Julie manages the day-to-day office operations; including executive support, scheduling, and coordinating travel arrangements. With over 10 years of experience in office management and administrative support, she is passionate about helping organizations run smoothly and efficiently. Prior to joining High Bluff, Julie has served as an executive assistant to companies such as NuVasive and ICW Group.

Provide administrative support to the Compliance Officer, Director of International Compliance, and Sr. Manager of U.S. Compliance.- Travel to National Sales Meetings to help bring awareness to the compliance program.- Manage multiple calendars and rebalancing commitments. - Coordinate logistics of Committee Meetings and recording of minutes. - Draft PowerPoint Presentations for BOD, Committees, and Departmental Meetings. - Complete expense reports and ensure timely reimbursement.- Arrange domestic and international travel for leadership team, including visa arrangements. - Maintain Compliance Proof of Program to be in line with the OIG's "7 Elements of an Effective Compliance Program."- Filter information, phone calls, and emails to leadership by redirecting or taking on such inquiries as appropriate. - Organize departmental events e.g., Compliance Week, Annual Strategy Meeting, National Sales Meetings.- Assist with team building initiatives and overall support for maintenance of orginizational culture and employee morale.

Provide administrative support to the CFO and Sr. Manager of Accounting. - Concur Administrator - review, approve, and audit expense reports for entire company.- Organize events, meetings, and conference calls. - Receive and verify incoming Accounts Payable requests.- Answer telephone and email inquiries in a prompt and professional manner.- Arrange domestic travel.- Obtain appropriate signatures for financial documents.- Deliver Monthly, Quarterly, and Annual Financials to BOD. - Process all Corporate AMEX credit card requests; provide required disclosures and Travel and Entertainment Policy.

- Responsible for developing new client base and managing existing portfolios.- Created long-term client relationships through consistent follow-up and meetings.- Profile existing portfolios for cross-sell opportunities.- Prepare credit and financial information to streamline loan processing.- Consult, educate, and inform clients of services which will enhance their financial goals.Q1 2012 Top performer Q3 2012 Top performer 2013 100% Customer satisfaction surveys

- Acquire and retain new client relationships through cold-calling and outbound activities.- Responsible for creating a pleasant customer experience while working to achieve goals.- Adhere to all operational policies and ensure proper forms of documentation were secured during specialized transactions.- Assist clients during loan and account opening process.- Upheld bank security policies and procedures in all conducted business.