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Executive Assistant Accounts Payable

Location:
Desoto, TX
Posted:
March 15, 2024

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Resume:

Karen McKiver

**** ********* **

DeSoto, Texas **115

469-***-****

ad4c4m@r.postjobfree.com

SKILLS

MS Office, MS Word, PowerPoint, Excel (Pivot table, Macros, V-Lookup), Visio and Access experience. Calendar Management, Travel International/Domestic, CTE (SAP Concur), and SharePoint. Manage Equator, Portfolios, HSSN Database, and REO Properties. Control BPO’s, HUD-1, HOA, Deed Disclosures, Contracts, Wire Transfer, Tax and Liens Negotiations. Manage Portfolios, 10-Key, Accounts Payable/Receivable and Invoicing. Administer Weekly, Monthly and Quarterly Reports. Problem-solving, Teamwork, Adaptability, Multitasking, Data Analysis and Time/Project Management are some of the technical and interpersonal skills used in maintaining a positive attitude and achieving goals.

EXPERIENCE

TatumTek

Executive Assistant to the CEO 6/2023 – Present

Responsible for providing comprehensive support to the CEO

• Provide sophisticated calendar management for CEO. Prioritize inquiries and requests while troubleshooting conflicts: make judgements and recommendations to ensure smooth day-today engagements.

• Act as a liaison and provide support to all Executive staff. Arrange and handle all logistics for meetings and events: schedule meetings; draft agendas; develop, compile, and distribute presentation materials; and record meeting minutes.

• Manages the CEO’s calendar, responding to requests for time and rescheduling when necessary. Make appointments, schedule domestic and international complex travel arrangements (business and personal), assembles packets of information and prepares materials including itineraries, contacts, etc.

• Complete a broad variety of administrative tasks that facilitate the CEO’s ability to effectively lead the organization, including assisting with special projects; designing and producing complex documents, reports, and presentations; collecting and preparing information for meetings with staff and outside parties. Composing and preparing correspondence; maintaining contact lists

• Coordinate complex travel schedules and itineraries for both business and personal travel.

• Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO, including those of a highly confidential or critical nature. Prioritize and determine appropriate course of action, referral, or response, exercising judgement to reflect CEO’s style and organization policy.

• Work closely with the CEO to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping the CEO updated. Anticipate CEO’s needs in advance of meetings, conferences, etc.

• Work with the Executive Team to coordinate the CEO’s outreach activities. Follow up on contacts made by the CEO to cultivate ongoing relationships.

• Manage hardware, software, desktop support, internal telecommunications, and other strategic systems usage for the CEO office’s use.

• Other projects/duties as assigned for the overall benefit of the organization. Lockheed Martin 4/2019 – 5/2023

Senior Administrative Assistant to two Director of Missiles and Fire Control/Digital Transformation

Microsoft Office including Word, Excel, Power Point, and Outlook Proficiency

I work well independently, but function within a team environment

Ability to manage multiple tasks simultaneously and able to adjust to changes

Concur experience in booking travel and expense reconciling

Schedule and prepare complex, multi-site meetings with multiple senior executives

Organization of Services and Information/Telecom/Computer that supports the team

Maintain confidentiality, and appropriate sensitivity to all problems

Interpersonal skills and able to demonstrate ability to interface with multiple levels of management

Manage office supply procurement

Organizational skills

Attentive to details

Arrange and coordinate events, large or small and internal meetings/conferences Citigroup 9/2018 – 3/2019

Executive Administrative Assistant to Director Global Command Center (Contractor)

Executive Assistant with event/project management experience

Assisting Director Level C experience

High level proficiency with Microsoft Office Suite – Outlook, SharePoint, PowerPoint, Excel and Visio.

Experience arranging multi-leg Domestic and International travel. Submitting expense reports – familiarity with Concur.

