A client-focused professional with more than 30 years of experience, across legal services, financial services, sales, and business operations.
Overview
33
33
years of professional experience
1
1
Certification
Work History
OFFICE MANAGER
D.R. PATTI & ASSOCIATES
05.2018 - Current
Oversee daily operations, supervising attorneys and legal support staff to ensure productivity, client satisfaction, and operational efficiency.
Monitor key business metrics including revenue, case settlements, profitability, client acquisition sources and operational performance.
Manage recruitment, interviewing, hiring, terminations, and onboarding of attorneys and support staff.
OFFICE MANAGER
BERGEN INDUSTRIES
01.2015 - 05.2018
Manage sales support, accounts receivable, invoicing, collections and customer service operations.
Coordinated inventory management across 10 warehouse locations, ensuring accurate stock levels and efficient order fulfillment.
Directed logistics and order processing activities while supporting continued business growth.
OFFICE MANAGER
THE LAW OFFICES OF PATTI, SGRO & LEWIS
03.2008 - 12.2014
Manage daily operations of busy law office, supervising attorneys and legal support staff.
Administered billing, collections, banking functions, and client service operations.
Reviewed and managed attorney billable hours and reporting.
MORTGAGE BROKER
MONEY 1ST FINANCIAL
04.1999 - 03.2008
Developed referral relationships with real estate professionals, builders, financial advisors and banking partners to generate consistent business growth.
Analyzed borrower financial profiles, and recommended mortgage solutions tailored to client needs.
Managed loan transactions from application through closing, coordinating underwriting, title and appraisal processes.
BRANCH MANAGER
CALIFORNIA FEDERAL BANK
08.1993 - 04.1999
Directed branch operations, sales performance, customer service, budgeting compliance, and loss prevention initiatives.
Conducted hiring, training, coaching, and performance management for branch personnel.
Developed and executed branch marketing and client retention strategies that increased business development opportunities.
Risk management and compliance; ensuring compliance with banking regulations and internal polices for loss prevention.
Education
Finance & Business Administration
CALIFORNIA STATE UNIVERSITY
Northridge, California
Skills
Customer service
Office management
Organizational skills
Office administration
Sales
Financial Services
Certification
Series 6 & 63 Securities License (Inactive)
NMLS Mortgage License (Inactive)
California Real Estate License (Inactive)
California Life & Disability Insurance License (Inactive)