Sandy Le Email & Phone Number

- Proactively manage client relationships, ensuring satisfaction and addressing concerns promptly.- Facilitate client onboarding by sending comprehensive materials and ensuring smooth transitions.- Conduct regular check-ins with clients to assess satisfaction and resolve any issues that arise.- Analyze client data and metrics to identify trends and opportunities for service enhancement.- Provide strategic recommendations to clients to maximize the value of virtual assistant services.

- Streamline internal processes to improve efficiency and reduce costs, implementing tools and strategies to optimize workflow to increase business development.- Develop and maintain comprehensive project schedules, coordinating meetings, resources, vendor, and subcontractor activities to ensure strict adherence to project specifications, timelines, and quality standards through effective supervision and resource allocation.- Develop and maintain procurement documentation such as quotes, purchase orders, vendor agreements, and trade accounts, ensuring compliance with organizational policies, regulatory requirements, and optimizing purchasing processes to meet project timelines and budgetary constraints.- Oversee bookkeeping activities, including invoice processing, expense tracking, and budget management, ensuring accuracy and compliance with financial protocols.- Lead comprehensive marketing efforts, including developing and distributing materials to enhance brand visibility, managing social media platforms with content calendars to engage audiences, promote company services, and maintain a strong brand presence.

- Create and maintain 6 simultaneous project timelines and milestones, using project management software.- Collaborate and present weekly to stakeholders regarding project activities, status and deliverables.- Manage and review contractor invoices and proposals giving recommendations to clients.- Execute budgets, purchase orders and change orders as needed for materials, services, and changes to original project scope.- Resolve and mediate discrepancies between stakeholders.

- Utilize CRM to conduct student outreach and maintain relationships with prospective students and applicants.- Recruit new students through high schools and community colleges to exceed enrollment goals.- Advise students of admission requirements and course planning to complete the program.- Conduct presentations with partnered institutions to build awareness of transfer programs.

- Utilized Business Analytics and Excel to formulate spreadsheets and analyze loan data.- Used Foxtrot automatic system of scripts to complete manual tasks.- Supervised balance of ATM, credit loan checks, and issue cashier’s checks via Integrated Teller.- Processed TMS transactions and HFS loans for approval via DocuSign.- Managed loan advances, payments, payoffs, quotes, BBC, chargebacks, auto-debits, and escrow.

- Oversaw data entry, recordkeeping, journal entries, accounts receivables, and accounts payable via Quickbooks.- Managed bank reconciliations and payroll determination with usage of Creative Accounting Solutions.- Maintained document organization and compliance through filing, scanning, copying, and faxing.- Supervised calendars, handled information requests, and maintained office supplies.

Master Of Science In Finance & Master Of Business Administration

Bachelor Of Science In Nutrition & Food Science