Executive Assistant Senior Loan
Resume:
Sabrina Palma
A resourceful, passionate, and personable executive assistant skilled in
building relationships, effective communication, and staying highly organized. Self-motivated with a strong work ethic, I excel at managing multiple tasks and projects in fast-paced environments while supporting senior leadership and ensuring smooth operations.
EXPERIENCE
Mission Mortgage, Austin, TX — Executive Assistant June 2023 - Present
A role responsible for managing access to the senior loan officer, maintaining and adjusting their schedule, and ensuring the senior loan office was informed of urgent issues requiring immediate attention. Provided expert, confidential administrative support to the senior loan officer, team members, and clients.
-Ensured alignment of the senior loan officer’s priorities by applying expert prioritization strategies and managing key relationships.
-Provided comprehensive support on complex issues, including client education on loan processes and documentation.
-Expanded the senior loan officer's capacity by proactively planning, executing, and delegating tasks.
-Streamlined processes and systems for increased efficiency, enabling the senior loan officer to focus on core business activities.
-Managed a secure database of crucial information and maintained confidentiality with sensitive materials.
-Assisted with budget management, expense reports, and payment approvals, resolving discrepancies when needed.
-Proficient in Microsoft Office, Apple iWork, QuickBooks, and CRM software.
-Edited and distributed company-wide communications to promote engagement and information flow to senior executives.
-Managed the senior loan officer's calendar, travel arrangements, emails, and billing processes.
-Proven ability to complete loan research and information management under tight deadlines, while liaising with vendors, realtors, senior management, and clients.
122 DB Wood Rd
Georgetown, TX 78628
****************@*****.***
SKILLS
- Superior organization
- Excellent work ethic
- Client Experience
- Human Resources
- Solutions Focused
- Critical Thinking
- Event Planning
- Process Improvement
- Microsoft Office Tools
- New Client Onboarding
- Employee Engagement
- Financial transaction
expertise
- Team player
- Interpersonal
- Flexible
- Positive Attitude
- Self Motivated
LANGUAGES
English, Spanish
Cedar Park Regional Medical Center Cedar Park, TX — Executive Assistant
Feb 2023 - June 2023
Entry-level Human Resources professional with strong academic background and relevant work experience. Skilled in key HR areas such as talent acquisition, employee training, benefits enrollment, and new hire onboarding. Proven ability to balance and prioritize tasks effectively in a fast-paced, service-driven environment.
-Manage the full recruiting process, including sourcing, screening, and assisting with interviewing candidates.
-Conduct pre-employment background checks, including state and federal clearances.
-Oversee payroll functions including 401(k) benefit administration.
-Manages a variety of administrative performance aspects of directorate operating programs. Incumbent independently develops and adapts techniques and procedures to accomplish work.
-Maintained a large quantity of over 700+ employees’ training information in the training department computer system.
-Reliable and dependable employee that followed policy and procedure and educated new hires and current staff on policy and procedure as these policies would change at times.
-Maintained the Director of HR's calendar, planned and scheduled meetings as well as organized departmental meetings.
-Provided administrative and business support to the Director of human resources and supported other members of the hr team.
Mission Mortgage, Austin, TX — Executive Assistant Nov 2020 - Jan 2023
A role responsible for managing access to the senior loan officer, maintaining and adjusting their schedule, and ensuring the senior loan office was informed of urgent issues requiring immediate attention. Provided expert, confidential administrative support to the senior loan officer, team members, and clients.
-Ensured alignment of the senior loan officer’s priorities by applying expert prioritization strategies and managing key relationships.
-Provided comprehensive support on complex issues, including client education on loan processes and documentation.
-Expanded the senior loan officer's capacity by proactively planning, executing, and delegating tasks.
-Streamlined processes and systems for increased efficiency, enabling the senior loan officer to focus on core business activities.
-Managed a secure database of crucial information and maintained confidentiality with sensitive materials.
-Assisted with budget management, expense reports, and payment approvals, resolving discrepancies when needed.
-Proficient in Microsoft Office, Apple iWork, QuickBooks, and CRM software.
-Edited and distributed company-wide communications to promote engagement and information flow to senior executives.
-Managed the senior loan officer's calendar, travel arrangements, emails, and billing processes.
-Proven ability to complete loan research and information management under tight deadlines, while liaising with vendors, realtors, senior management, and clients.
Adelo Mortgage, Austin, Tx — Executive Assistant to CEO Sept 2016 - Nov 2020
A hybrid role providing high-level administrative support to the President/Founder, Senior Management, and clients at a top boutique mortgage company. Managed the client experience, ensured loan files were ready for review by the Processing Department, and oversaw the Loan Officer's pipeline. Cultivated and maintained relationships with referral partners, clients, agents, and title companies to enhance revenue streams.
-Managed confidential business matters, special assignments, and CEO operations, acting independently when needed.
-Served as the primary point of contact, handling requests and managing the CEO’s calendar, appointments, travel, and materials.
-Coordinated meetings, including agenda preparation, logistics, and budget management.
-Drafted reports, memos, and documents for the CEO’s signature, ensuring adherence to organizational policies.
-Maintained accurate records and files, demonstrating strong organizational and prioritization skills.
-Managed new employee orientation, invoicing and billing with QuickBooks, and maintained client data in a proprietary database.
-Interacted with vendors and clients, facilitating effective communication on office operations.
TruSource Labs, Austin, Tx— HR Executive Assistant Mar 2016 - Sept 2016
Provided HR support for all programs, clients, and employees for a technical support BPO company of 300+ employees. Documented grievances, terminations, absences, performance reports, compensation, and benefits information. As well as provided administrative support and managed schedules for 5 C-Suite executives.
-Built collaborative relationships with employees and HR partners to improve the employee experience.
-Provided administrative support to the HR Director, Co-Founder, CFO, and President, including calendar management, travel, and expense reports.
-Assisted with employee relations, benefits, and resume screening.
-Managed new hire onboarding, prepared documents, and coordinated HR presentations and training. Maintained employee records, tax documents, and benefits information, ensuring confidentiality.
-Coordinated meetings, managed office supplies, and supported smooth office operations. Managed vendors for the call center and served as the employee engagement liaison for company events. NewSpeed Automotive, Austin, Tx — Executive
Assistant/Office Manager
Jan 2014 - Feb 2015
Managed front office operations for an automotive body and repair shop, developing communication protocols, streamlining administrative procedures, and enhancing the customer experience. A versatile, energetic professional skilled in handling a variety of tasks independently. Well-organized, flexible, and adept at supporting a diverse team in a dynamic environment.
-Answered and directed incoming calls, greeted customers, and provided phone/email support.
-Managed Accounts Receivable and Payables, coordinated with insurance companies on claims, and verified invoices.
-Organized and filed service orders, parts tickets, and car deal files.
-Maintained office supplies, shop inventory, and managed customer vehicle transport and delivery.
-Handled customer complaints, referring to the owner when needed, and managed vendor relationships (Autozone, O'Reilly's, etc.).
EDUCATION
Austin Community College, Austin, Tx — Liberal Arts Psychology A.A.
Jan 2016 - In Progress
Completed 59 credits towards an Associate’s Degree in Psychology. Texas State University, Round Rock, Tx - Liberal Arts Psychology B.A.
Jan 2020 - In Progress
Contact this candidate