Sales Manager

Jose L. Padilla

**** ******** ***. *** *******, Ca. 94577

Cell: 510-***-**** Email: ********.*******@*****.***

Objective To apply extensive Administrative Assisting, Client Support, Information

Technology Support, and Coordinating experience in a challenging,

creative, environment. The desired position will utilize my strong

organizational and communication skills as well as my attention to

detail, self motivation, and flexibility and preparedness to adapt to

any and all projects as needed by the company.

Experience Jul 07 to Jun 2012 Holmgren & Associates/Opes Advisors Oakland

Ca

Administrative Assistant/Reverse Mortgage & Forward Mortgage Processor

Administrative Assistant

Provided administrative support to Office Manager and secondary support

to President/Owner and Reverse Mortgage Department Manager.

Liaison between all impacted departments to ensure proper communication

and reporting practices.

Direct vendor relations, maintain equipment tracking

Direct public relations material

Develop and maintain customized individual marketing literature for

sales team

Basic IT desktop support for interdepartmental staff and sales team.

Assisted office manager and network consultants with basic hardware and

software troubleshooting and repair.

Mortgage Loan Processor

Provide departmental processing support to a team of up to 10 loan

officers from initial loan packets, through conditional lender approval,

clear to close, and schedule and coordinate final loan documents

signing and funds disbursement

Open escrow and order preliminary title report, build client database

file into Encompass system or specific lender portal (From many lender

specific portals including Wells Fargo Bank ) prepare and coordinate

with loan officers to gather all client documents needed for submittal

to lender with objective of clear to close status on initial lender

approval.

Review trust and title documents for compliance with reverse mortgage

lender guidelines and FHA standards.

Prepare repair rider reports and itemizations and contractor bids for

submittal to lenders

Coordinate with Title Company, loan officer and insurance companies and

any other parties needed to gather conditions to clear lender

conditional approvals.

Process clear to close documents and review figures and file items for

preparation for singing.

Coordinate and schedule closing singings with notary, title company and

loan officer

Receive and review signed documents packet and arrange delivery and

tracking to title company and lender to assure on time funding date.

Tracks funds disbursement to client and broker and maintain and close

out client file in sales and client database.

Contribute to loan officer meeting and assist Reverse mortgage manager

on special project

Assist Manager and attend Reverse Mortgage seminars and banquets when

need

Provide updates to industry changes for loan officers and rate sheets

Forward Processor

Setup forward loans for pre processing by gathering and organizing

client files and inputting necessary documents/information to lender

portals or Calyx Point mortgage client databases

Run Desktop Underwriting and Drive reports for preliminary property and

client approval.

Conduct employment and salary verifications with client employers or

third party verification systems

Gather updated insurance with corrected terms and lender insured

Gather second mortgage subordinations to new lender

Run FHA ELP/CAIVRS/USPS government eligibility reports

Obtain flood certification

Maintain up to date processes and guidelines for multiple lenders and

government changes within the mortgage industry

Apr 2006 to Jul 2007 Abet Laminati Inc. Oakland, CA

Customer Support Representative

Via phone-email-fax contacts, answer questions on over 400 different

kinds of solid surfacing alternative products concerning project

planning, installations, project material calculations, purchase order

inquiries, or repair /return orders.

Give support to field sales agents and customer representatives. Process

purchase orders received via fax, web order system, and inbound phone

calls attaining 100% accuracy and 0% materials returns.

Expedite interdepartmental communication and two coasts to revise and

assure varied Purchase orders discrepancies update contract status, and

maintain customer focus to assure timely delivery.

Fill in when needed to support and assist warehouse personal on packing

and shipping material for on time delivery to client.

IT Support

Coordinate with east coast IT manager to maintain computer and program

network connectivity and support along with basic hardware and software

troubleshooting and repair.

Sales Team Support

Developed and maintained and compiled weekly reports with productivity

charts on department productivity, sales a profits, on time deliveries,

call volume, and quality control reports from AS400 to Excel/Microsoft

Office and analyze for corporate presentations to company president and

CFO

Nov 04 to Jan 2006 Nikon Precision Inc.

