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Founder & CEO

Executive

Highly impactful professional, confident and disciplined with surgeon-like accuracy. Loyal and experienced with an
extensive background in Executive Administrative / Personal Assistance, Project Management, Leadership, Facilitating
and Training Development. Sound mentor and thought leader with the ability to delegate and execute. Capable in
bringing innovation and creative ideas to fruition with the ability to overhaul administrative processes in effort to
improve efficiency and create memorable experiences for our clients and organization.

Highly interested in real estate and the ability to build wealth through investing, I began pursuing my real estate license
in June 2020, as well as assisting with architectural inspections as an independent contractor.
- Successfully closed escrow on four properties (three purchases / one listing) in my first four months of practicing real
estate
- Incorporated Joe Daniel Real Estate in June 2020
- Completed all three Real Estate courses required to obtain my real estate license
- Independent contractor assisting architectural interior inspections

As a direct report to the CEO, my primary objective was servant leadership, anticipating needs, and the maintenance of their professional reputation.
- Administrative Tasks - Calendar adherence, management of executive inbox, extensive domestic and international
travel arrangements, expense reporting and meeting planner / organizer
- Personal Tasks - Shopping, personal errand running, personal family assistance
- Humble and fast learner, comfortable with researching professional services and providing professional insight, as well
as ANYTHING else necessary to ensure my CEO was well cared for (washing dishes, serving coffee, etc.)
- Trusted sounding board for my CEO, spent several hours dreaming together on various initiatives with the intent to maximize profit for the organization
- Comfortable with confronting problems head-on and delivering difficult conversations if / when necessary

Executive / Personal Assistant to the CEO

As DataFile employees' ambassador, I advocate and initiate programs, policies, and procedures to positively affect
changes for both remote and in-office employees. I am an integral member of our Human Resources Department.
- Microsoft Office & G Suite - Highly skilled user, developed several training materials, PowerPoint decks, and precisely
organized documents on both Mac and PC platforms
- Project Management - Drove numerous initiatives¹ across the organization. Talented executer with laser focus and high attention to detail
- Facilitating - Facilitated 34 classes (199 new employees) in 2018 with a 98% approval rating from new employee
feedback
- Public Speaking - Articulate and charismatic public speaker. Elected to host multiple engagement activities and events
in various formats including live, on video as well as via GoToWebinar
- Video Filming & Editing - Company video editor and content developer, published over 20 videos with various themes
and topics including training videos, welcome videos as well as engagement videos
- Emotional Intelligence - Extremely comfortable with all walks of life with no prejudice. Capable of creating stellar
connections with excellent rapport
- Highly Resourceful - Ability to drive projects to fruition regardless of available resources. Able to deliver high-quality
products with very little rework needed prior to deadline. One of very few recipients of a 4.5 (out of 5) Performance
Management rating²
- Effective Leader - Mentored numerous employees including our two trainers whom I partnered with in effort to standardize their training practice
- Master of Confidentiality - Savvy to a variety of knowledge prior to organization, proven trusted to remain confidential
- Soft Skills and Communication Advocate - Strategic thinker, advocate for using strong language with grace and professionalism
- Recipient of 2018 "Teachable / Trainable" Company Wide Recognition Award after ungrudgingly becoming a Subject
Matter Expert (SME) in various platforms and skill sets
- Knowledgeable of HIPAA, Release of Information, Health Information Management & Learning Management System

Employee Experience Manager

Personal / Administrative Assistant to the CEO
As a direct report to the CEO, my primary objective was servant leadership, anticipating needs, and the maintenance of their professional reputation.
- Administrative Tasks - Calendar adherence, management of executive inbox, email drafting, travel arrangements,
expense reporting, meeting scribe and call screening all with Tetris-like precision
- Personal Tasks - Shopping, personal errand running, personal family assistance, personal expense reporting and Girl
Scout arrangements
- Humble and fast learner, comfortable with researching professional services and providing professional insight, as well
as ANYTHING else necessary to ensure CEO was well cared for (washing dishes, serving coffee, etc.)
- Trusted sounding board for CEO, spent several hours dreaming together on various initiatives with the intent to maximize profit for the organization

- Happily responsible for maintaining the CEO's professional reputation for administrative related tasks including but
not limited to calendar adherence, expense reporting, call screening as well as on-site assistance
- Happily assisted with personal care to CEO including but not limiting to personal document filing, errand running,
shopping, personal expense reporting, walking and cleaning up after dogs as well as maintaining and cleaning office
- Responsible for highly visible report auditing which requires extensive attention to detail as these reports are provided
directly to clients whom are relying upon them for multi-million-dollar transactions
- Pioneered and developed several new work templates and procedures
- Resourceful learner - Learned AutoCAD As-Built architectural drawings in 2 weeks by taking courses via Linda.com
which generally require 2+ years of college knowledge. This allowed my company to save $4k+ per project (10+ projects) by keeping the services inhouse
- Resourceful learner - Rebuilt company website (www.consultmcclain.com) with the aid of YouTube. Figured out coding,
flash and WordPress with no prior knowledge, schooling or experience
- Calculated career pathing, originally hired on a 90-day trial at reduced income; however was offered full-time
employment and increased pay rate due to outstanding performance and work ethic

Responsible to audit and manage 40+ customer advocates to ensure all research and data were performed
appropriately to meet applicable government guidelines and regulations
- Mentored and developed newly hired associates which resulted in a promotion to bank officer in July 2012
- Responsible in auditing 300+ Loss Mitigation associates telephone calls and case work to ensure the highest
compliance was upheld within the FDCPA and fair lending guidelines
- Exceptional critical thinker, as this position required adherence to government service level agreements
- Pioneered several internal lines of business study guides utilizing Microsoft Office Suite
- Delegated to facilitate internal call calibrations for leadership audiences of 100+
Site Facilitator / Team Manager
- Effectively managed several teams of 10-20 associates
- Facilitated several learning / training courses for classrooms of 10-300 associates, managers and site leaders
- Responsible for 300+ associates' overall education and knowledge of company products, policies and practices
- Successfully increased quality performance at site level of over 28% within first 3 months of accepting the position
- Assisted in the hiring process of new associates by interviewing and reviewing their resume and work experience
Senior Collector II / Customer Assistance Representative
- Responsible for mitigating losses of an average of 3MM per month
- Recognized Division wide for exemplifying delightful service to our customers as well as the recipient of several
GLOBAL RECOGNITION AWARDS provided by Bank of America Corporation

Quality Analyst / Consultant

Find out detailed information about Joey Liscano, Founder & CEO in Upland, CA

Joey Liscano: Founder & CEO in Upland, CA

Joey Liscano