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Credentials

  • Excel: Macros and VBA for Beginners
    LinkedIn
    May, 2022
    - Sep, 2024
  • Excel: PivotTables for Beginners
    LinkedIn
    May, 2022
    - Sep, 2024
  • Financial Modeling Foundations
    LinkedIn
    May, 2022
    - Sep, 2024
  • Excel: Economics Analysis and Data Analytics
    LinkedIn
    Feb, 2022
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Fund Analyst
      • Jun 2022 - Present

      I am responsible for own funds, but including capital contribution requests; meet with Construction/Asset Management; update property payments in rollup; reconcile cash requested/utilized; send CCRs to investors; fund rollup responsibilities include the review of tax returns to update credit and deduction benefits, verify IRR calculations and update reserve analysis; follow routine for timely quarterly reporting; learn queries and work with IT; communicate with investors by sending information that is accurate and timely; present portfolio reviews to upper management

    • Director of Marketing
      • Jun 2016 - Present

      I lead the Product marketing and lead generation effort for the team. Currently studying to take my real estate license. My responsibilities include: • Maintenance and content updates on the company website. • I work directly with the web management team on configuration changes. • Support social media platform updates creating content that people want to read. • I also help create marketing collateral material, including fliers and marketing documents for open houses and in support of brand growth.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Pricing Analyst
      • Sep 2021 - Apr 2022

      o Responsible for releasing morning pricing rates and reporting to management of notable day over day changes in our rates o Lock Best Execution prices with our investors/ Ensure that in house products have been priced and locked correctly o Revise and renegotiate individual loans by heading up the secondary inbox to ensure excellent turnaround times o Assisted with pipeline hedging and loan sales with the management o Ran Excel profit model to ensure that locks met our threshold o Responsible for releasing morning pricing rates and reporting to management of notable day over day changes in our rates o Lock Best Execution prices with our investors/ Ensure that in house products have been priced and locked correctly o Revise and renegotiate individual loans by heading up the secondary inbox to ensure excellent turnaround times o Assisted with pipeline hedging and loan sales with the management o Ran Excel profit model to ensure that locks met our threshold

    • United States
    • Leasing Real Estate
    • Secondary Market Analyst
      • Nov 2019 - Sep 2021

      o Worked with senior management team to set rates and prices on our daily released rate sheets o Price and locked individual loans o Revised and renegotiated individual loans for our Southern California region and was first point of contact for LO’s to reach out to for negotiation. o Offered insights on how to boost the smoothness in turntables from Pe request to locked loan for Optimal Blue software. o Worked with senior management team to set rates and prices on our daily released rate sheets o Price and locked individual loans o Revised and renegotiated individual loans for our Southern California region and was first point of contact for LO’s to reach out to for negotiation. o Offered insights on how to boost the smoothness in turntables from Pe request to locked loan for Optimal Blue software.

    • United States
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • High Performance Tennis Coach, Tournament Players
      • Jun 2019 - Nov 2019

      Sought after tournament tennis coach working with a wide variety of players and tennis enthusiasts. My responsibilities include: • Manage the lesson plans of the daily workouts at the academy • Create tournament plans and help with transportation and goal setting of my tournament players in advance of their matches. • Provide interesting, fun, structured and goal driven tuition for a vast array of clientele. Sought after tournament tennis coach working with a wide variety of players and tennis enthusiasts. My responsibilities include: • Manage the lesson plans of the daily workouts at the academy • Create tournament plans and help with transportation and goal setting of my tournament players in advance of their matches. • Provide interesting, fun, structured and goal driven tuition for a vast array of clientele.

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Executive Intern
      • Aug 2019 - Oct 2019
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Athlete
      • Sep 2015 - Jun 2019

      Tennis Team Captain from 2016-2019 Tennis Team Captain from 2016-2019

Education

  • University of California, Riverside
    Bachelor of Arts - BA, Business/Managerial Economics
    2015 - 2019

Community

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