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Administrative Assistant

Houston, TX
March 19, 2019

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**** *. ******* **., ********* 1213

Houston, TX 77063

Cell: 832-***-****


Experienced Office Manager/Executive Administrative Assistant/Accountant with full understanding of maintaining/screening/prioritizing for the CEO & CFO/ Rate Lock Desk Analyst

Software Competence

●MS-Office Suite; Word, Excel, PowerPoint, Outook●QuickBooks Pro & Premier●

●SAP●AMB●Ellie Mae●Optimal Blue●Encompass●Dropbox●

Program Certifications & Competence

FINRA Series 7 & 63●Checkpoint Firewall 1 Troubleshooting●VSAT Troubleshooting●Inmarsat

●Intro to Cisco Router Configuration●Frame Relay Troubleshooting●Advanced Cisco Router Configuration

●Nortel Passport Troubleshooting●ARG Internetworking with TCP/IP●Fore ATM Troubleshooting

●Cisco Installation and Maintenance●Trusted Web Server Troubleshooting●Motorola MPRouter Support

●Network Health●BMC Patrol●CCMail Admin I and II●Netware 4.11 Admin●MSMail Admin ●Windows NT Server Admin●Microsoft Office Support●Cabletron Spectrum●CiscoWorks

●Micromuse NetCool●VoIP Troubleshooting●WAN Monitoring & Proactive Issue Resolution


07/05 to Present THE RANCHER’S RIDE – (a 501(c)(3) Non-Profit Org.), Houston, TX

Accounting & Administrative Assistant (Part Time - Seasonal)

Keep QuickBooks financial records current for over 350 members

A/P, A/R, research and resolve billing issues, make GL entries

Record donor receipts

Reconcile bank, credit card and merchant accounts; follow-up on outstanding transactions, initiate and record account transfers

Coordinate annual audit and tax filings with external CPA

Maintain W-9 forms and prepare annual 1099 list for external accountant

Generate financial and management reports as needed for staff and key management personnel

Maintain an organized filing system; scan all financial documents

Initiated securing the services of a new CPA at a savings of more than 50%

Prepare correspondence, as required

01/30/12 to 7/6/18 HOMETRUST MORTGAGE, Houston, TX

Secondary Marketing/ Rate Lock Desk Analyst/Admin. Asst. 05/16 to 07/18

Locked, extended, relocked, processed change management requests for retail home loans.

Performed analysis of investor product documentation as it relates to being input and represented in the Optimal Blue system

Implemented and maintained underwriting guidelines, LLPA’s and SRP schedules for a variety of investors

Logical, Analytical, Organized, Intuitive

Self-driven and able to excel in a fast-paced environment

Corrine R. Boroujerdi

Page 2.


Secondary Marketing/ Rate Lock Desk Analyst (Continued)

Executive Administrative Assistant to CEO and CFO 01/12 to 05/16

Heavy calendaring, processed expense reports, travel reservations and meeting organization and planning.

Assisted processing motagage purchase advices for wire transfers

A/P, A/R, audited, coded and paid expense reports

Coded bank statements to chart of accounts

Assisted CFO with special projects Assisted HR with acquisition of over 300 new hires from a new company acquisition

Prepared executive communications, including taking calls, responding to emails and interfacing with clients and other executive personnel, travel arrangements and heavy calendaring.

Prepared internal and external corporate documents and contracts for CEO and CFO and maintained confidential files and records


Office Manager/Executive Sales Assistant to Institutional Bond & Retail I.R.’s

Greeted clients and handled overflow calls

Mentored and trained new administrative staff

Assisted new IR’s with transferring client accounts and setting up new accounts

Provided direct support with trade problems in various bond markets, reconciled inconsistencies between front and back offices

Confirmed trades with banks and brokers daily

Maintained bond blotter electronically and hard copy for institutional IR’s

Organized office operations and procedures, point person for IT related issues, maintenance, mailing, shipping, supplies, equipment, bills and errands and analyzed internal processes, A/P & A/R, bank reconciliations

Organized and scheduled meetings and appointments, made detailed travel arrangements

Managed contract and price negotiations with office vendors, service providers

Ensured all IR’s were FINRA compliant and ready for annual compliance reviews, maintaining 100% compliance rating for our office

EDUCATION: Associates Degree, Houston Community College, Houston, TX

CERTIFICATIONS: FINRA Series 7 & Series 63


Ability to Easily Exceed working in Multiple Industries & with New Technologies

Passed FINRA Series 7 & Series 63 State Exams

Proficient with Quick Books

Demonstrates Broad Strengths In:

Motivating and Facilitating Teams

Clear, Concise Communication

Analytical Problem Solving

Strategic Planning/Due Diligence

Demonstrates Broad Strengths In:

Motivating and Facilitating Teams

Clear, Concise Communication

Analytical Problem Solving


Contact this candidate