Experience

Upright

• United States
• Real Estate
• 1 - 100 Employee

• Investor Relations Portfolio Analyst

  • Mar 2023 - Dec 2023

  Cleveland, Ohio, United States • Kept detailed and up to date information on the status of the 2,300+ current loan portfolio. • Regularly communicated with 1,550 platform investors and large institutional partners on their individual investment details. Including developer information, exit strategy, payment status, project completion %, extension details etc. • Held our Asset Management and Collections team accountable for timely updates on Non-Performing Loans. • Ensured our investors continued to contribute funds… Show more • Kept detailed and up to date information on the status of the 2,300+ current loan portfolio. • Regularly communicated with 1,550 platform investors and large institutional partners on their individual investment details. Including developer information, exit strategy, payment status, project completion %, extension details etc. • Held our Asset Management and Collections team accountable for timely updates on Non-Performing Loans. • Ensured our investors continued to contribute funds onto our platform by supporting their decision with substantial status reports. • Worked with our product tech team to curate Sigma reports to provide a better cadence for projects that require updates and when. • Regular use of Saleforce, Hubspot, Asana and Slack to communicate interdepartmentally on projects at any stage from term sheet status through to repaid status.

• Closing Manager

  • May 2022 - Mar 2023

  Cleveland, Ohio, United States • Managed a team of 3 Closing Specialists who oversaw collecting documents for each individual loan file. • Kept the team accountable for forecasting their closing dates accordingly to assure a smooth experience for our borrowers. • Reviewed provided loan documents for accuracy including asset statements, scopes of work and experience documents. • Ensured the cleanliness of loan files before closing them. •. Worked closely with Sales and Underwriting to ensure the viability of… Show more • Managed a team of 3 Closing Specialists who oversaw collecting documents for each individual loan file. • Kept the team accountable for forecasting their closing dates accordingly to assure a smooth experience for our borrowers. • Reviewed provided loan documents for accuracy including asset statements, scopes of work and experience documents. • Ensured the cleanliness of loan files before closing them. •. Worked closely with Sales and Underwriting to ensure the viability of the project from a risk and profitability standpoint.



Rocket Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Senior Banker

  • Jul 2020 - May 2022

  Cleveland, Ohio, United States •Worked with clientele to find the best financial product to accomplish their home goals. •Successfully helped over 150 families totaling over $21 million in revenue in 2021 •Ensured prompt communication and follow up with all parties throughout loan process •Proficient with Conforming Conventional Loans, Jumbo, VA and FHA purchase loans as well as rate and term and cash out refinances • Federally licensed through the NMLS as well as Ohio, California, Texas, Delaware, Rhode Island… Show more •Worked with clientele to find the best financial product to accomplish their home goals. •Successfully helped over 150 families totaling over $21 million in revenue in 2021 •Ensured prompt communication and follow up with all parties throughout loan process •Proficient with Conforming Conventional Loans, Jumbo, VA and FHA purchase loans as well as rate and term and cash out refinances • Federally licensed through the NMLS as well as Ohio, California, Texas, Delaware, Rhode Island, Connecticut, Maine, South Carolina, DC, Iowa, North Dakota, Georgia, Pennsylvania, Illinois, Indiana, Arkansas, Missouri and Virginia Show less



Arcis Golf

• United States
• Hospitality
• 400 - 500 Employee

• Private Events & Sales Manager: LaCentre Conference & Banquet Facility

  • Jun 2016 - Jun 2020

  Westlake, OH •Primary contact for clients during all phases of their event. •Expert use of Infor CRM System & Social Tables Software •Detailed over 550 events, including weddings, holiday parties, vendor trade shows, corporate meetings, proms and showers. •Increased the value of my contract’s minimum expenditure an average of 36.23% per year since beginning of my career. •Keen eye for design of overall appearance of events from linen selections, room layouts, lighting options and menu… Show more •Primary contact for clients during all phases of their event. •Expert use of Infor CRM System & Social Tables Software •Detailed over 550 events, including weddings, holiday parties, vendor trade shows, corporate meetings, proms and showers. •Increased the value of my contract’s minimum expenditure an average of 36.23% per year since beginning of my career. •Keen eye for design of overall appearance of events from linen selections, room layouts, lighting options and menu choices. •Proficient in many customs and traditions within cultural events including but not limited to; Greece, Palestine, Lebanon, Syria and Southeast Asia. Show less



SEPHORA

• France
• Retail
• 700 & Above Employee

• Skincare Lead

  • Oct 2014 - Jun 2016

  Westlake, OH •Responsible for growth of skincare related sales. Achieved a 2.57% positive comp in 2015 up from a -1% comp in 2014. •Aided in completion of management calendar: scheduled events, brand focus days, animations and other areas as needed. •Managed the store - drove daily sales goals, company initiatives, cast training and knowledge of business success. •Partnered with Brand Contacts to host events and drive results. •Oversaw visual pride of skincare world: brand updates and… Show more •Responsible for growth of skincare related sales. Achieved a 2.57% positive comp in 2015 up from a -1% comp in 2014. •Aided in completion of management calendar: scheduled events, brand focus days, animations and other areas as needed. •Managed the store - drove daily sales goals, company initiatives, cast training and knowledge of business success. •Partnered with Brand Contacts to host events and drive results. •Oversaw visual pride of skincare world: brand updates and organization.

