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Executive Assistant Manager

Denver, Colorado, United States
June 13, 2018

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OBJECTIVE: Seeking a position with opportunity to support the CEO as an Executive Assistant.

Utilizing the perfect combination of experience and skill sets to professionally provide first class support and management to my executive and team and to advance my career to the next level. An equipped professional with 13 years of financial and administrative experience including versatile office management, project management, people management, event planning, accounting and administrative/executive support. Very detail oriented with excellent skills in both written and verbal communication, coaching/training and organization. Strong planner and problem solver with proven decision-making skills, who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality.

Office Skills:


Executive Support

Process improvement

Data Entry




Meeting Prep/Speaking

Facilities Management

Event Planning/Project Management

Full Cycle A/P & A/R

Records Management

Customer Service

Accounts Receivable/Disputes

Accounts Payable

Computer Skills:

Office 365

MS Word

MS Excel

MS PowerPoint

Wells Fargo CEO Portal


Gmail/Google Calendar

MS Outlook

MS One Drive

MS One Note


Skype/Webex/Zoom conferencing


Rent Roll





Concur Travel/Expenses

Google Earth Pro

Google Drive



Executive Assistant – Legal (Contract position via Connecting People)

Hired as maternity leave coverage to provide high level Executive support to the VP of Legal - Disclosure /Assistant General Counsel and her team as well as supporting their two US Fund Board of Directors.


Executive Assistant & Client Solutions Group Support

Hired to provide high level executive support to an owner and head/SVP of Innovation and Growth, as well as the SVP of the Client Solutions Group. I also served as office manager as well as provided administrative support to the national client solutions team, in addition to my local office of 12. I was laid off and given 2 additional months of severance pay as compensation for the inconvenience.

Provided calendar/time management, travel planning, expense reporting, event and meeting planning and executive communication and support to my executives. Was first point of contact in scheduling and making arrangements to meet with potential and valued clients.

Responsible for project management, event planning and small projects for Biz Development and provided industry research, as well as data management.


Executive Assistant/Project Manager-Industry and Sales Conferences

Hired to provide high level executive support to the International and National Presidents of Sales, the SVP of Strategic Marketing and Alliances and a CRO to be hired in October. Due to a reorganization on the sales side, the International President position terminated in June, the Presidents at the end of September and the CRO at the end of October.

Provided calendar/time management, travel planning, expense reporting, event and meeting planning and executive communication support to my executives.

Responsible for project management and event planning for quarterly board meetings and 5 large annual sales and industry conferences. Also managed national NBA Suite events to host our clients and executives.


Office Manager/Executive Assistant

Provided exceptional time management and travel planning, meeting, administrative, financial, and project support services to the SVP of Specialty Products/Marketing, (remote executive based in GA) the SVP of Transportation and Logistics, (based in Denver traveling 2 weeks of the month) as well as providing administrative support and contract management services for the National DEF Sales team,(10) the marketing team, (3) and a local office staff consisting of 4 departments made up of 50 people.

Facilitated primary duties which include: Heavy calendar management, time management and planning, meeting and materials coordination, action item tracking, report tracking, travel booking/arrangements, event planning and expense reporting/purchasing for my two executives, marketing, and the Denver office. Additionally, maintained/provided weekly and monthly reports including a company-wide contact list, Google mapping-pricing report, company newsletter reports, event reports, budget reports, office management reports, and status reports to my two executives.

Supervisory responsibilities including attendance tracking, time off requests, ADP timecard/payroll approvals and expense report approval and management for 13 direct reports.

Created emergency evacuation procedures/plans, including securing a vendor to install and maintain fire extinguishers, received emergency training, coordinated with the Wells Faro building for testing and implementation, dispensed and maintained safety database, program, and testing for our company.

Spearheaded the planning for our National D1Expo at the Marriott for 300 attendees which included: Task management for registration, marketing, and sponsorship/fundraising. Created design ideas, handled vendor management, onsite coordination, and designed the event /AV order. I prepared/maintained the budget and was the liaison/coordinator for our team. Provided Agendas, meeting materials, weekly reports/updates, tracked assigned tasks, and monitored our timeline. Coordinated all details and prepared an online notebook to be used onsite for management and assignment to Denver office members the day of the event.

Liaised as head of our local office charity committee for Denver Children’s Home- Created and implemented a plan to host bi-monthly events with the children as well as tracked and managed all funds, and prepared newsletter articles and financial reporting for each event. Additionally, assisted my executives with MDA projects, and other corporate level event planning.

Supported my executives and team managing company- wide contact lists, spreadsheets and Google maps for pricing projects, marketing projects managing partner location, contact and product lists to keep our website updated. Tracked action items, weekly status reports, and contract management for both their teams.

