Julie Bayani Email & Phone Number

Greater San Diego Area

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.

Greater San Diego Area

San Diego, California

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.

San Diego

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.

San Diego, CA

- 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.

Coronado, CA

- 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.