• Support 3 Managing Partners with a wide range of personal and business responsibilities.• Provide Office Management support through ad hoc projects. • Provide complex calendaring and scheduling, including domestic commercial and private travel plans and itineraries.• Update presentations and agendas and compile all documents for meetings. • Prepare financial and expense reports detailing personal and business-related expenses. Examples: family medical bills, DMV, publication subscriptions, property utility bills, and property maintenance bills.• Assist with coordinating and budgeting company fundraiser events (Axe ALS Foundation).• Train the administrative team with mail distribution, vendor invoicing, answering calls, calendaring, and inventory management of the office and pantry supplies.• Schedule wire transfers for real estate and investment transactions.• Uphold a strict level of confidentiality related to personnel and family matters.

• Support the Chairman, CEO of ClosingMark Financial Group• Coordinate executive communications, including taking calls, responding to emails, and interfacing with clients, customers, and other executives.• Track and follow up on requests and identify those of importance that require immediate attention.• Adept at scheduling meetings, preparing agendas, and following up on action items.• Organize logistics for the monthly Business Review meetings and Quarterly Board of Directors meetings, which consist of conference space, catering, audiovisual, and lodging.• Managing and coordinating all travel arrangements and itineraries.• Key liaison between the Chairman, CEO of ClosingMark Financial Group, and other company divisions.• Solely responsible for selecting, ordering, and coordinating all IT equipment for ClosingMark Financial Group. • Manage event budget and expenses.• Prepare and submit executive expense reports.

• First responder to all eLearning inquiries handling 4 Outlook inboxes.• Manage the Outlook calendar bookings for seven training rooms.• Troubleshoot various user requests, such as password resets and technical difficulties.• Create online curricula, catalogs, and classes using the Learning Management System (SABA).• Upload and publish training documents in Compliance 360.

• The primary point of contact for new hire Sales and Underwriter training staff and attendees.• Manage all event-related needs. Organize and schedule executive presenters, flights, ground transportation, meeting space, catering, audiovisual, and lodging.• Interact with venue and hotel Sales Managers to negotiate and review hotel contracts and amenities.• Coordinate with various departments (IT, HR, and Facilities) to execute successful training events, which consisted of setting up and revising room layouts for each event.• Track event finances, including review of all invoices and disputing discrepancies.• Gather, review, and organize training documents for printing.• Provide training support to new hires on the loan origination system.• Assist with Onboarding functions, e.g., new hire package and I-9 verifications.• Assign courses and exams in the Learning Management System (Cornerstone) to all training attendees.

• Managed logistics (meeting space, room set-up, catering, AV and lodging) for sales training events.• Communicated events, programs, project details to all concerned parties.• Managed the department budget.• Processed requisitions in SAP• Ordered office supplies for the department and training events.• Managed the Outlook calendar bookings of the training room.

• Serve as the single point of contact to ensure a fast response to all inquiries.• Partner with the sales team, which included Field Application Sales Engineers and Planners, to ensure on-time delivery goals are met, track customer orders, and advise customers on late items.• Meet the Sales goals for response time on data entry of Orders and Estimates. • Research the status of orders, process expedites, reschedules, and returns of material.• Manage sales and business relationships within assigned territory. Arrange and participate in conference calls between engineering and management to execute and facilitate the sales process. • Create policies and procedures as required.

• Assisted in developing solutions for various talent learning programs including creating job aids, training materials and story board reviews.• Assisted in testing online learning programs and tools for effectiveness and accuracy.• Assisted in facilitating various training classes. • Managed department budget and expenses.• Processed expense reports.• Perform other duties and projects assigned by VP of Training.

• Assisted academy members by answering questions and resolving issues regarding certification and re-certification status.• Identified, researched and resolved member issues. • Remained current on provider’s course submissions and assigned necessary continuing education units.• Developed job aids and provided training for new employees.

• Served as the central point of contact and communication for training programs including answering questions from associated, program presenters and company executives.• Managed all event related needs by reviewing and negotiating contracts with hotels for lodging, catering, meeting rooms, AV support and vendors.• Prepared all training materials and meeting collaterals including the preparation of job aids• Prepared reports for executive management.