Sales and customer service professional with over 15 years of experience. High-level of communication, meeting/exceeding sales goals, exceptional service, enhancing operational efficiency, and maintaining client confidentiality.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Executive Assistant
West Capital Lending
01.2024 - 10.2024
Leverage sales skills to overcome objections to begin process and aid movement during processing.
Manage a high-volume pipeline - 200+ leads, with daily follow-ups - 100+ calls, establish contact and arrange appointments for executive.
Independently manage executive schedules, appointments, and meetings.
Maintain detailed client interaction notes for follow-ups and issue resolution.
Handle sensitive and confidential client information/documents, organize and manage files accordingly.
Deliver exceptional customer service, ensuring a warm welcome for clients encouraging returning business or family/friend referral.
Client Relations Manager
LoanDepot
01.2022 - 10.2023
Actively work with underwriting to clear conditions, communicate effectively, and meet mutual goals.
Navigated underwriting criteria with additional research to overcome obstacles.
Resold loans based on action taken to save files within guideline regulations.
Handle sensitive and confidential client information/documents, organize and manage files accordingly.
Maintained consistent contact with clients until issues have been resolved, aided in providing clarity behind issues and solution.
Managed high-level multitasking and detailed note recording of every file touched along with actions taken.
Maintained pipelines - 80 clients, within timely manner to assist different departments.
Deliver exceptional customer service, ensuring a warm welcome for clients encouraging returning business or family/friend referral.
Complete quarterly/yearly trainings to ensure high-level operations and awareness
Sales Manager's Assistant
LoanDepot
11.2019 - 12.2020
Aided in correcting applications encountering issues with automated underwriting system or errors.
Streamlined loan process from origination into processing - delivery sense of urgency to team members on pending documents.
Communicate effectively throughout different departments with precision while resolving miscommunications.
Handle sensitive and confidential client information/documents, organize and manage files accordingly.
Oversee team - 18 sales agents, while manager is out of office, ensuring daily expectations and goals are met from upper management.
Build reports reflecting daily progression, weekly review, and monthly progress.
Deliver exceptional customer service, ensuring a warm welcome for clients encouraging returning business or family/friend referral.
Complete quarterly/yearly trainings to ensure high-level operations and awareness
Loan Officer
Loandepot
05.2019 - 11.2020
Achieve daily/weekly/monthly sales goals on top company expectations.
Manage high-level pipeline - 180+ clients, from origination to close while communicating effectively with different departments.
Enter data with precision to clear automated underwriting conditions, prevent unnecessary delays, and leave/send concise notes detailing circumstances surrounding the loan.
Efficiently work on rejected loans from underwriting, closely working with processing and client to resolve issues in a timely manner.
Maintained professionalism under high-stress situations while resolving disputes.
Complete quarterly/yearly trainings to ensure high-level operations and awareness.
Deliver exceptional customer service, ensuring a warm welcome for clients encouraging returning business or family/friend referral.
Night Auditor
Marriott
11.2018 - 11.2019
Maintain level of professionalism and customer service ensuring streamlined experience for guests.
Work closely with security to maintain safety on property and manage complaints accordingly.
Prepared nightly report, auditing documents and relay discrepancies found.
Handle next day check-in reservations - 40-144 reservations, assigning rooms by request and needed accommodations, and streamline check-in experience.
Assisted different departments to aid in work load during employee rotation.
Education
Some College (No Degree) - Automotive Engineering
Leeward Community College
‘Aiea, HI
06.2009 - 06.2011
High School Diploma -
Leilehua High School
Wahiawa, HI
06.2005 - 06.2009
Skills
15 years - sales and customer service
14 years - goal/task/customer oriented
12 years - client retention/quality assurance
10 years - independent in fast pace environment
10 years - time management
5 years - remote/phone etiquette
Education
Wahiawa, HI,Pearl City, HI
Contact
Irvine, CA 92614
Certification
NMLS 1856148
Timeline
Executive Assistant
West Capital Lending
01.2024 - 10.2024
Client Relations Manager
LoanDepot
01.2022 - 10.2023
Sales Manager's Assistant
LoanDepot
11.2019 - 12.2020
Loan Officer
Loandepot
05.2019 - 11.2020
Night Auditor
Marriott
11.2018 - 11.2019
Some College (No Degree) - Automotive Engineering
Leeward Community College
06.2009 - 06.2011
High School Diploma -
Leilehua High School
06.2005 - 06.2009
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