Operations Manager: Handle payroll approval and processing, benefits administration, and Investor Relations. Draft job descriptions and Conduct initial interviews and reference checks when additions to staff were needed. Responsible for Event Planning and the Management and Facilitation of weekly team meetings (in-person and remote). Coordinated a complete office relocation from a co-working space to a permanent 4,000 SF permanent office space. Assist with bookkeeping, budgeting, and escrow deposit tracking. Act as Banking liaison for the company. Administer the corporate credit card program. Serve as the point person for the office landlord and vendors, office security administration, and telecommunications. Responsible for extensive research projects and providing recommendations as requested by the CEO.Executive Assistant: Manage CEO calendar and travel arrangements. Draft memos, emails, and various other forms of correspondence. Coordinate the scheduling of meetings, company events, and projects. Process expenses and Perform accounting functions. Maintain files and documentation. Manage personal, home, and investment projects for the CEO including maintenance, construction, and renovation.

Bullchase, Inc. (VAR and eProcurement solution provider) - HUB vendor for GraingerResponsible for day-to-day business operations including PO processing, quoting stock items as well as special order / sourced products, providing product research for customers and ensuring overall customer satisfaction. Communicate with internal and external partners continuously to provide an exceptional experience for our customers. Expand and cultivate existing customer relationships by identifying sales opportunities through conversations with current customers. Generate new business through a strong referral system from existing customers. Provide data reports to management and recommend process improvements to facilitate the efficiency of operations. Manage all office projects and activities, handle customer inquiries, and resolve all customer issues. Respond to customer invoicing and billing inquiries. Follow-up on past due invoices and outstanding balances. Organize office procedures, design filing systems, and update reference materials. Directly monitor and support employees who interface directly with the customer (both internally and externally). Acted as the “right hand” and assistant to the owner / CEO through my entire time with the company.

Analyzed all aspects of a firm’s financial condition in response to requests for commercial, consumer, and real estate financing. Provided recommendations and proposed appropriate credit structures for new loan requests, as well as the renewal of existing credit facilities. Identified trends in the marketplace that could affect the financial condition and performance of businesses in certain industries. Updated various reporting and tracking tools to effectively manage market opportunities and risks. Generated credit analysis reports for aggregate loan requests totaling approximately $5 million to $10 million per month. Prepared and updated reports tied to production, loan loss calculation, and collateral values.