Experience

USCF

• United States
• Investment Management
• 1 - 100 Employee

• Financial Analyst

  • Nov 2017 - Present

  Oakland -Support Portfolio Managers with upkeep of daily fund NAV models -Reconcile fund portfolio against fund accountant reporting -Assist with futures trading/ position management -Maintain historical performance records -10Q/K and Prospectus data reporting -In-Branch manager for registered representatives of USCF -Improve day-to-day operations tools and efficiencies

• Operations Specialist

  • Oct 2016 - Nov 2017

  - Work under portfolio management with daily operations of commodity funds - Progress/initialize new and existing operational and administrative procedures - Data entry for daily operating reports - Assist with compliance and regulatory reporting including 10-K's and prospectuses



Mechanics Bank

• United States
• Banking
• 1 - 100 Employee

• Financial Services Manager

  • Sep 2015 - Oct 2016

  - Manage sales production of retail office - Audit weekly/monthly office reports - Review/approve all new account documents including consumer, business and loans - Supervise and manage platform sales team to ensure personal goals are met - Guide clients through all new account and loan processes - Continuing knowledge of banking guidelines, policies and operational procedures



Endeavor America Loan Services

• Account Executive

  • Mar 2015 - Sep 2015

  San Francisco Bay Area - Relationship development with Mortgage Brokers, Correspondents and Banks across the nation - Collaborate with Mortgage Brokers on the funding of FHA, VA, and USDA loans - Maintain high-caliber industry and product knowledge - Facilitate high quality borrower leads - Produce high volume/quality sales calls - Qualify leads through retention portfolio program - Provide exceptional customer service - Manage sales pipeline

• Assistant Customer Service Officer

  • May 2014 - Mar 2015

  - Assist in supervision of Customer Service Representatives in performing their duties in accordance with bank policies and procedures. - Lead CSR's providing assistance on more complex transactions and ensuring high level of customer service. - Handles, resolves, or refers customer issues to achieve customer satisfaction. - Assist in daily operational duties, including lead duties with Customer Service Manager. - Provide sales referrals. - Assist office in meeting quarterly and… Show more - Assist in supervision of Customer Service Representatives in performing their duties in accordance with bank policies and procedures. - Lead CSR's providing assistance on more complex transactions and ensuring high level of customer service. - Handles, resolves, or refers customer issues to achieve customer satisfaction. - Assist in daily operational duties, including lead duties with Customer Service Manager. - Provide sales referrals. - Assist office in meeting quarterly and yearly sales goals - Open new accounts - Oversee office to ensure all procedures are followed to code and office is running efficiently as well as meeting all operational standards.

• Sr. Customer Service Representative

  • Apr 2008 - Apr 2014

  - Assisting customers with all banking transactions and needs. - Promote the sale of deposit services and products to consumers and small businesses in a retail office. - Provide comprehensive deposit services to individuals and basic deposit services to fiduciary and businesses in a Retail Office. - Provide assistance to complex banking transactions. - Provide basic information on other services and products provided by the Bank, and make the appropriate referrals.



THE UPS STORE #99

• Assistant Manager

  • Jun 2005 - Mar 2008

  Walnut Creek, California - Assiting in shipping and packaging needs - Overseeing store operations and new clients - Organizing and structuring incoming and outgoing shipments - Assiting in training devlopment, scheduling, manegerial tasks