Katherine Eckart Email & Phone Number

Denver, CO, US

Denver, Colorado, United States

Denver, Colorado

San Francisco, California

San Francisco Bay Area

San Francisco Bay Area

• Executed office openings: floor plans, facilities, travel, opening offices for over 40 staff
• Managed $40,000 office expansion budget & execution for both in-state & out of state offices
• On-boarded 25 Sales team hires in/out-of-state: travel, scheduling, expenses, first day materials
• Managed monthly credit, debit reconciliation, & data entry for 9+ departments via Expensify software
• Created and maintained employee expense accounts; including C-level team and CEO
• As of Sept. 2016 balanced planner role with the office manager and receptionist roles

San Francisco, CA

• Planned 2015 Winter holiday party; managing a $15,000.00 budget and 200+ guests list
• Managed 15+ accounts and relationships with various office vendors
• Organized 45+ office culture events: birthdays, team breakfasts/lunches, holiday parties
• Maintained weekly budgets and orders for office supplies, snacks, drinks
• Greeted & assisted all investors, vendors, team members, & guests via the front desk
• Coordinated travel arrangements for C-level team members

• Create daily rate sheets
• Analyze information gathered from various companies to conduct daily pricing report
• Respond to broker questions
• Extend lock requests per broker requests
• Process loan lock requests
• Maintain Account Executives’ daily rate sheet emails

San Francisco Bay Area

• Verified client signatures and proper documentation of confidential files
• Packaged and shipped various loan documents to lenders
• Ran numerous errands for SVP, of Secondary

• Maintain customer service through service of beverages and plated food
• Arranged facilities before and after event
• Responsible for setting up buffet service for up to 400 guest
• Clear facilities for next event

Developed the budget for the 2010-2011 school yearOversaw the preparation of reimbursement request and money depositsAttended weekly meets to collaborate with other leaders on the curriculum

Maintained customer relationships on a daily basisConducted cash register closures for upwards of $1000.00Generated employee weekly work schedulesTrained new employees on food and beverage processes and cash register proceduresVolunteerTaste of the Bay Annual Fundraiser 2010 – Worked the coat check station 2009 – Worked with the Peerless Coffee and Tea.

Responsible for crafting espresso and non espresso drinksIn charge of the cash register for upwards of $1000.00