Debra Pughsley
•
ad3prw@r.postjobfree.com • Roseville, CA 95747
Summary Organized, articulate Administrative Professional with 31+ years of progressively responsible experience in the strategic areas of administrative operations, information management, and events/meeting planning. Excellent organization, research, and communications capabilities. Demonstrated ability to prioritize tasks, meet time-sensitive deadlines, and work independently to achieve goals .
Skills
• Office Administration
Expertise
• Information Security
• Mail Handling
• Report And Document
Preparation
• Research And Analysis
• Workflow Optimization
• Expense Reporting
• Clerical Support
• Bookkeeping
• Calendar Management
• Data Entry
• Invoice Processing
• Computer And
Database Management
• Document Control
• Digital Archiving
• Presentation Design
• Scheduling
• Meeting Planning
• Spreadsheet Management
• Quality Assurance
• Appointment Scheduling
• Filing
• Records Management
• Customer Relations
Experience
12/2023 - Current
Administrative Assistant, Placer County Dept. CDSR / HB Staffing, Auburn, CA
• Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Heavy Scheduling Of Appointments And Calander Coordination
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
• Managed incoming calls while providing information or transferring callers to appropriate personnel.
• Entered data into spreadsheets using Microsoft Excel or other similar programs.
• Updated contact lists regularly when changes occur in employee status or contact information.
• Handled confidential documents in an organized fashion according to established protocol.
• Scheduled appointments between clients and customers and internal staff members.
• Monitored progress on projects assigned by upper management.
• Managed database systems containing customer contact information.
• Answered questions from customers regarding products and services offered by the company.
• Answered phone calls and emails to provide information, resulting in effective business
• Provided secretarial and office management support while building cooperative working relationships.
• Responded effectively to sensitive inquiries or complaints.
• Maintained accurate department and customer records.
• Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
• Developed administrative processes to achieve organizational objectives and improve office efficiency.
• Prepared and prioritized calendars and correspondence.
• Directed customer communication to appropriate department personnel. 10/2009 - Current
Sr. Realtor / Owner / Team Lead, Intero Real Estate Services, DMP Realty, Union City, CA
• Assisted clients in determining their desired home features, budget and location.
• Developed marketing materials to promote properties for sale.
• Conducted open houses and arranged private showings of properties.
• Negotiated purchase agreements between buyers and sellers.
• Show prospective buyers a range of available homes within their price range.
• Maintained detailed records of client interactions and transactions.
• Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
• Provided guidance to clients throughout the entire process from initial offer to closing date.
• Organized property tours for potential buyers, highlighting key features of each property visited.
• Compiled comparative market analysis to determine competitive listing prices for sellers.
• Participated in multiple listing services to ensure maximum exposure of listed properties.
• Coordinated with other real estate agents to facilitate successful transactions.
• Prepared contracts, leases and other legal documents as required by state laws.
• Communicated regularly with clients via phone, email or text message to provide updates on progress.
• Researched local zoning regulations and deed restrictions prior to listing a property.
• Monitored changes in the real estate industry that could affect the value of a property.
• Regularly attend continuing education classes in order to stay up to date on new laws and regulations affecting real estate sales.
• Collaborated with lenders, appraisers, title companies and inspectors during closings.
• Inspected properties prior to listing them to assess condition and identify necessary repairs or improvements.
• Managed online listings through websites such as Zillow or Trulia in order maximize visibility of properties for sale.
09/2007 - 12/2009
Leasing Community Director, FPI Property Management, Folsom, CA
• Leading and managing the community team, ensuring that all members are working together to achieve goals.
• Developing and implementing strategies for increasing engagement within the community.
• Organizing events such as webinars, conferences, workshops and online courses to engage with members.
• Identifying opportunities to grow the community through targeted outreach initiatives.
• Creating content for blogs, newsletters and other digital channels to promote the community.
• Monitoring social media accounts and responding to inquiries from members in a timely manner.
• Working closely with internal teams to ensure effective communication between departments.
• Analyzing data sets to identify trends in user behavior and develop insights into how best to engage with members.
• Managing relationships with external partners who contribute resources or services to the community.
• Coordinating activities of volunteers who serve as mentors or facilitators within the community.
• Advising on policies, procedures and standards of conduct for members of the community.
• Engaging with stakeholders across multiple levels of an organization to ensure alignment between objectives and outcomes.
• Collaborating with technical teams on software development projects related to building out features for the community.
• Implementing quality assurance processes for evaluating performance metrics associated with various programs within the community.
• Maintaining records related to membership activity, including attendance logs, donations received.
• Tracking progress against key performance indicators established by upper management.
• Developing budgets based on projected costs associated with running programs or initiatives within the community.
05/1999 - 09/2007
Sr. Mortgage Loan Officer, First Priority Financial, Inc. DRE 01382372, Roseville, CA
• Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
• Conducted interviews with prospective clients to gather information regarding loan applications.
• Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
• Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
• Ensured compliance with all federal, state and local regulations related to mortgage lending.
• Negotiated terms and conditions of loan agreements with borrowers.
• Maintained current knowledge of secondary market trends, government programs and other available financing sources.
• Processed new loan applications in accordance with established guidelines.
• Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
• Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
• Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
• Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
01/1997 - 10/1999
Personal Loan Specialist, Avco Financial Services / Citi Financial, Roseville, CA
• Assisted customers in the selection of personal loan products that best fit their financial needs.
• Conducted credit analysis and approved or denied loan applications based on credit history, income, and other criteria.
• Performed verification of customer's employment status, income level, debt-to-income ratio, and other factors to ensure compliance with regulatory standards.
• Provided guidance to customers regarding the terms and conditions of their loans.
• Analyzed customer's financial data to determine repayment ability and affordability.
