Detail-oriented and experienced professional with 15+ years of experience in various roles, including customer service, sales, and management. Proficient in cash handling, customer relationship management, and office management. Possess a strong background in the finance and hospitality industries. Skilled in financial analysis, accounting, and loan processing. Proven ability to work well under pressure and meet deadlines.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Floating Manager
Ace Cash Express
Bend, OR
02.2023 - Current
Educate customers on products and build excellent client relationships to ensure their loyalty and repeat business
Cash handling, check cashing, process card transactions, Money Grams, bill payments, process pay day and title loans in POS system
Listen to customers needs and complete all sales opportunities, upselling when possible
Meet monthly goal requirements
Banquet Captain/Bartender
Niblick and Greenes/Eagle Crest Resort
Redmond, OR
04.2017 - 10.2022
Set up banquet rooms per BEO, coordinate with kitchen staff ensuring that all timelines will be meant with ease
Assist with food prep making sure that the presentation standards are satisfactory
Trained and supervised staff
Prepared weekly supply orders and employee schedules
Took orders, served appetizer's, beverages and plated dinners according to guest's orders/banquet menu
Run food as needed from kitchen to banquet room promptly
Clear tables, breakdown venue, restock and reset hall, clean food service area and equipment, assist with food storage and inventory while practicing safe food handling at all times
Completed final event reports for client invoicing
Worked closely with event contact to ensure their needs and expectations were meant
Ensured that guests experience was exceptional by providing superior customer service
Server/Bartender/Hostess
Genos Italian Grill
Redmond, OR
03.2018 - 08.2021
Greet and seat customers, brought waters and menus, answered questions and made suggestions regarding food and beverages
Took orders, input in POS system
Made drinks and delivered food
Anticipated customer's needs
Presented check, processed credit card payments and or made correct change, cleared and reset tables
Managed full-service bar several days a week
Provided superior customer service in a timely fashion while managing large groups quickly
Making sure customers felt welcome and enjoyed their dining experience
Cleaning and side work duties as required
Bookkeeper/Installer
Elkin Landscaping
Bend, OR
04.2017 - 10.2017
Managed all customer and vendor accounts
Prepared all written estimates and contracts
Monitored each job for any cost over runs and prepared change orders as needed
Ordered all job supplies
Communicated with clients regarding scheduling, payments, change orders and completion dates
New construction patio paver installer
Office Manager
Bend Small Engine
Bend, OR
08.2015 - 12.2016
Answered phones, logged in equipment, scheduled jobs, processed incoming and outgoing mail, ordered all office supplies and parts as needed
Prepared all client invoices, processed credit/debit card payments, prepared bank deposits and balanced cash drawer nightly
Managed accounts payable and accounts receivable
Communicated with vendors and clients
Generated unaudited monthly financial statements
Reconciled bank accounts monthly
Loan Coordinator
Sierra Pacific Mortgage
Bend, OR
10.2011 - 06.2012
Assembled documents in loan file; created loan in computer system
Recognized, addressed and corrected errors and inconsistencies with data while prepping file for underwriting
Oversaw loan through funding
Generated weekly and monthly reports
Met deadlines and monthly production requirements
Ensured confidentiality of client records; act as liaison between clients, loan officer, realtors, lenders and title companies
Performed additional mortgage related tasks assigned by management
Customer Service Representative
Efusjon, Inc
Bend, OR
09.2009 - 03.2011
Communicated professionally with customers via telephone, live chat, and email and snail mail
Provided prompt reliable and accurate information to customers while maintaining effective communications during conversations by adjusting the pace and technical level to that of the customers
Responsible for ensuring call resolution in a timely manner, while maintaining the highest level of quality service to customers in account activation, account maintenance, billing inquiries, problem-solving, modifications, enhancements and customer education of policies and procedures
Consistently and accurately, input customer interactions via CRM system
Loan Processor
Minute Mortgage
Bend, OR
10.2005 - 01.2008
Requested and analyzed confidential information from clients such as employment, history, all forms of income, credit, assets, property, legal decrees, orders, and judgments
Reviewed and verified that all information complied and met loan program requirements
Created and maintained client information in database system
Obtained loan approvals, complied with any conditions
Recognize and resolve any problems or issues
Locked loans, ordered loan documents, scheduled and oversaw all closing/signing appointments
Audited closed files
Prepared monthly production and payroll reports
Loan Processing Manager
Citywide Mortgage
Bend, OR
09.2004 - 10.2005
Trained and supervised assistants and receptionist
Created and maintained each client file
Obtained automated approvals
Requested and analyzed all client information for compliance and qualification
Obtained any conditions, ordered final closing documents, scheduled and oversaw all client-closing appointments
Managed and maintained an organized workload
Ensure company compliance of state and federal rules and regulations
Balanced and performed final audit of each file
Prepared monthly payroll and production reports
Balanced client trust account, invoiced clients, and collected debts
Manager/Broker
Radius Mortgage
Bend, OR
11.2003 - 09.2004
Managed office on daily basis
Implemented and maintained all policies and procedures to meet federal and state requirements
Trained and managed all loan officers and support staff
Originate loans; processed files in their entirety
Balanced client trust
Senior Loan Processor/Broker
All Seasons Mortgage
Bend, OR
08.1995 - 08.2003
Trained and supervised processor, assistant and receptionist
Ran LP/DU direct approvals
Requested information from clients, reviewed file for compliance, performed financial calculations, assessed loan program guidelines, qualified clients for approval and prepared related documents
Submitted complete and accurate packages to lenders, resolved final conditions, locked loans, ordered final legal documents, expedited closings and funding
Prepared monthly reports for pipeline, payroll, and closed loans
Loan Ops Supervisor/Savings Representative
Liberty Federal Bank
Bend, OR
05.1986 - 05.1994
Supervised and trained lending staff on compliance regulations, loan programs, bank policies and procedures
Prepared legal documents for county recording
Maintained and monitored bank and secondary marketing policies and regulations
Completed home inspections and processed monthly construction draw requests
Delinquent account collections
Opened new savings, certificate of deposits, and retirement accounts