Patricia B.

Patricia B. Email and Phone Number

Administration, Accounting, Real Estate Specialist | Gets It Done
Patricia B.'s Location
Orange County, California, United States, United States
About Patricia B.

I'm an office professional with strong organizational, analytical, and problem-solving skills. Capable of prioritizing and multitasking to support business objectives. I am skilled at effectively collaborating with colleagues in and outside an organization while developing positive relationships. I strive to provide excellent customer service and uphold the highest ethical standards. My expertise extends to real estate, accounting, property management, insurance, legal and mortgage industries. If you're seeking an office professional with a diverse skill set who enjoys working and contributing to an organization's growth and financial strength, let's connect and explore how we can collaborate to achieve mutual success!

Patricia B.'s Current Company Details

Administration, Accounting, Real Estate Specialist | Gets It Done
Patricia B. Work Experience Details
  • Medwest Realty
    Executive Assistant, Commercial Real Estate Leasing, Administration & Operations
    Medwest Realty Jan 2022 - Dec 2022
    Tustin, California, United States
    Provided high-level support to broker/owner and 2 leasing associates. Managed 100+ medical commercial real estate lease and sale listings in CA, NV and AZ. Efficiently launched new company while coordinating a smooth business transition from Cypress West Partners to MedWest Realty. Mentored remote international team, managed real estate listings and oversaw marketing. Executed administrative and accounting tasks, provided real estate transaction support ensuring rigorous quality control and customer service achieving record growth and profits.
  • Cypress West Partners
    Executive Assistant, Commercial Real Estate Leasing, Administration & Broker Services
    Cypress West Partners Apr 2019 - Dec 2021
    Rancho Santa Margarita, California, United States
    Provided high-level support to 2 leasing associates and managed 100+ medical commercial real estate lease and sale listings in 4 western states. Streamlined workflow, created databases, maintained accuracy, ensured deadlines were met. Mentored remote international team of 3, oversaw creation and implementation of marketing materials and campaigns. Produced stacking plans for 25+ buildings for ownerships, screened prospects, vetted vendors, researched property data. Drafted lease documents, executed accounts payable/receivable, commissions and purchasing. Database administrator of leasing, marketing and building software. Improved overall operational efficiency and customer satisfaction.
  • Cypress West Partners
    Assistant Vice President, Accounting & Administration
    Cypress West Partners Feb 2016 - Apr 2019
    Rancho Santa Margarita, Ca
    Delivered administrative support to management team with the acquisition, sale, development, leasing and property management of a 3M+ SF/500+ tenant medical commercial real estate portfolio located in 4 western states. Performed accounts payable/receivable, banking and purchasing. Assisted with reconciliations, management reporting, building acquisitions and sales. Executed mortgage loan draws, managed leasing and sale commissions within and outside of organization. Database administrator of accounting, real estate, building management software. Drafted lease abstracts and created tenant building manuals. Verified tenant & vendor insurance certificates. Successfully organized tenant and company events ranging from 25 to 500 attendees. Provided pivotal knowledge increasing operational efficiency and customer service.
  • Lrd Insurance Solutions
    Account Manager
    Lrd Insurance Solutions May 2014 - Dec 2014
    San Juan Capistrano, Ca
    Administered medical, dental, vision, life insurance benefits for 50+ small group accounts throughout CA. Independently managed business office, advised and quoted insurance rates, processed individual and group enrollments and revisions. Implemented BrokerageBuilder software, established paper and electronic file systems, resolved backlog of claim disputes improving customer satisfaction.
  • Wells Fargo
    Loan Processor Iii
    Wells Fargo Feb 2013 - Feb 2014
    Newport Beach, Ca
    Effectively managed a pipeline of 40+ conventional, FHA, VA loans for major home builders. Liaison with buyers, 8+ loan officers, underwriting/document/funding teams and title/escrow/insurance companies. Jr. Underwrote loans, reconciled closing statements and accurately managed all rate lock pricing amendments for department. Achieved 100% approvals and met closing deadlines 100% of the time.
  • Jwilliams Staffing
    New Home Sales Assistant
    Jwilliams Staffing May 2011 - Feb 2013
    Irvine, California, United States
    Managed sales offices at 7 new home sales tracts independently as needed. Interacted with international clientele, real estate professionals and led tours of 2 to 20+ persons. Maintained price sheets, sales reports, marketing materials, model home staging. Attained long-term placement with prestigious Irvine Pacific, a division of The Irvine Co. by providing professionalism, reliability and flexibility.
  • Rubio Trust
    Successor Trustee / Conservator / Guardian
    Rubio Trust Mar 2004 - Dec 2010
    Long Beach, Ca
    Managed real estate, liquid, personal assets and care as per court-order. Interfaced with court system, attorneys, accountant, medical professionals. Prepared financial, legal documents and successfully resolved all issues. Liquidated and distributed assets achieving maximum distribution to beneficiaries.
  • Mortgage Guaranty Insurance Corp.
    Quality Control Underwriting Analyst / Sr. Contract Underwriter
    Mortgage Guaranty Insurance Corp. Oct 2002 - Mar 2004
    Greater Milwaukee Area/Newport Beach, Ca
    Manually underwrote conventional loans for various lenders in-house. Established and serviced new accounts onsite and remotely. Promoted to Quality Control team at corporate headquarters. Traveled nationwide to perform auditing of conventional loans prior to securitization. Consistently achieved top production under strict time constraints.
  • Pmi Mortgage Insurance Co.
    Sr. Contract Underwriter
    Pmi Mortgage Insurance Co. Oct 1996 - Oct 2002
    Santa Ana, Ca
    In-house staff Sr. Underwriter at top producing regional office. Expertise in manual underwriting of high-risk MI and jumbo loans with a zero buy-back record. Established and serviced B of A account onsite achieving top production statewide increasing sales growth and profits. Mentored Jr. Underwriters and expedited timely closings improving overall service quality. Communicated loan decisions and negotiated counter offers. Company liaison skilled at fostering positive client relationships.

Patricia B. Education Details

  • Cerritos Community College / Saddleback College
    Cerritos Community College / Saddleback College
  • Professional Training
    Professional Training

Frequently Asked Questions about Patricia B.

What is Patricia B.'s role at the current company?

Patricia B.'s current role is Administration, Accounting, Real Estate Specialist | Gets It Done.

What schools did Patricia B. attend?

Patricia B. attended Cerritos Community College / Saddleback College, Professional Training.

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