Experience

Community Mortgage

• United States
• Real Estate
• 1 - 100 Employee

• Mortgage Consultant

  • Feb 2015 - Present

  • Lead a team of diverse individuals to demonstrate service in alignment with core company values of respect, communication, education, integrity, teamwork, accountability, and honesty • Build strategic partnerships with realtors and financial professionals to support their businesses by serving their clients as their trusted mortgage expert with more than 70% of business coming from referral partners • Create and nurture relationships with clients to understand their intimate personal and financial needs and goals to develop individualized mortgage strategies, leading to a repeat customer rate exceeding 80% • Design and lead in person and virtual presentations to educate and advise clients and business partners on the mechanics of mortgages, underwriting guidelines, and procedural processes using Powerpoint, Excel, Teams, and RingCentral/Zoom • Develop and implement communications strategies involving outbound phone calls, text messages, in person meetings, email newsletters, social media posts, and online video to grow loan volume to $18 million average per year • Attend open houses and business networking events to establish and cultivate new relationships • Leverage various software programs like Microsoft Office, Adobe Creative Suite, Salesforce, Arive for loan origination, client relations, and developing tools to analyze data, collaborate, and deliver on objectives • Proactively gather feedback on the client experience to implement appropriate adjustments to improve a streamlined, clear, and successful client journey Show less



Costco Wholesale

• United States
• Retail
• 700 & Above Employee

• Cashier & Front End Associate

  • Aug 2013 - Feb 2015

  • Provided prompt and courteous member service • Completed transactions with a broad range of members and small business owners • Answered questions on products, inventory, and policies to ensure member satisfaction • Assist other cashiers in providing prompt and courteous service to members • Manage cash till up to $15,000 in transactions • Provided prompt and courteous member service • Completed transactions with a broad range of members and small business owners • Answered questions on products, inventory, and policies to ensure member satisfaction • Assist other cashiers in providing prompt and courteous service to members • Manage cash till up to $15,000 in transactions



San Diego Indoor Soccer Center

• Greater San Diego Area

• Facility Staff

  • Apr 2012 - Dec 2012

  • Oversaw daily operations of multi-field indoor soccer complex. • Supervised and trained office staff, field staff, and referees; up to 6 at a time • Built relationships with team captains, coaches, and players to build familiarity and loyalty • Managed team registration, league formation, and scheduling for more than 350 teams • Promoted a safe, respectful, and inclusive environment for more than 4,000 players and spectators weekly • Addressed player and team complaints, resolved conflicts, and issued disciplinary actions as necessary Show less



San Diego Padres

• Spectator Sports
• 500 - 600 Employee

• Ticket Sales Representative

  • Mar 2009 - Jul 2010

  • Sold and exchanged single game tickets to fans using Paciolan software system in a professional team setting • Engaged with 30-40 fans per hour, serving a widely diverse fanbase to understand their budget and priorities • Recommended seats and suggested experiences around Petco Park to deliver Major League Memories • Exemplified exceptional customer service to avoid and resolve disputes and complaints • Sold and exchanged single game tickets to fans using Paciolan software system in a professional team setting • Engaged with 30-40 fans per hour, serving a widely diverse fanbase to understand their budget and priorities • Recommended seats and suggested experiences around Petco Park to deliver Major League Memories • Exemplified exceptional customer service to avoid and resolve disputes and complaints



UC San Diego

• United States
• Higher Education
• 700 & Above Employee

• Facility Supervisor

  • Jun 2007 - May 2009

  • Oversaw daily operations for UCSD's RIMAC facility • Provided support, setup, and breakdown of meetings, seminars, and social and athletic events • Key holder, responsible for facility opening and closing • Handled first response for all injuries, accidents, and security concerns • Oversaw daily operations for UCSD's RIMAC facility • Provided support, setup, and breakdown of meetings, seminars, and social and athletic events • Key holder, responsible for facility opening and closing • Handled first response for all injuries, accidents, and security concerns