Experience

Eazzy Consulting Group

• United States
• Financial Services
• 1 - 100 Employee

• Business Consultant

  • Dec 2021 - Present

  •Consultation with client's one on one diagnosing circumstances and present best/suitable loan products based on client's needs. •Offer clients purchase, cash out, refinance for residential and commercial loans at the best/ lowest rate the client is qualify for. •Solves clients loan issue that was rejected by other banks/ lenders and offer our products. •Interview client's issue and create a profile to determine best solution for clients. •Build trust with clients by gathering necessary documents and working with them to find solutions to complex situations and achieve lending goals. •Keep clients loan process up to date. •Produce an organized and detailed lead sheet of clients information for loan officer to develop a needs-based product to present to the client. Show less


Lendio Franchising
• United States
• Financial Services
• 1 - 100 Employee
• Business Development Specialist

  • Dec 2021 - Present


Fresh Smoothie

• United States
• Food & Beverages
• 1 - 100 Employee

• Operations Manager

  • May 2016 - Present

  •Responsible for overseeing day to day operations for five smoothies stands and 16 employees selling 2500 beverages daily on the weekends. •Negotiated and implemented a profit-sharing model between the employees and the owner which resulted in a 20% increase from 2018 to 2019. •Analyzed customers’ trends to develop a new bubble tea product line. •Reconcile daily, weekly and monthly revenues and expenses. •Manages all financials bookkeeping, employee payrolls, rent, and supplies expenses. •Gathers official documents to operate yearly, which includes food permit, vendor certification, fire extinguisher certificate and worker's insurance. •Research new potential locations to expand business to further places throughout NY. Show less



C & S Accounting & Tax

• United States
• Individual and Family Services

• Account Clerk

  • Mar 2021 - Jun 2021

  •Analyzed, and reconciled any financial discrepancies on bank statements with Quickbooks. •Identify and investigated any discrepancies and taking proper actions to resolve issue. •Updated and maintained accountant databases to make sure all datas are backed up. •Gathered monthly bank statements which includes profit and loss statements, and balance sheets. •Filed individuals/companies yearly tax paperworks and made sure it is categorized in correct files. •Analyzed, and reconciled any financial discrepancies on bank statements with Quickbooks. •Identify and investigated any discrepancies and taking proper actions to resolve issue. •Updated and maintained accountant databases to make sure all datas are backed up. •Gathered monthly bank statements which includes profit and loss statements, and balance sheets. •Filed individuals/companies yearly tax paperworks and made sure it is categorized in correct files.



RedShanTree Learning Center

• Teaching Assistant

  • Dec 2012 - Aug 2016

  • Created personalized lesson materials, both visually and digitally ranged from individual up to 30 students to enable positive learning outcomes. • Organized and budgeted weekly trips for 70 students to provide experimental learning. • Track student’s progress and conducted weekly performance evaluations between parents and teachers. • Performed special tasks such as one on one tutor to help struggling ESL students reinforce learning concepts. • Created personalized lesson materials, both visually and digitally ranged from individual up to 30 students to enable positive learning outcomes. • Organized and budgeted weekly trips for 70 students to provide experimental learning. • Track student’s progress and conducted weekly performance evaluations between parents and teachers. • Performed special tasks such as one on one tutor to help struggling ESL students reinforce learning concepts.