Liliana Moreno, CDFA
Business Administrative Manager | Associate
Liliana Moreno serves as the Business Administrative Manager for DBR and manages all administrative functions for the firm. Having joined the firm in 1994, Liliana’s knowledge and history with DBR runs deep. The administrative department is the backbone of DBR and essential to keeping things running smoothly and efficiently. Liliana provides oversight and training to the administrative staff and manages the development and implementation of standard processes.
Through Liliana’s leadership of the department, she has initiated key improvements to cross-training, work-sharing, and improving team performance as it relates to master documents, calendar management, supply inventory, document management, database management, specifications, submittal reviews, project set-ups, and proposals.
During her downtime, Liliana enjoys spending time with her husband Jorge and her children, Alexandra and David. Gardening is one of her favorite pastimes as it brings her to God’s nature. The fragrance of roses is what she enjoys the most.
Liliana’s strong organizational skills, personable approach, and commitment to the company goals make her a valued leader at DBR.
Q&A with Liliana:
Q: Describe your approach to administrative management as it relates to the organization and growth of DBR.
A: My approach is to focus on efficiency and effectiveness by managing the administrative needs of the organization so that relevant and accurate information can be given to managers in a timely manner at all levels, enabling them to make meaningful decisions that best serve our employees and clients.
Q: What have you found yourself focusing on most during the last few months given the current industry challenges?
A: Our industry is constantly evolving, and it is essential that I continue to learn and stay current with our firm’s processes. I have been focusing on continuing education (within and outside the firm) and applying newly acquired ideas and knowledge to improve procedures for our administrative personnel. Furthermore, in order to adapt to doing business during a pandemic, it is imperative that I share any knowledge, methods, and techniques with my staff to increase the team’s efficiency. Progress is easier to achieve with a better-equipped team.
Q: What do you see as key challenges or opportunities for the administrative department in the next 5 years?
A: Growth and professional development. Now more than ever, administrative assistants play an integral role in the success of an organization, and as their responsibilities increase, the skills and attributes that define a top-notch administrative professional expand as well. Our administrative personnel executes a complex role that requires a range of professional skills such as time management, interpersonal skills, customer service, and keen organization. We can multitask, possess multiple skills, and must face a variety of foreseen and unforeseen challenges on a regular basis. I recommend that administrative staff be included in more projects and top management conversations. Our department’s success relies on the functions of planning, organizing, excellent communication skills, efficient training, and leadership. The more efficient and organized our department becomes, the more success the entire organization can achieve.
Have questions? Give Liliana a call:
Liliana Moreno, CDFA
Business Administrative Manager | Associate
210.546.0200
[email protected]