Experience

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  Moxie Management

  • Los Angeles, California, United States

  • Director of Operations

    • Jan 2022 - Present
    • Los Angeles, California, United States

    Responsible to lease over 70 houses in the USC University area to the students.• Defining, implementing, and revising leasing process • Developing and executing new growth directives.• Overseeing the accounting department to make sure our financial reports are correct. • Collaborating with the maintenance department to make sure all the houses are in good shape and approve any maintenance budget. • Collaboration with the Construction Development department to lease the newly constructed houses. • Overseeing tenant support services• Reporting back to the owners on a weekly basis

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  Marcus & Millichap

  • Greater Los Angeles Area

  • Commercial Loan Processor

    • Sep 2017 - Dec 2021
    • Greater Los Angeles Area

    • Support 8 Loan Officers with a variety of tasks to be able to close Conventional, SBA and CMBS loans. Working with clients and 3rd party partners such as insurance agents, title officers, SBA Department or construction contractors to gather the needed documentation as well as preparing materials for the client meetings• Assist the officers and the client with preparation of loan processing documents from loan applications to financials to business organizational documents. Review the final loan documents and assist with loan signing. • Pipeline – between 35 to 45 loans• Key Numbers: Closed 120 loans/ $395 million in loans in 2020. Closed over 180 loans in 2021.

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  Wallis Bank

  • Greater Los Angeles Area

  • Commercial Loan Closer

    • Nov 2016 - Sep 2017
    • Greater Los Angeles Area

    • Support California Sales Officers with variety of tasks to be able to close SBA and Conventional loans. Working with clients and 3rdparty partners such as insurance agents, title officers, SBA Department or construction contractors to gather the needed documentation as well as preparing materials for the client meetings• Implement a new monitoring process by managing coming due documents, collateral exceptions, and maturing facilities. That includes Loan Agreement monitoring, Borrowing Base, Tax Returns and Financial Statement Monitoring• Doing the yearly Credit Monitoring for all California Loans. Knowledge and ability to analyze Financial Statements, Tax Returns and Cash Flow. Analysis of the financials to make sure they are in compliance with the loan agreement requirements • Assist the officers with preparation and analysis of reports and findings and present them in a clear, logical and concise manner – Prepare timely and accurate Sales Projections, Risk Management and Credit Risk Reports.• Worked on 1031 Exchange Loans • Key Numbers: Booked $6,400,000 in Conventional Loan and $450,000 in SBA.

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  JPMorgan Chase & Co.

  • Greater Los Angeles Area

  • Credit Ops Associate - Loan Closing Spe

    • Oct 2014 - Nov 2016
    • Greater Los Angeles Area

    • Support 10 Relationship Managers with variety of tasks to be able to close SBA and Conventional loans within time to money timeframe. Working with clients and 3party partners such as insurance agents, title officers, SBA Department or construction contractors to gather the needed documentation as well as preparing materials for the client meetings• Actively engage in risk management - Facilitate monitoring process by managing coming due documents, collateral exceptions, and maturing facilities. That includes Loan Agreement monitoring, Borrowing Base, Tax Returns and Financial Statement Monitoring. Hence knowledge and ability to analyze Financial Statements, Tax Returns and Cash Flow• Assist the Area Managers with preparation and analysis of reports and findings and present them in a clear, logical and concise manner – Prepare timely and accurate Sales Projections, Risk Management and Credit Risk Reports• Key Accomplishments: o The Market I’m supporting had a record first half of the year for 2016o For the first half of the year 2016, I booked $17,865,973 in loan , booked 45 loans (national associate booking average is 29 loan), I worked on 539 PA items (national associate PA items worked is 281) and I worked on and reviewed 63 monitored loanso Pass audits on performance against policy with an error rate < 10%o Close SBA and Conventional loans within the time to money closing timeframe

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  Wells Fargo

  • Compliance Specialist - Quality Assurance Analyst

    • May 2012 - Oct 2014

    • Responsible for performing loan documentation operational risk duties on the most complex loan packages to ensure compliance with Company Policies and Government Regulations• Project Manager on projects related to processing and/or closing of loans : monitor and report trends, analyze efficiency, error rates, manage risk and offer solutions on how to improve the process (Program Implementation)• Help enhance the development and implementation of new compliance protocols as new regulations emerge and laws change and work with the areas of the business lines affected by changing laws, regulations or policies to ensure that appropriate changes are implemented• Key Accomplishments: o Highest performer for 2014 o Passed the internal audit with <3% error rate o Training and mentoring of new hires

  • Banker and Lead Teller

    • Sep 2008 - Apr 2012

    • Solve account problems and recommend solutions to customers • Knowledge of retail system, policy, procedures and financial products• Build strong relationships across other groups; knowledge of Treasury Management Solutions, Wealth Management and Credit Card Services• Leadership experience: o Managed 10+ tellers for sales and customer service in a 5 level brancho Facilitated the branch audit process • Key Accomplishments: o Met and Exceeded sales and customer service goals o Participated in circle of the stars – top performer company event – for 3 years

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  California State University, Northridge

  • Northridge, CA

  • Consultant

    • Sep 2012 - May 2013
    • Northridge, CA

    Brand/Marketing Project for Cheetos - Rebrand and revamp the brand Cheetos• Gained customer insights by conducting market research – surveys, one-on.one interviews, focus groups, segmentations, SWOT analysis and regular industry analysis PEST• Identifies the business needs and translated data into proposals and business recommendationsMarketing Consulting for a small business, The Physical Therapy Center at CSUN• Conducted statistical methods. Extracted and processed data from relevant primary and secondary research to support the project • Identified issues and make data driven recommendations • Presentation of the results and assisted the client overcome organizational and marketing challenges Business Consulting Project for the NASA and the CSUN department of Engineering• Conducted Feasibility study for the commercial viability of a research product called the Cockpit Situation Display (CSD) developed by the Flight Deck Display Research Group at NASA Ames Research Center • Key Accomplishments: o Did find a partnership between vendors - venture capitalists and business entrepreneurs- and the client to commercialize the product

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  8th Wonder Entertainment

  • Greater Los Angeles Area

  • Royalty Analyst

    • Sep 2007 - Jan 2008
    • Greater Los Angeles Area

    Production Company producing reality show and music for BET (Black Entertainment Television)• Calculate the writers’ royalty statements (200) using Microsoft Excel for E2muiscworks Inc. ; developed spreadsheets for the statements and use the currency conversion since statements were from different countries.• Aid in getting sponsors to finance a celebrity poker tournament. I had to find the prospective sponsors, figure out the right person to call. I made the initial calls and sent emails to potential sponsors providing them with information about the event and the sponsorship contract.

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  JCB

  • London, United Kingdom

  • Marketing Intern

    • Jul 2006 - Aug 2006
    • London, United Kingdom

    • Assisted the marketing team in the creation of promotional DVDs by helping during video shoot as well as editing the material.• Contributed to an environmental project for JCB Groundcare by searching for stock photography which illustrates JCB’s commitment to care for the environment and by writing marketing copy to describe the initiative.