Experienced operations and finance professional with a track record of enhancing business processes and resolving complex issues. Skilled in fostering strong relationships with decision makers, clients, and team members to drive organizational success. Proficient in coordinating cross-departmental documentation and workflows. Expert in problem-solving and organization, prepared to tackle new challenges effectively.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Leasing Administrator
Rentovation
San Diego, CA
02.2025 - Current
Promoted exceptional customer service by greeting clients and addressing concerns promptly.
Tracked leads through CRM software, ensuring timely follow-up with interested parties.
Scheduled viewings for interested parties looking to rent a property.
Processed rental applications and conducted background checks based on established criteria.
Coordinated maintenance requests and solicited bid proposals from contractors.
Regularly updated rental listings across various websites with accurate availability and pricing information.
Reviewed signed leases in the system to verify accuracy and compliance.
Drafted lease agreements and secured tenant deposits efficiently.
Commercial Loan Servicing Officer
Tri Counties Bank
Carlsbad, CA
03.2022 - 01.2025
Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Coordinated with third parties such as appraisers, title companies, and surveyors to obtain necessary documents for the loan approval process.
Ensured that all applicable laws and regulations are adhered to during loan processing.
Participated in training sessions to stay abreast of industry trends and best practices.
Assisted in developing and implementing streamlined loan processing procedures to improve efficiency.
Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
Loan Partner
Veterans National Mortgage
07.2021 - 03.2022
Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
Monitored progress of each loan application from start to finish ensuring timely completion.
Updated customers regularly on status of their loans throughout the processing period.
Analyzed loan applications and supporting documents to determine eligibility for approval.
Liaised between borrowers, real estate agents, and lenders to facilitate loan closings.
Production Partner
Fairway Independent Mortgage Corporation
03.2019 - 07.2021
Assisted loan officers with the preparation of loan documents and closing packages.
Reviewed appraisals received from appraisers prior to submission for underwriting consideration.
Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
Developed relationships with local real estate agents in order to generate referrals.
Assisted in the development of marketing materials such as brochures and flyers for potential clients.
Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
Maintained customer files in an organized manner to ensure accurate tracking of loans.
Answered questions regarding loan status and process from customers, real estate agents, title companies.
Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
Liaised between borrowers and realtors, title companies and loan company management.
Director of First Impressions
Keller Williams Realty
08.2018 - 03.2019
Prepared welcome kits for all new hires that included their ID badges and other relevant materials.
Coordinated appointment calendar and balanced schedules to promote optimal productivity.
Handled diverse needs for clients in-person, by phone or through email.
Scheduled meetings and appointments for staff members.
Provided support in coordinating events such as conferences, meetings or seminars.
Answered incoming phone calls, routing to appropriate parties throughout office.
Performed data entry and other administrative tasks to support departments.