Lillian M. Email & Phone Number

United States

Provide vital and high-profile support to the CEO/President and to the Board of Directors as well as help ensure that the executive team is communicating effectively and operating with a high level of efficiency. Prioritize, perform and/or delegate a wide variety of complex and confidential requests. Utilize strong communication skills, take initiative and independently troubleshoot issues when they arise.

Irvine, Ca

● Package tax returns and deliver to clients via diverse avenues● Execute varied paralegal business for firm clients including multi-state entity formationsand dissolutions as well as fictitious business name filings● Facilitate Business Property Statement annual online filings for multiple counties● Perform assorted Administrative Assistant duties for multiple accountants, includingprepare expense reports, project management, and create client correspondence

Laguna Hills, Ca

● Provided comprehensive administrative support to firm owner● Responsible for all reception duties including heavy phones, ordering office suppliesand handling extensive client interaction● Prepared detailed and complicated correspondence including spreadsheets● Observed stringent client confidentiality parameters● Transferred to Wertz & Company upon corporate merger

Santa Ana, Ca

● Opened loan files, followed up with conditions, reviewed lender guidelines &prepared loans for submission to various lenders● Provided general support for loan officers

Newport Beach, Ca

● Opened loan files and followed up with conditions● Entered loans into various desktop underwriting programs● Promoted from Receptionist

Los Angeles, Ca

● Handled office, human resources, volunteer, and facilities management duties● Established policies and procedures for Board of Directors, Volunteer program, andgeneral facilities functions● Acted as Chair of Safety and Staff Recognition Committees● Supervised Reception staff● Organized several regular Center meetings as well as taking and distributing minutes● Prepared for, assisted with, and took minutes for monthly Board meetings as well asextensive interaction with Board members on Executive Director’s behalf● Made Executive Director’s travel arrangements including specific disability relatedaccommodations(Company formerly known as Westside Center for Independent Living)