Executive Coordinator
Current• Administrative Support: Assisted CFO and Asset Managers in preparing monthly reports for multiple portfolios/properties. Reviewed, proofread, and compiled reports, submitted for approval, and delivered to investors by mail and e-mail. Submitted monthly and quarterly financial statements, guarantor certificates, and borrower’s certificates to lenders per stipulations in operating agreements. Researched market data for multiple cities/states and pulled data for quarterly market reports. Coordinated with Accounting to prepare and mail out annual tax documents to investors. Responsible for copying, scanning, and filing legal documents, processing and distributing incoming mail, shipping and receiving packages, and providing miscellaneous support as needed.• Technological Development: Assisted in the creation of new reporting package templates, standardized across all properties. Streamlined work processes for better efficiency and organization. Coordinated with IT to implement new investor database software and performed manual data entry of sensitive information.• Office Management: Maintained inventory, placed orders and managed deliveries of office supplies, kitchen amenities, and cleaning supplies. Troubleshot issues with printers and postage machines, submitted service requests, and coordinated with technicians. • Vendor Liaison: Single Point of Contact for all business card, stationary, office supply, kitchen supply, and cleaning supply orders for all CCP locations.