• Employment History

    • Client Support Associate

      Broadridge Advisor Solutions [San Diego, CA]07/2016 to Present
        • Created an informational spreadsheet from Software Requirements Specifications comparing and contrasting the current Website Administrator site templates for Wells Fargo Financial Advisors to the four new website templates being made available to them in 2017.
        • Created an instructional PowerPoint presentation to be utilized by customers to learn how to use proprietary softwate in creating professional websites for financial advisors.

    • Office Manager

      Sierra Plumbing & Electric [Riverside, CA]02/2016 to 04/2016
        • Utilized QuickBooks to keep accurate accounting records and produced weekly reports for the leadership team to help in decision making processes and budget planning.
        • Maintained construction project and accounting folders to accurately reflect the status of open contracts such as percent complete, percent billed, insurance status, and change orders.
        • Collaborated with Paychex regarding new hire paperwork, termination packets, and wage garnishments to keep employee records up to date and in compliance with government standards.

    • Property Manager

      Gilbert Apartments [Hemet, CA]05/2002 to 08/2012
        • Created MS Access database to store tenant information, track payment status, and generate rental contract agreements, thus improving productivity and implementing standardization of processes.
        • Completed background and reference checks to determine suitability of tenant applicants and limit financial loss and property damage due to inappropriate behavior or inability to pay rent.
        • Collected monthly rent from tenants, maintained detailed payment records, and made deposits of funds collected to company bank account on a weekly basis, as needed.

    • Owner

      Jamison Enterprises [Hemet, CA]09/2000 to 01/2002
        • Saved clients thousands of dollars on printing and shipping costs by contracting with printers throughout the country and negotiating discounted prices on construction plans and specifications.
        • Developed and maintained a website providing up-to-date information on open government contract solicitations as a singular source for obtainingg related plans and specifications.
        • Maintained accurate accounting records and produced weekly reports on payables and receivables to aid in decision-making and the creation of monthly budgets utilizing QuickBooks.

    • Office Manager

      TNT Constructors [Moreno Valley, CA]03/2000 to 05/2000
        • Caught up on all contract paperwork and processed final certified payroll reports for jobs that were closing out.
        • Made final general ledger adjustments in MAS90 as directed by the company CPA, and insured the integrity of job folders for all completed projects.

    • Office Manager

      Trimco Finish Carpentry [Riverside, CA]12/1998 to 09/1999
        • Utilized Peachtree accounting system to enter accounts payable, accounts receivable, and payroll data and ran reports to assist company executives in making decisions and planning budgets.
        • Updated accounting folders in filing system to store data chronologically and increase the efficiency and productivity of office employees when researching customer and vendor communications.
        • Monitored open accounts payable invoices and seized all opportunities to take advantage of early payment discounts, thus creating substantial savings for the company.

    • Accounts Receivable Specialist

      Niagara Drinking Water [Irvine, CA]09/1997 to 09/1998
        • Processed bills of lading into proprietary accounting system to produce accounts receivable invoices and accurate aging reports to assist the company controller in making budgetary decisions.
        • Updated procedures for filing and tracking open accounts receivable by introducing fasteners to keep data in chronological order and maintaining separate files for open and paid invoices.

    • Office Manager

      TNT Constructors [Moreno Valley, CA]05/1994 to 08/1997
        • Employed MAS90 accounting system to keep precise records on payables, receivables, and certified payroll and ran reports to aid company executives in decision making and budgeting decisions.
        • Created procedures for storing contract data in job binders to accurately reflect the status of open contracts such as percent complete, percent billed, insurance status, and change orders.
        • Standardized filing system protocols to maintain a chronological paper audit trail to be utilized by the company CPA in verifying accuracy general leger accounts and job costing data.

  • Military History

  • Volunteer History