Navidad Ubben Email & Phone Number

Texas, United States

Plano, Tx

• Finance: Manage department budget and expenses.• Process Improvement: Assess efficiency of administrative and operational processes, making changes and improving internal operations, communicate effectively between staff and management to facilitate problem resolution.• Operations: o Provide direct business management and special project support to CAO’s Business Manager.o Coordinate improvement efforts and communications between all department functions. o Plan and execute corporate meetings, luncheso Project plan and implement All Hands meetings and special events for 100+employees. • Administration: Provide operations execution support to the CAO of Merchant Services + four Executive Directors including the Chief of Staff. • Diversity & Inclusion Leadership: Contributed to the formation of the Culture Carriers, a CAO initiative to enhance the culture, improve the communications and department processes. Active participant in this initiative.

Dallas/Fort Worth Area

Provided administrative support to the Capital Markets Senior Vice President and his teams located in Dallas, Houston, and California.• Professional dedicated in assisting 3 bankers in Houston, 3 in California and 5 in Dallas including the SVP team lead. Serving as an effective gatekeeper; preparer of well-researched, and accurate marketing documents; manager of busy calendars; and efficiently able to handle all daily office tasks with minimal supervision.• Preparer of monthly expense reports, arranger of domestic travel, and preparer of sale pitch books for client’s sales calls. Acting as the point of contact for senior level managers and customers.• Preparer of presentation materials for Dallas year-end Portfolio Review and Strategic Planning meetings. • Rated Exceeds Expectations on last performance review.

Dallas/Fort Worth Area

Provided custodial support to various clients in the Private Equity Real Estate department of Investor Services. Processed domestic and international outgoing wires, distributions, stock distributions, stock sales proceeds, and FX currency transactions on client’s custody fund accounts. • Interacted with clients directly regarding their custody account needs.• Attended bi-weekly meetings with JPMorgan senior executives to ensured client satisfaction and daily processes continued to meet the client’s needs and demands. • Monitored the PA Client Inquiry Mailbox created for the purpose of monitoring daily client inquiries and ensured all inquiries were completed timely and efficiently, escalating issues if needed.• Volunteered on team projects.• Performed all end to end processing, identified and applied internal control guidelines of Operations.• Supported a team environment, which ensured client satisfaction, transparency, and treated client’s needs with a sense of urgency.

Dallas/Fort Worth Area

• Provided a high level of executive support to the Managing Director of Investor Services and his leadership team; Private Equity, Mutual Funds, Hedge Funds and Income departments.• Acted as the “right hand” to the Managing Director anticipated his needs, and provided daily executive support. • Served as an effective “gatekeeper” and “go to person” for all administrative demands in Investor Services.• Experienced in arranging corporate domestic and international travel including preparation and submission of expense reports. • Experienced in working under pressure and multitasking.• Assisted Investor Services managers in the preparation of presentation materials for campus client visits and projects. • Strong analytical skills and creative thinking.• Compiled data and prepared presentations for monthly production stability reports for meetings with the Managing Director and his global executive counterparts.• Assisted in the implementation of an on-line expense reporting application with other Administrative Assistants, which improved the expense reporting, process overall.• Organized details of special events as town hall meetings, prepared corporate agendas, arranged client visits for the campus, calendar keeper, and coordinated all Investor Services department initiatives as needed.• Liaison between all Investor Services departments ensured proper communications and reporting practices. • Maintained confidentiality and exercised high level of discretion and judgment dealing effectively with internal staff, and external colleagues having great knowledge of the overall Investor Services administrative operations.• Coordinated and implemented the Employee Advocate Committee (EAC) for all Investor Services highlighting those employees who went above and beyond their daily responsibilities.

Dallas/Fort Worth Area

• Prepared marketing literature information packets required at trade shows to market the computer card product built to provide seamless audio and video conferencing capabilities over the internet.• Played a key role in increasing sales volume by 50% both international and domestic markets mainly with South and Central America clients utilizing my bilingual skills. • Developed the Marketing budget for the department.• Acted as a Human Resources representative, placed ads in the newspaper, recruited at Universities, and scheduled interviews for the CMO. Trained new hires on the utilization of the product and procedures.

Dallas/Fort Worth Area

• Provided a high level of executive administrative support to the Vice President and his leadership team.• Served as the translator of minutes (Spanish to English) on technical reports, and conducted Spanish lessons to the company’s Geologists and Geophysicists on a voluntary basis.• Prepared monthly oil and gas reports for Latin America government. Recognized for being a “team contributor” in the discovery of oil in the countries of Colombia and Bolivia in November 1998.• Reduced company travel expenses by $40,000 within the first three months of tenure, identified cost-effective travel agencies and negotiated vendor contracts.

Dallas/Fort Worth Area

Managed operations and handled loan negotiations, both international and domestic. Acted as an Office Manager for Unitrade Pacific Corporation in the business of importing flavored coffee from Mexico City into the United States, reported directly to the President and CEO of the corporation. • Executive Secretary to the Vice President of International Department at Texas Commerce Bank downtown Dallas. Built relationships with high net worth Spanish speaking customers assisting them with their personal banking needs. • Processed foreign drafts presented for collection, and occasionally, acted as a foreign exchange teller for the bank.

Bachelor’S Degree, Human Relations & Business

Education record

• The Efficient Assistant Certificate of Training Excellence, Dallas, Texas • Managerial Techniques for Secretaries and Administrative.