Jonathan Martinez Email & Phone Number

Greater Los Angeles Area

Business Assistance Program: Outreach Associate Specialist – • Outgoing cold/warm calls and incoming warm calls to at risk businesses, regarding participation in the layoff aversion program benefits and convincing the decision maker that they need the programs LAEDC has in order to help their business reach their goals, sustain and grow. • Securing workshop attendance. • Prospect Management: Maintaining and managing information from Dun & Bradstreet, using Excel spreadsheets and Outlook (Calendar Meetings), to keep track of and coordinate with the Regional Managers. As well as prospecting out and about, and letting people know what we do. • A minimum of 80+ calls yielded daily. Leads provided by Dun & Bradstreet. • Prospects are Employers that have been targeted by the City, to retain these Employers and prevent them from leaving the greater Los Angeles area. • Send out information emails to the prospects and Regional Managers to solidify the meetings. • Constant communication and problem solving strategies with the Regional Managers on how to best address the issues (objections) the CEO’s, CFO’s give for not meeting with us.

Greater Los Angeles Area

•Reporting to the Director of Major Gifts, Western Regional Office and assisting two Associate Directors Manage memberships for the University of Pennsylvania's Southern California Regional Advisory Board •Conducted research to identify new prospects to cultivate•Manage the financial (Ben Financials, UPENN financial system), administrative and communication systems of the Western Regional Office•Manage prospect/donor files, correspondence, gift transactions and reports•Represent the office at all times in a collegial and professional manner •Liaison between the western office and other campus University departments, including daily access of e-mail and database systems for sending and receiving messages•Use of database (ATLAS) to provide information on for use in cultivation and solicitation of potential donors•Make follow-up calls for alumni and development events•Receive visitors, answer phones, distribute and process information, maintain financial records, submit expense reports and office bills for payment•Order supplies and materials•With and without assistance from campus, provide technical support and computer maintenance to Western Regional Office•Word process: correspondence, minutes, memos, lists, labels and reports•Process gift transmittals•Become knowledgeable with specific aspects of Ben Financials (University’s Financial System) and Concur (University’s travel/expense reimbursement system) to effective use and manage the office’s Purchasing Credit Card, preparation of financial/expense forms, and related aspects that may be associated with bill paying, travel reimbursement and related duties•Handle and distribute office mail and intramural mail to campus•Plan and coordinate special events and meetings; independent coordination of vendors and services provided for development and alumni events•Manage events, R.S.V.P. lists and coordinate with staff support in Philadelphia•Point of contact for the building management

Garden Grove

• Work directly with the National Sales Director to open a franchise office of my own• Work directly with the National Sales Director administrative assistant to process paperwork• Perform cold calls and obtain warm referrals through my existing clients. It was very imperative to keep the prospect pool full, or we would not get any new business• Attended weekly meetings to project numbers, goals and progress• Visit prospects and ask them to provide us with referrals of individuals they feel can take advantage of our services• Maintain a database of current and past clients in order to obtain a pool of prospects• Train and lead new recruits; teach them the sales pitch, overcoming objections, self-development on becoming a better salesman, team builder. Answer any questions or concerns about the company • Help my team recruit new prospects and close new business• Manage the process of payment and address all of my clients discrepancies with the home office in Atlanta • Keep a personal relationship with my clients and partners by sending birthday cards to them, making appearances at family functions to build a trustworthy relationship with my clients and their families• Available to my clients and recruits at all hours of the day to address any concern about products and services • Making scheduled visits to update them on new company policies or new products that they can take advantage of• Keep track that all premiums are being made by my clients and my recruits' clients. If not, make sure we addressed any concerns that the clients had• Reinstating any securities or lapsed policies

Los Angeles

• Report directly to the firm administrator• Manage & close client files; data entry information through the use of MS Access for storage purposes and retrieval of necessary files as needed• Assist attorneys, paralegals, Secretaries in completing the arrangement of court filings• Make court filings at State & Federal (Superior & Supreme) court sites• Scan/save/email important/confidential documents/files/cases through the use of Worldox & Amicus Attorney• Receive and file documents and vital records• Bate stamping; Ecopy Station & Informatik Desktop 9.0• Front Desk Receptionist Relief; manage 10 incoming lines, 30 internal extensions, greet & direct clients• Manage maintenance & troubleshooting of office copiers, printers, phones & fax machines• Direct contact for maintaining any and all office facilities in full and correct functioning• Manage incoming mail; distribute time sensitive and confidential mail to attorneys• Manage outgoing mail; ship letters, packages, large envelopes by use of FedEx, Overnight Express, UPS & USPS/certified, make daily USPS mail runs, make messenger/confidential document runs as needed by attorneys• Manage office supplies; online ordering through the use of Staples, maintain & organize supply room• Manage phone and computer data; create spreadsheets through the use of MS Excel for safe keeping of telephone & computer password information; direct contact for all telephone programming & troubleshooting • Assist/attend in coordinating company events; recreational activities, meetings, vendor presentations• Company elected Floor Warden; in charge of the coordination for a safe evacuation in case of an emergency• Assist in new employee preparation; provide new employee materials, parking cards & passwords, setup computer hardware & software, email access, telephone necessities, office supplies & update company directories• Copy, file, fax, general office duties as needed

Associate'S Degree, Business, Management, Marketing, And Related Support Services

Certificate, Partnering With Your Boss: Strategic Skills For Administrative Professionals, A

Defining the Strategic Partnership•Identify the characteristics of effective partnering with your boss and use these features to create.

Certificate, Legal Administrative Assistant/Secretary