Detail oriented, highly motivated, driven, team player, able to work on high stress levels deadlines. Time sensitive work with high standards. Understanding regulations, critical eye, towards detail and deadlines, driven hardworking and motivation. Some Insite about me. I enjoy hiking on the trails and spending time with family. Just relocated to Arizona.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Financial Office Manager
Daisey Time Events
Los Angeles, California
10.2017 - 03.2026
Managed all financial and administrative operations for a high-volume event with daisy times event companies.
Ensuring accurate financial tracking across multiple events and departments.
Developed and maintained detailed event budgets, monitoring revenue, expenses, and profitability for corporate and private events and high level of expenses.
Oversaw account payable and accounts receivable, including vendor invoices, client billing, deposits, and payment reconciliation.
Prepared monthly financial reports, expense summaries, and budget forecasts for company leadership to support strategic planning and cost control.
Quality Control MB-Specialist Home Equity/Bankrupt
JPMorgan Chase
Phoenix, AZ
12.2012 - 09.2017
Fair Lending, RESPA. Reviewing files, for Fair Lending/Fraud, Bankruptcy-(BK), Active and Inactive Files.
Key Financial Skills: Investors (3rd) parties metrics, Attorneys, judgments, court dates and final Settlements/Payoffs.
Decision making with, Quality assurance/quality control.
Underwriting/Quality Assurance.
Experience with investor guideline Fannie Mae, Freddie Mac, FHA, VA, HUD, (Underwriting, Bankruptcy, Loss Mitigation, Revenue, Generated Cost Savings, Foreclosure and Service Member Civil Relief Act.
Customer Service, Microsoft Windows, SharePoint, Customer Service, Data Base, Microsoft Word, Microsoft Teams, Excel.
Business Banking Portfolio Management, Quality Control
JPMorgan Chase
Phoenix, AZ
12.2012 - 09.2017
Business Banking Portfolio assists in the management of activities to ensure compliance with regulations/laws, corporate policies and procedures, auditing, and Quality Analyst.
Key Financial Skills: Million Dollar Businesses 45MM, Businesses Banking Note Sale Dept., documentation collected for Market Sale, Corporation Private Investments.
Manage media, emails mailboxes outside investors.
Speaking to investors on purchases for portfolio purchases.
LoanIQ, Handles origination, servicing, trading, accounting, and compliance for commercial and corporate loans.
Ensuring compliance/regulations on corporate policies and government guidelines.
Auto Finance Quality Control
JPMorgan Chase
Phoenix, AZ
11.2012 - 08.2017
Preparing and execution for audits/auto finance in Fraud quality assurance/quality control.
Key Financial Skills: Excel spreadsheets, working with attorneys in the office for additional procedures and follow-up with meetings on special projects.
Pivot Tables, projection on files, Revenue, Generated Cost Savings, Microsoft Office 365, Window, SharePoint, Power Point, Excel, Performing Quality Control-Auditing for high profile projects.
Underwriter III, FHA/VA Loans
Bank of America
Chandler, AZ
06.2010 - 11.2012
Underwriter residential loans with secondary market investor standards.
Examines Loan documentation for accuracy and completeness.
Working with loan originators or production staff to secure all required documents.
Key Financial Skills: Have authority to withdraw and decline loans.
Revenue, Generated Cost Savings, Policies, standards, procedures, Fraud and regulations applicable to the problem solving, quality assurance/quality control paper trail on bank reports.
Metrics, Revenue, Generated Cost Savings, Worked in Phoenix, AZ & Texas Corporate office, completed underwriting testing FHA VA, Plano, TX.
Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Underwriting III, Loss Mitigation
Citi Financial
Phoenix, AZ
05.2006 - 07.2010
Refinancing with Portfolio size three hundred files a month.
Leading a Team of Processors and Customer Service Associates through achieving maximum client satisfaction and business margins.
Key Financial Skills: Excel Pivot Tables, Power Point, conventional loans, Quality assurance/quality control government loans FHA/VA Freddie Mac.
Foreclosure and modification specialist, Guidelines set by the U.S.A., Government for FNMA, FHA and HUD.
Loans with Loan officers, loans 35 to 40 processed a month.
Closing and processing files.
Representatives from different banks to working on Loans Processing, and funding Title Department TRID, wiring completed.
Monthly production reports related to updated loans on logbooks, company policies and procedures for the Fair Lending Act, and other Federal requirements.
Meeting with clients, going over financial documents.