Simona Lung
San Ramon,CA
Summary
Skilled Office Manager with comprehensive experience in overseeing daily office operations, implementing effective policies for better efficiency and coordinating administrative activities. Strengths include multi-tasking abilities, strong communication skills, and proficiency in managing diverse teams. Significant contributions made to previous roles include improving organization systems and effectively handling multiple tasks concurrently under pressure.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Office Manager
Brooker & Co, CPA's
San Ramon, CA
03.2013 - Current
- Coded and entered daily invoices with in-house accounting software.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Supervised staff members, organized schedules and delegated tasks.
- Negotiated contracts with vendors, securing favorable terms and cost savings.
- Managed, scheduled and coordinated office functions and activities for employees.
- Assisted in recruiting, onboarding and training new employees.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Delegated work to staff, setting priorities and goals.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Responded to customer inquiries via phone or email in a professional manner.
- Maintained filing system for records, correspondence and other documents.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Organized company events including holiday parties, team building activities .
Residential Mortgage Loan Officer
Fremont Funding Inc.
Fremont, CA
06.2008 - 02.2013
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Verified applicant information by consulting with outside agencies, credit bureaus and businesses.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Educated clients on the implications of changes in mortgage rates.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Initiated contact with potential customers through cold calling, networking events and referrals from existing clients.
- Maintained up-to-date knowledge of various loan products and compliance regulations.
- Submitted applications to credit analysts.
- Gathered client debt, credit and income information to determine loan eligibility.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Attended continuing education classes to stay current on new laws, regulations, products, services.
- Reviewed appraisals prior to submission for final approval.
- Analyzed new markets and developed referral networks to locate new loan prospects.
Bookkeeper
R.E. Dempsey & Assoc.
Castro Valley, CA
08.2002 - 02.2008
- Defined bookkeeping policies and procedures by developing system to account for financial transactions.
- Checked postings and documents for correctness, accuracy and proper coding.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Maintained accounts payable and receivable, ensuring timely billing and payment processing.
- Managed payroll processing for staff members.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Reconciled intercompany accounts on a regular basis.
Education
Associate Degree in Economics -
Institute of Economics And Administration
Cluj-Napoca, Romania06-1999
Skills
- Staff hiring
- Bookkeeping
- Billing
- Vendor engagement
- Employee training
- Senior leadership support
- Banking operations
- Information protection
- Regulatory compliance
- Office management software
- Financial accounting
- Training and coaching
- Event coordination
- Relationship building
- Staff management
- Team supervision
- Account reconciliation
- Office management
- Staff training
- Expense reporting
- Clear oral/written communication
- Compliance monitoring
Certification
California Certified Tax Preparer
Languages
English
Full Professional
Romanian
Native/ Bilingual
Timeline
Office Manager
Brooker & Co, CPA's
03.2013 - Current
Residential Mortgage Loan Officer
Fremont Funding Inc.
06.2008 - 02.2013
Bookkeeper
R.E. Dempsey & Assoc.
08.2002 - 02.2008
California Certified Tax Preparer
Associate Degree in Economics -
Institute of Economics And Administration
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