Jonathan R. Email & Phone Number

Palm Desert, California, United States

Helping clients achieve their real estate goals.

Indian Wells, Ca

Indio, California, United States

-Client manager software navigation, entailing retrieving information to address participant inquires, reconciling end of shift payments, drafting letters and creating certificates.-Developed new drug medi-cal program and successfully implemented it as a new service, included billing, county/state compliance to title 9/title 22 regulations by continuous two-way communication with State and County representatives, policy and procedures manual creation and quality control. Responsible for creating corrective action reports and implementing new policies and procedures to address any non compliance violations.-Community outreach to promote services.-Assistant to the Administrator, responsible for providing weekly updates on outpatient program statistics, progress, challenges and outreach.-Utilized various Microsoft Office programs to generate flyers, reports, letters, business cards, etc. -Assisting Administrator, Clinic and Operations director with various tasks, such as coordinate staff trainings, composing effective correspondence such as memo's and letters, ensuring employee files remain current, taking messages and screening calls, proofing various documents, preparing annual reports, processing financial status statements, anticipating needs and aiding in problem solving.-Training and supervising new hires and ensuring that training schedule deadlines are met, and proving constructive feedback and assimilation into the company-Researched and identified funding opportunities by various sources, developed compelling grant proposals, resulting in successfully being awarded two county grants. Collaborated with program managers and staff to gather necessary information and data for grant application. Managed grant reporting process ensuring compliance with funders requirements-Participant enrollments, case management, scheduling office appointments, orally and in writing answering program specific questions, processing payments.

Indio, California, United States

-Recruited to aid in the closure of government funded program.-Meeting and greet customers at front desk, aid in processing mail, tax vouchers, answering telephone, and managing social media platforms and e-newsletter management (Constant Contact).-Board meeting set-up, transcribe, time management and distribute minutes.-Proofing and editing letter correspondence.-Being proactive in assisting office manager with voucher processing quality control , maintaining weekly and monthly calendar and providing weekly oral administrative activity reports.-Lifetime board member appreciation luncheon set up, to include but not limited to; scheduling, secure banquet location, invitations, phone call follow-ups, menu selection, agenda creation and time keeper.

Indio, Ca

-Draft and prepare various correspondences, such as emails, letters, reports, memos, surveys, proposals, graphic flyers, distributing to over 400 business community members.-Governmental Affairs and Public Policy staff representative responsible for meeting set-up, attendance reminders to city, legislative and business representatives, drafting letters of support/to oppose, post meeting follow-ups when necessary, and transcribing and distribution of meeting minutes.-Data base management which includes 1. 250 Southwest Arts Festival Artist information and sales reports, 2. 450 Business Membership portfolios and potential new member outreach list-Research projects such as new membership fees schedule, new chamber website, strategic planning of daily operations, U.S. Chamber accreditation and product and survey satisfaction surveys.-Serve as a concierge to over 400 business members and visitors by efficiently communicating Chamber benefits, events, area attractions and more.-Assistant to President/CEO, Directors, aiding in various requests such as travel arrangements, proofreading, and calendar management, and communicating orally and in writing progress reports.-Event planning including ribbon-cuttings/Mixer/Breakfast/Program layout, registration, flyer creation, promotion, scheduling and securing speakers, agenda.-Aided businesses including start-up guidance, city licensing and navigation weekly grant reporting and monitor site visit ambassador, and implementation of grant obligation tasks.-Supervised volunteers, organized introduction, training, monitoring, orient on policies and procedures and processing any associated documentation.-Participated in various committees, such as Chamber program planning, golf tournament, technology and website, governmental affairs, Indio downtown business development, Indio Police department business watch.-Grant writer by developing a compelling grant proposal resulting in being awarded funding from SoCal Gas Company.

Bachelor Of Arts (B.A.), Business Administration And Management, General

Associates Of Arts, Liberal Arts And Sciences, General Studies And Humanities