• Educated customers on loan options available to them such as fixed rate mortgages, adjustable-rate mortgages.
• Prepared loan documents for accuracy prior to closing process.
• Monitored customer accounts throughout life of loans to ensure payments are made on time.
• Evaluated risk associated with each loan application by analyzing creditworthiness and collateral value.
• Advised borrowers on strategies for improving their credit score or reducing debt load prior to applying for a new loan.
• Reviewed existing client portfolios regularly to identify potential refinancing opportunities.
• Resolved customer inquiries related to account balances, payment history and other issues in an efficient manner.
• Maintained up-to-date knowledge of relevant laws and regulations governing consumer lending practices.
• Processed payments from delinquent accounts according to established procedures while adhering to federal and state collection guidelines. 03/1995-01/1997
Sr. Mortgage Loan Administrative Advisor, Generator, Safe Credit Union Quality Member Service Advisor And Call Center Care
• Assisted customers in the selection of personal loan products that best fit their financial needs.
• Conducted credit analysis and approved or denied loan applications based on credit history, income, and other criteria.
• Performed verification of customer's employment status, income level, debt-to-income ratio, and other factors to ensure compliance with regulatory standards.
• Provided guidance to customers regarding the terms and conditions of their loans.
• Analyzed customer's financial data to determine repayment ability and affordability.
• Educated customers on loan options available to them such as fixed rate mortgages, adjustable-rate mortgages.
• Prepared loan documents for accuracy prior to closing process.
• Monitored customer accounts throughout life of loans to ensure payments are made on time.
• Evaluated risk associated with each loan application by analyzing creditworthiness and collateral value.
• Advised borrowers on strategies for improving their credit score or reducing debt load prior to applying for a new loan.
• Reviewed existing client portfolios regularly to identify potential refinancing opportunities.
• Resolved customer inquiries related to account balances, payment history and other issues in an efficient manner.
• Maintained up-to-date knowledge of relevant laws and regulations governing consumer lending practices.
• Processed payments from delinquent accounts according to established procedures while adhering to federal and state collection guidelines. 02/1995 - 10/1997
Certified Nursing Assistant, Grammarcy Crt Hospital, Sacramento, CA
• Assisted patients with activities of daily living such as bathing, grooming, and dressing.
• Provided basic patient care by taking vital signs, measuring height and weight, and recording intake and output.
• Reported changes in patient condition to registered nurse or physician.
• Transported patients to treatment units, using wheelchair or stretcher.
• Answered call lights promptly and responded to patient needs accordingly.
• Turned and repositioned bedridden patients on a regular schedule to prevent bedsores.
• Observed patients for any changes in their physical or mental condition.
• Served meals to patients in their rooms and assisted with feeding when needed.
• Cleaned and sanitized patient rooms according to established protocols.
• Maintained accurate records of patient care, condition, progress, or problems for review by medical staff.
• Performed housekeeping duties such as changing linens and cleaning bathrooms when necessary.
• Collected specimens for testing purposes upon request from physicians or nurses.
• Administered medications as directed by registered nurse or physician.
• Assisted with ambulation of patients utilizing appropriate equipment safely.
• Took temperature readings orally or rectally as instructed by the RN or MD.
• Provided emotional support to family members regarding end-of-life decisions.
• Provided comfort measures such as back rubs and positioning pillows for added comfort.
• Monitored vital signs including blood pressure, pulse rate, respiration rate. 05/1993 - 01/1995
Medical Records /Medical Billing Specialist, Med 7 Urgent Care, Fair Oaks, CA
• Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
• Managed incoming calls while providing information or transferring callers to appropriate personnel.
• Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
• Ensured efficient operation of office equipment such as printers, copiers and fax machines.
• Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
• Created travel arrangements for senior managers according to their requirements.
• Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
• Processed invoices for payment using accounting software applications.
• Entered data into spreadsheets using Microsoft Excel or other similar programs.
• Prepared expense reports on behalf of executives in accordance with company policies and procedures.
• Updated contact lists regularly when changes occur in employee status or contact information.
• Handled confidential documents in an organized fashion according to established protocol.
• Scheduled appointments between clients and customers and internal staff members. 10/1991 - 12/1993
CNA, Kaiser Permanente, Sacramento, CA
• Provided assistance with activities of daily living, including bathing, dressing and grooming.
• Assisted patients in ambulation and transfers using proper body mechanics.
• Performed vital sign assessments, such as taking blood pressure and temperature.
• Documented patient care services by charting in designated areas.
• Reported changes in patient conditions to registered nurse or physician.
• Answered patient call lights promptly and responded to requests appropriately.
• Observed patients for any physical or emotional changes, reported findings to medical staff immediately.
• Collaborated with interdisciplinary team members to ensure quality patient care was delivered at all times.
• Assisted with range of motion exercises and other rehabilitative activities per physician orders.
• Maintained a clean, safe environment for the patient by adhering to infection control policies and procedures.
• Utilized appropriate safety measures when handling hazardous materials or waste products.
• Monitored food intake and output as directed by nursing staff.
• Demonstrated excellent customer service skills when interacting with patients, families and guests.
• Participated in educational programs designed to improve knowledge of health care practices.
• Provided emotional support to family members during difficult times.
• Educated patients on self-care techniques that would help them maintain their independence.
• Assisted in preparing meals according to prescribed diets while monitoring food consumption levels.
• Ensured compliance with HIPAA regulations regarding confidentiality of information.
• Transported residents within the facility as needed. Education And
Training
High School Diploma
Sierra College Of Beauty, Rocklin, CA
Ca. Dept of Real estate License #01382372
Ca. Dept of HCD License
Ca. Dept of Administrative and Call Center Training and Certificate Ca. Dept Of Customer Service / Client Services Training And Certificate