I am a resourceful individual, experience with event coordination, scheduling conference rooms, catering, and running logistics for events

Excellent oral and written communication skills with proven ability to understand and communicate high level updates to senior management, operations and other management teams

Analytical abilities to resolve issues in a variety of complex situations, without direct supervision

Proactive attitude, quick thinker, ability to handle multiple tasks and problem solve

Experience working in a global corporation and arranging meeting across multiple time zones

Provides administrative support to an executive director and team

Coordinate activities which include answering telephones, managing calendars/appointments, compiling expense reports, putting together presentation materials, and making travel arrangements (arranging domestic and international travel)

I currently have regular contact/communication with high level internal management, clients, industry officials and senior management in other firms

Taking and distributing meeting minutes and following-up on action points

Often handles sensitive materials; maintains appropriate levels of confidentiality

Train, coach or guide other administrative support personnel

Creating, maintaining and reporting metrics using various tools and software such as Excel, Power Point, Visio, etc.

Compose and prepare internal/external correspondence in addition to maintaining, answering and routing correspondence

District Attorney’s Office Dallas County 4/2014 – 8/2018 Executive Administrative Assistant to Felony Trial Bureau Chief

Present professional administrative support to Felony Trial Bureau Chief with limited supervision

Performs administrative tasks to ensure efficient daily departmental operations of each division by maintaining personnel contact information and organizational charts

Scheduling and coordinating interviews for new attorneys

Assist customers by solving problems including following-up on information requests to ensure a timely response

Responsible for managing calendars

Answering phones

Ordering and managing supplies

Filing and retrieving documents

Making travel arrangements. Preparing expense reports

Planning events

Provide budget support that includes preparing monthly accruals and reports

Verifications, tracking invoices and performing data entry functions

Summarize and identify an issue which includes conducting research, reviewing data and writing reports.

Process registrations for conferences and meetings

Scheduling meetings with internal and external, local and national officials, which may include creating agendas, retrieving documents from speakers and building packets for handouts

Functioning as coordinator during event and preparing written summaries for management

Coordinate assignments and acts as lead to support staff

Serve as a liaison between staff, elected officials, department heads, program managers, other departments and agencies. The public as related to departmental or program services

Coordinating the flow of information by preparing, reviewing and editing senior level correspondence

Preparing reports, presentations and agendas

Collecting, monitoring and verifying the status of work projects and other activities

Ensuring that the departmental programs, goals and objectives, and missions are communicated to staff

Ensure appropriate parties are kept apprised on all matters to assure timely and efficient operations

Maintain time and attendance and other personnel actions to ensure efficient operation

Maintain confidential files/records and process incoming/outgoing mail

Monitor budget line items in accordance with departmental policy and ensure compliance

Performs various administrative duties, including typing various documents and scheduling conference calls

Contribute to team effort by executing related project tasks as needed Franklin American Mortgage 3/2013 to 4/2014

Administrative Assistant to SVP Correspondent Underwriting

Provide professional administrative support to the Senior Vice President of Underwriting with high visibility within the department

With limited supervision, consistently and accurately, complete complex assignments that require independent action and a high degree of initiative to resolve issues

Maintain cordial, professional relationships and interacts effectively with staff at all levels of the organization as well as a variety of external customers with tact, candor, diplomacy and confidentiality

Welcome guests and customers by greeting them, in person or on the telephone by answering or directing inquiries

Maintain customer confidence by protecting clients and employee’s confidential information

Prepare reports by collecting and analyzing information using Microsoft Excel Spreadsheet

Provide historical reference by developing and utilizing filing and retrieval systems to record meetings/discussions

Contribute to team effort by executing related project tasks as needed Fannie Mae 1/2013 to 3/2013

REO Foreclosure Specialist (Contractor)

Ensure prompt submission of primary mortgage insurance (MI) claims. Reconcile MI payments

Manage closing process for re-sold properties. Order title from vendors. Approve closing documents. Collect net sales proceeds. Resolve issues preventing final disposition of REO properties

Process lender losses on foreclosed properties. File Government and Conventional 2035 claims. Reconcile claims daily. Prepare reports through FNMA systems; DARTS, Serf, Falcon. Review EOB for claims

Analyze, review, and monitor vendor performance. Suggest enhancements. Provide training as needed Assist in implementing and monitoring new policies and procedures

Respond to inquiries and requests

Review, research, identify, and resolve title issues for foreclosed properties. Coordinate with internal staff, external vendors, title companies, and title attorneys. Act as liaison between title vendors and servicers.

