Susan Smith Email & Phone Number

Los Angeles, Ca

Provides advanced secretarial and administrative support for the President & Chief Executive Officer and Vice Chairman. Manages the day-to-day operations in the Executive Office. • Answer telephone, directs, screens calls, takes and relays messages for the Executive Officers.• Manages, schedules, and coordinates the calendar of appointments. • Composes and prepares correspondence, including confidential and/or sensitive information.• Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with customers and/or staff involved.• Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.• Prepares Board of Director package agendas.• Completes CRA reports quarterly.• Manages Marketing reports and coordinates Marketing meetings.• Coordinates with the Marketing representatives for advertisements.• Completes new account and account maintenance documentation including CIPs, CDDs, and write-ups.• Collects banking transaction requests from clients, verifies the authenticity of the request and the sender, and forwards to the appropriate department for the completion of the transaction.• Assists in the preparation of Suspicious Activity Reports (SARs) with related narrative and supporting documentation and forwards to their direct manager. • Assists with administering aspects of the Bank Secrecy Act Compliance Program; assists independent, state and federal regulator auditor inquiries.

Los Angeles

• Takes accurate minutes from Senior Executive or Relationship Managers Board and Executive meetings and committees. • Coordinates transportation, travel, dining or other arrangements for Senior Executives.• Prepares correspondence, reports and materials for signature and distribution. Independently prepares recurring reports for approvals and signatures. • Prepares expense reports for Senior Executives or Relationship Managers. • Prepares presentation materials, handouts or information packages as needed, including monthly board packages in both original or electronic form. • Answers telephones for Senior Executive, Relationship Managers or department. Analyzes urgency of matters and communicates as appropriate for messages or action items. • Maintains calendars of Bank Executive meetings and social or networking commitments. • Plans and organizes meetings; coordinates lunches if applicable; prepares and distributes agendas for appropriate facilities, services and A/V. • Assists board members with final edits to notes and minutes for distribution or other confidential reporting tasks. • Manages the coordination of Executive functions with other departments or regional offices. • Organized and contributes to workflow or department improvements. • Organizes Bank functions including holiday parties, company picnics. • Compiles required information for upcoming exams/audits. • Orders supplies for department/regional offices. • Completes Administrative tasks including, but not limited to, filing, document production and printing, photocopying, scanning, faxing, electronic file transfer.

Los Angeles, Ca

Executive Assistant to the Chairman/CEO • Provide administrative support to CEO/Chairman • Daily interaction with high level executives and high profile clients• Coordinate meetings with relationship managers and their clients/prospects to meet with the Chairman/CEO • Track and report CEO expenses• Arrange all travel for Managers • Maintain time keeping tracking personnel vacations, sick leave • Assist Marketing Director with company picnics, holiday parties, executive retreats and annual events (i.e. golf tournaments, mentor luncheons. • Keep organizational chart up to date Administrative Assistant /Personal Financial Services Representative • Provide administrative support to department Manager • Schedule meetings and maintain Managers calendars • Prepare customer documents for new accounts • Assist in preparation of loan write-ups and loan approval tickets as needed • Accompanied Mangers on client appointments to provide additional information regarding Personal Financial Services benefits • Complied information for monthly reports by contacting department heads New Accounts Coordinator • Assist Relationship Managers with new account documents • Preparation of new account packages for clients • Meet with clients for document signatures • Attend loan closings to notarize documents Operations Assistant • Processed payments for Visa/MasterCard• Provide customer/employee support in all areas of Operations • Verified data entry for outgoing wires • Notified customers on checks that have been returned