Antonia Barber
San Diego,CA
Summary
Innovative and accomplished professional possessing expertise in management, accounting, business development and streamlining processes and systems. Applies exceptional communication skills, planning and problem solving abilities. Leads by example.
Overview
17
17
years of professional experience
Work History
Operations Manager
TRU Mortgage Loans, Inc.
SAN DIEGO, CA
12.2019 - Current
- Maintained friendly and professional customer interactions and increased business by 70%.
- Upheld confidentiality of company records and client information to prevent mishandling of data and potential breaches.
- Consulted with representatives of regulatory agencies to compile accurate filings and uphold strict compliance of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Evaluated applications against outline specifications, including review of self employed Profit and Loss Statements to approve, reject or recommend adjustments.
- Compiled financial information, prepared documents, and closed books for Corporate Tax Preparation.
- Plan marketing and advertising campaigns by developing content for corporate web site, social media and in person material to stimulate and engage target audience.
CEO
TRU Mortgage Loans, Inc.
San Diego, CA
12.2017 - 12.2019
- Company Founder.
- Partnered with industry experienced Brokers in order to strategize, formulate and implement corporate structure in accordance with regulatory practices and standards.
- Completed all corporate filings and ensured proper State and regulatory licensing requirements were met.
- Formulated accounting structure. Implemented accounting systems and processes to ensure operational success.
- Created all marketing materials and campaigns in line with current market trends on social media and industry.
- Developed and managed partnerships and and referral networks creating strategic business relationships to promote business development. Increased company assets by 80%.
- Prepared reports and monitored compliance with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Department of Real Estate, NMLS
- Implemented processes for maintaining company and client files to protect confidentiality and avoid data breaches.
CFO
Pacific Pathways Insurance Brokers, Inc.
San Diego, CA
05.2015 - 01.2017
- Company Co-Founder. Multi-Million Dollar Agency. Over 300 clients.
- Accounting: Account Payables (Insurance Carrier/Customer/Vendor), Accounts Receivables (Insurance Carrier/Customer/Vendor), Commission Payables, Direct Bill Payables, Corporate Tax Preparation. Bank Account Reconciliation, Balance Sheet, Customer Aged Accounts reports, authored, reviewed and amended errors. Prepared Income and Expense, Profit Loss reports for business partners. Perform all Journal Entries.
- Human Resources: Responsible for payroll processing, recruiting/hiring, employee reviews, pay increases, bonuses, reprimands and termination. Main contact for Employment Development Department in regards to audits and hearings.
- Sales: Analyzed and tracked production analysis to include new sales, renewals cancellations in regards to brokers and insurance carriers.
- Customer Service: Trained employees on proper protocols to adhere to regulations set forth by The Department of Insurance. Maximized Customer Service performance and efficiency, encouraged positive working environment to optimize business and promote client retention. Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Compliance: Ensure that agency brokers and employees uphold agency policy and procedures as outlined by Insurance Carriers and the Department of Insurance. Responsible for obtaining all insurance as it pertains to the business; General Liability, Workers Compensation, Errors & Omissions, Property and Health.
- Miscellaneous: Legal Custodian of Records and main point of contact for subpoena's/legal documents. Participated in marketing, completed all vendor/Insurance Carrier contracts, negotiated terms with premium finance company, maintained and nurtured vendor, insurance carrier and finance company relations.
Operations Manager
Target Financial And Insurance Services
San Diego, CA
11.2004 - 05.2015
- Managed day to day operations of multi million dollar Commercial Insurance Agency.
- Reorganized agency. Delivered business strategy to streamline, stabilize, boost long-term business success and improve profitability. Analyzed operational issues and implemented corrective action plans.
- Upheld great standards of leadership for employees, consistently leading by example.
- Supervised and guided over 40 employees and multiple departments.
- Trained new employees on proper protocols and customer service standards.
- Supported/Managed Accounting Department: Account Payables (Insurance Carrier/Customer/Vendor), Accounts Receivables (Insurance Carrier/Customer/Vendor), Commission Payables, Direct Bill Payables, Corporate Tax Preparation. Bank Account Reconciliation, Balance Sheet, Customer Aged Accounts reports all prepared by staff. Authored, reviewed and amended errors. Prepared Income and Expense, Profit Loss reports for owner. Reviewed all Journal Entries, corrections performed by staff.
- Supported/Managed Human Resources: Payroll processing handled by staff. Solely responsible for recruiting/hiring, employee reviews, pay increases, bonuses, reprimands and termination. Main contact for Employment Development Department in regards to audits and hearings.
- Sales: Analyzed and tracked production analysis to include new sales, renewals cancellations in regards to brokers and insurance carriers. Selected, directed and supported Sales Manager.
- Customer Service Department: Ensured that Customer Service Manager educated and trained staff on all agency policy/procedures that adhere to high standards of service and regulations set forth by The Department of Insurance. Maximized Customer Service performance and efficiency, encouraged positive working environment to optimize business and promote client retention. Handled problematic customers and clients to maintain excellent customer service.
- Compliance: Ensure that agency brokers and employees uphold agency policy and procedures as outlined by Insurance Carriers and the Department of Insurance. Responsible for obtaining all insurance as it pertains to the business; General Liability, Workers Compensation, Errors & Omissions, Property and Health.
- Miscellaneous: Legal Custodian of Records and main point of contact for subpoena's/legal documents. Participated in marketing, completed all vendor/Insurance Carrier contracts, negotiated terms with premium finance company, maintained and nurtured vendor, insurance carrier and finance company relations.
Education
Bachelor of Arts - International Business
University of Washington
Seattle, WABachelor of Arts - Economics/International Political Economy
University of Washington
Seattle, WASkills
- Finance and Accounting Oversight/Tax Prep
- Management Training, Staff Management and Performance Monitoring & Evaluation
- Planning and Implementation
- Problem Anticipation and Resolution
- Policy Development, Implementation, Enforcement, Workflow Optimization
- Financial and Operational Process Improvement Strategies
- Focus and Follow Through
- Recruiting and Hiring
Timeline
Operations Manager
TRU Mortgage Loans, Inc.
12.2019 - Current
CEO
TRU Mortgage Loans, Inc.
12.2017 - 12.2019
CFO
Pacific Pathways Insurance Brokers, Inc.
05.2015 - 01.2017
Operations Manager
Target Financial And Insurance Services
11.2004 - 05.2015
Bachelor of Arts - International Business
University of Washington
Bachelor of Arts - Economics/International Political Economy
University of Washington