Stephanie Thylin Email & Phone Number

San Jose, Ca, Us

Us

•Support RM's with portfolio management, screening inquiries, and servicing. •Closer, document review and closing conditions.•Set up credit files and review account officers files for accuracy and completeness.•Prepare and submit SBA application package.•Tickler / Covenant monitoring and collection with direct contact to clients.•Support the department to achieve satisfactory regulatory exam results and liaison with auditors.•Conduct collateral site visits and market research.•Prepare vendor due diligence and vendor liaison.•Advance Microsoft Suite including Power Point, Visio, Excel and Adobe Acrobat Pro PDF.•Creating forms, preparing presentations and maintaining pipeline, NSF / OD reports, new employee on-boarding and special projects.•Monthly reporting requirements including Reg B.•Responsibilities also include Outlook scheduling, invoice processing, travel arrangements, mailings, agendas and expense reporting.•Assisting with writing and reviewing Policies and Procedures.

•Office Manager for two CPA’s and one EA. Adapted to the changing environment and assisted CPA’s on projects.•Managed calendars using Outlook including scheduling appointments, conferences, travel arrangements, facilities liaison, managed office supplies and all equipment. Met all commitments and deadlines by prioritizing.•Prepared payroll time sheets and expense reports, tracked continuing education and new employee set up.•Created reports and proposals, packaging and shipping of documents. •Experience with Lacerte Accounting software. •General office bookkeeping (Quick Books), collection of fees and EFT payments, reconciled EFT statements, vendor invoice auditing and accounts payable management, following up on accounts receivable to improve cash flow, banking and data entry. •Managed physical file maintenance and electronic copies.•Promoted the business by establishing a rapport and installing confidence, following up in a timely manner, documented interactions, prepared written communications, conducted market research and compiled data using Word and Excel.

•Adapted to the new and rapidly changing office/business procedures to ensure streamlined office operations, contributing to process improvements, training associates, managed workflow, scheduling.•Assisted with marketing.•Provided customer account support.

Us

• Leigh High School Performing Arts Parents Association 2009 - 2014. Fund-raising, recruiting, marketing and assisting across the organization.• Dartmouth Middle School Band Uniform Chair and Fundraising 2008 - 2013. Raised thousands of dollars via cold calling. Managed volunteers and volunteer recruitment. Presentations to the kids and volunteers.• Book Fair/Fundraiser Co-Chairperson 2008 - 2009. Organized the event, recruited and directed volunteers.• Home and School Club Board Member 2005 - 2007.• Room Parent Coordinator 2005 - 2007. Recruiting, organizing, lead meetings and guided the Room Parents. Problem solving.• Room Parent 2000 - 2009 Classroom volunteer, Art Vista/Project Assistant, Assistant Library Clerk.

Education record

Bachelor Of Science (Bs), Business Administration / Marketing