Perform periodic analyses and review of data. Investigate questionable data. Advise senior staff regarding status and outstanding items

Update databases to ensure that information is accurate, complete, and accessible. Maintain records and files

Ensure adherence to laws, regulations, and the firm's policies Genpact 3/2012 to 1/2013

Senior Processor/Junior Underwriter Assistant

Verify and examine information and accuracy of loan application and closing documents

Review financial data on borrower loan application for condition submitted

Compile documents for loan closings; title abstracts, insurance and tax receipts

Contact customers via mail, telephone and in person concerning applications

Record loan and credit information and disbursements of funds.

Prepare loan application, closing documents, legal documents, letters, forms, governments notices, and checks, using computers

Compliance Disclosures, Standard Operation Procedures (SOP) for closing

Guarantee accuracy of documentation received for employment, income, assets and credit

Calculate, review and correct errors on interest, principal, payment and closing costs

Check value of customer collateral to be held as loan security

FNMA Desktop Underwriting (DU), Freddie Mack Loan Prospector (LP)

Ally Pulse - Automatic Underwriting System (AUS) validation Bank of America 9/2010 to 1/2012

REO Foreclosure/Loan Servicing Specialist Assistant

Manage a portfolio consisting of properties that have detailed guidelines

Fannie Mae (HSSN) Database to upload properties

Review the file for reconciliation to make sure the property was not sold for capital gain; tax purposes and the owner has not conveyed the property to a charitable remainder trust

Adhere to internal guidelines and external investor/insurer requirements

Work with customers, realtors and internal management to review, negotiate, and approve deals for list price offers or counter offers on the property

Coordinate short sales closings

Manage Equator Operation Systems to communicate with Real Estate Agents on negotiations

Evaluate pre-foreclosure BPOs and appraisals to assist in bidding and buy-down analysis

Minimize losses on foreclosures through analysis. Escalations of properties

REO Closing support used for HUD-1, Wires, HOA, Tax and Liens, and Deeds disclosure information

Review and compare for accuracy with the mortgage borrower’s statement

Evaluate contracts and type commitments/contracts for varies venues

Examine existing client’s files and clear all conditions necessary for REO foreclosure to sell

Assess inaccuracies and correct for borrower base applicants

Assist Closing Coordinators, vendors and foreclosure clients Smith Mortgage 8/2004 to 8/2010

Loan Specialist Assistant/Loan Officer

Complete loan applications

Pre-qualify applicant information to determine desired loan program

Pull and analyze credit for accuracy with the mortgage borrower's statements. Correct inaccuracies and determine the correct loan options for the borrower

Communicate the terms of each product and ensure all documents are signed by the borrower. Disclosure requirements

Review loan package and submit for loan processing review

Provide any letters of explanation or additional documentation necessary for underwriting to clear all conditions for each loan to close

Provide comprehensive administrative support to senior loan officers

Review credit, escrow and title reports

Assist loan officers with REO properties

Process customer’s evaluations for loan approvals

Schedule appointments, travel arrangements, meetings and itineraries for officers

Coordinate interviews and departmental functions for loan officers JP Morgan Chase Bank 2/2003 to 7/2004

Executive Assistant to Vice President

Assisted Vice President and Senior Officers with closing, weekly reports, telecommunication and itineraries

Schedule meetings and travel arrangements. Maintain accurate records and confidential salary information

Organize and maintain file system. Files correspondence and other records

Responsible for setting-up loan packages

Bank One, Texas-Real Estate - 1987 to 2003

Executive Administrative Assistant

Responsible for assisting VP as well 9 Branch Managers with all administrative tasks

Maintained weekly and monthly reports as well approval for wires, overdrafts and overrides

Received, sorted, read and routed incoming mail and publications

Assisted with Dallas Community Banking Group (DCBG) Lending Unit along with 5 lenders and managers EDUCATION

El Centro – Paralegal Program

Dallas Baptist University

Leonard School of Real Estate

Cedar Valley College

Skyline High School, Graduate



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