Susan Bogan Email & Phone Number

Scottsdale, Arizona, United States

Hybrid Administrative Assistant/Office Manager role for leadership with duties such as calendar management and expense reimbursements, while being responsible for the efficiency of daily office operations. Process multiple invoices and coordinate team meetings and events, assist with sales license renewals, interface with property management on facility issues, download and distribute reports, and own and manage all assigned special projects.

Phoenix, Arizona, United States

Work closely with financial advisors to provide service support for their teams and Merrill Lynch clients.Work with highly affluent clients around the world; Lead end-to-end onboarding and maintenance for new and existing clients.Provide services to each client, working across business lines to accommodate requests.Use creativity to tackle complex problems; Manage client servicing requests and account maintenance.Use multiple communication methods to ensure a consistent and exceptional client service, e.g., secure email, company wide customer service portal.Act as a key team member leading our clients’ digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security, fully adhering to SEC regulations.Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities.Friendly, creating client confidence; quickly fulfilling client needs; delivering solutions; simplifying processes for clients; frequent communication; exercising an abundance of discretion with sensitive information.

Gilbert, Arizona, United States

Assisted team with loan originations.Validated all necessary client documentation was provided and is viewable in the doc manager software.Coordinated employment verifications on all loans, both written and verbal.Facilitated weekly meetings with our selling and buying agents, to provide loan updates.Worked with Title Companies to ensure completion of all necessary documents, in order to maintain client's crucial timeline.Collected and reviewed client documents, to ensure sure they meet outstanding conditions; uploaded into Fuel.Assisted Closing Manager with Closing Disclosures and balancing.

Scottsdale, Arizona, United States

Assisted with all necessary correspondence, incoming calls, emails, and tasks throughout the day.Ran all necessary reports that relate to sales, weekly budget, payroll and guest surveys.Maintained calendar, scheduling of meetings, and travel for my direct reports.Responsible for processing payroll and maintaining vacation schedule for Executive Office and admin team.Entered sales leads and created proposals and contracts for Sales Managers.Coordinates and responded to all charitable donation requests for the resort. Processed expense reports for my direct reports.Greeted VIP guests for my direct reports in their absence and served as point of contact for Elite travelers.Helped to plan and execute major golf fundraiser each year for 200+ people.Voice of the resort in response to TripAdvisor reviews on behalf of Resort Manager.

Scottsdale, Arizona, United States

Greeted potential buyers at Toscana’s Sales Office.Input sales information into Contact Management System database.Met with appraisers upon request.Created sales flyers.Oversaw Hospitality Suites.