Joanna Abelo: in Huntington Beach, CA

• Process open orders for out-of-state mortgage refinances (AL, AZ, NV, UT), process California mortgage refinances for clients (Mortgage Connect, Cash Call), assist Title Unit (date downs, log-in checks, log-in mortgage packets, print Commitments, Exhibit A, and Order Notes), filing, customer service via email; Manage customer emails for multiple-Inboxes (Orange Coast Title, Real Advantage Now, Real Advantage Title Insurance Company)

• Handle office activities: phone calls, fax, email, mail (USPS, FedEx, UPS, couriers), scanning, filing, manage 15-conference rooms, order lunch/catering, guest list, welcome/host guests, Non-Disclosure forms, visitor passes, maintain front lobby, kitchen, supply room, contact building security/maintenance, stock inventory (water, coffee, mints, supplies) in kitchen, supply room, maintain a clean/organized office, create new hire packets, assemble new hire gift bags • Assist Property Managers with preparing and processing Purchase Orders/Proposals, maintaining all logs (Property Information, Certificate of Insurance, Purchase Order, Service Agreements, Coding, Budget), processing invoices, other assigned projects; Assist partners and manager with preparing client tax return (Tax Return, K1, Action Items) and encrypting email to client for security, client invoices, scanning, other assigned projects; Assist Executives, Human Resources, Engineers, Administrative Assistants, Maintenance

• Stratis Financial: Provide support to MLO’s, ensure that disclosures are provided to borrowers in a timely manner; assist in clearing conditions, documentation collection and organization from clients and various other third parties, communicate with borrower on MLO’s behalf, maintain pipeline, perform various other duties • Freeway Auto: Accepted double work and handled 8-Districts (Northern and Southern California), supported District Managers, Branch Managers, Sales, Trainee; New Hires: application, back up email, W-4, CA DE-4, eVerify, Admin password, Ulti-Pro password, ADR, Progressive password, Endorse, DOI Certificates, Wage Information Sheet, Temporary Trainee Sheet, Guarantee, Employee Data Sheet, DMV, Felony, Progressive, GMAC, Producer, File Setup; Changes/Transfers: Pay increase/decrease, branch location transfers, job title changes, password reset/access; Terminations: Termination Letter, Final Paycheck, GSO shipping, Inactivate passwords (ADR, Progressive), Unendorse

• Manage front desk and lobby, assist Sales Managers, Sales Team, Internet Department, Finance, Business Development Center, Service Department, Concierge, Boutique, Administrative Assistants; Provide world class excellent customer services to our guests (front line, phone, email), assist guests with airport shuttle service, client car storage, book service appointments via email or phone call, assist guests with emergency calls, answer incoming calls, make courtesy calls to guests, transfer calls to appropriate departments, take messages, handle USPS mail, submit maintenance tickets; Create and maintain Weekly Schedule/Employee Contact List for entire dealership

• Handle office activities: phone calls, fax, email, mail (USPS, FedEx, UPS, DHL, Overnite, couriers), scanning, filing, employee phone list, post office, mail room, three conference rooms, order lunch/dinner catering, guest list, welcome/host guests, parking validations, visitor passes, conference room calendar, roll call, postage meter, maintain front lobby, kitchens, supply room, and three conference rooms, contact building security/maintenance • Handle vendors (FruitGuys, Ambius plants, Shred-It, Costco, Staples), order and stock inventory (water, coffee, soda machine, snacks, supplies) in kitchens, supply room, credenzas, maintain a clean, organized office • Mailers (tax mailers, invoices, confirmations), eFile (engagement letters, FBAR, extensions) • Assist Partners, Human Resources, Audit and Tax Professionals, Manager, Administrative Assistants with other projects/tasks

• Actor (movies, commercials, television, pilots, print), support various companies with promotional needs

• Manage east coast territory (Maine to Florida), back order reports, meeting minutes, cover Receptionist • Provide support for 6-Outside Sales Reps and their Sub-Reps

• Assist members with credit card fraud (Processed 400-compromised cards manually) • Provide support for 6-branches, internal departments (Real Estate, Electronic Services, and Call Center)