Designed, created, implemented and maintained the Denver office administration share point site for our office including implementation and training of departmental attendance calendars.

Created, implemented and trained our office on our New Hire/Setup and procedures.

Trained Sales team and the office staff on One Drive and how to use it for reporting and meeting management as well as on Concur for mobile reporting, automated receipt attachment, connecting Uber and other mobile applications and provided coaching on correct expensing procedures. Tracked 13 direct reports transactions and submittals to be proactive and timely as a team.

Handled light desktop hardware technician issues as well as new employee setup. Used IT admin rights/permissions to setup users on a computer, install and setup their email, phones, and map them to the network drives they needed during a downtime or while a needed repair was made to their system.

Was office manager, facilities administrator, handled all purchasing, equipment management, maintenance issues, inventory management and event/meal planning for an office of 50. Cut office supply expenses by 51% the past year.


Client Dispute Resolution Analyst

Responsible for the review, research, and appeal of Wells Fargo/Wachovia Mortgage Property Preservation Services billing and disputes. Utilized working knowledge of multiple client/investor guidelines and requirements.

Handled appealing back to client for payment, utilizing knowledge of frequently changing government loan guidelines, review of loan status and legal status of property including bankruptcy, foreclosure, and probate as well as loan modification.

Processed detailed rebuttals including attaching approvals/government forms, reviewing work order photos, quality controlling /account entries and making changes and necessary adjustments in Fieldscape and Citrix for both vendor invoices and payment as well as customer billing. Achieved a 99.8% resolved dispute rate with only .02 return on my submitted client bills/disputes.

Handled invoice disputes, liability analysis, and over 5k Report for mortgage clients.

Facilitated multifaceted administrative tasks simultaneously and accurately

Provided error trending, proactively creating solutions/procedures to prevent disputes.

Improved efficiency in the department by creating and implementing a billing process that increased our production from 4 disputes an hour per analyst, to 20 per hour per analyst. Consistently meets deadlines and sets high production standards for the department.

Provided one on one training, shadowing and departmental presentations teaching loan review in MSP banking systems and detailed process for dispute preparation and research.

Was tasked with preparing, presenting and tracking agenda items including weekly error trends, billing discrepancies, guideline changes, legal issues related to foreclosures/HOA’s, and tracking of unresolved dispute amounts and reasons to report to our team at weekly meetings for resolution and collaboration for the upcoming weekly changes and issues.

LENDER PROCESSING SERVICES, INC. (purchased by Black Knight Financial Svcs.) AUGUST 2011 – DECEMBER 2012

FTV Processer-Denver Wells Fargo and Wachovia Teams

Originally hired as a temporary contract employee, I was recognized immediately for my efficiency, accuracy, and ability to make swift sound business decisions and high production rate. Quickly became a trusted team member known for “can-do” attitude, flexibility and high-quality work, setting high production standards and receiving awards for top production in the department. Assigned the duty/title of SME (Subject matter expert) and made the head trainer for new team members as well as coach for those who were struggling to meet standards.

Handled multifaceted loan processing and vacant property reports for two large clients.

Increased production in our department by 50% by creating a process that allowed myself and all our team to accurately review 80-100 loans a day, 10+ an hour. (Standard was 4-5 an hour).

Handled duties which included review of delinquent loans/properties that were now vacant or unsecured and making decisions on whether to secure and order work based on business rules, legal issues, realtor involvement and maintenance necessary to preserve our clients’ property assets. Successfully secured, ordered work and preserved every property I was assigned, without ever incurring damage to the asset.

Provided required ongoing communication with realtors, contractors, suppliers, and attorneys as well as daily review of loans in loss mitigation, bankruptcy, foreclosure, and loan modifications.

Proficient in mortgage industry programs such as MSP, Attachmate, VIP, and Fields cape.

Was one of only two in the company to receive a perfect score of 4 (exceeds expectations) two times in a row.


Chief Aide Summer Session (Volunteer Position/Intern)– Senator Linda Newell

Awarded position after canvassing the Denver area door to door and winning all the districts we worked. On average I visited 120 homes a day and did a brief survey and educated potential voters on our candidates’ positions on the issues that impacted and interested them.

Administrative, scheduling, general office and email management to the Senator over the summer.

Scheduled and managed other interns

Worked on assigned bills including a bill to appoint a court appointed GAL’s (Guardian Ad Litem) to represent children in custody cases. Their job is to be unbiased toward either parent and to represent the interests of the child.

Learned legislative processes necessary to take a proposed bill from start to finish.


Executive Assistant/Office Manager

Served in role as an Executive Assistant to the Head of School, Director of Development, the Business Manager/CFO and Head of Marketing/Enrollment.