Fremont, CA

Customer Support Representative/Warehouse & Inventory/IT Helpdesk

Customer Support Representative

Via phone-email-fax contacts, answer questions about computer chip

stepper equipment concerning upgrades, installations, relocation,

purchase order inquiries, or repair orders. Give support to Nikon field

service engineers and authorized customer representatives. Process

purchase orders received via fax, web order system, and inbound phone

calls attaining 100% accuracy and 0% parts returns. Expedite

interdepartmental communication to revise and assure varied Purchase

orders discrepancies update contract status, and maintain customer focus

to assure timely delivery and avoid contractual penalties.

Inventory/Warehouse

Initialize data entry and maintain current updated stock on hand in

Oracle database, perform nightly inventory checks, cycle counting

shelved quantities, running variance reports.

Pick and package orders and prepare for delivery by researching and

hiring the most cost effective courier for each job with assured on time

delivery. Pull inventory from shelves and restock parts at will. Enter

and track packages in shipping database to maintain 100% customer

satisfaction on deliveries. Coordinate with courier on delayed

deliveries to find expeditious transport (i.e. different flight, land

and air delivery

Administrative/Account Management

Create manage and compile monthly reports/charts on department

productivity, sales a profits, on time deliveries, call volume, and

quality control reports from Oracle/AS400 to Excel/Microsoft Office and

analyze for corporate presentations. Created, updated and maintain

shipping, and sales logs. Provide support on managers projects(research

new processes for new policy/procedure implementation, sales/service

goals)

Maintain and organize customer files & departmental documents. Back up

CSR daily work flow data. Process requests for Terms and Customer Credit

Standing, build customer template into system, update customer price

contracts

AR collection on past due invoices, Advise of account holds and provide

ledger status, Process override orders after payment action, Research

and resolve billing and credit errors

Coordinate with Sales Reps to assure on-target sales goals, provide

admin support to Sales/Management staff

IT Network Administrator

Support satellite offices users via on-site, telephone, email, on

Microsoft Applications (MS Office, MS Outlook, Internet Explorer)

Trouble shooting standard operating systems (NT/2000/XP) and Microsoft

applications, along with custom databases and integrated business

programs.

Maintain database backups

Maintain user pc's and update security programs and backups

Maintain network connectivity an build new users into company

applications

Train users on company systems and pc interface

July 05-Dec-05 Alameda Alliance For Health Alameda, CA

IT Help Desk

Support users via telephone and email on using and trouble shooting

standard Microsoft Applications (MS Office, MS Outlook, Internet

Explorer) and operating systems (NT/2000/XP).

Ensure successful completion of system backups as part of an overall

disaster recovery plan. Performs system and tape backups and monitors

systems and interfaces on Audix, CREMS, Leggato, ReflectionX, HPUX

(database), AVS, and local hard drives.

Understand diagnose, troubleshoot, and repair and resolve hardware and

software problems

Help maintain IT infrastructure (Network connectivity and databases).

Troubleshoot effectively to resolve the problems or if necessary

effectively escalate to the next level of support

Assign end users authorizations for NT/Outlook/VPN groups and build

users into network. Track and maintain user authorization forms database

Installation and support of software programs

Train new employees on company systems

Creating and editing technical documentation. Maintain records required

to supplement IT Knowledge Base Database, including problem

documentation and actions taken, computer utilization logs, vender info,

file identification, and similar data

June 04-Aug-04 Bluewater Environmental Services San Leandro, CA

Project Coordinator/Contracts Administrator

Responsible for complete administrative coordination for assigned

projects, maintaining accurate and thorough company records and

production of construction/demolition documents, contract fulfillment.

Processes subcontractor commitment documents and associated reports

including, but not limited to Subcontract Agreements, Purchase Orders,

Work Orders and Change Orders into company file and Compease database,

to full compliance

Track Notifications to state departments and submittals.

