De Anna Petrie Email & Phone Number

Houston, Texas, United States

Balancing, Sending Wires, and Disbursing files. Worked with Escrow Officers and Processors after the clients have signed all the documents to disburse each file. Used Microsoft office, RamQuest, Wallis Bank Secure Server, Simplifile for multiple counties, and all tax websites to fund each file and record documents. Scanned and saved sensitive documents on secure portals. Reviewing and verifying details from the loan documents. Receiving and recording payments and submitting daily deposits… Show more Balancing, Sending Wires, and Disbursing files. Worked with Escrow Officers and Processors after the clients have signed all the documents to disburse each file. Used Microsoft office, RamQuest, Wallis Bank Secure Server, Simplifile for multiple counties, and all tax websites to fund each file and record documents. Scanned and saved sensitive documents on secure portals. Reviewing and verifying details from the loan documents. Receiving and recording payments and submitting daily deposits. Investigating stale checks and handling recorded document mail outs. Other office duties such as scanning, filing, etc.... Show less

Houston, Texas Area

Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quickbooks software. Oversee office accounting functions such as AP/AR to keep finances accurate and current.Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.Provided complete meeting support, including materials preparation and notes or minute taking.Optimized organizational… Show more Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quickbooks software. Oversee office accounting functions such as AP/AR to keep finances accurate and current.Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.Provided complete meeting support, including materials preparation and notes or minute taking.Optimized organizational systems for payment collections, AP/AR, deposits and record keeping.Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.Maintain confidential files.Customer service & prior experience resolving customer's issues.Clerical duties, taking memos, maintaining files, and organizing documents both manually and electronically.Acts as a liaison between owner and other team members.Handles confidential information with a high level of discretion.Conducts research and secures information as directed.Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using Excel and Adobe PDF.Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.Developed and implemented office management procedures, increasing training efficiency, team productivity and accuracy.Prepared vendor invoices and processed incoming payments.Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.Created a digital system for Company documents through a secured network. Maintained computer and physical filing systems.Entered figures using 10-key calculator to compute data quickly. Show less

Houston, Texas Area

ddPittari photography is a wedding Photographer from Houston servicing weddings throughout the local area, including Austin, Fredericksburg, and the hill country. De Anna Petrie is a professional photographer that has been part of the Houston wedding industry since 2012 specializing in weddings, portraits, engagements, and bridals. Provide essential photographic services to individuals. Maintains a high level of customer service and customer communication. Creates workflows, efficient systems… Show more ddPittari photography is a wedding Photographer from Houston servicing weddings throughout the local area, including Austin, Fredericksburg, and the hill country. De Anna Petrie is a professional photographer that has been part of the Houston wedding industry since 2012 specializing in weddings, portraits, engagements, and bridals. Provide essential photographic services to individuals. Maintains a high level of customer service and customer communication. Creates workflows, efficient systems, invoices, client files, email lists, data entry, bookkeeping, online ordering, product orders and deliveries. Establish or identify prices of goods, cost of doing business, photography packages, and file for all legal documents, permits, and taxes. Photograph people places and things for marketing, heirlooms, and online content. Created and maintains online and in person marketing. Setting up accounts with online websites for marketing purposes. Created and/or maintains websites, SEO, and social media. Schedules and meets with potential clients, vendors, and scouts locations. Travels all over the world to photograph weddings. Organizes trips and gathers all legal documents for traveling. Creates and hosts stylized photo shoots to build momentum within the business and business contacts. Answer all calls and respond to all questions in a customer service based manner. Show less

Houston, Texas

Manage multiple administrative projects simultaneously, and monitor progress to ensure deadlines are met.Maintained physical and computer-based filing systems.Input financial data and produced reports for over 30 projects using Quickbooks.Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.Completed bi-weekly payroll for 2 employees.Improved office operations by automating client correspondence, record tracking and data… Show more Manage multiple administrative projects simultaneously, and monitor progress to ensure deadlines are met.Maintained physical and computer-based filing systems.Input financial data and produced reports for over 30 projects using Quickbooks.Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.Completed bi-weekly payroll for 2 employees.Improved office operations by automating client correspondence, record tracking and data communications.Developed and trained new hires.Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.Prepared vendor invoices and processed incoming payments. Show less

Katy, Texas

Create market analysis and presentation for listing appointments. List home from start to finish. Photograph all listings for the multiple listing service. Create flyers and deliver them to listing. Scheduled appointments and ran comparative market analyses for each listing appointment. Conducted extensive internet research on competitors and potential acquisitions. Manage multiple administrative projects simultaneously, and monitor progress to ensure deadlines are met. Answer all incoming… Show more Create market analysis and presentation for listing appointments. List home from start to finish. Photograph all listings for the multiple listing service. Create flyers and deliver them to listing. Scheduled appointments and ran comparative market analyses for each listing appointment. Conducted extensive internet research on competitors and potential acquisitions. Manage multiple administrative projects simultaneously, and monitor progress to ensure deadlines are met. Answer all incoming calls, routing each one to the correct staff member and recording detailed messages when required. Performed and recorded courtesy vacancy checks on vacant homes. Maintained business social media accounts. Trained all new employees. Create client files and filed them in an organized system. Created efficient systems for all office procedures. Show less