Operations Manager
Resume:
Management Liaison/Consultant
Industry Preference: Finance
Qualifications Profile
Highly organized and forward-thinking professional, with outstanding experience in operations management, financial analysis and planning, as well as business strategy implementation.
Adept at implementing innovative financial strategies toward the attainment of company growth. Highly recognized for unsurpassed leadership aptitudes in resolving problems, establishing reporting structures, and implementing best practices. Armed with outstanding ability to develop financial and risk analysis models. Capable of building positive rapport with staff and all levels of professional through exceptional interpersonal and communication skills. Willing to relocate in Los Angeles or Orange County area if needed.
Core Competencies
Growth and Expansion Plan Development Regulatory Compliance Financial Budgeting and Forecasting
Client and Vendor Relations Strategic Decision Making Process Design and Development
Relevant Experience
Upstart, San Carlos, CA / San Francisco, CA
Associate Operations Manager Aug 2018–Present
Render oversight to the performance of 20 individuals in obtaining company goals, which include attainment of target publishes, maintenance of quality standards, and adherence to internal deadlines
Spearhead the promotion of career growth and achievement of all key performance indicators by guiding a team of eight core contributors
Function as the escalation point, responsible for handling customer complaints, resource deployment, and system outages
Exhibit outstanding problem solving abilities in dealing with unique process questions outside the established protocols
Conduct performance management and evaluations by identifying areas of growth and giving expert recommendation to junior associates
Take charge of suggesting, creating, and executing training materials to enhance the applications processing
Assume tasks in identifying theft or any fraudulent documentation submitted
Serve as coach to team members, assisting them in areas requiring difficult judgement calls with imperfect information
Successfully minimized disruptions by conceptualizing and carrying out effective plans
Senior Credit Analyst Jul 2016–Jul 2018
Performed keen assessment of financial documents to analyze credit worthiness and process loan applications
Offered direct customer-facing support in providing solutions to documentation discrepancies, determining verification, as well as updating and finalizing applications
Assisted new associates in facilitating reviews and supplementing training materials
Boosted business operations by formulating initiatives and training materials as well as leading process improvements
Bank of America, Simi Valley, CA
Business Control Specialist Aug 2014–Jun 2016
Prepared, assessed, and corrected the 1099 A/C and 1098 tax forms
Executed a systematic research on transaction history to ensure accurate quotation of tax figures to the borrower and the Internal Revenue Service (IRS)
Guaranteed achievement of department mandated production goals by keenly reviewing and correcting processes and exhibiting outstanding time-management skills
Act as point of contact in resolving escalated customer service requests for adjustments and research
Mortgage Servicing Specialist III Officer Jun 2012–Aug 2014
Established and sustained business partnerships with several lines of business, management, and attorneys for clarification and resolution of issues encountered during reconciliation
Executed day-to-day daily audits to ensure accuracy and adherence of all documents issued to customers to the federal and state regulations, investor guidelines, as well as company policies and procedures
Conducted preparation of policies and procedures for projects
Directed the professional training of associates regarding new and ongoing assignments
Gave on-time responses in dealing with escalated issues from customers and other lines of businesses
Managed quality checking of financial transactions to guarantee precision of all loan level reviews for BAC
Executed keen validation of default processes for all pay-off and reinstatement loan transactions to ensure conformance with the federal, state, and investor regulations
Completed the reconciliation of borrower accounts to ensure correct application of funds and successful restoration of the customer’s delinquent mortgage
Other Experience
2K, Northridge, CA
Quality Assurance Tester Dec 2011–Jun 2012
California Pizza Kitchen, Irvine, CA
Server/Bartender Aug 2008–Mar 2011
Education
Bachelor of Science in Chemistry, Minor in Philosophy 2009
University of California, Irvine, CA
Technical Acumen
Microsoft Office Suite Salesforce G Suite Tools Database Typing Speed: 70 words per minute
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