Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Rozita Refa

Irvine,CA

Summary

Tech-savvy Office Administration with over 15 years of experience providing accounting, administrative, and process support for staff and clients. Adept at organizing events/meetings, managing inventory, and coordinating and negotiating activities to ensure smooth business operations.

Overview

30
30
years of professional experience

Work History

Case Manger

Morning Law Group
Irvine, CA
06.2023 - 12.2024
  • Supporting the legal team by collecting all the necessary information, such as budget and power of attorney, when the client gets sued
  • Liaison between clients and other departments
  • Review all the documents and act accordingly
  • I completed all tasks on time
  • Communicate with the client regarding all protocols
  • Collect banking information and payment

Account Receivable

Parcel pending
Irvine, CA
01.2022 - 02.2023
  • Processing accounting receivables and incoming payments in compliance with financial policies and procedures
  • Performing day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivable data
  • Collect payment from customers and accurately record it into the system
  • Update client accounts based on payment or contact information
  • Track payments, make banking deposits, and run reports

Program Specialist

Orange County United Way
Irvine, CA
04.2021 - 09.2021
  • Manage applications for tenants who cannot afford to pay their rent; coordinate and verify all documents, such as W-9s and Photo IDs
  • Assist tenant in completing their application
  • Review tenant and Landlord documents
  • We provide consultation services regarding compliance with laws, policies, and company procedures

Administrative Assistant

Weingarten Realty
Costa Mesa, CA
03.2019 - 04.2019
  • Company Overview: (Temp)
  • Assisting property manager with contract, vendor service, work order, coordinating move in/move out for over 20 shopping centers
  • Prepare and monitor vendor service contracts
  • Maintaining work order systems
  • Coordinating move-in and outs
  • Handle all tenant requests for exceptional work
  • Obtain estimates, provide proposals, order work, log work order calls, create and dispatch work orders, or facilitate and maintain tenant work order
  • Assists senior management in developing and implementing policies to improve properties' effective and efficient use
  • Work closely with third-party service providers to ensure that assets are managed to yield optimal returns
  • (Temp)

Office Manager

Courson Company
Menlo Park, CA
01.2017 - 01.2018
  • I managed maintenance and billing activities for a multi-tenant (~10) building, working with over 20 contractors and supporting office staff
  • Prepared billing for contractors, including utility, maintenance, rent, and billable expenses
  • Prioritized and scheduled building maintenance in coordination with the tenants’ availability
  • Identified need for office supplies and building inventory, prepared purchase orders, and monitored shipment
  • Managed multi-line phone system within the first three rings
  • Coordinated conference room scheduling for all tenants

Administrative Assistant

Gotfloor.com
Santa Clara, CA
01.2015 - 01.2017
  • Administered billing; prepared Accounts Receivable /Account Payable with QuickBooks
  • Generated inventory and purchasing reports as well as invoices using Q-Floor software
  • I scheduled a work order for new flooring for the apartments
  • I have worked with OSHA representatives to ensure compliance in the office environment

Co-Owner / Manager

Shabaz Inc.
San José, CA
01.1997 - 01.2014
  • Purchased a declining retail business and transformed it into a thriving neighborhood convenience store
  • Designed store layout to optimize customer experience
  • Performed inventory management
  • Managed daily operations

Medical Assistant

Loma Vista Medical Group
San Jose, CA
01.1995 - 01.2005
  • Interviewed patients and verified patient information; recorded medical history; confirmed purpose of visit; and prepared the patient for visit by performing preliminary physical tests

Education

Associate of Arts -

Foothill College
Los Altos, CA
01-1990

Skills

  • Negotiation
  • Communication
  • Relationship building
  • Problem solving
  • Detail-oriented
  • Intuitive
  • Multi-tasking
  • Nexus software
  • Q-Floor software
  • Excel
  • Access
  • Word
  • QuickBooks
  • Goal setting
  • Client assessment
  • HIPAA compliance
  • Cross-functional collaboration
  • Multitasking and organization
  • Case documentation
  • Cost reduction initiatives
  • Decision-making

Volunteer Experience

  • Chairperson, Scholastic Book Fair, San José, CA, 01/01/06, 12/31/12, Increased sales by 80% year over year using email blasts., Coordinated with PTA, school, and Scholastic to set dates., Recruited and trained approximately 30 volunteers, including how to use the scanner and cash register., Planned and coordinated set up of display and decorations., Planned and oversaw family events., Oversaw and ran daily sales operations.
  • Troop Leader, Girl Scouts of America, San José, CA, 01/01/08, 12/31/10, Worked as a Girl Scout leader and helped young girls become confident and develop positive characteristics by encouraging them to participate in adventurous activities., Founded a new San Jose chapter., Planned on-site and off-site activities., Collected dues and allocated budget., Experienced in organizing scout activities., Excellent knowledge of the needs and wants of young girls., Good managerial and supervisory skills., Excellent communicator and motivator., Ability to inspire young girls to take community service., Ability to plan adventurous, sports, and other fun-filled and learning activities., Ability to coach scouts and infuse a sense of teamwork.

Timeline

Case Manger

Morning Law Group
06.2023 - 12.2024

Account Receivable

Parcel pending
01.2022 - 02.2023

Program Specialist

Orange County United Way
04.2021 - 09.2021

Administrative Assistant

Weingarten Realty
03.2019 - 04.2019

Office Manager

Courson Company
01.2017 - 01.2018

Administrative Assistant

Gotfloor.com
01.2015 - 01.2017

Co-Owner / Manager

Shabaz Inc.
01.1997 - 01.2014

Medical Assistant

Loma Vista Medical Group
01.1995 - 01.2005

Associate of Arts -

Foothill College
Rozita Refa