Sr. Executive Assistant
Resume:
ANDRIA DAY
Palm Springs, CA ***** 760-***-**** * *********@*****.***
Offering progressive industry qualifications and experience spanning real estate, property investment, mortgage, finance, and administration.
A dynamic fifteen-plus-year career characterized by a comprehensive grasp of core processes and functions across various industries, including real estate, home investment, venture capital, and financial services. Demonstrated success in roles involving compliance, information verification, analysis, applications review and processing, key account management, loan review and modification, report generation, sales script development, and operations support. Instrumental in aligning business performance with short-term and long-term objectives, resulting in rapid revenue growth, and expanded market presence. Developed a distinguished record of achievement through increased responsibilities in high-growth environments. Proficient in supporting core operational functions to achieve significant results and goals, whether in full-time onsite or remote contract positions. Skilled in utilizing SharePoint, Microsoft Office, Google Suite, Adobe Acrobat, InDesign, QuickBooks, Fortis, Salesforce CRM, Outlook, Yardi, and MLS/CLAWS License Number: Cal DRE #02050498 NMLO#2084902
Decorated Top Performer: Successfully Managed Large Loans Up to $15M+ as Loan Officer AREA OF QUALIFICATION
Operations Compliance ■ Customer Experience ■ Real Estate Finance ■ Realtor ■ Loan Officer ■ Loan Processing
■ Loan Officer Client Relationship ■ Reporting & Analysis ■ Proposal & Procurement
■ Negotiation ■ Scope and Risk Management ■ Process Implementation ■ Executive Assistance WORK EXPERIENCE
TOTO PROCESSING, MURRIETA, CA
LOAN OFFICER ASSISTANT (REMOTE) JULY 2023 - CURRENT
§ Gather all information for the loan application.
§ Evaluate credit histories for applications.
§ Collecting data from clients; assets, salaries, debts, and employment status to fill in information for the loan application.
§ Research and correcting mistakes in applications for clients.
§ Review file documentation for missing or erroneous information.
§ Meet various loan application deadlines.
§ Assist Loan Processor with requests and tasks needed to complete and process applications. WESTGEN CORPORATION, IRVINE, CA
SENIOR ACCOUNT EXECUTIVE (REMOTE) DECEMBER 2022 – JULY 2023
§ Achieving assigned sales targets.
§ Prospecting and developing new client relationships within a defined geography or market.
§ Consulting with clients on business issues and research design.
§ Developing innovative proposals and delivering strategic sales presentations.
§ Making actionable and insightful recommendations for new products, extensions, or enhancements. PACIFIC CAPITAL MORTGAGE, SAN RAFAEL, CA
SENIOR ACCOUNT EXECUTIVE (REMOTE) MARCH 2022 – NOVEMBER 2022
§ Achieving assigned sales targets.
§ Prospecting and developing new client relationships within a defined geography or market.
§ Consulting with clients on business issues and research design.
§ Developing innovative proposals and delivering strategic sales presentations.
§ Making actionable and insightful recommendations for new products, extensions, or enhancements. BRILLIENT CORPORATION, LOS ANGELES, CA
LOAN OFFICER FOR SBA (REMOTE) JULY 2020 – FEBRUARY 2022
§ Oversee compliance and accurate fraudulent information search, including onward escalation to the fraud department.
§ Review facts and eligibility determinations through the intended use of proceeds, legislative, and analysis of administrative limits.
§ Handling 40-plus files daily with 80 files in rotation on an ongoing basis.
§ Prioritize applicants, representatives, and agents' inquiries concerning application status and agency decisions.
§ Process loan modifications with necessary analysis and complete documentation preparation.
§ Manage SBA EIDL loan review for accuracy and completeness on loans up to $2M.
§ Handle business, bank accounts, entity status, and revenue verification requests strictly following guidelines. ALLIANCE EXECUTIVE SEARCH AND STAFFING, LOS ANGELES, CA LOAN OFFICER FOR SBA (REMOTE – TEMPORARY) APRIL 2020 – JUNE 2020
§ Evaluated creditworthiness by processing loan applications and documentation within specified limits.
§ Interviewed applicants to determine financial eligibility and feasibility of granting loans determined all applicable ratios and metrics and set up debt payment plans.
§ Operated in compliance with laws and regulations and adhere to lending compliance guidelines. AVENUE HOMES, LOS ANGELES, CA
HOME INVESTMENT ADVISOR JULY 2019 – MARCH 2020
§ Established immediate rapport with clients to discover needs and recommend solutions that satisfied client expectations and achieved sales targets.
§ Developed sales scripting, and local markets knowledge, and strengthened overall team skill set.
§ Liaised with clients and the Avenue team of experts to effectively process transactions to company and client satisfaction.
CREATOR IQ, CULVER CITY, CA
SENIOR EXECUTIVE EVENT COORDINATOR (CONTRACT) OCTOBER 2018 – JUNE 2019
§ Handled expense reports preparation and management and reports recovery.
§ Managed travel arrangements scheduling and itinerary preparation for executives and conferences housing management.
§ Performed calendar and schedule management for CEO, CFO, and COO, including internal and external with all pertinent information.
§ Handled NDA file management, new client contracts, and documentation renewal requiring multiple signatures.
§ Spearheaded event concepts and execution at all-hand yearly gatherings and official meetings. OTHER EXPERIENCE
BIOTIME, INC., Alameda, CA – Corporate Administrate Manager 02/2015 – 02/2017 PREMIER, Oakland, CA – Senior Executive Assistant 03/2014 – 02/2015 FLEISHMAN HILLARD, San Francisco, CA – Senior Executive Assistant 01/2012 – 03/2014 EDUCATION
UNIVERSITY OF SAN FRANCISCO, San Francisco, CA - Bachelor of Science in Mass Communications ASSOCIATIONS
CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSION – Southern California Orange County -Chapter Treasurer 2022/2023; Inland Empire Chapter 2024
ELK LODGE MEMBER – Elks Lodge Newport Beach 1787
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