Mortgage Loan Officer

• Feb 2021 - Present

• Recommend loan solutions in accordance with lending guidelines and client’s requirements. • Manage personal and team’s pipeline to ensure strong customer relationship and retention. • Analyze and review client’s documents to ensure compliance with company and government guidelines. • Collaborate daily with internal and external teams to complete mortgage transactions • Recommend loan solutions in accordance with lending guidelines and client’s requirements. • Manage personal and team’s pipeline to ensure strong customer relationship and retention. • Analyze and review client’s documents to ensure compliance with company and government guidelines. • Collaborate daily with internal and external teams to complete mortgage transactions

Treasurer

• Jan 2022 - Present

• Help further the JCI Mission to provide development opportunities that empower young people to create positive change. • Responsible for all bookkeeping tasks, financial records and compliance with local tax and government regulations. • Manage the collection and payment of dues at the local level. • Help further the JCI Mission to provide development opportunities that empower young people to create positive change. • Responsible for all bookkeeping tasks, financial records and compliance with local tax and government regulations. • Manage the collection and payment of dues at the local level.

Team Assistant

• Jun 2020 - Feb 2021

Chair of Finance

• Apr 2019 - May 2020

• Created and managed a $10-million-dollar budget for a non-profit auxiliary. • Managed fund allocation process for clubs and organizations on campus with a focus on providing meaningful programs and services for students. • Served on various campus wide committees; including Instructional Related Activities and Campus Fee Advisory. •.Petitioned against the use of expensive academic resources in the classroom and promoted alternatives such as Canvas, Opensource and Immediate Access. • Created and managed a $10-million-dollar budget for a non-profit auxiliary. • Managed fund allocation process for clubs and organizations on campus with a focus on providing meaningful programs and services for students. • Served on various campus wide committees; including Instructional Related Activities and Campus Fee Advisory. •.Petitioned against the use of expensive academic resources in the classroom and promoted alternatives such as Canvas, Opensource and Immediate Access.

Portfolio Analyst

• Aug 2019 - Dec 2019

• Part of a team that managed a diversified portfolio of 5 million dollars for California State University, Northridge • Collaborated with teammates in researching companies with strong economic moats. • Utilized YCharts, Bloomberg, Macrorisk and other financial tools to get up to date information on the economy. • Part of a team that managed a diversified portfolio of 5 million dollars for California State University, Northridge • Collaborated with teammates in researching companies with strong economic moats. • Utilized YCharts, Bloomberg, Macrorisk and other financial tools to get up to date information on the economy.

Sales Manager

• Mar 2019 - Aug 2019

• Managed over 100 personal and company clients using Spotio and Zoho CRM. • Led an intern team of 11 people in the Summer of 2019 that generated over 1 million dollars in sales. • Helped the environment by reducing our collective dependence on fossil fuels. • Managed over 100 personal and company clients using Spotio and Zoho CRM. • Led an intern team of 11 people in the Summer of 2019 that generated over 1 million dollars in sales. • Helped the environment by reducing our collective dependence on fossil fuels.

Director of Fundraising

• Sep 2018 - Dec 2018

• Planned and organize fundraisers to raise funds for scholarships and assist in any other events to financially assist members. • Approached individuals, schools, local shops and commercial organizations for sponsorship and donations. • Planned and organize fundraisers to raise funds for scholarships and assist in any other events to financially assist members. • Approached individuals, schools, local shops and commercial organizations for sponsorship and donations.

Volunteer

• Apr 2018 - Sep 2018

• Assisted in the set up training rooms, lighting, music, and all other aspects of workshop and training functions. • Staffed and mentor teens in their own personal development training, by mentoring and empowering their own self discover and leadership development. • Helped organize and lead powerful group discussions and brainstorming sessions for successful strategizing and implementation. • Assisted in the set up training rooms, lighting, music, and all other aspects of workshop and training functions. • Staffed and mentor teens in their own personal development training, by mentoring and empowering their own self discover and leadership development. • Helped organize and lead powerful group discussions and brainstorming sessions for successful strategizing and implementation.

Apprentice

• Mar 2017 - Apr 2018

• Cleaned or prepared construction sites to eliminate possible hazards. • Collaborated with workers and managers to solve work-related issues and concerns. • Checked specifications of materials unloaded against information contained in work orders. • Inspected equipment for wear and for conformance to specifications. • Cleaned or prepared construction sites to eliminate possible hazards. • Collaborated with workers and managers to solve work-related issues and concerns. • Checked specifications of materials unloaded against information contained in work orders. • Inspected equipment for wear and for conformance to specifications.

Intern

• Oct 2016 - Dec 2016

• Reviewed, copied and corrected errors in content, grammar, and punctuation, following prescribed editorial style and formatting guidelines. • Gathered information about events through research, interviews, experience, or attendance at political, news, sports, and artistic or social functions. • Reviewed, copied and corrected errors in content, grammar, and punctuation, following prescribed editorial style and formatting guidelines. • Gathered information about events through research, interviews, experience, or attendance at political, news, sports, and artistic or social functions.

Store Manager

• Aug 2015 - Oct 2016

• Resolved customer issues and concerns regarding sales and service. • Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs. • Prepared budgets and approved budget expenditures. • Resolved customer issues and concerns regarding sales and service. • Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs. • Prepared budgets and approved budget expenditures.