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Work Background
doxy.meExecutive Assistant
Mar. 2024United States
Dr. Esteban LopezGeneral Manager Operations
Dec. 2009 - Apr. 2024San Antonio, Texas, United StatesOversee daily operations of office and residence Supervising, training, and evaluating staff Budget tracking, compilation, and submittal Manage financial accounts Accounts Payable/Receivable and payroll administration Coordinate intricate international/domestic travel; dining and car service arrangements Coordinate and maintain vigorous schedules and calendars Specialist in liaising to clients, suppliers, and staff Organize on-and-off-site meeting facilities and agendas, trip itineraries, travel arrangements and expenditure reports preparation Coordinate and oversee events such as conferences, fundraising, sales meetings, business meetings, holiday parties, and charity events. Responsible for calculating budgets and ensuring they adhere to; schedule all vendors, speakers, and participants Manage multiple rental properties; daily and monthly activities such as collecting rents, processing paperwork, communicating with renters and addressing their requests and complaints; reviewing and approval of collection notes, default letters, and eviction requests; run various reports through to track the status of tenants, lease expirations, and correct classification of expenses Manage and supervise all phases of construction for residential projects in the areas of construction, repairing, and maintaining various grounds development and maintenance; Estimating project costs and budgeting; working directly with the general contractors and sub-contractors; Schedule orders and oversee quality control; Track progress to ensure timely deliveries and completion dates
ERL Properties LLCExecutive Assistant
Dec. 2009 - Apr. 2024San Antonio, Texas, United StatesOversee daily operations of office and residence Supervising, training, and evaluating staff Budget tracking, compilation, and submittal Manage financial accounts Accounts Payable/Receivable and payroll administration Coordinate intricate international/domestic travel; dining and car service arrangements Coordinate and maintain vigorous schedules and calendars Specialist in liaising to clients, suppliers, and staff Organize on-and-off-site meeting facilities and agendas, trip itineraries, travel arrangements and expenditure reports preparation Coordinate and oversee events such as conferences, fundraising, sales meetings, business meetings, holiday parties, and charity events. Responsible for calculating budgets and ensuring they adhere to; schedule all vendors, speakers, and participants Manage multiple rental properties; daily and monthly activities such as collecting rents, processing paperwork, communicating with renters and addressing their requests and complaints; reviewing and approval of collection notes, default letters, and eviction requests; run various reports through to track the status of tenants, lease expirations, and correct classification of expenses Manage and supervise all phases of construction for residential projects in the areas of construction, repairing, and maintaining various grounds development and maintenance; Estimating project costs and budgeting; working directly with the general contractors and sub-contractors; Schedule orders and oversee quality control; Track progress to ensure timely deliveries and completion dates
Von-Torrel-Delevitt PropertyProperty Manager
Nov. 2005 - Oct. 2009Supervised household staff Maintained and schedule all capital improvements Maintain financial records and prepare reports Negotiated contracts for various services required Assisted with financial operational aspects of property; rent, property taxes and maintenance
Interbanc Financial IncSenior Mortgage Loan Officer
Jun. 1996 - Jul. 2007Worked closely with the customer, Loan Processor and Underwriting in clearing conditions in order to close and fund loans Analyzed a credit package quickly including calculating income and ratios and determined additional information required for loan approval. Determined credit worthiness by analyzing credit documents and reviewing loan conditions and HOA documentation. Responsible for soliciting, negotiating, underwriting and coordinating the closing of major and complex consumer, residential, equipment, SBA, commercial building and business loans in compliance with the Bank's lending policies and procedures Developed business checking and deposit relationships with customers; and promoted business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services Assisted in attaining established Bank, region and branch goals through active participation in sales management and officer call programs, and provide leadership, training and support to less experienced loan officers and other staff members
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