• Beauty Studio Captain

  • Nov 2011 - Oct 2014

  Westlake, OH •Ran the Beauty Studio efficiently. Ensure that all color artists are utilizing their time effectively and providing clients with top notch service. •Kept track of Express Services and Customized Makeup Applications (CMA) via the hub queue. •Planned and oversaw any and all beauty studio events. •Coached color consultants on how to make the most of a consultation and close sales. •Performed Express Services and CMA's when necessary. •Worked with clients to ensure that they… Show more •Ran the Beauty Studio efficiently. Ensure that all color artists are utilizing their time effectively and providing clients with top notch service. •Kept track of Express Services and Customized Makeup Applications (CMA) via the hub queue. •Planned and oversaw any and all beauty studio events. •Coached color consultants on how to make the most of a consultation and close sales. •Performed Express Services and CMA's when necessary. •Worked with clients to ensure that they received the best service they could be offered. •Allowed clients to feel beautiful by providing genuine answers about their beauty desires and needs. •Efficiently and effectively handled the needs of the cash and wrap. •Helped with shipment and restocking the store after hours. •Learned firsthand knowledge of each brand offered in our store to give expert feedback. •CMA Certified by a member of the Sephora Pro Artistry Team.



Dr. Sean Gilmore

• Reseach/Course Assistant

  • Aug 2013 - Jul 2015

  •Prepared material for communication courses (presentations, tests) •Oversaw Professional Series, bringing mentors to campus •Conducted research for conference papers. Aided in the research for paper accepted to the Eastern Communication Association Convention for 2014 •Strategized on PR campaigns.



Cogswell Hall

• Campaign Supervisor: 100 Year Celebration Campaign

  • Aug 2013 - May 2014

  Cleveland, OH •Chief editor of PR material for campaign. •Aid in the creation of Media Kits (press releases, fact sheets etc.) •Collected personal stories for promotions. •Supervised the 100 year campaign. •Supervised and aided in the development of the Associate Board at Baldwin Wallace University. Researched similar Associate Boards in the area. Developed requirements, target demographics, mission statement and fundraising opportunities.



MedWish International

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Volunteer Coordinator

  • Jan 2011 - Apr 2011

  Cleveland/Akron, Ohio Area •Lead contact for any person, group or organization interested in volunteering. •Organized volunteer events including; gross sort, fine sort and organization of medical supplies. •Formulated an e-newsletter using Constant Contact. Designed the layout, researched content and sent out monthly. •Recruited volunteers for the annual fundraiser. •Helped formulate and implement a Communications Schedule. •In charge of AARP recruits and intern positions.



Campus Consortium Foundation

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Marketing Communications Junior Consultant

  • Nov 2010 - Jan 2011

  Cleveland/Akron, Ohio Area •Wrote press releases announcing upcoming products and acquisition of clients. •Researched and compiled media lists for: Technology Publications, Cleveland/Ohio Publications and Membership Publications. •Continually updated new info, followed editorial Calendars and submitted information when necessary. •Research for other various projects and tasks as assigned by directors. •Worked with Design Team to make sure website was updated and ran efficiently.



Baldwin Wallace University

• United States
• Higher Education
• 700 & Above Employee

• Office Assistant Evening/Weekend Admissions

  • Aug 2009 - May 2010

  -Answered Phones -Entered information into Datatel -Watched the Front Desk -Helped Counselors -Miscellaneous office tasks

• Office Assitant Adult & Continuing Education

  • Jan 2007 - May 2010

  •Answered phones and transferred calls to correct office personnel. •Filed paperwork and assisted in other office duties. •Photocopied important documents for office personnel. •Assisted in special projects as needed..



Cafe Ah Roma

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Closing Manager

  • Feb 2007 - May 2010

  Berea, OH •Provided superior customer service to all patrons of the shop. •Assist Customers in food and beverage decisions. •Skilled in various beverage and food creations. •Responsible for balancing the register and safe at the end of the evening and preparing deposits. •Key holder closing duties.



The Lakeside Association

• United States
• Leisure, Travel & Tourism
• 1 - 100 Employee

• Marketing Intern

  • Jun 2009 - Aug 2009

  Lakeside-Marblehead, Ohio, United States •Wrote press releases for upcoming entertainment and events. •Worked with Constant Contact to create weekly e-newsletters. •Wrote articles for upcoming entertainment in Lakeside’s paper the Lakesider as well as distributed it. •Conducted surveys for the Board of Directors on retail and food •Photographed all functions happening within Lakeside



Cleveland Museum of Art

• United States
• Museums, Historical Sites, and Zoos
• 200 - 300 Employee

• PR/Marketing Intern

  • Jun 2008 - Aug 2008

  •Drafted, wrote and distributed press releases, media •Used Cision to connect with media outlets. •Wrote contracts for media sponsorships. •Created PR plans for timely execution of events. •Designed CD labels for media previews



Cleveland Play House

• United States
• Performing Arts
• 1 - 100 Employee

• PR/Marketing Intern

  • May 2008 - Aug 2008

  Data Entry, Mailings, Research on Plays & how to get people to attend them, organize and other miscellaneous jobs around the office.