Summary
Overview
Work History
Education
Skills
References
References
Timeline
Generic
Aidan Lutz

Aidan Lutz

Aliso Viejo,USA

Summary

Dynamic professional with a proven track record in organizational skills and pipeline management, demonstrated at Tax Rise Inc and other leading companies. Achieved sales goals consistently through effective teamwork and relationship building. Expertise in software navigation and real estate document evaluation drives success and innovation.

Overview

7
7
years of professional experience

Work History

Freelance Stagehand

Hands On
09.2024 - Current
  • Facilitated setup of prospective equipment during event preparations.
  • Installed DMX lighting units including moving head beam lights, washes, and strobes.
  • Assisted in constructing a 100 ft LED video wall.
  • Loaded and unloaded trucks with road cases, truss, computers, audio engineer consoles, stage props.
  • Assembled furniture promptly and proficiently for conference events.
  • Constructed and dismantled stages and roofs with team.
  • Analyzed client requests to determine and locate needed information.
  • Managed backstage areas, keeping them organized and safe for performers and crew members.

Regional Manager

American Income Life, AO
04.2024 - Current
  • Promoted diverse insurance plans among union member households.
  • Lead and direct sales meetings.
  • Projected sales figures and planned resource allocation for upcoming quarters.
  • Scheduled meetings with clients to discuss union benefits.
  • Neutralized customer doubts through energetic engagement.
  • Increased understanding of products using strategic script retention and optimal tonality.
  • Coordinated and led interview sessions for new employees.
  • Entered data into Excel sheets efficiently.
  • Instituted proactive follow-up strategies to generate leads for benefits discussions.
  • Increased client base by leveraging referral sponsorship opportunities.
  • Implemented change management and distributor network restructuring strategies, identifying underperforming locations as targets for acquisition.
  • Mentored and guided general managers on proper processes and methodologies.

Freelance Visual Artist

Self Employed
Aliso Viejo, CA
01.2019 - Current
  • Managed tasks efficiently to meet deadlines.
  • Crafted compelling video content for social media platforms.
  • Executed creative developmental plans.
  • Enhanced creative output through continuous self-education in advanced technologies.
  • Video projector operation and video mixing.
  • Innovated project planning strategies.
  • Established pricing structures based on materials used, size of work and amount of time spent creating it.
  • Transformed artistic concepts into characters, environments and other objects to reflect artist's vision.
  • Interfaced with clients and customers to determine special art project needs, prepared design proposals and defined project scope.

Settlement Officer

Tax Rise Inc.
Irvine, California
04.2025 - 07.2025
  • Conducted inbound and outbound calls to prospects, assisting in resolution of tax debt issues.
  • Led comprehensive tax consultations by analyzing clients' financial situations and motivations.
  • Built and maintained extensive client pipeline, ensuring clear communication of expectations and deliverables.
  • Collaborated with team members to develop effective sales strategies based on KPI analysis.
  • Achieved recognition for securing highest number of paid-in-full deals on sales floor in July.
  • Generated over $80,000 in revenue within one month, maintaining conversion rate exceeding 75%.
  • Analyzed credit reports and tax transcripts to tailor sales pitches effectively.

Client Services Coordinator

FirstService Residential
Irvine, CA
05.2022 - 01.2024
  • Presented and explained fees, clearly clarifying invoices and company policies.
  • Researched potential solutions to client issues or questions using available resources.
  • Helped to build an online platform for customers to submit applications.
  • Performing various administrative tasks under pressure, while staying calm and collected.
  • Drafting agendas and board reports from Excel, Word, and Kofax Power for meetings.
  • Ensured organized compilation of applications for submission to Association's committee members.
  • Consistently attained over 87% approval rating from Architectural Committee for six consecutive months.
  • Building connections with industry professionals, contractors, and city members by maintaining consistent communication.
  • Reviewed architectural plans to ensure compliance with community by-laws.
  • Coordinated task delegation to secure Association approval.
  • Protecting sensitive, private information and assets of the Association by assessing risk and retaining anonymity.

Loan Processor/Account Manager

loanDepot
11.2021 - 03.2022
  • Streamlined approval process through collecting and organizing vital borrower information.
  • Communicated with title companies, insurance providers, loan officers, and underwriters via Outlook email.
  • Prepared underwriting submissions through legal document management in Adobe Acrobat DC.
  • Created centralized database to fulfill requirements of conventional loans under Fannie Mae and Freddie Mac.
  • Engaged in daily calls and emails with borrowers to discuss loan applications.
  • Performed thorough data entry for accurate loan development funding.
  • Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
  • Utilized loan processing software to manage and track loan progress efficiently.
  • Identified valuable solutions for customers with credit problems.
  • Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
  • Investigating loan applications for accuracy, and finding information needed for closing, including preventing fraud.

Education

Associates of Business Leadership -

Portland Community College
01.2020

Skills

  • Online platform development
  • Drafting business documents
  • Organizational skills
  • Approval rating achievement
  • Building connections
  • Communication skills
  • Assessing compliance
  • Audiovisual equipment
  • Set lighting
  • Load-in and load-out
  • Task delegation
  • Risk assessment
  • Document compilation
  • Email correspondence
  • Legal document editing
  • Data repository building
  • Data entry
  • Loan development analysis
  • Ordering payoff statements
  • Customer service
  • Pipeline management
  • Real estate document evaluation
  • Document organization
  • Software navigation
  • Document gathering
  • Data analysis
  • Investigation methods
  • Teamwork enhancement
  • Loan production methods
  • Implementing operational procedures promptly
  • Coordinated effective task delegation among team members
  • Conducted comprehensive qualitative analysis
  • Effective communication
  • Adaptive to fluctuating business needs
  • Creating value in products and services
  • Strategizing new plans and ideas
  • Managing inventory properly
  • Compliance monitoring and control
  • Proficiency in Word, Outlook, Excel, Illustrator, and Adobe Premiere
  • Interpersonal bonding
  • Lighting design
  • Technical proficiency
  • Special effects
  • Stage setup
  • Safety code
  • Building trust with teammates and customers

References

  • Marco Ferrero, Optical Design Concepts Owner, (917) 757-8512, odcnyc@gmail.com
  • Andrew Platt, PROAV Designs, (909) 908-1492, andrewcarnegie@gmail.com
  • Chase Mcintosh, Tax Rise Inc. (949) 617-1231, chase.mcintosh@taxrise.com
  • Cole Chatterton, Portland Community College, Business Leadership, (503) 621-8468, Cole.chatterton1@gmail.com
  • Nathan Howard, Marwest Properties, (951) 591-5394, nhoward@marwest.com

References

References available upon request.

Timeline

Settlement Officer

Tax Rise Inc.
04.2025 - 07.2025

Freelance Stagehand

Hands On
09.2024 - Current

Regional Manager

American Income Life, AO
04.2024 - Current

Client Services Coordinator

FirstService Residential
05.2022 - 01.2024

Loan Processor/Account Manager

loanDepot
11.2021 - 03.2022

Freelance Visual Artist

Self Employed
01.2019 - Current

Associates of Business Leadership -

Portland Community College

Similar Profiles

CREATE PROFILE