Sales Manager

Michael Rovira

**** ********, ******, ** *****

Phone: 949-***-****

Email: *********@*****.***

SKILLS SUMMARY

• Experienced in the financial service sector, professional individual with expertise in transaction management and alternative investments.

• Expert in Excel (Creating complex financial formulas, Pivot Tables, Macros, V Lookup and H Lookup).

• Solid understanding of reviewing and auditing financial records and statements.

• Skilled in event metrics and comparative analysis.

• Extensive knowledge of Excel and Access for modeling and financial forecasting.

• Experienced in managing large bulk loan sales (400 to 6,000 loans totaling $50 million to $2.5 billion).

• Able to work with several departments and third parties to complete projects.

• Valuable client service orientation and experience.

EDUCATION

University of California, Santa Barbara BA Business Economics,

Emphasis in Accounting June, 2003

Completed Sandler Sales training course 2008

TECHNICAL SKILLS

Microsoft Word, Microsoft Excel, Microsoft Access database, PowerPoint, Equator Workstation, Fannie Mae Workstation

WORK EXPERIENCE

Equity Pointe Asset Services, Inc. Irvine, CA

Senior Valuation Analyst February 2010-Present

• Responsible for the review and approval of Broker Price Opinions (BPOs) for 3rd party clients and for in house Fannie Mae listings.

• Maintain order database to track accurate and timely execution of BPOs.

• Create reports on valuation trends to upper management via monthly reports and presentations.

• Assist with and perform extensive ad hoc analysis for all relevant departments and upper management.

• Supervise new hires and cross train them within the valuation department on maintaining the database for new client orders. Following up on assigned orders for completion in a timely manner. Once submitted by the Agents reviewed the BPOs for accuracy and completion. Assisting and mentoring Associates for further development of valuation skills.

• Very strong knowledge of preparing financial statement using excels spreadsheet for profit of the company.

Trade Center, LLC San Juan Capistrano, CA

Account Executive (Series 3 licensed) July 2007-February 2010

• Raised new and existing client equity for the purpose of trading commodity futures and FOREX.

• Managed and reviewed client portfolios to ensure account performance objectives are achieved.

• Prepared and audited all needed account documents in accordance for the company’s policies.

• Responsible for creating presentation of new client investment opportunities.

New Century Capital Corporation Irvine, CA

Transaction Manager-Secondary Marketing November 2006-June 2007

• Maintained and managed large bulk loan sales (400 to 6,000 loans totaling $50 million to $2.5 billion).

• Managed Legal, Underwriting, Appraisal, and Shipping departments, as well as coordinated with the investors to ensure that the bulk loan sale was executed on time and at the agreed upon price with minimal loan fallout.

• Responsible for processing re-purchase agreement with client which included, researched to verify that the loans was non-performing asset, calculated appropriate re-purchase amount by using complex financial formulas in Excel. Coordinated with the controller in the accounting department as well as the client’s counterpart to ensure the transaction as completed.

• Performed ad hoc reporting to upper management on loan sales performance on a daily basis.

Secured Funding Costa Mesa, CA

Transaction Manager-Secondary Marketing May 2005-October 2006

• Prepared and approved changes to loan underwriting guidelines as needed to accommodate changing market conditions in mortgage originations.

• Created, refined, and implemented strategies for loan funding and disposition.

• Coordinated bulk loan sales with internal and external parties to ensure maximum price performance.

• Assist with the analysis and preparation of investor reporting for quarterly reports and annual meeting materials.

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