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Relationship Manager

Simi Valley, California, United States
August 15, 2018

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**** ********* **** • Simi Valley, CA 93063

818-***-**** •


WorldWide Language Resources, Special Forces - Afghanistan 07/2017 – 07/2018 Cat II Linguist/ Cultural Advisor:

• Provided direct, accurate, complete, and trusted foreign language interpretation and translation services to the United States Special Forces

• Enhanced military’s ability to rapidly establish rapport with numerous individuals, critical to the development of key relationships capable of fulfilling mission requirements

• Provided valuable cultural insight and intercultural awareness support to familiarize military forces with local customs, traditions, and culture

• Improved the communication, trust, and relationship between American and Afghan military members

• Developed and maintain relationships with all levels of Special Operations Task Force.

• Full security clearance

First Capital Mortgage, Beverly Hills, CA 05/2016 - 01/2017 Senior Mortgage Loan Officer:

• Managed the mortgage lending division within real estate office to increase sales growth and cross train real estate partners

• Provide information to borrowers and related parties about loan options, documents, market conditions and other requirements necessary to close the loan

• Developed and launched new-homebuyer workshops to increase brand awareness in local market and boost market share

• Helped operations personnel in processing and closing loans

• Promoted business by developing relationships with new and existing realtors, borrowers and builders Movement Mortgage, Simi Valley, CA 08/2015 - 05/2016 Mortgage Loan Assistant:

• Promoted business by developing relationships with new and existing realtors, borrowers and builders

• Pre-qualified and interviewed potential borrowers

• Advised homebuyers on financing options, determining purchasing power, consulting on credit matters and monitoring loan

Wells Fargo, Simi Valley, CA 04/2014 – 08/2015

Mortgage Loan Consultant:

• Proactively worked with top-performing referral partners from Mortgage, Wealth Management, Commercial Lending and Small Business Lending to provide comprehensive banking solutions for clients.

• Consistently met and exceeded personal sales goals

• Responsible for establishing and retaining a strong clientele

• Met and exceeded all goals, with $3 MM+ in home equity and mortgage loans

• Responsible for high value customers and high volume loans

• Maintained current in-depth knowledge of all banking services and products while focusing on individual needs of customers




SOSI International – US Special Forces-Afghanistan 11/2011 – 02/2013 CAT II Linguist/Cultural Advisor:

• Worked directly with US Special Forces Combat in Afghanistan interpreting English to targeted languages

(Farsi, Dari, Pashtu, and Turkish) via telephonic, voiceover conferences, meeting and briefings also front line combat translations

• Translated training manuals, court documents, political speeches, slide presentations, electronic documents and multi-media materials to and from targeted languages to assist in interrogations

• Assisted with war crimes investigations and CI/HUMINT team operation

• Provided English language training to the Afghan Army (ANA) and Pashtu/Dari to US Special Forces Santa Barbara Bank & Trust, Camarillo, CA 05/2007 – 11/2010 Assistant VP, Business Relationship Manager:

• Responsible for developing new and retaining client relationships through profitable, effective and efficient delivery of the Bank's products and services

• Managed a complex portfolio of small business clients, premier consumer clients, and private banking clients

• Awarded #1 Relationship Manager throughout the company for three consecutive years

• Responsible for managing a portfolio of approximately 150 clients of Community Banking with over $60 MM in deposit

• Effectively directed and motivated staff to meet or exceed goals

• Supervised audits and weekly meetings on security controls

• Processed monthly management reports and performed annual reviews Wells Fargo, Camarillo, CA 10/2004 – 05/2007

Premier Banker:

• Managed all aspects of client relationship, developed and maintained long-term relationships through strong personal networks and contacts

• Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs

• To act as backup for other Private Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management

• Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients


• Personal Sales and marketing

• Project management, delegating, process management and follow-up

• Strong analytical skills, ability to achieve challenging goals

• Conflict resolution ability to monitor and report operational statistics and management reporting as defined

• Strong verbal and written communication

• Advanced ability to organize and multi-task, prioritize workload and operate effectively and efficiently

• Fluent in German, Farsi Dari, Pashtu and Turkish

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