Experience

Panorama Insurance Associates
• United States
• Insurance
• 1 - 100 Employee
• Accounting

  • Oct 2019 - Present


Self-employed

• Real Estate
• 1 - 100 Employee

• Notary Public

  • Dec 2016 - Sep 2019

  I am a certified California Notary Public, running my business in Foster City. Sign and notarize mortgage loan documents. Work with law firms notarizing legal documents. Assist individuals with general notary needs. I am a certified California Notary Public, running my business in Foster City. Sign and notarize mortgage loan documents. Work with law firms notarizing legal documents. Assist individuals with general notary needs.



Provident Credit Union

• United States
• Banking
• 200 - 300 Employee

• Assistant Loan processor

  • Aug 2012 - Dec 2012

  Generate daily mortgage booking report. Take deposits from borrowers and order escrow and appraisal and follow up for preliminary title report and appraisal report. Print appraisal and preliminary report and deliver file to processors. Generate daily mortgage booking report. Take deposits from borrowers and order escrow and appraisal and follow up for preliminary title report and appraisal report. Print appraisal and preliminary report and deliver file to processors.

• Accounting Specialist III

  • Mar 2011 - May 2011

  ATM GL balancing. I have verified money order transaction of all branches. prepare vouchers and make General journal entries Payroll postings Take care of Income checks received from vendor’s due to selling insurance products. Make daily report of FDR trasaction ATM GL balancing. I have verified money order transaction of all branches. prepare vouchers and make General journal entries Payroll postings Take care of Income checks received from vendor’s due to selling insurance products. Make daily report of FDR trasaction

• Loan Servicing Clerk

  • Dec 2007 - Jul 2008

  Verification of Car loan pay offs and sending Titles to the owners. Clarifying questions and issues if any with the customers. Research of Property values in different websites ( like zillow.com ) and updating it on our software system ( Spectrum) Organization and filing of various categories of documents for the department. Developed several Excel spreadsheet use for reducing entry time Data Entry in ONYX and Spectrum Software system. Verification of Car loan pay offs and sending Titles to the owners. Clarifying questions and issues if any with the customers. Research of Property values in different websites ( like zillow.com ) and updating it on our software system ( Spectrum) Organization and filing of various categories of documents for the department. Developed several Excel spreadsheet use for reducing entry time Data Entry in ONYX and Spectrum Software system.