Citralekha Wilson Email & Phone Number

Irvine, California

Newport Beach, California

• Coordinates organizational processes, workflows, policies and procedures• Proactively provide comprehensive support for the senior-level staff • Manage executive level projects • Implemented new filing and legacy documentation organizational practices• Manage office resources for purchase and inventory control including hardware and software, supplies and materials• Manage travel and expense reports for staff across the Real Asset team

Orange County, California Area

• Oversight of office condition and general office operations and procedures• Managed vendor relations including procurement, invoicing and reporting• Supervised front office staff• Supported management in the recruitment, on-boarding and training of new employees• Implemented a new company Travel and Expense policy including supporting software, Concur• Decreased office expenditures by 24% per capita by implementing controls on supplies, and by negotiating new office equipment contracts• Provided high-level administrative support to the Chief Executive Officer, President/Chief Investment Officer and Chief Financial Officer which included calendar management, travel coordination (domestic and international), expense reporting, credit card account reconciliation, and special projects

Irvine, California

• Managed and coordinated all administrative tasks for the executive team including expense reports, calendar management, travel, and meeting presentations• Maintained office supplies, office equipment, file management, company proposal legacy documentation and contracts• Coordinated all aspects of company trade shows including marketing materials, location/site management, travel coordination, and event budgets• Organized orientation and training of new staff members• Entered accounts payable and routed accounting transactions into QuickBooks

Irvine, California

• Prepared formal quotes based on defined margin objective• Ensured profitability, efficient processing and control of sales, inventory and gross margin for all US sales• Processed, expedite and control project purchase orders with relevant material suppliers and processors• Liaised with customers and suppliers to ensure project delivery was within target timescales and minimum margin objective• Performed additional customer service duties that included: project closeouts, specifications documentation, required test certifications, and fielding customer service/quality assurance calls

Orange County, California Area

• Provided in home care for families with special needs children, and multiple new borns (twins and triplets)• Managed all daily care for children and dependents including nutrition, safety, and learning and development activities• Managed budget and inventory for food and supplies• Provided emergency assistance in times of illness and injury

Santa Ana, California

• Responsible for day to day administrative functions and field sales support• Entered all quotes into SAP and updates them throughout the sales process• Prepared all equipment agreements and managed the sale from credit approval through shipping of equipment both domestic and internationally• Retrieve data from multiple sources and consolidate into easy to read and understandable reports to support on-going sales activities to be used by senior management

Irvine, California

• Provided administrative support to the Vice President of Dealer Sales with all levels of daily activity as well as his inside/outside sales teams.• Scheduled and organized meetings, travel and expense reports• Prepared complex spreadsheets, department presentations and sales reports• Reviewed all closed/won contracts for accuracy and updated customer accounts as needed• Created and maintained team Intranet site

Irvine, California

• Supported West Alternative Channel Vice President as well as five direct reports • Responsible for creating proofing and editing correspondence as well as managing databases and contact lists • Coordinated weekly team meetings and followed up on all action items • Coordinated all employee and agent product trainings; including updating, printing and preparation of training manuals, meeting room set-up and catering • Ordered department supplies and promotional items

Irvine, California

• Responsible for handling initial customer inquiries, identifying customer needs and educated customers on provided services as well as online tools available to them • Coordinated with order processors, engineers, customers and vendors to insure installations exceeds customer expectations • Implements quarterly account reviews to insure accuracy of account information • Personally responsible for customer satisfaction and retention of account base

Newport Beach, Californnia

Mission Viejo, California

• Prepared for and attended client meetings to identify their target market and establish a marketing budget • Worked closely with creative director, writers and graphic artists to design a custom marketing campaign • Presented marketing campaign to the client for their review/approval and implemented necessary changes • Managed final billing and invoicing of completed work

Irvine, California

• Coordinated all marketing projects and administrative functions • Standardized product book for region wide use • Conducted focus groups to identify target markets • Coordinated grand opening events • Proofread advertisements and brochures for exactness • Restage model homes to increase marketability