Experience

DocMagic

• United States
• Software Development
• 1 - 100 Employee

• Compliance Analyst

  • Jul 2021 - Present

  For over 30 years, DocMagic has provided the people, systems and technology to deliver solutions for the national mortgage industry’s most pressing document production needs. DocMagic provides error-free, fully compliant document packages instantly. Featuring integrated electronic signature, compliance auditing, and eDelivery technologies, DocMagic is available as a SaaS-based or on-premise solution and we provide custom integrations.



PennyMac Loan Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst II

  • Nov 2020 - Jul 2021

  PennyMac is one of the top direct mortgage lenders in the country that focuses on the needs of its customers rather than maintaining a network of branches and banking products. We’re working every day to improve the experience of finding the right home loan for our customers’ unique needs and offering competitive rates on a wide range of products. • Responsible for reporting and analytical support for Senior analysts and department stakeholders. Responsibilities include developing and… Show more PennyMac is one of the top direct mortgage lenders in the country that focuses on the needs of its customers rather than maintaining a network of branches and banking products. We’re working every day to improve the experience of finding the right home loan for our customers’ unique needs and offering competitive rates on a wide range of products. • Responsible for reporting and analytical support for Senior analysts and department stakeholders. Responsibilities include developing and tracking key statistical information, performance metrics, preparing various reporting, organizing and presenting data to management. • Support and identify business requirements for nationwide mortgage claims providing operations research to support strategic direction, business planning, reporting, ad-hoc analysis, and presenting to stakeholders. • Collaborate with cross-functional teams to organize, prepare, and present data to management using Excel, SQL query, and Tableau for strategic decision making. • Use agile methodology and market research methodologies to develop efficiency in strategic reporting and presenting in data. Show less



EP Wealth Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Financial Planning Associate

  • Dec 2017 - Feb 2020

  Greater Los Angeles Area EP Wealth Advisors (EPWA) is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. • Responsible for developing customized and comprehensive personal and business financial plans • Maintain and manage client relations in financial planning processes, data collection, data analysis, and review with team to identify key metrics within the financial planning system • Generate… Show more EP Wealth Advisors (EPWA) is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. • Responsible for developing customized and comprehensive personal and business financial plans • Maintain and manage client relations in financial planning processes, data collection, data analysis, and review with team to identify key metrics within the financial planning system • Generate financial analysis of trends and forecast, recommendation actions for client optimization, and perform ongoing research • Optimize department practices and implement strategies to determine changes and provide recommendations to key stakeholders on how to maximize opportunities with clients and services. • Identified cross-functional internal training opportunities as the company was growing from 2 billion to 5 billion in assets under management and expanding to 4 new geographical regions. • Key contributor to improving and maintaining an internal training solution for 9 financial planning services and internal software. Show less



eMoney Advisor

• United States
• Financial Services
• 400 - 500 Employee

• Client Support Specialist

  • Jul 2017 - Oct 2017

  La Jolla, CA eMoney Advisor is a comprehensive financial planning software application that creates goals-based and cash-flow-based, analyses, and projections. • Manage a large number of inbound calls, emails or chats in a professional timely manner by understanding the product and user experience to communicate support • Identify customer needs, clarify information, research every issue and provide solutions • Meet personal and team quantitative and qualitative targets • Log all… Show more eMoney Advisor is a comprehensive financial planning software application that creates goals-based and cash-flow-based, analyses, and projections. • Manage a large number of inbound calls, emails or chats in a professional timely manner by understanding the product and user experience to communicate support • Identify customer needs, clarify information, research every issue and provide solutions • Meet personal and team quantitative and qualitative targets • Log all appropriate details of interactions in a comprehensible way • Created a strong work ethic to competently answer questions and use problem-solving skills for complex customer issues while staying up to date on system releases, new features, and bugs • Answer service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources when needed • Competently answer questions and resolves customer issues • Maintain high levels of call quality and professionalism • Meet efficiency standards set forth by the company Show less



GloboFund

• United States
• Education Management

• Business Development Manager

  • Dec 2016 - Mar 2017

  San Diego, CA Globofund is an item donating platform that brings a community of teachers and supporters to make an impact in the classroom. Alex was able to make key relationships with regional school district administrators and teachers to facilitate the community in using the globofund site. Alex helped organized marketing efforts from opportunities of budget cuts and minor school disasters to show how resourceful the globofund site can be.



NetWorth Realty

• Real Estate
• 1 - 100 Employee

• Sales Acquisition Associate

  • Jun 2016 - Sep 2016

  Greater San Diego Area - Licensed Realtor - Work directly with individual investors and investment companies to offer a hands-on approach to real estate property acquisition in order to solidify success and ensure value-add for highest possible ROI using Microsoft Excel - High volume sourcing of distressed residential real estate assets, and acquiring residential real estate for the purpose of remodeling/selling for profit or buy and holds - Unsurpassed level of market knowledge, contacts in the industry… Show more - Licensed Realtor - Work directly with individual investors and investment companies to offer a hands-on approach to real estate property acquisition in order to solidify success and ensure value-add for highest possible ROI using Microsoft Excel - High volume sourcing of distressed residential real estate assets, and acquiring residential real estate for the purpose of remodeling/selling for profit or buy and holds - Unsurpassed level of market knowledge, contacts in the industry, and exceptional wholesale opportunities -Taking special care to ensure I approach every single situation with honesty, professionalism, and integrity Show less



LPL Financial - San Diego Branch

• Research Associate Intern

  • Sep 2015 - Dec 2015

  Greater San Diego Area • Worked with financial advisors in researching hundreds of potential clients • Communicate effectively with a potential client to create an experience for the firm to establish a meeting • Network and ask questions with other financial institutions business associates that worked with the firm



The Daily Aztec

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Account Executive

  • Sep 2015 - Dec 2015

  Greater San Diego Area • Managed accounts for several local and national clients in creating an effective marketing campaign, who are looking to distinguish themselves to students at SDSU • The Daily Aztec is the main publication at San Diego State University that’s appeals to college market of over 30,000 students.



The CraigSewing

• The Craig Sewing Show

  • Aug 2014 - Feb 2015

  Downtown San Diego Assistant Producer and Partner Liaison • Manager of the Website, YouTube, and Social Media accounts with new and updated layout of videos and show segments • Coordinate a 7,000+ people event for the 2014 Real Estate Mastery Convention using sales force, mail chip