Lori Upton
Experienced Manager & Executive Assistant Roles
Marketing Lead Specialist Supervisor at Lawyers Title
Background
15+ years of progressively responsible experience in various office management and executive assistant roles, requiring exceptional organization, staff management, and customer service. Dedicated, integrity-driven office professional, excellent customer relationship manangement, with a track record of transforming departmental performance. Recogized with multiple awards for best performing department over consecutive years.
Job experience
- April 2005 - April 2020Marketing Lead Specialist Supervisor
Lawyers TitleBurbank, CA, USAOversaw daily activities for department-wide management, supervising large Sales Representative team, spearheading integrity-driven governance to boost performance and establish excellent work ethic. Carried out various administrative duties, updating and filing all reports and mailed requests, applying various software programs, including DataQuick, Farms 2.0, Title Point, and MS Office Suite (Excel, Word, Outlook). Captured detailed data to aid creation of marketing content to penetrate new markets and engage prospective clients. Directed resources, ordering all new departmental supplies and office equipment. Packaged all marketing books and labels earmarked for client distribution.
Guided 35 sales representatives, instructing on how to develop new leads for respective Real Estate agents, Mortgage, and Escrow companies.
Delivered training sessions to all new sales representatives as well as respective assistants, to improve procedural competency, detailing creation of “Farm Package”.
Achieved multiple awards, transforming average department in best performing sector to be voted as best department for multiple consecutive years, attaining best in industry status.
Generated innovative marketing tools by researching new ideas and trends, suggestions, and recommendations.
Boosted timetable and productivity, enhancing product output from days to hours. - April 2002 - April 2005Customer Service
Lawyers TitleBurbank, CA, USAAided administration with full ownership of customer relations, ensuring service excellence and best practices. Performed range of office related duties including interfacing with clients, answering phones, replenishing supplies, managing office inventory, and overseeing filing.
- January 1996 - March 2002Credit Manager/Accounts Receivable
Marzocchi Suspension CenterValencia, CaSupported VP with administration while assisting Sales Department in establishing account payment terms. Conducted reviews
of all sales orders to assure accuracy. Organized travel arrangements for all employees. Coordinated and supervised all company collection and credit functions covering evaluation and approval of credit applications, outlining credit limits, processing cash, check, and credit cards, as well as collecting funds.
Steered relationship management, interfacing with all customers and account holders, along with directing negotiations, and fund collections.
Slashed credit from over $100K to under $20K, leveraging prior job role expertise.
Liaised with industry managers within Reimer Group as company representative at annual out-of-state conferences and seminars, sharing and reviewing information on accounts to improve services and processes.
Formulated and updated all invoicing, with preparation and upkeep of sales and inventory reports, mailing associated statements to dealers and customers. - August 1993 - January 1996Executive Assistant
Signal EnterprisesMontrose, CaFulfilled comprehensive role, comprising updating daily calendar, itineraries, and appointments, making travel arrangements for all company attendees. Captured data for monthly commission reports, using MS Excel, preparing all forecast, target accounts, and sales report information. Directed office management, typing all correspondence, receiving, and logging all orders, overseeing filing and messaging center.
Enhanced customer service by supporting inside sales, following up on client orders with quotes and samples.
Bolstered administration in aiding owners of sales representative company, within electrical component sector.
Assisted completion of multiple special projects.
Coordinated presentations and company attendance at various marquee trade shows and exhibits, distributing trade show information with special mailing broadcasts.
Education
- C.O.C. - College of the Canyons
General Education- present
Certifications
-
Compliance
- presentRange of mandatory internal Compliance courses covering Anti-harassment, safety, diversity, integrity, risk management, ethics, and online security.
