SUMMARY:

Experienced Rate Lock Desk Analyst/Office Manager/Executive Administrative Assistant/Accountant with full understanding of maintaining/screening/prioritizing for the CEO/CFO’s management leadership team

DEMONSTRATES BROAD STRENGTHS IN:

• Motivating and Facilitating Teams
• Clear, Concise Communication
• Analytical Problem Solving
• Strategic Planning/Due Diligence

SOFTWARE COMPETENCE:

• MS - Office Suite QuickBooks Pro & Premier Database Management Programs SAP AMB Ellie Mae Optimal Blue Encompass
• Checkpoint Firewall 1 Troubleshooting VSAT Troubleshooting Inmarsat Training for Nera Systems
• Intro to Cisco Router Configuration Frame Relay Troubleshooting Advanced Cisco Router Configuration
• Nortel Passport Troubleshooting ARG Internetworking with TCP/IP Fore ATM Troubleshooting
• Cisco Installation and Maintenance Trusted Web Server Troubleshooting Motorola MPRouter Support
• Network Health BMC Patrol CCMail Admin I and II Netware 4.11 Admin MSMail Admin Windows NT Server Admin Microsoft Office Support Cabletron Spectrum CiscoWorks
• Micromuse NetCool VoIP Troubleshooting WAN Monitoring & Proactive Issue Resolution
• Rate Lock Desk Analyst, Bond Loans, best effort, change request, extension request, relocks, lock transfers, hedge trades, Mandatory loans, warehouse, investor, Confidential UFMIP, VA, funding, appraisals, credit reports, payroll, bank statements, expense reports, A/P, A/R, quick Books, income statements, bank reconciliations, deposits, data bases, state, federal, tax preparation, board of directors, retail brokers, clients, securities, trade blotters, trade orders, commission statements, employee training, client agreements, WAN network support, U.S. customers, technical support, troubleshooting, technical process, manuals, Cisco, MP routers, network Unix servers, Statistical analysis, word perfect, lotus freelance, windows office.

EXPERIENCE:

Confidential, Houston, TX

Secondary Marketing/ Rate Lock Desk Analyst

Responsibilities:

• Responsible for locking new loans, processing new Mandatory and Bond Loans: troubleshooting and clearing lock violations, processing change/extension requests, relocks, lock transfers, Quarterly update of all investor’s extension and relock policies/fees.

Executive Administrative Assistant

Confidential

Responsibilities:

• Responsible for researching/preparing correspondence, reports, and presentations, keeping calendar for busy CEO, making travel arrangements for CEO/CFO/other executives, organizing/maintaining files/office libraries/papers/digital media, coordinating with company officers that warehouse/investor bank agreements were executed/returned on time, processing Confidential UFMIP’s/VA funding fee payments, processing all credit card payments for appraisals/credit reports, reconciling non - payroll/non-warehouse bank statements, processing expense reports, keeping account of donations/auction purchases, and filling in as needed in accounting.

Confidential, Houston, TX

Accounting & Administrator

Responsibilities:

• Responsible for processing A/P-A/R using Quick Books, producing quarterly income statements, annual dues billing, responsible for all accounting and administrative functions, bank reconciliations, deposits, process credit card and Paypal payments, maintaining 350+ member/vendor information/databases, managing state/federal licensing/filings, providing necessary files for CPA to do annual tax preparation and work closely with Board of Directors/Secretary/Treasurer.

Confidential, Houston, TX

Office Manager/Executive Sales Assistant

Responsibilities:

• Responsible for managing and maintaining all facets of the suite of offices, oversaw, mentored and/or trained all new administrative assistants.
• As a licensed Series 7 executive administrator; assisted Century Securities/Stifel Nicolaus Regional Institutional

Confidential, Houston, TX

Office Manager/Executive Sales Assistant

Responsibilities:

• communicating with clients, preparing client presentation material, getting approval from compliance for all information, forms and meeting material, scheduled presentation meetings, coordinating payments/delivery of securities, maintaining trade blotters, placing trade orders, researching/resolving trade issues, reconciling commission statements, processing new accounts, handling all A/P-A/R/bank reconciliations. Made travel reservations, created trip itineraries, and prepared expense reports.
• Organized income tax related paperwork for CPA of company and personal taxes for principal partner.

Confidential, Houston, TX

Escalated Issue Resolutions Specialist

Responsibilities:

• Responsible for resolving escalating single family customer electricity billing issues, following the deregulation of electricity in TX, performing research/analysis of customer issues, developing resolution paths using Service Initiation & Measurement (SIAM)/invoicing/credit utilizing SAP, satisfying customer issues/complaints, analyzing/correction errors to customer accounts, and performing/documenting root causes analysis of systems/process errors.

Confidential, Austin, TX

NOCC Technician/Interim NOCC Supervisor

Responsibilities:

• Responsible for developing new employee training, writing new client agreements, providing WAN network support, and support U.S. customers.

Confidential, Houston, TX

WAN Network Analyst

Responsibilities:

• Responsible for providing proactive monitoring and 1st/2nd level technical support to over 5k global clients, troubleshooting connectivity issues, providing customer support, writing technical process/procedures manuals, configuring/upgrading Cisco/MP routers, and performing network backups for Unix/Sap servers.