ALI MOMENI
Pacific Grove,CA
Summary
Economics education backed by years of real estate, banking, investment helping consumer and business clients has been invaluable. Building a business from ground up has allowed the opportunity to make solid business decisions, manage compliance, coach and motivate people and be able to take care of unforeseen challenges. Having a full home office being able to work remotely has improved time management cutting time and expenses to commute to the office while being able to handle problems quickly from anywhere. .
Overview
11
11
years of professional experience
1
1
Certification
Work History
Chief Operations Officer
CaliVentures Travel LLC
Pacific Grove, CA
05.2019 - Current
- Worked with attorneys to decide company structure, designed and built website, advertising, and marketing materials reaching 17,000 views monthly receiving consistent calls and closing 85% of incoming calls before California shut downs.
- Created and priced company products and built reservations booking system.
- Using business Quickbooks ran all accounting and linked payment accounts using Peek Pro booking platform.
- As commercial class B driver with passenger endorsement provided once in a lifetime tours and experiences for guests.
- We provided tours, transportation and concierge services for groups, realtor tours, world class hotels-resorts such as Post Ranch Inn, Ventana Big Sur, Monterey Plaza Hotel & Spa, and Pebble Beach resort guests. Always went above and beyond reaching 5 star reviews on all platforms providing exceptional concierge services planning events. We were the only tour company hired to provide transportation for Pro-Am Golf Tournament February 2020.
- Company has never gotten less than 5 star review always exceeding customer expectations.
Retail Lending Officer
Bank of America, Pacific
Pacific Grove, CA
05.2017 - 12.2017
- Assisting branch customers with residential mortgage purchase loans, lines of credits, and refinances.
- Worked with clients to gather necessary documents to submit loans to ensure on time closings.
- Suggested additional financial needs based on findings and referred new business as needed.
Financial Services Officer
Rabobank - Financial Services Officer
Monterey, CA.
09.2016 - 05.2017
- Third in line at branch with authority to approve transactions up to $150,000 and backed up branch manager and assistant manager.
- Reviewed complex business documents and opened business accounts for branch.
- Opened consumer credit cards, checking ,savings, and CD accounts.
- Assisted and educated business and regular clients with online banking.
Relationship Banker
J.P. Morgan Chase
Marina, CA.
02.2015 - 08.2016
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Increased daily sales by helping clients add additional banking products and financial services to customers.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Realtor & Loan Officer
Self-employed
Sacramento, CA
08.2012 - 02.2015
- Worked with buyers and sellers to complete residential home purchases.
- Presented loan product options and helped clients finance their new home or refinance to save money .
- Marketing: Created print marketing materials, called potential clients, followed up from point of contact to completion of transaction.
- Continued relationships with previous clients and worked referrals.
Loan Officer
Bank of America Mortgage
Rancho Cordova, CA
02.2009 - 04.2012
- Took incoming mortgage calls at corporate call center and helped clients with residential home purchases and refinancing.
- Averaged over $2 million dollars fundings per month at 80% application to funding ratio.
- Worked with distressed families through modifications process.
Education
Bachelor of Arts - Economics
California State University - Sacramento
Sacramento, CA08.1996
Skills
- Financial Management
- Relationship and Team Building
- Annual Planning
- Organizational Development
- Profit and Loss Management
- Business Development
- Budget Planning
- Judgement and Decision Making
- Leadership and People Development
- Service Delivery Oversight
- Sales Growth
- Systems Organization
- Complex Problem Solving
- Operational Analysis
- Regulatory Compliance
- CRM Software
- Intuit QuickBooks
- Client Records
- Travel Itineraries
- Verbal and Written Communication
- Tour Package Sales
- Transportation Coordination
- Travel Package Documentation
- Payment Processing
- Reservations Booking
- Tour and Travel Quotes
- Travel Agent CMS
- Microsoft Office
- Transportation Booking
- Customer Service
- Travel and Accommodations Explanation
- Travel Planning
- Program Planning and Development
- Problem Anticipation and Resolution
- Signage and Display Preparation
- Complaint Resolution
- Administrative Recordkeeping
- Contract Negotiation
- Personal Data Collection
- Title Abstracts
- Time Management
- Credit Bureau Contact
- Problem Solving
- Credit Verification
- Clear Communication
- Service Documentation
- Team Collaboration
Certification
Current member of National Notary Association (NNA).
Previously held Series 6 & 63 FINRA Investment licenses.
Previously held CA NMLS Mortgage & Real Estate Agent licenses.
Timeline
Chief Operations Officer
CaliVentures Travel LLC
05.2019 - Current
Retail Lending Officer
Bank of America, Pacific
05.2017 - 12.2017
Financial Services Officer
Rabobank - Financial Services Officer
09.2016 - 05.2017
Relationship Banker
J.P. Morgan Chase
02.2015 - 08.2016
Realtor & Loan Officer
Self-employed
08.2012 - 02.2015
Loan Officer
Bank of America Mortgage
02.2009 - 04.2012
Bachelor of Arts - Economics
California State University - Sacramento