Lidia Garcia

Bilingual English–Spanish executive assistant and operations professional with experience supporting founders, coordinating complex administrative workflows, and managing residential property operations. Skilled in executive inbox and calendar ownership, client and vendor communication, project tracking, documentation, process improvement, and time-sensitive follow-through. Property management background includes supporting 100+ units, rent collection and delinquency coordination, lease monitoring, and maintenance requests.

Technology-oriented, proactive, and service-focused.

Executive Assistant to Founder at Valiant Brokerage (2026-05 – Present)

• Provide direct executive support to the founder of an insurance brokerage, coordinating inbox, scheduling, daily priorities, and follow-ups across clients, carriers, agents, and vendors.
• Track complex insurance cases and administrative requests, clarifying next steps, documenting handoffs, and following up with stakeholders to keep work moving.
• Transform meeting discussions and transcripts into actionable task lists; organize priorities and ownership in ClickUp and maintain visibility on pending decisions.
• Develop and refine SOPs, templates, client communications, and operational workflows to improve consistency and reduce missed follow-ups.
• Coordinate sensitive client documentation, application and signature processes, and cross-functional communications with professionalism and discretion.

Personal Assistant at Strategy Ladders (2025-08 – 2026-03)

• Managed founder inbox in Superhuman, triaging messages, drafting responses, and prioritizing time-sensitive communication.
• Owned executive calendar and meeting coordination; maintained organized Google Drive systems and consolidated meeting information from digital tools.
• Tracked deadlines, commitments, and action items using Asana, Sunsama, and collaborative platforms to support reliable follow-through.

Property Manager at Bay Management Group (2024-01 – 2024-12)

• Managed tenant communications across more than 100 residential units, maintaining response times under 24 hours.
• Tracked delinquent accounts and coordinated rent collection and eviction-related processes.
• Monitored lease agreements and compliance with contractual terms; coordinated maintenance requests and urgent repairs.
• Used AppFolio, Salesforce, Microsoft Office, Outlook, and internal property operations tools.

Executive & Personal Assistant | Property Operations & Finance Support at Capital Rise Investments (2022-06 – 2024-11)

• Coordinated executive communications, calendars, travel, scheduling, and day-to-day personal and business operations.
• Supported multiple real estate projects, tracking project milestones, budgets, payments, and operational priorities.
• Assisted with payroll coordination, expense and budget tracking, and QuickBooks reconciliation.
• Implemented task and follow-up systems to monitor deadlines and support timely project execution.

Bachelor of Applied Science in Information Technology – Ensign College via BYU–Pathway (2025-08)