Samantha Wallace

• Assistant to the owner.
• Managing day-to-day operations for the company
• Maintained all current loan files with borrowers
• Loan assistant to all new borrowers, create and finalize all new loan documents
• Assisted owner with property management needs, helping rental units and tenants when needed
• Bank and credit card reconciliation for mortgage office, investment properties, and car washes.
• Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
• Developed systems and procedures to improve operational quality and team efficiency.
• Oversaw day-to-day production activities in accordance with business objectives.
• Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
• Mentored and coached team members to foster productive and engaging work environment.

• Assumed all administrative duties involved in everyday management within office and human resources
• Preformed all new hire orientations and set up all new hire computers
• Processed Bi-Weekly payroll for 20 employees
• Prepared and sent monthly billing to all clients
• Maintained all client’s retainer balances and requested replenishments as needed
• Ensured firm was running smoothly daily
• Worked with accountant to reconcile monthly bank accounts
• Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
• Defined, implemented, and revised operational policies and guidelines.
• Analyzed business operations and implemented strategies to improve operational cohesiveness.
• Paid all necessary bills to keep office running smoothly
• Worked with owner of firm daily to continue firm’s operation.
• Monitored office workflow and administrative processes to keep operations running smoothly.

Utilized strong interpersonal communication skills during client interactions, increasing trust and fostering long-lasting relationships.

• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

• Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
• Managed inventory control, cash control, and store opening and closing procedures.
• Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
• Assisted with hiring, training and mentoring new staff members.
• Improved customer satisfaction through staff training in customer service and product knowledge.