Summary
Overview
Work History
Education
Skills
Timeline
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Chelsea Eason

San Diego,CA

Summary

Driven, and result-oriented industry professional with extensive experience in production and high-volume. Widely regarded for integrity, reliability, a commitment to excellence, and for delivering extraordinary results in fast-paced, high-pressure production environments. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

12
12
years of professional experience

Work History

Senior Policy Analyst

The Select Group (SDG&E)
08.2023 - 05.2024
  • Built strong relationships with internal departments for effective collaboration within organization for policymaking purposes.
  • Streamlined processes and increased efficiency in policy development, implementation, and evaluation.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Managed multiple projects simultaneously, ensuring timely completion and high-quality output.
  • Confirmed confidential budget reports remained up-to-date for manager.
  • Completed utility work orders accurately, ensuring timely completion of projects.
  • Double checked and updated client contracts to identify and resolve gaps.
  • Reduced risk exposure through diligent monitoring and enforcement of contractual obligations.

Senior Mortgage Consultant Manager

Union Bank
03.2016 - 01.2023
  • Streamlined loan origination process for faster processing times, implementing efficient document management systems.
  • Negotiated favorable loan terms for clients, skillfully navigating interest rate fluctuations and securing competitive pricing.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports, P&Ls, accruals, invoice review, and budget reports.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Analyzed branch finances to recommend improvements in budgeting and cost allocation.
  • Provided recommendations and executed strategies for revenue growth opportunities
  • Enhanced employee engagement by designing and implementing comprehensive onboarding programs.
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
  • Increased team productivity by implementing streamlined processes and effective communication strategies.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Senior Relationship Banking Manager

Union Bank
01.2012 - 03.2016
  • Managed and motivated employees to be productive and engaged in work.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Developed strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
  • Managed portfolio of high-value clients, ensuring their satisfaction and retention.
  • Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Enhanced new hire experience with personalized orientation sessions and mentorship opportunities.
  • Improved employee retention by executing comprehensive onboarding programs and providing ongoing support.
  • Monitored progress of new hires throughout onboarding process, providing feedback and guidance as necessary.

Education

Associate of Arts -

Grossmont College
El Cajon, CA
06.2011

Skills

  • In-depth financial analysis
  • Manage projects and over see dynamic, and ensured on-me and on-budget completion
  • 12 years of Invaluable frontline experience
  • Superior judgment, analytical reasoning, interpersonal communication, and issue resolution skills
  • Meticulous attention to detail
  • Microsoft Office and financial management software proficient
  • Budget Analysis
  • Effective Communication
  • Highly motivated self-starter

Timeline

Senior Policy Analyst

The Select Group (SDG&E)
08.2023 - 05.2024

Senior Mortgage Consultant Manager

Union Bank
03.2016 - 01.2023

Senior Relationship Banking Manager

Union Bank
01.2012 - 03.2016

Associate of Arts -

Grossmont College

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Chelsea Eason