarding real estate transactions.
- Resolved issues that may arise throughout the transaction process.
- Worked closely with escrow officers to ensure smooth closings.
- Monitored progress of each transaction from contract to close.
Reservation Agent, Customer Service Agent
Alaska Airlines
Seattle, Washington
2012 - 2014
- Facilitated reservations: bookings, changes and cancellations for reservation desk.
- Resolved conflicts and discrepancies in reservation details professionally.
- Managed inbound calls and addressed customer inquiries regarding reservations, ensuring clarity and support.
- Ensured all reservations were properly documented in the system.
- Assisted customers via phone by providing confirmations, answering questions, and offering general information.
- Maintained confidentiality of customer information in compliance with privacy regulations.
- Answered telephone with utmost customer care to provide general information and answer inquiries.
- Delivered information and documents to customers via email, mailings, or fax, ensuring timely communication.
Office Manager
Cascade Trade Wholesale Wine
Seattle, Washington
2006 - 2008
- Oversaw daily operations to maintain efficient workflow for sales orders and warehouse processing.
- Created innovated shipping distribution and truck routing system to efficiently streamline logistic goals.
- Established and serviced existing accounts to maintain professional relationships.
- PrioritAnswered all incoming calls and directed to appropriate department head.
- Prioritized daily tasks to efficiently accomplish smooth office operations.
- Performed general office management, maintained and ordered supplies for office and warehouse.
Education
High School Diploma -
Bishop Montgomery High School
Torrance, CA01-1968
Some College (No Degree) - Accounting
El Camino College
Torrance, CASkills
- Business and operations management
- Transaction management
- Compliance monitoring
- Procurement management
- Inventory control
- Document preparation
- Account recordkeeping
- Process improvements
- Time management
- Technology
- Customer relationship management
- Customer satisfaction
- Effective communication
- Attention to detail
- Onboarding and orientation
- Unsurpassed work ethic
Timeline
Executive Assistant
Merrill Lynch
2009 - 2011
Operations Manager
Remax Real Estate
2021 - 2025
Reservation Agent, Customer Service Agent
Alaska Airlines
2012 - 2014
Office Manager
Cascade Trade Wholesale Wine
2006 - 2008
High School Diploma -
Bishop Montgomery High School
Some College (No Degree) - Accounting
El Camino College