Profile

Financial analyst intern and real estate professional with experience and success in helping clients optimize investments. I demonstrated skills in analyzing current market conditions, understanding industry trends, and recommending most appropriate courses of action for clients and partner companies. Able to build strong, sustainable relationships with internal and external individuals. I perform effectively under high-pressure situations and maintain highest ethical standards.

Skills Summary

Project Management

Financial Document Preparation

Written Correspondence

General Office Skills

Trainer in Mortgage Financing

Computer Savvy

Customer Service

Scheduling

Marketing & Sales

Trainer in Real Estate Sales & Documentation

Sales Management

Bookkeeping

Front-Office Operations

Microsoft Office tools namely Access, Excel, Outlook, PowerPoint and Word

Professional Experience

COMMUNICATION: REPORTS/PRESENTATIONS/TECHNOLOGY

Prepared complex financial reports for corporate franchise departments ensuring full compliance with agency requirements and tight deadlines

Prepared personal tax returns for all kinds of taxpayers

Designed and delivered a series of classes for local real estate agents and loan officers, providing counseling and educating employees on proper techniques to handling clients and completing paperwork

Communicated directly with internal auditors on resolving federal, state, and franchise compliance issues

Mastered varied computer programs; recently completed Microsoft Office Suite certificate course

CUSTOMER SERVICE/MARKETING/PROBLEM SOLVING

Oversaw front-office operations and provided impeccable customer service:

oBuilt a clientele supported by 30% referral business

Developed and implemented strategic marketing plans for business:

oLaunched a thriving private real estate firm, building revenue from $0 to over $130,000 first three years with minimal overhead

oCreated special promotions, write/design print and outdoor advertising, and coordinated all media buying.

Presentations resulted in standing-room-only crowds of 30 plus

oIncreased client base by one-third resulting from employee retention

DETAIL MASTERY & ORGANIZATION

Managed all aspects of day-to-day operations as multi-site owner and practitioner of Re/Max and Coldwell Banker :

oFinances: accounts payable/receivable, invoicing, budgeting

oSupervision of teams of realtors and loan officers created for increased production

Employment History

PennyMac Loan Services - Pasadena, CA January 2020 to current

Mortgage Loan Officer

LYFT & UBER- Oakland and Los Angeles, CA May 2016 to July 2020

Driver

HORIZON BEVERAGE COMPANY – Oakland, CA

Sales Associate/ Accounts Receivable Agent, October 2011 to 2018

MEGGITT CONTROL SYSTEMS – North Hollywood, Ca

Financial Analyst Intern, March 2011 to July 2011

CRENSHAW EXPO MEDICAL CENTER – Los Angeles, CA

Office Manager, 2008 to 2010

H & R BLOCK – Hawthorne, Ca

Tax preparer, 2009 to 2011

TEAM ONE LENDING – Long Beach, CA and Westminster, CA

Co-Owner/ 2003to 2007

RE/MAX & COLDWELL BANKER – Long Beach, Ca and Westminster, CA Co-Owner/ 2002 to 2007

COUNTRYWIDE HOME LOANS – Pasadena, Ca Account Executive/ 1996 to 2001

Education

EL CAMINO COLLEGE – Torrance, CA

Associate Degree in Education May 2009

CALIFORNIA STATE UNIVERSITY, NORTHRIDGE – Northridge, CA

Bachelor of Science in Finance, May 2011

REAL ESTATE BROKER LICENSE - Issued November 2000

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