Jeremias Sur

Operations professional with 4+ years of experience in project coordination, process optimization, and compliance management across construction and professional services. Proven ability to manage multi-project workflows, implement process improvements, and coordinate logistics operations. Bilingual (English/Spanish) with strong analytical background and notary public certification.

Office Coordinator—Client Operations & Administration

Cresset Capital Management • May 2023 – Present

• Coordinate operational support for 3-person advisory team managing multi-million dollar client portfolios.
• Improved scheduling efficiency by reducing double-bookings and streamlining appointment coordination for 30+ monthly client meetings across multiple time zones.
• Coordinate domestic and international shipping logistics via FedEx, managing outbound packages and tracking inbound deliveries for legal and tax documentation.
• Serve as commissioned notary public, executing approximately 5 monthly signings for estate planning documents, trusts, and powers of attorney.
• Process and log financial transactions in compliance tracking system, maintaining audit trail and regulatory documentation.

(Full-time May 2020–May 2023; Part-time May 2023–Present)

• Managed 2-3 concurrent construction projects ($50K-$500K range), ensuring on-time and on-budget delivery through scope control, resource coordination, and timeline management.
• Conducted cost analysis and job cost estimation for project bids, directly supporting profitability and competitive positioning in federal and commercial markets.
• Prepared and submitted federal government contract bids, navigating compliance requirements and procurement processes.
• Coordinated bilingual (English/Spanish) communications with clients and subcontractors to resolve jobsite issues and maintain project continuity.
• Streamlined bookkeeping operations by digitizing 4 years of financial records, implementing systematic file organization and improving audit readiness.
• Developed comprehensive project tracking systems in Excel for budget administration, cost monitoring, and deliverable management.

Sunwater Institute • June 2021 – September 2021

• Conducted policy research and analysis on public policy, legal systems, and government regulations.
• Developed and maintained research database for institutional knowledge management.

Bachelor of Arts in Government • Concentration in Philosophy, Politics, and Economics

George Mason University, Schar School of Policy and Government • Graduated May 2020

GPA: 3.63 • Cum Laude • Dean's List