Experience

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  MODE Transportation

  • Encinitas, California, United States

  • Accounts Payable & Receivable Manager/ Staff Accountant

    • Dec 2018 - Present
    • Encinitas, California, United States

    Accounts payable, accounts receivable, billing, invoicing, bank reconciliation, bookkeeping, data entry, compiling reports, maintaining all records and files, staff accountant, payroll specialist, updating all databases, light HR/ training/ on-boarding duties.

• 

  Private Investors Financing, Inc

  • La Jolla, CA

  • Executive Assistant / Sales Assistant

    • Jan 2017 - Present
    • La Jolla, CA

    Collecting documents, processing documents, lead generation, networking, handling pipeline in sales crm, running errands, making travel arrangements, drafting expense/ financial reports/ managing calendar, scheduling meetings in person and virtually, maintaining updated data base, banking, customer service/support, main point of contact, recruiting new business partners/deals, marketing, graphic design.

• 

  LoanMe Official

  • Anaheim, CA

  • Business Development Manager / ISO Relations Account Manager/ Recruiter

    • Nov 2015 - Dec 2016
    • Anaheim, CA

    As the Partner Development Manager at LoanMe, I am responsible for acquiring and driving productivity through prospective, newly acquired, and long term partnerships with ISO's/brokers. I source and recruit potential partners and provide them with a direct funding source for their customers and clients. I provide necessary product training for all partners via conference calls and webinars, as well as out of office visits in order to improve the overall understanding of LoanMe's business loan products. I review the performance of all of our partners and provide them with insight on how they can increase their lead conversions, submissions and overall quality of their leads. I work on LoanMe's business development team where we collectively review the daily, weekly, monthly, and yearly results to establish goals for long term growth. Recruiting, Business development, managing lead pipeline in sales force, online marketing on social media platforms, handling incoming/outgoing calls/emails in the business development department, attending conventions, networking, going on sales calls, creating PowerPoint presentations for newly onboarding business partners, hosted webinars to train on our product via Skype, the point of sales contact, collecting documents, sending pre-approval emails daily, staying on top of all deals in the funding process and in constant communication, did all of the paperwork and onboarding for new referral partners, scheduling sales calls with top brokers, creating itineraries for when traveling to see multiple brokerages in a day, reviewed financial statements, analyzed credit reports, prepared files for underwriting.

• 

  MODE Transportation

  • United States
  • Truck Transportation
  • 700 & Above Employee

  • Human Resources Manager/ Bookkeeping & Payroll Coordinator/ Office Manager

    • Nov 2011 - Nov 2015

    HR, payroll, on boarding new hires, training, completing all paperwork, staff accountant, bookkeeping, drafting reports, budgeting, accounts payable, accounts receivable, purchasing office supplies, inventory, sales, setting up and managing new accounts, generating reports, newsletters, documents, file management, inbound/outbound calls, expense reports, office management, client retention, making all travel arrangements, scheduling meetings and sales calls, managing email/calendar, coordinating all incoming/outgoing mail/packages.

  • Administrative Assistant / Data Entry Clerk / Payroll Assistant

    • May 2006 - Nov 2011

    Data entry, invoicing/billing, bookkeeping, administrative work, managing data base, transportation logistics, dispatching, tracing loads, drafting daily reports for every customer, filing, sales representative, customer service.