Executive Assistant & Operations Lead
Resume:
Kimberli Kline
ASAP Execuve Assistant
Manor, Texas, United States
********@*****.***
SUMMARY
To engage with your team for sharing and strengthening an array of abilities to serve customers. WORK EXPERIENCE
April 2025-Current
Head of Production
The Lucky Group
United States
April 2023-Current
ASAP Execuve Assistant
American Spa and Pool
Texas, United States
Generate leads and support route team and 300+ weekly customers with daily aendance to phone lines, manage operaons of weekly maintenance routes and support repair departments schedule, AR/AP, various accounng tasks, corporate projects to support growth and operaons, research best parts pricing to manage orders and inventory, inventory tracking, prepare and manage all contracts, assist with building esmate templates, communicate on behalf of owner to clients, vendors, partners and prospects, organizaon and upkeep of office space. December 2021-Current
Independent Contractor
Manor Chamber of Commerce
United States
Manage communicaon with members and prospecve members, create mass mailings for weekly upcoming events, manage social media and website, check mail, and make bank deposits, create events online and provide support to the Execuve Director.
April 2022-April 2023
Senior Loan Officer
Churchill Mortgage
Dallas, Texas, United States
Helping Families prepare for purchasing a home by taking them step by step through the planning and processing of the overall real estate transacon, supporng their life transions while making the navigaon of the mortgage process seamless in line with their moving trucks, new ulies and closing meline. May 2020-November 2021
Producon Manager/Loan Officer
Verity Mortgage/Euss Mortgage
Dallas, Texas, United States
Manage team producing average of 45M/month. Qualifying Borrowers, presenng various loan products that best suit customers long term goals- FNMA/FHMLC, Gov’t, Conforming/Non-Conforming and Down Payment Assistance, pipeline management from lead to beyond closing, preparing loan files for next milestone, monitoring loan files throughout processing, underwring and closing, weekly meengs and bi-monthly sales meengs. Organize events to educate realtors. Weekly pipeline meengs and reporng. Pricing market daily, staying educated in guideline changes and servicing opons March 2015-May 2020
Mortgage Banker/Producon Partner
Sente Mortgage Inc.
Texas, United States
Qualifying Borrowers, presenng various loan products that best suit customers long term goals- FNMA/FHMLC, Gov’t, Conforming/Non-Conforming and Down Payment Assistance, pipeline management from lead to beyond closing, preparing loan files for next milestone, monitoring loan files throughout processing, underwring and closing, aending closings, Homebuilder preferred lender relaonship management with weekly meengs and bi-monthly sales meengs. Organize events to educate realtors. Weekly pipeline meengs and reporng. Pricing market daily, staying educated in guideline changes and servicing opons. Customer service ensuring first-me homebuyers and those who haven’t had a mortgage in a while are educated about the process. 2014-March 2015
Administrave Coordinator
Zollern North America, LP
Houston, Texas, United States
Responsibilies include every aspect of financial accounng. Daily internal reporng of sales, purchase orders and goods received. Weekly reporng to internaonal parent company of incoming orders and invoicing of goods shipped. Processing receivables, and internaonal transmission of partner payments. Management of corporate and employee insurances. Support of sales team, assistance within warehouse and assembly and fork liŌ operator. Preparaon and parcipaon of markeng at trade shows. Planning of all execuve travel requirements. Reconciliaon and monthly closing of financials with reporng to execuve level and internaonal partners. Server and soŌware support. Coordinaon of domesc and internaonal shipping. Customer service and roung of phone inquiries. (Worked remote as of Feb 201*-****-****
Administrave Director/Business Development
Total Stream Systems, LLC
United States
Travel arrangements for execuves and sales team, oil producon data entry, manage phone system, AR/AP, collecons, payroll, assist with employee insurance, sales contracts, manage corporate insurances, aend trade shows, manage representaon by booth at trade shows, parcipate and volunteer with industry associaons, educate in product and sales training. Posion was mostly remote work. (Formerly Upstream Professionals, Inc.) 2002-2013
Manager
American Spa and Pool, LLC
Houston, Texas, United States
Generate leads, manage maintenance and repair schedule, AR/AP, corporate insurance and licensing, research best parts pricing for clientele, prepare and manage all contracts, assist with remodel quotes and project coordinaon, communicate on behalf of owner to clients, vendors, partners and prospects. (remote posion) 2001-2007
Office Manager
Producon Access, Inc.
