Executive Assistant Sales

LORA RAPOPORT

**** ******** **. **********, ** **007 469-***-**** **************@*****.***

Professional Summary

Over fifteen years of experience in executive support services, which has traversed much of the real estate industry and niche markets. Possess advanced project management skills. Experienced working in a fast-paced environment demanding strong organizational, technical, and interpersonal skills. Highly motivated, ethical, and discreet, committed to excellent customer service. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects, able to multi-task effectively. Notary Public – State of Texas (commission expires 2021). Myers-Briggs: ISFJ-A. Kolbe A Index: fact finder, follow through, quick start, implementor.

Education

Angelo State University

Bachelor of Science - December 2004

Experience

Lockton Companies (Contract) January 2020 – May 2020

Executive Assistant

Supported EVP of Benefits and SVP of Benefits

Demonstrated the ability to draft and proof emails, correspondence, and meeting materials as requested by the executive team; provided C-level support, substantial travel coordination, and expense reconciliation

Created various charts, models, and Excel documents as prescribed by members of the executive team; handled confidential information suitably

Procured a vendor for the weekly town-hall meeting, minimizing personal expenses incurred by C-level management

Drafted various reports, letters of solicitation, proposals, and coordinated oral and written communication between executive members and their staff

Assisted sales team, creating sales charts and reports for weekly and monthly meetings with the executive team

Provided logistical support, prepared and facilitated the weekly Lunch & Learn meetings both on-site and remotely

Effectively managed an extremely active calendar for various members of the executive team and their direct reports, while remaining cognizant of differing time zones, varying schedule priorities, and commitments

Scheduled appointments, maintained and updated supervisors daily with any calendar changes or conflicts

Maintained and secured all confidential files and contact information, coordinated meetings, conferences, and committees both on and off-site

C-level support managing significant travel itineraries, expense reconciliation of expenditures, and complex calendars

Thomson Reuters (Contract) August 2019 – December 2019

Executive Assistant

Supported Global Head of Tax Product, VP of Editorial, Transformational Lead, and Product Lead

Responsible for the creation of legible, high-quality, meeting agendas; coordinating all meetings between executives and various members of the organization both, in-office and remote

Handled confidential information appropriately, expeditiously, proactively and followed through on projects, ensuring successful completion, regardless, of deadline pressures

Liaised with all levels throughout the company on projects and requests to ensure staff has needed information

Coordinated between internal vendors and third-party vendors ensuring flawless execution of meetings and conferences, while, respecting the project or department financials

Facilitated the dissemination of internal communication (e.g. distribute information and schedule presentations) between the executive team and others, as directed

Managed highly active travel (international and domestic) demands; created detailed itineraries that included correspondence and other ancillary travel information regarding the travel needs of various executives

Worked closely and effectively with executives to keep him/her informed of upcoming commitments and responsibilities, following up appropriately; managed and maintained various administrative tasks, demonstrating my ability to use independent judgment and initiative

PMRG July 2014 – August 2017

Senior Executive Assistant / Project Manager

Supported EVP of Multifamily Development, SVP of Construction, SVP of Property Management, and VP of Construction

Managed all small and large-scale development projects (multifamily residential construction) in the pipeline, ensuring all loan package submissions, attorney-requests, permit-requests, and document-requests were prioritized accordingly and updated the team via various record-keeping initiatives

Constantly communicated with contractors, civil engineers, architects, and others working on a development project ensuring all goals, delays, and budgets involving various equity-partners were observed and tracked accordingly

Assisted analysis team with project deadlines by reporting and tracking all cost(s) related changes associated with a project were identified and leadership was a apprise of any delays or overages

Managed project timelines, contractor and subcontractor delays such as insurance expirations, building permit requirements, and other building provisions from the city; confirmed project timeliness keeping track of all CO’s issued by the building inspector, informing the development team-of any and all project delays; coordinated with the accounting and project-analyst team, confirming all updates captured on the financial reporting memos matched approved timeline trajectories

Tasked with the scheduling and planning of important meetings involving crucial board members and project-executives, including moves, space planning, etc.; planned and organized large-scale company events including, Dallas, D.C., NY, Houston and Denver (some events with three hundred – plus, in attendance)

Created professional and descriptive conference agendas and coordinated large-scale meetings virtually and in-office with C-level, team, and others; assembled and proofed complex and routine correspondence, memos, presentations, charts, confidential material, forms, tables, etc., from rough draft, handwritten notes, or general verbal instructions

Monitored changes within the project scope, schedule, and cost utilizing the appropriate verification techniques, risk -mitigation methods, and oversight ensuring project any and all delays or budget changes were minimized

Helped facilitate the retention and procurement initiatives of various leaders during a large-scale company merger; assisted in the creation and streamlining of company, documents, and executive procedures

Caliber Funding / Caliber Home Loans May 2011 – July 2014

Executive Assistant

Supported CIO, EVP of Marketing, EVP of Capital Markets, SVP of Capital Markets, SVP of Correspondent Sales, SVP of Loan Origination, VP of Capital Markets, VP of Correspondent Sales, and VP of Marketing

Assisted the executive team with daily administrative duties and a variety of administrative tasks such as tracking and scheduling events between executive members, expense reconciliation, managing complex travel schedules, and calendars, maintaining office supplies, vendor contracts, and office coordination

Aided executives in research, organized data, generated reports, prepared correspondence, documents, and presentations; summarizing reports and memo and, communicating if necessary

Drafting, proofing, and formatting reports, emails, letters and agendas; created a formatted- to-do list, ensuring all attendees and materials needed in a specific meeting were accounted for

Calendar management, ensuring no scheduling conflicts and making sure executives know where they need to be and are in attendance when they need to be

Aided executives in the analysis of company and departmental data, separated data into streamlined reports via a readable spreadsheet and/ or, combined data into a visual representation such as a graph or chart

Maintained professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies

Proven, highly-proficient proofing memos and written correspondence between executives, attorneys, governing bodies, and financiers; ensured executives stayed on top of daily timelines and events by communicating daily events often; in addition, helped various executives meet and streamline meetings to ensure time was used effectively during meetings

Managed executives’ growing task-lists and acted as a liaison between the executive staff and others; processed expenses in a timely manner, organized and followed up with executives listing tasks by priority and marking completed items off through an end of day report-insuring nothing fell through the cracks

Maintained company files and records by paper-filing and online storage; followed-up on date-sensitive records and updated documents accordingly, archiving older files in a secure area separate from daily files; ensured confidentiality was maintained at the highest level while handling files pertaining to sensitive company data such as employee salary, termination, hiring, company financials, personnel-investigation, and merit increases

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