Experience

California Board of Accountancy

• United States
• Consumer Services
• 1 - 100 Employee

• Exam Coordinator

  • Mar 2023 - Present



Clear Capital

• United States
• Financial Services
• 300 - 400 Employee

• Real Estate Valuation Analyst III

  • Jun 2020 - Dec 2022

  Daily, I reviewed the department workload and identified the priority reports to review. I assisted my team lead on delegating team members to take care of the priority reports to meet product service level agreements with customers. I completed complex analysis on all appraisal form types where I would identify any inconsistencies or errors. This also included purchase contract analysis to confirm the correct information was provided in the appraisals. I trained all new hires on our internal review system. I provided advice and guidance on appraisal methodology based on my knowledge. I ensured that all team members were reviewing with excellent quality. I also conducted review audits with customers where I would show my review process and answer questions. This ensured that we were meeting customer expectations and that we would pass the audit process. I also conducted data analysis on client revision trends to conduct improvement projects. I would present my ideas and updates to upper management on a weekly basis. I also worked closely with my department manager with updating vendor letter of engagements and templates based on new customer expectations. These changes affected the entire appraisal department. I excelled with customer service answering appraiser phone calls regarding methodology and uploading reports. I answered all questions fully and referenced appraisal methodology. I sent emails and links to the specific methodology for the appraisers as well. Show less

• Real Estate Valuation Analyst II

  • Jul 2018 - Jun 2020

  Daily, I reviewed escalated and complex residential appraisals to meet state/client expectations. I studied and learned appraisal methodology such as FNMA, USPAP, and ANSI. I used this methodology during my analysis to identify errors or missing requirements in the appraisals. The appraisals contained non-private/confidential information. I dealt with this information with tact. I was also mentoring and training team members on new client expectations and form types. I managed the appraisal queue and multiple job assignments. I excelled with customer service answering appraiser phone calls regarding methodology and uploading reports. I made sure that all questions were answered fully and referenced appraisal methodology. I would follow up with emails and links to the specific methodology for the appraisers as well. Show less

• Real Estate Valuation Analyst I

  • Mar 2017 - Jul 2018

  I reviewed less complex appraisal reports as I learned the varying form types and methodology. I worked with my fellow team members to analyze and approve reports. I followed up on my appraisal clarifications through emails and phone calls with the appraisers. I answered over 30 vendor phone calls a day regarding appraisal questions and hard stops. I would determine solutions to problems and efficiently communicate them to the vendors. I collaborated with the senior staff appraisers on more complex topics and learned how to deal with them in the future. I lent time to other departments to help the entire company to meet client goals. During this time, I would analyze PCIs, BPOs, and other forms. I also assisted the Vice President of Sales with a marketing project through analyzing sales data. I organized this on Google Sheets to help the Sales department identify sales opportunities. Show less

• Real Estate Valuation Analyst I

  • Jul 2016 - Mar 2017

  I worked as a temporary hire through Apple One until I was hired permanently to Clear Capital. I reviewed less complex appraisal reports as I learned the varying form types and methodology. I worked with my fellow team members to analyze and approve reports. I followed up on my appraisal clarifications through emails and phone calls with the appraisers. I answered over 30 vendor phone calls a day regarding appraisal questions and hard stops. I would determine solutions to problems and efficiently communicate them to the vendors. I collaborated with the senior staff appraisers on more complex topics and learned how to deal with them in the future. I lent time to other departments to help the entire company to meet client goals. During this time, I would analyze PCIs, BPOs, and other forms. I also assisted the Vice President of Sales with a marketing project through analyzing sales data. I organized this on Google Sheets to help the Sales department identify sales opportunities. Show less



Tax Group Center

• United States
• Financial Services
• 1 - 100 Employee

• Payment Processor

  • Jun 2015 - Jun 2016

  I processed clients’ payments through different online merchants multiple times throughout the day. I would track the payments on both QuickBooks and Microsoft Excel. I would review contracts and approve them. I conducted verbal verifications/recordings with all clients to confirm card information. I set up and updated the filing system for contracts and verifications on our computer network.

• Receptionist/Administrative Assistant

  • May 2015 - Jun 2015

  I answered and transferred over 200 calls a day through a multi-line phone system. I input customer data into Microsoft CRM. I conducted interviews with clients to determine their needs before sending them to the appropriate salesperson. I set up meetings for the sales department including coordinating catering and transportation.

• Receptionist/Administrative Assistant

  • Sep 2014 - May 2015

  I began this position through Robert Half Temp agency before being hired permanently. I answered and transferred over 200 calls a day through a multi-line phone system. I input customer data into Microsoft CRM. I conducted interviews with clients to determine their needs before sending them to the appropriate salesperson. I sent follow up letters to clients regarding past due payments, pending bills, etc. I set up meetings for the sales department including coordinating catering and transportation. Show less



Andahuaylas Bioarchaeology Project

• Andahuaylas, Peru

• Student Researcher

  • Jun 2014 - Jul 2014

  I sorted through over 600 human bones during my two week stay in Peru. I had to identify the bone, side, age, sex, pathologies, trauma, and taphonomy on the bone fragments. I sorted through over 600 human bones during my two week stay in Peru. I had to identify the bone, side, age, sex, pathologies, trauma, and taphonomy on the bone fragments.



De La Guerra Dining Commons

• Student Manager

  • Aug 2012 - Jun 2014

  During one four-hour shift, I served over 1,800 students while training and directing 25 student employees on specific tasks. I also worked the front lobby desk where I would check in students and controlled the flow of people into the dining hall. I was the point person for any problems that arose. I ensured that the dining hall was appropriately cleaned to meet health code requirements. I demonstrated leadership, patience, professionalism, and excellent customer service.

• Student Worker

  • Sep 2010 - Aug 2012

  I worked as a student supervisor, coordinator, and worker. As a student supervisor, I was in charge of delegating positions to around fifteen students during a shift in the "dish room". I worked logistically to ensure the appropriate amount of dishes and silverware were sent out to the main floor. I moved people to specific positions based on their skill sets and needs. While working as a coordinator, I ensured the salad bar was fully stocked and kept clean. I ensured that it was fully cleaned and prepped for the next shift. I worked these positions until I was promoted to a student manager position. Show less



UC Santa Barbara

• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Jan 2014 - Apr 2014

  I worked closely with my professor to create and distribute weekly quizzes to an osteology class. Also, I worked with a graduate student during three one hour long classes. During this time I helped lecture and teach about osteology. I worked closely with my professor to create and distribute weekly quizzes to an osteology class. Also, I worked with a graduate student during three one hour long classes. During this time I helped lecture and teach about osteology.



UCSB Department of Anthropology

• Santa Barbara, California

• Student Internship

  • Apr 2013 - Jun 2013

  I worked in the Repository for Archaeological and Ethnographic Collections at UCSB. I helped organize the collections in the repository as well as assisted researchers with finding specific collections. I worked in the Repository for Archaeological and Ethnographic Collections at UCSB. I helped organize the collections in the repository as well as assisted researchers with finding specific collections.



UCSB Department of Anthropology

• Santa Barbara, California

• Student Internship

  • Apr 2012 - Jun 2012

  I assisted a graduate student with her dissertation by sorting shell midden from San Nicolas Island. The shell midden mainly consisted of sea urchins, limpets, mussels, etc. I also calculated the MNI for California mussels found in that area. I assisted a graduate student with her dissertation by sorting shell midden from San Nicolas Island. The shell midden mainly consisted of sea urchins, limpets, mussels, etc. I also calculated the MNI for California mussels found in that area.