Debi Smith Email & Phone Number

Irvine, California, United States

Greet and approach all guests and employees with a personable yet professional mannerProvide administrative support to C level executivesCreate and track expense reports for the CCO, President, CEO, EVP of Lending, and the Chief Human Capital OfficerArrange travel for executives, new hires, managers, employee training, and other SWB site visits.Create letters, agendas, and documents for all levels of SWB staffEvent planning for 240 employees with a $80,000 budget, and small employee / client gatherings.Training for new office managers of other locations: vendor management, invoicing, ordering supplies, budgeting guidelines, as well as maintaining a well organized officeUpdate the company organizational chart for all locationsSourcing vendors, communicating, comparisons, and calendaring work to be done.Coordinating all on site visits and meetings from presentations, calendaring, catering, and supply orders.Maintain, order, and budget SWB healthy snack initiative for 11 locationsManage and approve all office supply budgets and orders for various locations.Create all out going shipping labels and track all packages.Receive all incoming mail and packages sort, organize, file and distribute for the corporate office.

Irvine

Support the sales manager for all regions within the United StatesResponsible for updating daily/weekly/monthly company sales and invoicing reports for PresidentCreating sales orders per the purchase orders from clients and sales managers in Quick BooksManaging invoicing to include; creating in Quick Books, tracking, and communicating with the clients.Process, ship, receive, and inventory DEMO items in QB & spreadsheetsMaintain the sales database and individual files for clientsRun reports for aging invoices weekly and relay these to the sales managersOrder freight trucks and compare prices for all shipment across the United States (540lb pallets up to 5000lb pallets)Manage quality control check list and QC all product before shipped to clientManage all trade shows to include registration, shipping demo battery, ordering swag, and making arrangements and schedules for sales reps.

Cypress

Assistant to the President, VP of Service, VP Sales, CFO, VP of HR Responsible for daily sales revenue sheet & monthly sales reporting for VP’sUpdates information for daily/weekly/monthly check point company report for PresidentExpense report filing, balancing and tracking (Amex report balancing for 7 Executive)Coordinates company events working with outside vendors and within budget guidelines1. Organized Annual Kick Off meeting to include researching venues, signing contracts, food, awards, prizes, costumes, music, ppt to include 7 Executives and 196 employees.2. Arranged holiday parties at 8 office location and a Halloween pot luck for 115 employeesCoordinate Sales Promos to include communication to other supporting departments, launch program, track progress Coordinate and collect weekly, monthly, and quarterly executive meeting agenda items and attend meetings for record keeping purposes and action item and track accountability (including State of the Company, Senior Staff, $100 Million Committee and more)Attends President’s weekly Sales Financial Outlook call distribute assigned action items Respond to President’s emails and arrange calendar time when necessary. Responsible for all Executive and associate travel including booking hotel, air, per diem, and car rentalResponds to invitations for business and social engagements for Executives and their schedules Serves as a liaison and first contact with employeesReviews and prepares correspondence requested by parent company, customers, government bids, proposals, and legal requests with assistance of an Exec ManagerAssist with clerical and marketing related projectsWorking closely with both internal and external customers to meet their service needs

Long Beach

Maintain department calendarsArrange all aspects of domestic travelProcessing invoicesCreate and manipulate spread sheetsData entry

Long Beach, Ca

Support and coordinate 2 Directors schedules, meetings, events, and catering Arrange international and domestic travel Organized years of old filing, read and disposed of material, then reorganized to new filing system Help with new hire set up, including ordering equipment, and requesting system access Process purchase orders, invoicing, facilities work orders, and over seas shipping requests Order office supplies, furniture and business cards Manage and maintain facilities issues within the team including cleaning up years of old equipment, rearranging employees cubes to best fit the teams needs and coordinating with several departments for the directors move to a new office Ability to handle confidential material

Anaheim, Ca

March 2014 – Current (temping) Source Refrigeration Anaheim, CAExecutive Assistant Safety Department Process Worker Compensations Claims Answering calls for injured worker and finding the right facility for the injured to receive treatment and drug screening Calling claims into the insurance company with all employee and injury information Creating inspection reports in iauditor application (iauditor.com) Proofing presentations and making appropriate changes Researching medical centers close to offices in other states for driver drug screening Creating spread sheet regarding driver certifications and inspections Pulling drivers Motor Vehicle Reports Data entry, organizing and updating files

Woodland Hills, Ca

Over 12 years of quality experience with Health Net assisting Vice Presidents, Directors and the associates reporting to them. Maintain daily work schedule for multiple executives to include prioritization of schedules and daily meetings Arrange and monitor travel, organizational charts, files and budgets for the department Assist in new hire orientation, space planning and set up for new associates Managed facilities relocation of more than 280 associates Provide clerical and administrative support Designed and produced presentations using appropriate media (Visio and Power Point) Miscellaneous administrative responsibilities, including completing expense reports, purchase orders, training requests, check requests and office supply orders Ability to handle confidential materials Assisted with special projects, as needed

Education record

Education record

Education record

Education record