• Oversight of company branch operations from Santa Barbara, CA• Manage Irvine accounting department and coordinate with corporate directives• Build staffing models to ensure employee coverage through business fluctuations• Financials forecast and budget reviews• Create and implement company policies and procedures, review annually• Oversee compliance initiatives – annual audits (SOC/SSAE-18, internal, and Morningstar) and risk committee• Manage RFP opportunities in conjunction with corporate compliance team• Build reports and scorecards to analyze company performance across multiple workflow platforms through use of high level Excel tools (pivot tables, charts, PowerPivot, Power BI) • Support sales team and client initiatives

• Oversee and manage all office operations for national valuation company based in Santa Barbara, CA• Coordinate production of order distribution to a national vendor network through a proprietary workflow platform• Oversee day to day accounting and cash flow• Source vendors and implement office solutions including IT management• Hire and manage staffing through direct hire and staffing agencies• Create and maintain process manuals• Manage RFP responses to win new business• Support sales efforts and handle contract review with legal team

• Manage and coordinate title operations for Santa Barbara and San Luis Obispo counties, including training and recruitment• Coordinate processing of information through a network of local, national, and overseas production centers• Search property records, prepare documents for title insurance closings, and issue title insurance policies• Work with real estate agents, lawyers, property owners, and surveyors during the course of closings

Property searches to produce preliminary title reports, historic easement searches and updating title maps, site inspections as required, doc prep to assist escrow with closings, and issuance of final title policies.