Handled Duties which included: Front desk management (e.g., answering phones, keeping attendance records, scheduling appointments, reminder calls, customer service, and taking payments), daily bank deposits, daily opening/closing functions, paying and mailing bills, accounts receivable, accounts payable, prepared and ran payroll, prepared and assisted in presentations and writing/creating procedures/guidelines for the employee handbook as well as daily functions.

Purchased/ordered materials for teaching staff and was responsible for IT and office equipment management.

Prepared/planned and assisted in facilitating luncheons, meetings, and events, for the staff and students.

Responsible for all administration and organization in the office. Was quickly recognized for my efficiency and organizational skills as well as the ability to handle the needs of 4 executives, a 20 + staff of teachers, and our student and families daily.


Assistant Manager/Leasing Agent

NALP certified with AAMD – Expired in December of 1999

Received Property of the Year

Achieved 90% occupancy rate for 270 units and was pre-leased 6 months out with a week average turn time/vacancy per unit.



2 semesters- courses completed towards Paralegal Certificate Program


2 semesters- Transferred credits from CCD and completed coursework towards Paralegal Certificate Program.

ACCOUNTING CERTIFICATE I and II 1997 – Adult Continuing Education Program, City of Westminster


Completed 50 mortgage, leadership, ethics, and related training courses. 2012-2013

WORK EXPERIENCE PRIOR TO 2010- Provided on request

Additional 15+ years of professional experience including Leasing Agent and Assistant Property Manager Positions, Full charge bookkeeper, Office Manager, Executive Assistant, Personal Assistant, Assistant Manager food service/hospitality, and other receptionist, administrative and executive support positions.


Kate Santoro, Assistant General Counsel and VP of Legal Disclosure for Janus Henderson Investors- Provided executive support to her, and her team which supports the 2 US Fund Board of Directors.

Mobile: 303-***-****

Office: 303-***-****

Linked In –

Glenn Russo, former, National President of Sales, Zayo Group LLC (Currently serving on two boards and is a Managing Director for Crescendo Capital Partners) - Provided executive support to him as well as worked on Industry Conferences as Project Manager with Becky Klatt for the sales side of the organization (His title and role changed with the reorganization)

Mobile: 303-***-****

Linked In –

Dennis Kyle-SVP of Strategic Marketing/Alliances - Provided executive support to him as well as worked on Industry Conferences as Project Manager with Becky Klatt for the sales side of the organization (His title and role changed with the reorganization)

Mobile: 303-***-****

Office: 720-***-****

Linked In –

Ford Fay-VP Principal Eagle Bay Advisors - Provided project management/drove the Incompas Fall Show 2016 for his team and other team reps attending this conference for Zayo Group.

Home: 303-***-****

Linked In –

Keith Osborn-VP Dark Fiber Product/Network Development – Provided project management/drove the Incompas Fall Show 2016 for his team and other team reps attending this conference for Zayo or

Mobile: 303-***-****

Chris Daichendt-SVP of Transportation & Logistics - My Direct Supervisor at Mansfield Oil.

Mobile: 770-***-****

Office: 678-***-****

Linked In

Andy J. Austin-SVP of Specialty Products/Marketing - Administrative Assistant for Andy at Mansfield Oil Company. I handled Google Pricing Projects, Company Wide Contact Lists, National EXPO on site event planning, as well as administrative needs for his direct reports and DEF Sales

Mobile: 773-***-****

Home: 281-***-****

Linked In

Hercu Rabsatt, Senior Director of IT, Infrastructure at Comcast – Worked with Hercu for several years while a Mansfield Oil. I helped him with implementation at our Denver site and worked on several cost and time saving projects with him successfully during this time.

Mobile: 404-***-****

Ed Reynolds, Real Estate Investor, Broker & Property Manager - Worked with Ed at LPS. Ed was my supervisor in the FTV Department. Now Ed is a Real Estate Broker and Property Manager.



Linked In-

Gia Sanders – Supervisor- LPS/Black Knight Financial Services. (Fidelity National Financial Services/Servicelink) She was the Assistant Manager of Wells Fargo Billing Disputes Department

Mobile: 303-***-****

Shane Sapp - Pastor of Westminster Reformed Presbyterian Church – Member

Mobile: 720-***-****


Sarah Freidman - Development Director of Denver Children’s Home - I headed a committee that fundraises and puts on monthly/bi-monthly events here for Mansfield Oil

Office: 303-***-****

Mobile: 720-***-****

Bev Cohen – Newcastle Properties, Inc. - Worked for Bev and Newcastle prior to 2000 for 3 years as a Leasing Agent/Assistant Manager. Received Property of the year during that time.

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