Kimberly A. Summers

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

Chagrin Falls, Ohio 44023

acd80t@r.postjobfree.com

216-***-**** (C)

EXPERIENCE

Great Lakes Financial Group - Cleveland, Ohio

Executive Assistant/Underwriting Associate/Accounts Payable/Human Resource

July 2013 – Present

Special assignment, Executive Assistant to Chief Operating Officer

Underwriting - Interface with clients (borrower) for concept meeting preparation

Procure quotes for survey, title and environmental

Organize all incoming information from borrower for package submission to HUD

o Determine organizational structure of borrowing entity, prepare necessary HUD forms and

authorization forms (combined over 47 forms), obtain credit information on borrower, prepare

final package for submission

o Format closing documents in both hard copy and electronic form

Manage fully executed third party proposals – track from inception to invoice

Prepare, track and manage third party invoices for payment

Prepare agenda and notes for underwriting, development, management and accounting meetings

Enter all accounts payables for company owned/managed properties and third party vendors using

OneSite and Sage 50 (Peachtree)

Run accounts payable reports

HR responsibilities: Post new positions, manage hiring process: schedule interviews, assemble benefit

packages for new employees, manage job descriptions, employee anniversaries and reviews; over all

support as needed

CM Wealth Advisors, LLC – Pepper Pike, Ohio

Associate

September 2012 – July 2013

Handle all incoming capital calls and distributions for private equity funds, foundations and individuals

Account opening for new clients and foundations

Power Point presentations for: prospective clients, quarterly reports and marketing material

Assist compliance with opening new partnership(s) and adding new fund managers to established private equity

funds

Help review downloaded custodial statements and update unit adjustments

Proofread legal documents

RAV Financial Services, LLC - Beachwood, Ohio

Associate Financial Planner

October 2008 to September 2012

Primary job function is to provide support to the Financial Planners

Interact with clients by providing the following services; wealth management, tax planning and preparation, estate

planning, charitable giving, retirement and cash flow management, education planning, and insurance

management

Provide financial planning services including retirement income projections and studies, tax projections and

preparation, portfolio summary reports, trust funding and estate plan coordination, investment policy statements,

and the creation of new and updated financial plans resulting from client interface

Client base of 55 clients

Resume of Kimberly A. Summers

Page 2

Legacy Capital Partners – Lyndhurst, Ohio

Director of Operations

November 2004 to May 2008

Establish and maintain approximately 90 private investor and entity accounts from commitment through

distribution for initial $44 million Fund I and $47 million Fund II providing real estate developers flexible equity

capital

Manage nine corporate equity investment project specific accounts

Contact person for the company’s investors

Primary responsibility for nine corporate financial accounts, accounts payable, budgets and financial reporting

All corporate operations functions including maintaining records, filings and summaries in connection with

corporate entities, insurance, investor events, audits, corporate website and day to day office management

All Human Resource responsibilities

Prepare presentations, investor correspondence, internal memos, update company data/reports using Excel

Coordinate all company travel

National City Bank: Private Client Group – Cleveland, Ohio

Senior Sales Specialist

September 2001 to June 2004

Open over 100 accounts for high net worth individuals resulting in over $110 million new asset transfers

Initiate fiduciary arrangements and new accounts and identify and promote opportunities for account retention

Provide senior administrative support to the business development officers; perform manager’s duties as required

Coordinate with Trust Operations and private bankers

Resolve operational and client service issues

Ability to multi-task and work efficiently and effectively in high volume situations

Mellon Private Asset Management – Cleveland, Ohio

Executive Assistant to Vice President

March 2000 to September 2001

Support senior management staff with marketing and sales efforts

Manage client information and security processing for newly opened accounts

Assist in meeting office sales goals through the development of sales presentations material, preparation of client

documents

Exhibit judgment and initiative required to handle all administrative matters independently and to perform

multiple tasks concurrently

Schedule meetings and travel reservations as needed

Design and maintain company organization chart (1000 people)

Assist Vice President of Human Resource, Vice President of Claims and Vice President of Operations with daily

correspondence, travel and expense reporting

EDUCATION/SKILLS

Notary Public

Sawyer College of Business, Cleveland, Ohio

Kent State University, Geauga Campus

Professional and systems knowledge including:

Windows XP/Windows 7/Microsoft Office/Outlook 2010

QuickBooks Pro, Sage 50 (Peachtree), OneSite Realpage, Portfolio Center, Ultra Tax CS, NaviPlan

Excel, Power Point, Word, Junxure, Plan Builder

REFERENCES

References available upon request

Contact this candidate