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Work Background
KyribaLegal Chief of Staff
Apr. 2024
KyribaLegal Operations Associate
Jul. 2021 - Apr. 2024San Diego, California, United StatesFinancial treasury management and enterprise liquidity software provider
- Support global legal and legal compliance operations while collaborating with executive team
- Create systems and policies to ensure maximum efficiency of all global legal and legal compliance operations
- Reduced NDA turnaround time by 86%, from one week to one day, through implementation of streamlined processes and efficient communication with legal and compliance teams.
- Reduced billing processing time by 90% (from 10 hours to 1 hour per week) by implementing an e-billing platform
- Implemented metrics and KPI reporting system
- Managed the data migration of 200k files from Windows and Google to Dropbox
- Created department LSOP and business facing procedure documents
Southwest Value PartnersClient Service Associate
May. 2019 - May. 2021Greater San Diego AreaSWVP invests in $300M - $500M Real Estate projects
- Reviewed and managed investor subscription contracts for over 2,000 clients
- Coordinated investment documents for 2 fundraisers, each valued at $300M
- Decreased processing time of investment documents by 33% (3 days to 1 day)
- Assisted clients, investors, and wealth advisors with subscription contracts and accounts - Assisted with client capital calls by reviewing notices for completeness and accuracy and ensuring payments for property development and construction are received in a timely manner - Assisted with client distribution by reviewing notices for completeness and accuracy and ensure investors receive payments
- Supported development of new CRM system by reviewing 2,000 client accounts for correct data migration
- Coordinated and managed data migration of over 300,000 files from an external Windows based drive to SharePoint - Managed DocuSign account by creating templates, sending documents for review and signature, and managing signed contracts. Assisted with review of investor tax documents
Great Pacific EscrowEscrow Assistant
Aug. 2016 - May. 2019Greater San Diego AreaEscrow company focused on San Diego
- Coordinated all aspects of escrow including: contract review, data entry, ordering HOA documents, drafting escrow instructions and escrow amendments, preparing and processing Buyer/Seller paperwork, communicating and meeting with clients to complete escrow paperwork and ensuring parties understood terms to which were legally agreed, reviewing Title Reports and resolved title issues, preparing estimated closing statements, scheduling loan signings, processing loan documents, setting up files for recording, and balancing and closing files after recording
- Built and maintained agent relationships by attending broker agent office meetings
- Closed 10+ transactions per month from January 2019 – May 2019
- Trained and mentored new administrative assistants
New York Life Insurance CompanyAdministrative Assistant
Oct. 2015 - Jul. 2016San Diego, CA
Yoga VistaYoga Instructor
Jul. 2011 - Feb. 2015Vista, CA
SCP, Inc.Paralegal/Administrative Assistant
Feb. 2010 - Jul. 2011
Carr & Ferrell LLPAdministrative Assistant
Aug. 2007 - Feb. 2010
Nevada Venture AssociatesPersonal Assistant
Sep. 2005 - Nov. 2006San Jose, CA
NCIREResearch Coordinator
Jul. 2004 - Jul. 2005San Francisco, CA
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