LINDA FOLAN

San Carlos, CA ***** • 415-***-****

ad4hty@r.postjobfree.com // linkedin.com/in/linda-rosa-folan-40410a11/

SUMMARY OF QUALIFICATIONS

Dedicated professional with experience handling a wide range of administrative, technical and executive-support tasks. Excel at resolving employer challenges with a strong focus on developing relationships and providing detailed analytical solutions that increase efficiency, customer satisfaction and the bottom line. Skilled relationship builder with the proven ability to work with different personality styles. Strong analytical, written and verbal communication skills. Tenacious self-motivated individual focused on consistent end results.

EDUCATION

SAN FRANCISCO STATE UNIVERSITY

Bachelor of Science in Business Administration

Concentrations: Business, Finance, and Real Estate - Dean’s List

PROFESSIONAL EXPERIENCE

Upstart, San Carlos, CA

Senior Customer Experience Representative 2017 - 2023

A core member of a specialized team dedicated to supporting customers through email and phone communications, as customers seek guidance and updates throughout the loan process. Investigated, troubleshoot, and resolved issues and challenges customers faced. Maintained deep knowledge on policy and procedures and applied them to diverse customer interactions, as well as, use of systems and tools including Salesforce and Google Apps.

Manera Solutions, San Carlos, CA

RECRUITING/HIRING CONSULTANT 2015 - 2016

Key member of employee recruitment team. Managed the hiring process selection for various companies to fill key open positions. Collaborated with hiring managers to develop job descriptions and identify key skills required in each position. Reviewed all incoming resumes and conducted initial phone interview to present only qualified candidates for interviews with the hiring managers. Utilized Recruiterbox to track candidates. Successful in hiring highly qualified candidates.

San Carlos United Soccer Club, San Carlos, CA (Volunteer Position)

CLUB MANAGER 2012 - 2015

Directed 36 team managers and was the primary volunteer contact for the Club. Responsible for developing and maintaining the team manager handbook, tracking team volunteer activities and contact information. Designed and led the training program for all new team managers. Worked with Board of Directors to develop job descriptions for all volunteer positions within the Club. Helped identify and recruit candidates for any open volunteer positions.

San Carlos Education Foundation, San Carlos, CA (Volunteer Position)

SPRING GALA REPRESENTATIVE 2009 - 2014

Elementary and Middle School representative on the district wide board responsible for setting policy, budget, and goals each year for the annual fundraising event, which raised in excess of $800K each year. Collaborated with other school representatives to create a yearly theme for the Spring Gala, then put a plan in place to achieve a successful event. Recruited parent volunteers to fill committee positions and staff Gala event. Managed community outreach program to target businesses and individuals to obtain auction items and donations and promote awareness of the Gala.

Linda Folan 415-***-**** PAGE 2

MetLife Home Loans, San Francisco, CA

SALES MANAGER 2010 - 2011

Managed a staff of Mortgage Loan Consultants supporting the San Francisco/Bay Area primarily focusing on New Condo Construction in the Pre-Sale stage. Managed an office of 15 loan agents and processors responsible for originating mortgage loans. Guided team by providing marketing solutions and sales pitches for real estate brokers/agents. Worked closely with all office personnel to ensure smooth processing of customer files. Assisted loan agents; performed and documented complete interviews with applicants; obtained and provided all required documentation to ensure funding. Established and maintained customer database files.

Wachovia Corporation (formerly World Savings), San Francisco, CA 1988 – 2008

WHOLESALE ACCOUNT REPRESENTATIVE 2002 - 2008

Ranked as one of the top ten wholesale representatives for the company (800 in total). Top ranked wholesale representative in San Francisco for four years. Funded over 1700 residential mortgage loans in excess of $725 million over a six-year period. Drove sales volume and developed long-term business relationships with the real estate community by selling conventional and portfolio financing (FHA, Subprime, Conventional and Alt-A) direct to the mortgage broker community. Executed sales strategies to meet goals by applying consultative selling techniques. Managed and maintained current business relationships and prospected for new accounts through sales, marketing and referrals.

PRODUCTION MANAGER 2000 - 2002

Managed a sales force of three teams consisting of 25 Account Executives in the greater Bay Area responsible for originating residential mortgage loans. Led the team by motivating individuals to exceed objectives and performance goals by providing marketing plans, sales training and creative incentives on selling the advantages of the company to real estate brokers/agents. Funded $360M in residential mortgage loans annually.

MANAGER OF APPRAISAL DEPT., LICENSED RESIDENTIAL APPRAISER 1996 - 1999

Prepared valuation reports for the bank to support collateral for term of mortgage. Completed approximately 50 reports per month. As manager, reviewed the work and accuracy of ten Appraisers in the San Francisco, Peninsula and Santa Clara markets.

DISTRICT LOAN ORIGINATION MANAGER 1995 - 1996

TELEFINANCE SUPERVISOR 1993 - 1994

BRANCH LOAN OFFICER 1989 - 1992

BRANCH TELLER 1988 - 1989

COMMUNITY SERVICE

Arundel School PTA Fundraising Coordinator, Habitat for Humanity, San Carlos Little League Women's Auxiliary Group, San Carlos AYSO Soccer Coach, San Carlos Youth Softball Association Coach and Trophy Coordinator, Tierra Linda Middle School Sponsorship & Donation Coordinator, Young Men’s Service League (YMSL)

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