Jacquelyn Hale Email and Phone Number

Manage short-term rental and multiple long-term rental properties.• Maintain calendar, guests stays and reviews• Facilitate cleaning schedules• Manage accounts payable and receivables• Update short-term listings and evaluate rates• Perform or coordinate maintenance and repairs, including but limited to remodeling as necessary• Make necessary agreement revisions• Prepare taxes

• Data entry paying special attention to duplicates or name/company changes• File management, record retention for off-site storage• Employee expenses

Operated as lead person in all office and equipment needs. Maintain effective administrative procedures and efficient daily operations. • Initiated staff travel expense reports for review and approval. Sort expenses by GL code to create invoices for reimbursement. Tracked accounts receivables for ongoing reconciling.• Assisted with online banking functions including remote desktop deposits and wires.• Managed vendor relationships, approved bills and made payments on… Show more Operated as lead person in all office and equipment needs. Maintain effective administrative procedures and efficient daily operations. • Initiated staff travel expense reports for review and approval. Sort expenses by GL code to create invoices for reimbursement. Tracked accounts receivables for ongoing reconciling.• Assisted with online banking functions including remote desktop deposits and wires.• Managed vendor relationships, approved bills and made payments on time• Provided executive secretary to the President/CEO and administrative support to other employees including but limited to organizing and facilitating meetings, manage and coordinate calendars, answer calls, made travel arrangements, updated marketing materials, complete employee expense reports.• Ordered supplies, processed mail, kept an orderly office. Show less

Risk Management and Credit Department Executive Assistant/Office Floor Manager: Managed multiple calendars/schedules, booked travel, collected information to produce and assemble monthly/quarterly reports. Proofed, revised, finalized reports and created letters related to internal audit, compliance and loan review reports. Troubleshoot and maintained office operations including copier/fax, office, breakroom, and coordination of building maintenance and repairs.• Developed and managed policy… Show more Risk Management and Credit Department Executive Assistant/Office Floor Manager: Managed multiple calendars/schedules, booked travel, collected information to produce and assemble monthly/quarterly reports. Proofed, revised, finalized reports and created letters related to internal audit, compliance and loan review reports. Troubleshoot and maintained office operations including copier/fax, office, breakroom, and coordination of building maintenance and repairs.• Developed and managed policy and procedures for the initial rollout and ongoing registration of Mortgage Loan Originators according to the S.A.F.E. Act in NMLS.• Organized, monitored and reported the organizations progress under an Enforcement Action. • Facilitated regulatory exams coordinating and collecting materials from departments to keep exams on track. Obtained additional information and scheduled meetings.• Aided with technology related questions reserving conference rooms, audio and visional component usage, phone system, and office equipment. • Provided assistance in other departments as needed. Managed legal secretary’s meetings; obtaining and distributing materials, taking minutes and other inquiries during medical leave.• Gathered and assembled materials of various formats from multiple departments for electronic and hard copy presentation to the audit committee and board of directors meetings.• Acted as Human Resources Liaison. Designed a company orientation onboarding manual.• Certified annually for workplace safety and emergency preparedness. Acted as safety captain. Show less

Provided administrative support to partners/principals, senior managers, managers, supervisors, staff and consultants for approximately 25 people. • Proofed, revised and finalized client and prospective client proposals, reports and letters.• Designed and maintained proposals and report tracking for financial services clients.• Facilitated updates and distribution of the regulatory compliance working papers manual (an ABA Reference Guide to Regulatory Compliance).• Communicated… Show more Provided administrative support to partners/principals, senior managers, managers, supervisors, staff and consultants for approximately 25 people. • Proofed, revised and finalized client and prospective client proposals, reports and letters.• Designed and maintained proposals and report tracking for financial services clients.• Facilitated updates and distribution of the regulatory compliance working papers manual (an ABA Reference Guide to Regulatory Compliance).• Communicated with clients, providing needed information and updated their records.• Performed re-verifications in the mortgage loan quality review program.• Coordinated and facilitated client and prospective client visits.• Developed PowerPoint presentations for Strategic Planning.• Coordinated and facilitated industry convention sponsorships, clubs and meetings. Show less