TECHNICAL SKILLS
Microsoft Office
(Word, Excel, Outlook)
SAP
(Infopak1, Infopak2)
Unifi Program
Calyx Point
RealTime and Remacs
KEY STRENGTHS
Excel at developing strong
relationships with staff, clients, and
vendors
Highly organized and conscientious;
able to handle confidential
information discreetly
Adapt quickly to new and evolving
environments
Strong attention to detail and
accuracy
EDUCATION
Certification
Excellent Customer Service Course
Certification
Loan Processing Program
Irwin Home Equity
GED
Independence High
Brentwood, CA
Second2None – El Sobrante, CA 2020 – Present
Lead Bartender
Consistently exceed customers expectations by providing them with friendly, prompt, and attentive service that is tailored to their preferences.
• Serve bar patrons ordered drinks including beer, wine, liquors, and mixed beverages.
• Maintain safe and clean bar area, keeping it well-stocked throughout each working shift.
• Ring up customers on the POS system and the accompanying credit card reader.
• Perform daily inventory audits and weekly product and supply orders. Key Achievements
• Contributed to success of new business by establishing standard processes and procedures.
Bar None - Pinole, CA 2015 to 2020
Lead Bartender
Consistently exceed customers expectations by providing them with friendly, prompt, and attentive service that is tailored to their preferences.
• Serve bar patrons ordered drinks including beer, wine, liquors, and mixed beverages.
• Maintain safe and clean bar area, keeping it well-stocked throughout each working shift.
• Ring up customers on the POS system and the accompanying credit card reader.
• Perform daily inventory audits and weekly product and supply orders. Key Achievements
• Increased bar revenue by 5% by bringing in new business. Mission Uniforms – Union City, CA 2007 to 2008
Accounts Receivable Clerk
Managed day-to-day accounts receivable.
• Prepared, posted, verified, and recorded customer payments and transactions related to accounts receivable.
• Created invoices according to company practices and submitted to customers for payment.
• Identified delinquent accounts and sent correspondence for past-due accounts to request payment.
• Generated monthly billing statements based on the general ledger. Key Achievements
• Improved aged trial balance from 38% to 11% by collecting past due invoices.
• Created custom formatted statements for high-value clients.
• Played a key role in acquiring two of the most profitable clients. Desiree Quarello
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Irwin Home Equity - San Ramon, CA 2005 to 2006
Retail Loan Processor
Responsible for evaluating and authorizing approval or denial of applications for customers. Act as a liaison between customers and financial institutions to assist qualified applicants acquire loans in a timely manner.
• Ensured loan files met lending and regulatory guidelines and policies.
• Ordered property and loan documentation such as appraisals, inspections, title searches, site surveys, contracts, and property tax records to help process mortgage loan files.
• Act as a liaison between applicants, real estate agents, escrow officers, and mortgage lending underwriters to help advance loan approval.
• Evaluated and verified applicant financial information including salary, assets, debts, employment, and expenses.
• Submitted detailed loan packages to the underwriting department.
• Document the loan process from origination to approval through corporate system.
• Maintained a pipeline of 150-200 loans while executing 50-80 qualified loans per month.
• Schedule signing appointments for clients.
Key Achievements
• Received several top loan processer awards for closing the most loans on a monthly basis.
• Awarded incentives and bonuses for leading a high producing team. Desiree Quarello
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