Experience

Mosaic (joinmosaic.com)

• United States
• Financial Services
• 100 - 200 Employee

• Partner Development Manager

  • May 2022 - Nov 2023

  Southern California (Remote) • Led alongside Regional Sales Manager the highest-performing home improvement territory, driving 40% of departmental loan volume in Q2, 2022. • Collaborated with the Regional Sales Manager, achieving a 130% YoY revenue increase by consistently surpassing goals. • Cultivated strategic relationships, addressing partners' needs through tailored webinars and in-person meetings. • Implemented sales plans, creating SPIFFs for partners, and conducted training on Mosaic Home Improvement Loans… Show more • Led alongside Regional Sales Manager the highest-performing home improvement territory, driving 40% of departmental loan volume in Q2, 2022. • Collaborated with the Regional Sales Manager, achieving a 130% YoY revenue increase by consistently surpassing goals. • Cultivated strategic relationships, addressing partners' needs through tailored webinars and in-person meetings. • Implemented sales plans, creating SPIFFs for partners, and conducted training on Mosaic Home Improvement Loans and platform optimization. Show less



Better.com

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Customer Success Associate - Ally Bank Partnerships

  • Mar 2021 - Apr 2022

  Irvine, California, United States • Promoted to Partnerships department for Ally Bank. • Managed high-volume inbound calls, collaborating with teams from pre-application through funding. • Consistently surpassed monthly goals with 400+ dial attempts, maintaining CSAT at or above 4.4. • Emphasized exceptional customer experience and satisfaction, persuading and guiding customers through loan applications. • Served as a Mentor, facilitating training for new members, ensuring successful onboarding.



Wide Corp

• United States
• Construction

• Assistant Project Manager

  • Sep 2020 - Mar 2021

  Los Angeles Metropolitan Area • Streamlined day-to-day operations by serving as the general contractor's primary support and main contact for clients and vendors • Collaborated with cross-functional teams to support project planning, tracking, and execution



Hughes Marino

• United States
• Real Estate
• 100 - 200 Employee

• Client Relations Manager

  • Apr 2019 - Mar 2020

  Los Angeles Metropolitan Area • Teamed up with brokers and various departments to ensure client success. • Contributed to data tracking, program organization, meeting prep, and executed various campaigns. • Used Excel to generate ad hoc reports for client relationship management, detailing progress and updates. • Cultivated positive relationships with existing clients and prospective partners.



PS Business Parks, Inc.

• Leasing Specialist

  • Jun 2018 - Apr 2019

  Orange County, California, United States • Produced weekly financial reports, outlining projected goals, pending deals, and leasing estimates using Yardi • Oversaw lease administration, handling contract drafting, workflows, and supporting documents



C.H. Robinson

• United States
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Account / Project Manager

  • Aug 2017 - Mar 2018

  Miami, Florida, United States • Managed a large solar panel transportation project, proactively developing solutions for intricate challenges and establishing standardized operating procedures • Streamlined all project logistics, overseeing product imports, sourcing capacity, tracking, delivery scheduling, and innovatively resolving complex issues • Led meetings with internal and external leadership teams, ensuring comprehensive visibility into project updates and facilitating reviews • Managed project financials… Show more • Managed a large solar panel transportation project, proactively developing solutions for intricate challenges and establishing standardized operating procedures • Streamlined all project logistics, overseeing product imports, sourcing capacity, tracking, delivery scheduling, and innovatively resolving complex issues • Led meetings with internal and external leadership teams, ensuring comprehensive visibility into project updates and facilitating reviews • Managed project financials, such as generating invoices to the customer, processing vendor payments, and budgeting for expenses

• Account Manager

  • Jun 2016 - Mar 2018

  Miami, Florida, United States • Managed a book of accounts, fostering and expanding relationships with contacts across different levels • Designed and executed customized solutions to resolve customers' supply chain challenges • Formulated competitive pricing strategies by leveraging financial and market analytics tools to drive business growth • Generated internal and external ad hoc reports, providing tracking updates and financial analytics for clients



Ameriprise Financial Services, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Client Service Coordinator / Executive Assistant

  • Sep 2015 - Jun 2016

  Miami, Florida, United States • Assisted 4 advisers in the preparation of comprehensive financial reports for clients, including financial plans and investment performance summaries • Handled clients' insurance inquiries and assisted in preparing quotes • Prioritized and verified deadlines for daily inquiry responses, problem resolution, and critical form processing • Supported marketing initiatives, client acquisition events, and advisers' scheduling agendas

• Financial Planning and Wealth Management Internship

  • Jun 2015 - Sep 2015

  Miami, Florida, United States Horvath Wealth Management Ameriprise Financial offers financial planning and wealth management services, and is ranked 249 on the FORTUNE 500.



Creative Lifestyle Realty

• United States
• Real Estate

• Real Estate Sales Associate

  • Aug 2014 - Aug 2015

  Miami, Florida, United States • Analyzed market trends to create comparative market analysis reports and determine best-selling competitive prices • Actively built and grew client relationships to encourage returning business • Prepared legal documents including listing agreements and sales contracts • Held open houses, advising clients on best practices for selling success and interacting between renters/owners/buyers



American Airlines

• United States
• Airlines and Aviation
• 700 & Above Employee

• Intern | Mexico, Caribbean and Latin America Division, Sales Promotions

  • Dec 2013 - Apr 2014

  Miami, Florida, United States • Coordinated and assisted in sponsorships, promptly following up with organizations and vendors. • Represented the company at an average of two events per week, promoting new flights, services, and aiding in brand displays. • Created an internship manual, later adopted as the official onboarding guide post-internship.