Amir Naemi
Irvine,CA
Summary
Industrious administrative team member with proven organizational, time management, and multitasking abilities in difficult settings. Consistently seeks ways to increase workflow efficiency and boost productivity, with exceptional clerical support. Skillfully manage records and financial processes.
Overview
4
4
years of professional experience
Work History
Senior Advisor
Better Debt Solutions
08.2024 - Current
- Assisted clients in assessing their financial situation and developing personalized debt relief plans to reduce outstanding balances.
- Advised clients on available debt relief options, including debt settlement, consolidation, and repayment plans.
- Educated clients on financial literacy, providing guidance on budgeting, managing credit, and avoiding future debt.
- Maintained detailed records of client interactions, agreements, and debt repayment schedules for transparency and compliance.
- Kept clients informed on the status of their debt relief efforts, offering regular updates, and proactive solutions to overcome obstacles.
Enrollment Specialist
Clear Start Tax
11.2023 - 07.2024
- Manage new enrollments by entering and reviewing customer data, ensuring accuracy and compliance.
- Assist clients in assessing tax debt, and providing clear plans for resolution.
- Onboard clients through cold calling and warm leads. Explaining services and solutions.
- Represent professionals presenting actionable plans to resolve tax issues with the IRS.
- Maintain strict confidentiality of client information, adhering to privacy laws.
- Produced work papers and lead sheets, tax projects and payment estimations.
General Manager of Operations
Abdolreza Construction (family business)
12.2022 - 11.2023
- Enhanced and redefined organizational structure to maintain a competitive edge across territories
- Identified and resolved unauthorized, unsafe, or ineffective practices
- Managed purchasing, sales, marketing, and customer account operations efficiently
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning
Mortgage Account Executive
Carrington Mortgage
10.2021 - 10.2023
- Reviewed and analyzed loan applications to verify completeness, accuracy, and compliance with regulatory guidelines, ensuring timely processing and approval.
- Managed client documentation, such as credit reports, income verification, and asset statements, and ensured all necessary paperwork was obtained and properly filed.
- Collaborated with loan officers and underwriters to resolve discrepancies, obtain missing information, and clarify any issues related to loan processing.
- Coordinated with third-party vendors (appraisers, title companies, etc.). To ensure the timely receipt of required documents and appraisals for loan closings.
- Maintained an organized pipeline of loan files, ensuring all loans were processed and completed within established time frames.
- Created a spreadsheet of all files and all contacts required for each file for organization and optimization, which became used by the whole office.
Account Manager
Fenix Consulting Group
01.2021 - 09.2021
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings
- Grew customer base by identifying needs for relevant product solutions to fit client budgets and schedules
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Educated clients on new products or services to increase customer engagement with brand
Education
Associates Degree -
Irvine Valley College
Irvine, CA01-2022
University High School -
University High School
Irvine, CASkills
- Leadership
- Customer service
- Equipment operation
- Critical thinking
- Phone services
- Safety understanding
- Marketing
- Account management
- Sales
- Accounting
Languages
- Farsi
- English
Languages
English
Native/ Bilingual
Farsi
Native/ Bilingual
Timeline
Senior Advisor
Better Debt Solutions
08.2024 - Current
Enrollment Specialist
Clear Start Tax
11.2023 - 07.2024
General Manager of Operations
Abdolreza Construction (family business)
12.2022 - 11.2023
Mortgage Account Executive
Carrington Mortgage
10.2021 - 10.2023
Account Manager
Fenix Consulting Group
01.2021 - 09.2021
Associates Degree -
Irvine Valley College
University High School -
University High School
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