Executive Admin
Resume:
Marrianna T. Isaacs
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Summary: Organized, excellent communication skills, ability to multi-task, ability to work independently, strong time management skills and a quick retentive learner, attention to detail
Skills: Microsoft Word, Outlook, Excel, PowerPoint, Teams, Publisher, Lotus Notes, Visio, PeopleSoft Financials, SAP, SharePoint, JDE, DocuSphere, ShareLink, Horizon Work Experience
4/14/25 – May 2026 - Seeno Homes/Legacy Builders, Inc. Concord, CA Land Dev Administrator
• Provided direct support to the VP of Land Development, Director of Forward Planning, and forward planning and land development team
• Maintain calendars and schedule meetings for the VP of Land and team, coordinate and organize on and off-site meetings for and with the public, local and government agencies. Prepared meeting distributions, attended meetings and scribe meeting notes
• Serve as primary liaison between the development team and various governmental agencies and departments
• Monitor and read all City, County, School District and Government agency meetings and agendas
• Maintained filing system and document control for project documents, reports, agendas and notices from all cities and government agencies
• Review, create and prepare consultant/vendor contracts and set up of new vendors
• Manage Bond report, order bonds and track bond releases
• Process invoices for approval and payment, and prepare check requests
• Managed office environment, ordered supplies, business cards, cell phones, laptops, printers, catering and mail
• Track and maintain solar permits, fire alarm permits and file permits in file system 12/2020 – 8/2024 United Business Bank SBA Operation Officer/ Walnut Creek, CA Loan Service /
Sr. Loan Processor
• Process Commercial Real Estate loans
o Work with Loan Agents, CCO & Credit Admin Dept., Analyst, Special Assets Dept., Appraisal Dept., A.P. Dept., Loan Servicing, Controller and Asst. Controller, and EVP.CLO of the Loan Dept. o Pull credit reports, flood certs, UCC, Property profiles – individual and business o Order and review appraisal and environmental reports o Compile audit documents for audits
o Collect and process financial records
o Process Adverse Action notices
o Forced Place Insurance – Update Insurance policies that have expired o Recover and re-issue outstanding checks
o Maintain loan pipelines and loan logs
• Balance GL 28406000 – SBA Expense Payable GL - Daily o Track all expenses related to the loans
o Invoices – Good Faith Deposits
o Add new loans to GL spreadsheet
o Process Good Faith Deposits
Marrianna T. Isaacs
***********@*******.***
o GL Certification for GL 28406000
o Clean up old GFD/loan expenses
o Close out Withdrawn, denied or cancelled loans
Process refunds to borrower
Process the fee sheets
• Review LNMNTLOGP1 (file maintenance report) – file maintenance & OTE’s - Daily
• Process Check requests
o Process loan refunds – online, wire or by check
o Keep excel list of all refund checks
o Scan and save to loan file
• Process Wire requests for funding’s
o Scan and file wire requests to loan file
• Most processes in loan servicing
o Process Loan Payments received by mail through the branch and thru Horizon o Return Mail - maintenance
o Address changes, phone numbers, email address
o Statements
• Manage the SBA AP in box
• Process, research and track all invoices for closed loans as well as current loans
• Board new loans/ call back (audit)
• Receive all original loan documents
o Review for original signatures
o Create file folders
o File original documents
o Make sure all title policies are rec’d
• Team Building – Plan and organize Team building events
• Order office supplies
• Maintain copiers and printers
Special Projects:
• Worked with Finance/AP to create new processes:
o Outstanding checks issued not cashed
o New process for FPI – Forced placed Insurance
• Mortgage loan payment coupon – micro encoding
o Created the coding for processing payments to save time
• Check request processing program
o Processor enters the check information, and AP can access the information to process the checks
• Filing system
o File system for new loans, closed and paid off loans 06/2013-09/2020 D.R. Horton
Pleasanton, CA Project Mgmt. Asst/Forward Planning Assistant
• Provided direct support to the VP of Land Development, Vice President and Director Forward Planning, in house Attorney and forward planning team
• Review, create and prepare consultant/vendor contracts and set up of new vendors
• Manage Bond report, order bonds and track and prepare bond releases
• Maintained filing system and document control for project documents, reports and vendor contracts
• Manage development budget, process invoices for approval and payment, prepare checks for processing and approval
• Submit plans to City and County agencies for approval and permit processing Marrianna T. Isaacs
***********@*******.***
• Solar Permits – prepare solar application packets and apply for Solar Permits
• Serve as primary liaison between the development team and various governmental agencies and departments
• Provide lot exhibits, CCR’s and easement disclosure to Sales Department
• Assist with DRE processing
• Project Closeout – Transfer of all utilities to the HOA and Cities and release of all bonds
• Team Building – Plan and organize Team building events 01/2013-06/2013 Chevron – (contract)
San Ramon, CA Executive Assistant
11/2009 – 07/2012 The Coca-Cola Company – (contract) San Ramon, CA Executive Assistant
06/2000 – 08/2009 Calpine Corp. Sr. Project Administrator Pleasanton, CA
• Provided direct administrative support to the Vice President of Capital Projects (construction), Vice President of Project Development, the project’s team members including Sr. Counsel, consultants, Board of Directors, and other high-level officers as needed
• Schedule, coordinate and organize on and off-site meetings for and with the public, local and government agencies. Prepared meeting distributions, attended meetings and scribe meeting notes
• Work with the team to prepare RFP (Request for Power) for major utility Company’s – maintain schedule, set up electronic file system and index for all document’s, format documents, print all sections of the request and place in binders to be delivered to the Major Utility Co. to win the bid
• Worked with the team to prepare the permit request to the CA Energy Commission
• Coordinated all aspects of travel arrangements domestic and international and maintained individual calendars
• Formatted and composed confidential and non-routine correspondence
• Coordinate, prepare and distribute input to weekly and monthly reports
• Assisted with and prepared presentations in various media, provided assistance and managed and prepared special projects and filings
• Prepared and track through completion purchase requisitions, purchase orders, service orders, vendor and contractor contracts, managed project, vendor and contractor budgets, expense reports and timesheets
• Developed and maintained filing system and document control for project documents, reports, photos, and presentations
• Process incoming invoices, leases and options for payment and tracked until payment process was completed, coordinated with Accounts Payable and Accountants
• Managed office environment, ordered supplies, business cards, cell phones, laptops, fax machines, printers, catering and mail
Special Projects
• Developed and maintained filing system and document control for project documents, reports, photos, and presentations
• Provided guidance and direction to administrative staff
• Coordinated two major office moves
• Chairperson of the Administrative Council for 5yrs.
• Safety and evacuation coordinator
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