Experience

San Francisco Association of REALTORS

• United States
• Real Estate
• 1 - 100 Employee

• Accounting Specialist

  • Aug 2023 - Present

  San Francisco, California, United States



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Relationship Banker

  • Oct 2022 - Present

  Oakland, California, United States



Better

• United States
• Financial Services
• 700 & Above Employee

• Operations Manager at Better.com

  • Jan 2020 - Apr 2022

  Oakland, California, United States • Manage, coach, and develop a team of 15 operations associates at a time • Drive team objectives and KPIs throughout production cycles • Align performance management and reward strategies to reinforce an environment of high performance and innovation among team members • Serve as the first line of defense to diffuse customer escalations to management • Support operation teams on thorough secondary analysis of applicant's income and expense data, self-employment documentation… Show more • Manage, coach, and develop a team of 15 operations associates at a time • Drive team objectives and KPIs throughout production cycles • Align performance management and reward strategies to reinforce an environment of high performance and innovation among team members • Serve as the first line of defense to diffuse customer escalations to management • Support operation teams on thorough secondary analysis of applicant's income and expense data, self-employment documentation, credit reports, and property valuations to affirm borrower qualifies for loan • Verify and analyze all necessary financial information and documentation; ensure that loan files contain all necessary credit and legal documents to satisfy underwriting conditions • Work on strategic improvements to increase efficiencies and NPS scores for our partnership customers • Cross functional collaboration with various departments to keep all departments updated and provide continuous training and development materials • Spearhead multiple projects for senior management, leading to positive results that benefit multiple departments and improved company culture • Conduct interviews on an as needed basis • Provide networking opportunities to assist with internal mobility and promotions • Run daily reports to analyze productivity and metrics in order to recognize high performers, and provide qualitative and quantitative feedback to support professional development amongst team members in need of coaching.

• Learning And Development/Company Trainer

  • Mar 2020 - Oct 2020

  Oakland, California, United States • Onboard new employees. • Deliver training programs remotely to onboarding and upskilling classes of 200+ individuals. • Continued education training each month. • Work with managers to get feedback on how to better the processes. • Conduct after action reviews and develop coaching action plans.

• Mortgage Loan Processor

  • Jan 2020 - Oct 2020

  Oakland, CA • Follow and adhere to government mortgage guidelines, along with partnership overlays. • Process loan applications. • Hit monthly company metrics.



Strategic Staffing Solutions

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Operations Manager

  • Feb 2019 - Sep 2019

  San Francisco, California • Assist with hiring internal Account Managers, Recruiter, Sourcers & admin candidates for employment. • Ensured the team has the proper tools needed to complete their job. • Troubleshoot and resolve consultant/customer escalations.



ReferralExchange

• United States
• Real Estate
• 1 - 100 Employee

• Transaction and Collections Specialist

  • Sep 2017 - Feb 2019

  San Francisco Bay Area *Helped recover $360,000 through efficient collections/ recovery processes and effective communication and negotiations. *Effectively communicate with Real Estate Agents for payment of referrals. *Manage multiple responsibilities while doing special projects.

• Team Lead Daily Operations

  • Feb 2016 - Sep 2017

  Sacramento, California Area *Manage a team of 30+ employees to ensure daily numbers and goals are met. *Onboard and Train new employees in company culture, policies & procedures. *Create and update company policies and procedures.

• Account Manager

  • Apr 2015 - Sep 2017

  Sacramento, California Area *Build and manage client & agent relationships, *Collect information, and updating files as necessary. *Ensure that agents are meeting the individual needs of our clients.