San Francisco, California, United States
• Support in Store Development Department budget research and forecast • Invoice processing, inquiries and reporting using strongly developed Excel skills • Created a sustainability program in the corporate café and break rooms resulting in a $15,000+ savings per year • Assisted with the re launch of the corporate café for associates to have easy access to healthy food options • Continue to work with the café management team in analyzing daily sales, promotions and events to create a plan to make the café a profitable success • Manage shuttle program including scheduling for five shuttle drivers and preventative maintenance of buses to transfer associates around San Francisco campuses efficiently and safely • Supervise the bike share program including maintenance of 20 bikes and organize marketing events such as Bike to Work Day to encourage associates to practice a healthy lifestyle in and out of the office • Oversee the maintenance of the Facilities repair database (Service Channel), schedule of repairs and follow up with the field on maintenance issues • Vendor compliance including generating master agreements & tracking compliance (Fixxbook) • Organize move coordination, workflow and requests including increasing the number of space for head count • Emergency Response Team member and coordinator, Wellness Committee member and Team No Kid Hungry • Certified California Notary Public (since 2016)
• Perform duties and responsibilities specific to department ad hoc requests • Facilitate all aspects of the quarterly Special Asset Committee meetings from assisting in creating the agenda to ensuring all Relationship Managers and Business Bankers are on time and prepared to present • Coordinate meetings for executives and all other members of the Credit Administration team and Executive Loan Committee • Prepare for both the quarterly external audit and annual FDIC review by obtaining necessary computer access for Examiners, facilitating any requests during their visit, and informing Relationship Managers/Business Bankers of the deals being reviewed in the sample • Manage the deal flow for all segments of the Bank (business banking, residential, construction, commercial real estate) by obtaining appropriate approvals determined by threshold • Record minutes during Senior Credit Committee and Director Loan Committee meetings • Completed the First Republic Bank Executive Education Single Family Residential Lending training program
•Arrange all aspects of domestic and international travel for four managing directors, fourteen Vice Presidents, and forty Private Wealth Advisors from air and ground transportation, lodging, and client meeting arrangements •Manage the calendar of a team of six Private Wealth Advisors to keep all members organized and current with up coming events, meetings and trips •Produce monthly expense reports for twenty Private Wealth Advisors to control and itemize spending •Assist with prospect events to attract new business by sending and tracking invitations, ordering catering, scheduling rooms and guest registration in the building, and preparing meeting agendas •Generate and edit over 200 confidential portfolio reviews each quarter for five of the largest teams in the San Francisco office to update multi-million/billion dollar clients of their financial investments
• Created marketing proposals to obtain new architectural project opportunities • Utilized Quickbooks Pro Program to assist in managing the company’s finances and employee payroll • Processed billing statements for multi-million dollar projects • Proactive in providing the most assistance to my principal • Provided extensive calendaring to keep all office staff knowledgeable of appointments and project deadlines • Advanced knowledge in Microsoft Word, PowerPoint, and Excel