Experience

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  Easy Street Capital

  • Irvine, California, United States

  • Loan Processor

    • May 2022 - Present
    • Irvine, California, United States

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  Blue Financial Group

  • Brea, California, United States

  • Loan Partner to Joshua Sun

    • Mar 2021 - Apr 2022
    • Brea, California, United States

    • Lead Management: Call leads to schedule intake call with Loan Officer. After intake call, follow up to get borrower to complete URLA and send documents for Pre-Approval. Answer questions about Pre-Approval or Loan process. Complete twice weekly follow up on assigned leads.• Pre-Approval Preparation: Download, relabel, and review borrower documents once borrower completes URLA and provides documents. Set up borrower in CalyxPoint or ARIVE and pull credit. Seek clarification from borrower on missing information or documents in the loan file. Complete initial review for LO and take detailed notes on borrower profile: income, assets, liabilities, REO, price out scenario, notate any discrepancies and seek clarification on how to proceed. Once reviewed, send borrower and real estate partner pre-approval email with payment breakdowns and pre-approval letter.• Pipeline Management: Prepare purchase or refinance file to submit to processor to be registered at one of several wholesale lenders. Once loan is registered, serve as the primary point of contact for the borrower, real estate partner, escrow and processor during the loan process. Open title and escrow, ensure initial disclosures are completed in a timely manner, order appraisal, follow up on loan conditions, coordinate closings. Prioritize and manage a pipeline of up to 25 active purchase and refinance loans. Work with a variety of loans such as FHA & VA purchases, VA IRRRL, and conventional loans.

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  Utopia Management

  • Ontario, California

  • Property Manager & Broker Associate

    • Oct 2019 - Feb 2021
    • Ontario, California

    • Leasing: Responsible for answering prospect questions about available inventory, qualifying prospects, scheduling showings, showing properties, screening applications and completing verifications, sending move in email, collecting move-in funds, completing move in walk throughs.• Marketing: Take marketing photos, create property floorplans in SmartDraw and create marketing videos on iMovie to post to company YouTube channel and Wordpress.• Maintenance: Responding to non-emergent maintenance requests by screening new vendor and/or assigning existing vendor, gathering vendor estimate(s) on work required, gaining owner approval for work, scheduling vendor for repair, following up with tenant to ensure work was completed, submitting vendor invoices to accounting for payment.• Generating New Business. Responsible for taking new business calls when Branch Manager is unavailable. Discuss management services and offer a tailored solution to fit property owner's management needs (ex. full service management vs. lease up options). Provide rental estimate and set appointments to meet with owner to view property to offer owner suggestions to make the property rent ready and narrow down rental estimate. • Tenant and Owner Relationship Management: Responding to tenant and owner requests, questions or concerns. Thorough understanding of Lease Agreements, Property Management Agreement, and current landlord/tenant laws to answer appropriately.

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  New Western Acquisitions

  • Corona, CA

  • Acquisition Agent

    • Jun 2018 - Sep 2019
    • Corona, CA

    • Located, inspected, offered and negotiated transactions for distressed single family residences to fit a variety of investment strategies (wholesale, flip, rentals).• Experienced with escrow management on cash and hard money transactions.• Successfully closed 16 off-market transactions and 2 listed transactions since August 2018.

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  AT&T

  • Greater Los Angeles Area

  • Retail Sales Consultant

    • Jun 2016 - May 2018
    • Greater Los Angeles Area

    • Built integrated solutions for customers by personalizing each transaction and bundling wired and wireless solutions.• Strengths in customer experience, new wireless sales, accessory sales and mobile insurance.• Troubleshooted device malfunctions and offer customer best solution for their needs.• Responsible for store opening and closing procedures, including replenishing inventory on sales floor and counting cash registers and payment kiosk.

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  AvalonBay Communities

  • Orange County, California Area

  • Community Consultant

    • Sep 2013 - Jun 2016
    • Orange County, California Area

    • Completed sales experience for potential residents looking to lease new unit, as well as for residents renewing their existing lease.• Coordinated with residents and maintenance team on maintenance requests.• Completed administrative tasks such as sending weekly deposits, completing Itemized Apartment Receipts, preparing documents and attending Unlawful Detainer proceedings.• Provided communications to residents on a regular basis regarding community events, newsletters, announcements and responded to resident concerns.

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  Hotel Vista Del Mar / Snug Harbor Inn

  • Avalon, CA

  • Front Desk Manager / Night Manager

    • May 2012 - Sep 2013
    • Avalon, CA

    • Trained new and existing staff to ensure agents were familiar with all policies and procedures to provide an unparalleled guest experience; completed performance evaluations.• Resolved guest escalations and covered front desk and reservation positions as needed.• Completed administrative tasks such as processing Accounts Payable in Quickbooks, reconciling nightly audit paperwork, preparing bank deposits and responding to credit card chargebacks.• Acted as manager on duty after hours. Responded promptly to all after hours calls that ranged from fulfilling guest requests for additional amenities, light maintenance work and responding to emergency situations.

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  Hilton Suites Anaheim / Orange

  • Night Auditor

    • Aug 2011 - Apr 2012

    • Performed all audit procedures as set forth by the Hotel and company, on a daily basis.• Performed all required audit reports.• Verified the status of all wake-up call requests and ensured they are properly handled.• Balanced all cash receipts and work performed during the audit shift. • Prepared the front office for the ‘A’ Shift and reset day’s business.• Acted as a Guest Services Agent during the night time hours.• Acted as the Manager on Duty during night time hours.• Acted as PBX operator during the audit shift.

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  Royal Vista Golf Club

  • Walnut, CA

  • Banquet Captain

    • May 2008 - Aug 2010
    • Walnut, CA

    • Supervised all banquet staff throughout meal service and delegated tasks to them as needed. Trained new staff members on how to perform their assigned tasks in the banquet, food preparation, and dining areas. Held team meetings to prior to event provide updates on policy or service changes, and managed any staff problems that occur.• Oversaw banquet room setup, directing staff on where to place table settings, centerpieces, and other table decorations.• Ensured that banquet room stock is fully supplied at all times, including food. Alerted staff when supplies are running low so they can be replenished from inventory storage.• Followed all sanitary laws and regulations, as well as company policies, regarding proper cleaning and safe food handling. Ensured that all staff followed these regulations and that all dining and banquet areas are clean and organized at all times.• Followed all state and federal laws in regards to serving liquor, stopped serving patrons as necessary and ensured that everyone served alcohol is of legal age to drink alcohol.• Responded to customer complaints, questions, and compliments.

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  McDonald's Corporation

  • Rowland Heights, CA

  • Swing Manager

    • Sep 2005 - Mar 2008
    • Rowland Heights, CA

    • Supervised, trained and coached up to 12 crew members.• Responsible for store opening and closing duties, including sales/waste data entry, running daily reports, monitoring food waste and labor percentages, and making appropriate staffing adjustments during shifts.• Cleaned and counted up to 5 cash registers at a time; prepared drop ($2,000 to $5,000); stayed within a $2 variance when assigned a cash drawer; maintained a balanced safe at all times.• Oversaw and checked incoming deliveries for accuracy and product quality; ensured product was stored correctly and FIFO was used; maintained a clean and organized storeroom.• ServSafe Manager Certification