Experience

Archwest Capital

• United States
• Financial Services
• 1 - 100 Employee

• Learning And Development Specialist

  • Sep 2023 - Present

  Irvine, California, United States



True Growth University

• Business Owner

  • Aug 2018 - Present

  Los Angeles, California, United States Developing a Company Culture built around Core Values and true growth potential. Creating a desire to understand perspectives (Cultural & Professional) combined with my ability to provide a team growth mindset, allows my colleagues to enhance production and develop effective communication.



CIVIC Financial Services

• United States
• Financial Services
• 100 - 200 Employee

• Product and Development Manager

  • Sep 2022 - Apr 2023

  Irvine, California, United States



Listenforce

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Pacific Region Sales Enablement Manager

  • Jun 2022 - Sep 2022

  Orange County, California, United States



Synergy One Lending, Inc. NMLS #1907235

• United States
• Financial Services
• 200 - 300 Employee

• Manager of Sales Enablement & Change Management Training

  • Nov 2021 - Jun 2022

  Lake Forest, California, United States



Sovereign Lending Group Incorporated

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst and Corporate Training Manager

  • Nov 2020 - Nov 2021

  Costa Mesa, California, United States

• Senior Corporate Trainer & Onboarding Manager

  • Nov 2019 - Nov 2020

  Costa Mesa, California



Metropolitan Home Mortgage

• Funding Analyst

  • Dec 2018 - Nov 2019

  Irvine, California -Organize, Record, Package, and Finalize Documents -Coordinate the proper distribution of Documents to Investors, Warehouses, Title Companies, Notaries, and other personnel involved the borrowers mortgage process -Maintain, Records, and communicate the disbursement of proper funds for payoffs and other client needs -Balance Disbursement Ledgers -produce closing documents -communicate and enforce compliance requirements pertaining to timeframe and proper disclosure of conditions… Show more -Organize, Record, Package, and Finalize Documents -Coordinate the proper distribution of Documents to Investors, Warehouses, Title Companies, Notaries, and other personnel involved the borrowers mortgage process -Maintain, Records, and communicate the disbursement of proper funds for payoffs and other client needs -Balance Disbursement Ledgers -produce closing documents -communicate and enforce compliance requirements pertaining to timeframe and proper disclosure of conditions to all parties

• Corporate Trainer & Onboarding Manager

  • Jun 2017 - Nov 2019

  4 Park Plaza, Suite 800, Irvine 92614

• Compliance Administrator and NMLS Licensing Manager

  • Aug 2015 - Nov 2019

  310 Commerce Irvine, CA 92602 The primary responsibility of this position is to administer support to the MLO’s, branch managers and work directly with the Regulatory Licensing Manager & Paralegal Duties/Responsibilities Communication with branches and individuals regarding licensing compliance and deadlines, continuing education requirement, and yearly renewals Communication with state agencies regarding licensing, annual reports, and corporate filings Maintenance of the Nationwide Mortgage Licensing… Show more The primary responsibility of this position is to administer support to the MLO’s, branch managers and work directly with the Regulatory Licensing Manager & Paralegal Duties/Responsibilities Communication with branches and individuals regarding licensing compliance and deadlines, continuing education requirement, and yearly renewals Communication with state agencies regarding licensing, annual reports, and corporate filings Maintenance of the Nationwide Mortgage Licensing System database and internal programs General daily administrative tasks such as calendaring deadlines/events, mailings, scanning, and document preparation Contributes to team effort by working on given assignments and projects independently with little guidance, delivered on-time or before deadline

• Business Analyst and Senior Project Manager

  • May 2015 - Nov 2019

  310 Commerce, Irvine CA 92602 Suite 100 Manage CRM, phone, data, and lead management systems in dynamic Call Center environment. Manage multiple projects simultaneously, quickly adapting to changing priorities and resources to meet demanding deadlines. Serve as primary contact for technical vendors. Reconfigured CRM system and processes to replace manual lead distribution. Met with managers to gather requirements, and with vendor to identify most valuable new features, including integration with loan origination system… Show more Manage CRM, phone, data, and lead management systems in dynamic Call Center environment. Manage multiple projects simultaneously, quickly adapting to changing priorities and resources to meet demanding deadlines. Serve as primary contact for technical vendors. Reconfigured CRM system and processes to replace manual lead distribution. Met with managers to gather requirements, and with vendor to identify most valuable new features, including integration with loan origination system. Prioritized leads and automated distribution, resulting in significantly higher conversion rates. Initiated Automated Call Distribution (ACD) feature, which further improved conversion rate. Launched auto-dialing system that fully integrated with CRM to rapidly follow-up, track, and report purchased lead sources. Also improved efficiency of hand-off to mortgage specialists. Trained new customer service representatives (CSR) and mortgage specialists on CRM system and business processes. Partnered with corporate trainer to create learning aids and small workshops for major system changes, ensuring no interruption to business services. Enhanced business intelligence by performing data integrity checks, and generating real-time metrics and reports which improved transparency, decision making and daily business tracking. Served as technical lead on project to choose unified communications vendor to improve technology while reducing costs by consolidating separate ACD, phone, and auto-dialing systems. Managed vendor selection, wrote and communicated requirements, and worked with CIO to develop presentation, which resulted in selection of recommended vendor.

