Legal Assistant

• Mar 2023 - Present

Loan Officer Assistant/Sales Assistant

• Dec 2021 - Jul 2022

Support sales manager in examining sales pipeline, performing weekly file review, and organizing daily meetings. Contribute to quality enhancement of loan processes by facilitating sales teams with feedback extracted from weekly meetings with file processor team. Present applicable and logical solutions to resolve customers’ concerns and queries while acting as focal point of contact for new and existing clientele. Support sales manager in examining sales pipeline, performing weekly file review, and organizing daily meetings. Contribute to quality enhancement of loan processes by facilitating sales teams with feedback extracted from weekly meetings with file processor team. Present applicable and logical solutions to resolve customers’ concerns and queries while acting as focal point of contact for new and existing clientele.

Processor

• Aug 2020 - Dec 2021

Streamlined loan processing in different phases from initiation to final phase execution. Ensured compliance of financial data with company policies and national lending program requirements by running analyses and conducting assessments.

Production Assistant

• Jan 2020 - Aug 2020

Stewarded budget for operational endeavors of marketing, client/business partner gifting, seasonal events, celebrations, and vendor payments while overseeing all other expenses. Planned and organized events, including team building, client appreciation, and realtor partner appreciation programs, while managing logistics. Hunted and researched new and different venues for each event to entertain target audience with appropriate and appealing ambiance.

Marketing Manager

• Apr 2017 - Aug 2020

Conceptualized a Loan Officer ‘Brand Marketing Kit’, comprising a 360-degree menu of logo creation, content creation, templates, and printable business items. Procured marketing material and created marketing deliverables to clients at all stages of the loan process. Created and managed marketing campaigns through Customer Relationship Management tools and Social Media.

Branch Administrator

• Apr 2017 - Aug 2020

Oversaw various functions related to inventory and logistics, including catering and meeting packet orders placement, order supplies and status tracking. Leveraged effective customer service skills to address clients’ needs on-call and one-on-one meetings at office.

Operations Manager

• Oct 2015 - Apr 2017

Assisted supervisors and customer service representatives regarding performance-boosting methods and analyzed metrics and customer satisfaction surveys. Superintended routine departmental operations and coordinated with corporate office for monthly operation calls. Provided intermediary HR support such as onboarding/offboarding, benefits, & payroll inquiries. Identified caliber and strengths of each supervisor to train and assign tasks according to individual’s capacity.

Supervisor

• Sep 2013 - Oct 2015

Educated agents to reach target call metrics, attain maximum customer satisfaction, and achieve employment objectives. Steered multiple training sessions for fresh hires and enforced continued professional education classes.

Retail Manager

• Sep 2005 - May 2008

Drove marketing and sales of supplements, nutrition, and equipment offered. Collaborated with regional executives on new marketing programs and strategies and oversaw program management. Trained staff on marketing strategies and products to promote sales. Inventory management and ordering. Drove marketing and sales of supplements, nutrition, and equipment offered. Collaborated with regional executives on new marketing programs and strategies and oversaw program management. Trained staff on marketing strategies and products to promote sales. Inventory management and ordering.