- Report overall man days and review new workers/credentials and request certificate of fitness cards with all required worker’s qualification. This includes orientation process for new workers.- Procore and Bluebeam usage.- Keep record of meeting minutes, reporting any discrepancies to the project team. - Create and keep track with submittals and RFIs. - Create and follow up with incidents.- Keeping track of work permits.- Keeping track and approving vendor's invoices.- Constant communication with all parties.- Coordinate, field inspect, and problem solve subcontractor electrical apartment upgrade in conjecture with owner’s rep.- Final electrical apartment upgrade inspections with AOR and subcontractor, coordinating scheduled building apts./units, communicating with shareholders, confirming work and quantities. Quantities updated daily in preparation monthly requisition. Reporting issues with electrical and interior work to subcontractor for corrections when identified.- Assist PM/APM with daily tasks and special projects.- Quantify, marking up drawing and spreadsheet for documentation for billing.- Assist subcontractor with directions and assistance when requested.- At times, reviewed CD-5s drafts before submission.- At times, survey construction site for safety and report for corrections, when identified.- In the beginning of the project, video recorded building’s top floor apts./unit before mobilization and start of work, to keep track of shareholder complaints of interior damages.

Consulted at Citi Private Banking institutional private clients in Mutual Fund Operations, providing necessary support for manage accounts.• Evaluated and identified various projects such as identifying accounts purged, Sub TA fees and 12b1 fees, and security discrepancies in security master file. • Reported and updated offshore fund manual trades to client's accounts, mutual fund dividend payments for domestic funds, and released domestic mutual fund current trades through Matrix (custodian).

Consulted with broker/dealer on three different projects over the years in Mutual Fund Department (Operations). Implemented trades for mutual funds due to restriction at branch level, and corrected trades due to system and branch errors at current market value to limit risk of costs.• Reviewed reason for restriction to enter trade or reject back to branch. This included red flags accounts for compliance review, sells of manage accounts, limitation on high dollar buys of institutional money market funds, worldsky/bluesky restriction (most cases US citizens living abroad), exchange issues, certain 529 purchase restrictions, and other miscellaneous reasons.• Processed corrections through Surpass and internal database for segregated accounts (reflect accurate with omnibus accounts). Corrections included correcting trades, clients’ accounts for dividends, cash (commission, underwriting fees, gain or loss ratio), and share accuracy. • Forwarded to fund companies letter of indemnities to process manual trades or corrections in a timely schedule to reduce risk to branch and client. • Adjusted Letter of Intent agreements being not fulfilled or meeting dollar requirements by clients’ for Class A funds breakpoint sales charge and pricing. • Distributed spread sheet to management and team members reporting breaks for cash, share, and omnibus amounts/shares on manual and/or corrected trades. • Assisted in reviewing clients’ accounts for different platforms during conversion process of Morgan Stanley and Smith Barney.