Responsible for the oversight of the agency's Asset Management portfolio of seven (7) properties which includes reviewing monthly financial reports, completing and submitting quarterly performance reports. Assist with Real Estate Development department by working with various realtors to list completed construction projects for sale, collect and review potential buyer financials to determine eligibilityl submit various restriction agreement paperwork, represent agency in all aspects of the real estate sales transactions, submit required paperwork to be recorded and to close out each property file.Administrative duties include maintaing and creating personnel files, keep minutes for board of directors, maintaing meeting calendar for board and staff meetings, maintain supplies for agency, oversee vendor contracts and assist the Executive Director with other duties as needed.

HUD Certified Housing Counselor - Received and accessed client need from initial calls, scheduled and priortized appointments, sent our correnspondence for appointments and general program information for education courses, processed registrations for classes, gathered intake packet from new clients, assembled client files, entered and managed clients in data system, maintained calendars for counselors, prepared quarterly and monthly reports, assisted in facilitating monthly homebuyer workshops. Other administrative duties included recording minutes for department and special committees, receiving and logging monies received by agency, maintained office supplies for agency, liaison for agency contracts for office equipment and services.

Prepared new employee packets, processed on-lin background checks, completed purchase orders for payables, prepared year-end reconciliation of branch accruals and payables, reconciled and processed daily deposits, maintained and completed insurance claims for members and staff, assisted with program registrationa dn payments, input special program pledges, maintained pledge files, processed payments upon receipt, prepared time cards for payroll, typed correspondence, maintained Senior Executive Director's calendar, maintained employee files, ordered and maintained office supplies and other administrative duties as needed.

Researched error workflow database to reconcile warehouse inventory. Communicated with staff and clients to answer inqurires and resolve inventory issues.

Obtained required paperwork for Neighborhood Revitilization Fund loan processing to input applicants in database. Served as primary liaison between contracts and applicants in scheduling home inspections, establishing renovation start dates and answering inquiries. Assisted with payment processing and preparation of weekly and monthly status reports.

Private Client Associate (1999 - 2002) - Sole assistant to Private Client Advisor responsible for approximately $2 billion high net worth clients. Reviewed daily activity trade journal, prepared annual and special investment reviews, prepared and executed equity, bond and mutual fund trades as directed, maintained regular client contact through correspondence, e-mail and telephone to answer inquiries and satisfy requests. Occasionally filed Rule 144 paperwork for restricted stock trades.Administrative Assistant (1997-1999) - Head administrative assistant responsible for coordination of secretarial staff and duties within trust investment department. Handled all administrative matters for division manager and division manager's $3 billion in individual portfolios for high net worth clients, assisted in the preparation of investment reviews, special quarterly reports and coordinated attendance records for department.

Customer Retention (1995-1996)Customer Card Activation (1994-1995)Customer Collections (1993-1994)