Kaila Jacobs Email & Phone Number

Mission Viejo, Ca, Us

- Supported the proposal development process by assisting with document preparation and organizing materials efficiently.- Collaborated with Proposal and Administrative teams to update CVs, resumes, and project descriptions.- Conducted research to find relevant content from the corporate database and other sources.- Analyzed past project reports, extracting key information for use in new submittals.- Maintained and updated the Proposal Department's content library and databases.- Assisted in creating marketing materials, including brochures and presentations.- Helped format CVs, bios, past performance reports, and project data sheets for proposals, ensuring readiness for submission.- Oversaw the completion and timely delivery of large State and Federal Government proposals.- Performed various administrative tasks to support the proposal and production processes and contribute to team success.- Created data spreadsheets in Excel to track the current workload for each Proposal Coordinator, ensuring automatic updates as new proposals came in.

Brea, California, United States

- Assessed applications and documents for the California Relief Grant Program and California's PPP Program.- Verified and authenticated government documents, such as Business Licenses, FBNs, and Tax Returns, to ensure their validity.- Evaluated risk, fraud, and overall eligibility for applicants, making decisions to approve or adjust grant/loan values as needed.- Input and edited sensitive applicant information into the database with accuracy and care.- Managed a pipeline of over 100 files, consistently meeting daily goals for applications processed.- Addressed inquiries and communicated directly with applicants via email and phone, providing clear and timely responses.- Tracked the status of applications at various stages, applying underwriting principles and ensuring compliance with state and company regulations.- Audited applications to ensure unqualified statuses were correctly assigned.- Collaborated efficiently with a remote team of over 100 colleagues to maintain workflow and meet deadlines.

Orange County, California Area

Administrative assistant for the CEO. Assist in long & short-term projects including collecting and analyzing various company investment data, as well as creating monthly budget spreadsheets. Produced various aspects of events for non-profits & conferences. Coordinate with vendors, donors and sponsors for galas, golf tournaments, conferences and food & wine tastings. Executes task for NFL players and have coordinated appearances for players at Super Bowl LIV.

Dana Point, Ca

In addition to all receptionist duties, I handle all customer correspondence and complaints. I write and maintain an ever-changing schedule for all employees and independent contractors, order retail merchandise and office supplies, keep personnel records and licensing organized and up-to-date, train new hires and involved in the payroll process. Responsible for creating a social media presence and implementing personalized and social media marketing.

Dana Point, Ca

As a receptionist, daily essential responsibilities include, maintaining the upkeep of the spa, answering and directing phone calls, scheduling client appointments and face-to-face, as well as, over the phone customer service. This position also required frequent communication with our independent contractors.

Orange County, California Area

OSEA Angel Investors is a membership-based private angel investment group focused on and driven by executives and entrepreneurs with very diverse and successful backgrounds. OSEA provides a forum for the introduction of emerging companies to potential angel investors and offer access to meaningful education regarding the vetting and investment process. During the monthly meetings I am responsible for taking notes on the presenting companies, as well as during the round table where potential investors discuss the pros and cons of each company.

Laguna Beach, Ca

Dana Point, Ca

Associate'S Degree, Information Technology

Business Administration And Management, General