United States
Administrave support to execuves, travel arrangements for all employees, daily reports to CFO, AR/AP, collecons, payroll, employee insurance, engaged in all internal needs of office including maintenance of phone system, manage schedules for sales staff, prepared contracts, renewed client annual agreements, involved in creang markeng brochures, coordinaon of training courses, lead organizaon and parcipaon in annual users conference, route support issues, oversee front desk operaons and recruitment of receponists. (Now owned by Halliburton Landmark) 2000-2001
Execuve Secretary/Sales Manager
Ad Efx
Houston, Texas, United States
Screened prospecve employees, managed schedules, data entry, inventory, trained new sales representaves and conducted sales meengs, organized and parcipated in outside sales to promote client services to businesses throughout Texas.
2000-2000
Data Collector
U.S. Census
Houston, Texas, United States
Door to door collecon of data for census informaon and compilaon for government review 1999-2000
Mulple Dues
Olive Garden
Houston, Texas, United States
1999-2000
Closing Receponist
Saturn Dealership
Houston, Texas, United States
High volume incoming calls, managed prospect appointments, greet clients and visitors 1998-1999
Assistant Manager
Club Kickbox
Houston, Texas, United States
Introduced prospecve clients to facility, sold memberships, parcipated in weekly training sessions for counter and phone sales, prepared weekly and monthly sales stascs, assist owner and manager with various facility dues 1997-1998
Inventory and Cashier
Ulta3
Houston, Texas, United States
Stocking Shelves, helping customers locate Products, checking out customers and closing out the register at days end. EDUCATION
-2005
Houston Community College
Houston, Texas, United States
Houston Community College 1999 – 2000 and 2005 completing courses in Algebra, Computer Science, Economics, Government and Financial Accounting
• Algebra
• Computer Science
• Economics
• Government
• Financial Accounting
-1999
West Houston Sr. High School
Houston, Texas, United States
1999 Graduate of West Houston Sr. High School: Editor of school newspaper, Drama Club script writing, directing and acting.
SKILLS
Social Media Website Management Accounting Mortgage Sales Pipeline Loans Event Management Underwriting Customer Support/Service Financial Accounting Sales Trade Shows Accounts Receivable Recruiting/Staffing/Hiring Data Entry Intuit Quickbooks Customer Relationship Management (CRM) Microsoft Excel Microsoft Outlook Microsoft PowerPoint Microsoft Word Business Development Sales Training Work From Home Accounts Payable Trade Show Management Systems Administration/Management Insurance Sales Contract Management Travel Planning Lead Generation Order Management Pricing Inventory Management Organizational Skills Billing Accounts Receivable Processing Willing to Travel Warehousing Purchase Orders People Management Accounting Close Sales Support Team Lead/Manager Real Estate Sales Fannie Mae (FNMA) Loan Processing Loan Closing Telephone Skills Call Volume Real Estate Purchasing/Procurement Insurance Licensing Remodeling Maintenance Services Project/Program Coordination Telesales Facilities Management Sales Prospecting Sales Management Schedule Development Field Sales Bank Management Office Management Contract Creation Head of Finance Brochures Systems Maintenance Customer Retention/Renewal Government Communication Skills HONORS & AWARDS
Net Promoter Award
Top Producing Team Award
Cares So Much You Make a Difference award
Top Producer Team Award
LANGUAGES
English - Intermediate
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