Responsible for maintaining federal and state tax preparation trackers: 217 legal entitiesMaintains record of capital needs and capital funding of 150+ assetsProduces capital call letters along with cash forecast for investorsFacilitates banking operations: opens new accounts, manages users in online platform, prepares documentation to obtain new line of credit and/or increases in credit limitAssists with company reports to be presented to investors and bankers: due diligence, quarterly and annual summaries, etc.Aids in preparation of portfolio overview for audit bids: asset list, investment detail, and organization chartsHas assisted with Accounts Payable in both AMSI and Yardi

Set up tables, linens, chairs, and serving stations for full-service banquet events, with emphasis on weddings Greeted and welcomed guests, and responded to specific requests in professional and courteous manner

Ensure cash handling procedures are performed to standardsMaintain friendly and professional interactions with customers Accountable for communicating issues to store owner Support store operations, including cash register, operating machines, store preparation, and closing duties