Experience

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  Advocate Capital, Inc.

  • California, United States

  • Director of Strategic Solutions

    • Dec 2022 - Present
    • California, United States
• 

  ACN

  • San Diego, California, United States

  • Regional Coordinator

    • Sep 2023 - Present
    • San Diego, California, United States

    ACN Independent Business Owner• Residential & Business Essential Services• Individual & Group Healthcare Sharing Coverage savings between 30% - 70%• Built local and nationwide affiliate partnerships with independent business owners • Recruiting and training teams of 30-100 affiliate partn...

• 

  Ovadia Consulting

  • Greater San Diego Area

  • Business Development Consultant

    • Apr 2019 - Present
    • Greater San Diego Area
• 

  JPMorgan Chase & Co.

  • San Diego, California, United States

  • Sr. Home Lending Advisor

    • May 2021 - Dec 2022
    • San Diego, California, United States
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  P.S. Capital Real Estate NMLS - 1996963

  • Greater San Diego Area

  • Assistant Mortgage Consultant

    • Apr 2019 - May 2021
    • Greater San Diego Area

    As a Mortgage Loan Officer Assistants played an essential role on a Loan Officer's team. Helped borrowers to understand the complex loan terms that they are agreeing to. Was the most direct contact with clients, helping to build and maintain a positive relationship• PS Capital branched Out fr...

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  Lendistry

  • Brea, California

  • First Vice President, Business Development

    • Nov 2018 - Apr 2019
    • Brea, California

    As the FVP of Business Development, I am responsible for strengthening Lendistry’s partnerships with banks and non-bank lenders to grow our lending products. Having a wide array of loan products allows us to widen access to funding for all our small business clients, particularly those in underse...

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  Axos Bank

  • Greater San Diego Area

  • Business Development Officer - Lead

    • Apr 2016 - Nov 2018
    • Greater San Diego Area

    * Help develop and implement BofI's Work Place Banking Solution for Employers and other verticals* Proactively solicit new Consumer banking relationships, and retain and expand the existing ones* Develop a referral network of industry and business professionals including businesses, business ...

• 

  Western Union

  • Territory Sales Executive

    • Sep 2013 - Apr 2016

    • Prospecting - Responsible for visiting prospects on a regular basis as well as follow-up on leads given• Negotiating - Responsible for proposing long term partnership and value proposition of Western Union;• Gathering documents needed to enroll the agent, providing all departments with the righ...