Portfolio Administrator Executive Assistant

ANDREA ZIAJSKI

Little Egg Harbor, NJ ***** linkedin.com/in/AndreaZiajski

*****@*******.*** 732-***-****

SUMMARY

Driven business professional seeking a transition to a customer service career opportunity after developing extensive experience as a director of operations, mortgage loan officer, asset management administrator, and executive assistant. PROFESSIONAL EXPERIENCE

Lucid Diagnostic Imaging Services LLC 2007 – Present Director of Operations New Jersey

Support and manage relationships with 22 client medical offices since 2007

Lead and assist a team of sonographers, office administrators, and medical directors

Craft a monthly client schedule with staffing assignments for over 30 weekly appointments

Monitor accounts receivable, report payroll for processing, and develop staff performance reviews to determine pay scales

Analyze insurance reimbursements for specific CPT codes and ensure pre-certifications are ordered properly

Review and select corporate health insurance plans and workers’ compensation policies

Manage recruitment initiatives by posting open jobs and leading onboarding, orientation, and training Advisors Mortgage Group 2021 – Present

Mortgage Loan Officer – NMLS# 2004446 New Jersey

Meet with clients to understand their lending needs including first-time mortgages and the refinancing of existing loans

Assist clients with the completion of mortgage applications and inspect completed documents for accuracy and thoroughness

Maintain knowledge of lending rates and changes in the best practices of various mortgages

Perform notarization services for the public

Credit Suisse Asset Management 1998 – 2001

Senior Portfolio Associate, Small-Cap/Post-Venture Capital New York

Administered and reconciled 17 institutional small-cap accounts of $1.1B and 16 post-venture accounts of $1.4B

Prepared monthly and quarterly account review packages which included comparative rates of return, asset allocation, industry breakdown, and the ten best/worst holdings

Maintained status of post-venture stock distributions made by venture capital funds Warburg Pincus Asset Management 1994 – 1998

Portfolio Administrator, High Net Worth Individuals New York

Administered 441 accounts worth $800M for the Chairman and interacted with custodial banks

Initiated the opening and funding of new managed accounts and ensured proper transfer of assets

Controlled the settlement of equity, fixed income, and mutual fund transactions BlackRock Financial Management 1992 – 1994

Financial Analyst New York

Reconciled assets for institutional investor reporting and served as an executive assistant EDUCATION

Bachelor of Business Administration, (BA) Finance, Pace University, New York, New York LICENSES

Licensed New Jersey Mortgage Loan Officer (NMLS# 2004446), Licensed New Jersey Notary Public SKILLS AND VOLUNTEER EXPERIENCE

Google Suite, MS Office, EMR systems, HubSpot, BytePro Enterprise, Trustee for Friends Connect Foundation

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