Send out Blue Books to all Foremen

Assist with all phases of the bidding process as needed, including

preparing invitations to bid, sub call-outs, plan distribution and

prepare bid recaps.

Coordinate bonding and insurance requirements.

Create and maintains organized and current project files.

Provide Superintendents with updated subcontractor and project

information.

Assist Accounting Department with owner billings and project related

accounting issues.

Prepare notice of completion and assists with project closeout documents

within 30 days of project completion.

Organize and labels field and office files and plans for archiving upon

completion of project.

Schedule project Start-Up and Close-Out Meetings with Estimators

Attend weekly project meetings.

Compease accounting & invoice preparation

Process vendor statements

Completion of Preliens & lien releases, Filing

Coordinate with Foremen bilingually to process requests for hazardous

manifests, notification extensions, and job inquiries

Miscellaneous project in support of company President

1998-2004 Pacific Bell/At&t Oakland, Ca

Bilingual Team Lead/Bilingual Service Representative

Bilingually assist customers in various departments; Including the

Spanish/Business, Residential Customer Service line, 611 Service and

Repair, Deaf and Disabled line, and the main 800 English Customer

Service line.

Apply extensive knowledge of traditional communications products and new

emerging products i.e.; (Local Voice Telephone Service, Long distance,

Internet, Data, ISDN, DSL, Dial Up, Satellite Entertainment, and

Computer Hardware) to manage client accounts, address needs, offer

solutions.

Team Lead of top 10 ranked team for sales within the company

Win back and retention of customers from other CLECs, follow up and

assure service order fulfillment for CLEC transfer team

Adhere to the highest level of service and professionalism, along with

state mandated procedures/regulations

Analyze billing statements; identifying over-billing; assisting with

disputed overcharges; negotiating additional services & discounts for

packaged services. Explain invoice details, collect payments, establish

new service and run and assign credit ratings for new accounts,

disconnect services, arrange payment plans.

Assess client needs, constant computations, including balancing and

reconciling accounts, Resolves telecommunications issues by collecting,

analyzing, and summarizing information; recommending solutions; and

implementing it into switches by utilize various emulating, data bases

and telephone switching programs to handle all customer needs from start

to finish

Team Lead

Strategize with team manager to increase productivity and efficiency of

team as team lead. Suggested new methods and procedures to increase

service representative productivity and over all department moral as

head of Better Work Place committee.

Dispatch work orders for installations, service upgrades, and

disconnects, on escalated or irate customers. Prepare morning installers

dispatch/ re-dispatch

Communicate with departments through out Pacific Bell territories in

order to assure completion of client orders and to expedite client and

CPUC escalations, along with preparation of regulatory inquiries and

compliance reports.

Prepare department presentations on sales efficiencies and order

accuracy for corporate meetings.

1996-1999 Pacific News Service San Francisco, Ca

Writer

Researched and wrote original articles on issues concerning the bay

area, youth, and national/human interests

Key note speaker for various professional and non profit organizations

on issues concerning urban development, funding, crime and education

Published stories in the San Francisco Chronicle, LA Times and other

news papers nation wide

Interviewed various artists and politicians

Education

*Fluent in Spanish

1999-2002: Horizons Professional Training: A+ computer

repair/Networking non certificate training

High speed data transfer, basic electricity

Windows operating systems 98' through Windows 8, Windows Server 2000,

Microsoft Office, Vizio, Exell, Word, Oracle, 3dGraphicsExtreme,

FileMaker Pro, PhotoShop, MS Money, Network Backups, Lagatto, Reflection

X, Audix, AVES,CRMS, Unix, Cisco VPN, AS400, Calyx Point, Encompass 360,

FHA connection, Desktop Underwriter, various financial lenders broker

portals and desktop client database and underwriting software

Volunteer/ 1996-1995, M.E.Ch.A Chabot Chapter

Affiliation 1996, South West Voters

San Leandro Boys and Girls club

San Francisco youth correctional department

Contact this candidate