• Information Technology System Administrator

  • Sep 2014 - Nov 2019

  310 Commerce Irvine, CA Led project to establish new refinance division. Created new business model that integrated cutting edge technology with streamlined systems and processes. Selected and configured cloud-based infrastructure, simplifying and accelerating scalability so that new staff and new products can quickly be added. As a result, the company has rapidly transformed from a single branch to a high-volume statewide shop with no disruption to existing pipeline. Met with stakeholders to… Show more Led project to establish new refinance division. Created new business model that integrated cutting edge technology with streamlined systems and processes. Selected and configured cloud-based infrastructure, simplifying and accelerating scalability so that new staff and new products can quickly be added. As a result, the company has rapidly transformed from a single branch to a high-volume statewide shop with no disruption to existing pipeline. Met with stakeholders to identify requirements and co-develop vision for Lead Management system. Researched and selected vendors, knitting the applications into a seamless, easy-to-use solution. Expedited closing process by centralizing the data, which improved communication and problem solving while reducing processing time. Set up CRM and lead generation system that provided new tools for business development, including the use of internet leads and customized marketing campaigns. Provided technical support, configuring and maintaining all IT and phone systems, significantly reducing downtime and costs.

• ACD(Five9)/CRM/Lead Manager (Velocify) Administrator

  • Aug 2014 - Nov 2019

  Irvine, California Creating sales training modules using the call recording feature within Velocify. Creating extremely well thought out "Prioritized View"​ programs. Creating extremely well thought out "Pull Distribution"​ initiatives. Projects have included: 1. Complete "de novo"​ build out of the system for a mortgage company in order to protect their mortgage servicing portfolio. Results exceeded expectations by 3X. 2. Reconfiguration of the system for a multi channel mortgage company… Show more Creating sales training modules using the call recording feature within Velocify. Creating extremely well thought out "Prioritized View"​ programs. Creating extremely well thought out "Pull Distribution"​ initiatives. Projects have included: 1. Complete "de novo"​ build out of the system for a mortgage company in order to protect their mortgage servicing portfolio. Results exceeded expectations by 3X. 2. Reconfiguration of the system for a multi channel mortgage company. Channels included--portfolio protection, manufactured housing, rate table and SEO. 3. Reconfiguration of the system for a large national bank involved in HELOC and signature loan production, 4. Reconfiguration of the system for a mortgage company involved in credit trigger leads. 5. Complete "de novo" build out of the system for a mortgage company involved in direct mail for streamline refinances of government loans. 5. Administrator training for a new administrator in career college admissions. 6. Reconfiguration of the system for a mortgage company involved in reaching out to aged leads.

• CSR Department Assistant Manager

  • Jul 2013 - Aug 2014

  310 Commerce, Irvine, CA 92606 Suite #100 Manage, motivate and train customer service representatives to become of the highest-standard mortgage loan consultants. -Interfacing with outside vendors regarding lead management and communication software to improve effectiveness. -Quality Service communications and follow through. -Marketing to new customers and providing leads for licensed loan officers. -Prequalifying potential borrowers for mortgages and other financial services.

• CSR Department Shift Lead Manager

  • May 2013 - Jul 2013

  Irvine, California Manage, motivate and train customer service representatives to become of the highest-standard mortgage loan consultants. -Interfacing with outside vendors regarding lead management and communication software to improve effectiveness. -Quality Service communications and follow through. -Marketing to new customers and providing leads for licensed loan officers. -Prequalifying potential borrowers for mortgages and other financial services.

• CSR Department Shift Lead

  • Apr 2013 - May 2013

  Manage, motivate and train customer service representatives to become of the highest-standard mortgage loan consultants. -Interfacing with outside vendors regarding lead management and communication software to improve effectiveness. -Quality Service communications and follow through. -Marketing to new customers and providing leads for licensed loan officers. -Prequalifying potential borrowers for mortgages and other financial services.

• Customer Service Representative

  • Mar 2013 - Apr 2013

  Irvine, California Metropolitan Home Mortgage (DBA Intelliloan) is a full-service, Nation-wide direct Lender. I was personally responsible for generating inbound and outbound leads, and initiating the loan origination process. I was promoted to Shift Supervisor shortly after my hire, and later promoted to head Customer Service Representative Trainer where I taught the basics of the mortgage industry to new prospects with minimal to no mortgage experience.