Highly motivated professional with 20 years of entrepreneurial, management and sales experience. Skillfully creates and maintains professional and loyal relationships with co-workers and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
20
20
years of professional experience
Work History
Owner
Amazon E-Commerce Store
San Diego , CA
08.2018 - Current
Successfully established and operated an Amazon e-commerce business, demonstrating proficiency in product sourcing, inventory management, and customer service.
Strategically optimized product listings, utilizing numerous software and keyword research to enhance visibility and increase sales, resulting in a significant growth in revenue.
Managed fulfillment operations, ensuring timely order processing, shipping, and handling returns/refunds, maintaining a high level of customer satisfaction and loyalty.
Demonstrated strong analytical skills by monitoring key performance metrics, such as sales trends, inventory turnover, and customer feedback, to make informed business decisions and drive continuous improvement.
Mortgage Loan Officer
New American Funding/Point Mortgage
San Diego , CA
11.2019 - 05.2022
Proficiently originated and closed residential mortgage loans, leveraging expertise in financial analysis, credit assessment, and underwriting guidelines to guide clients through the loan process.
Established and nurtured relationships with clients, real estate agents, and financial institutions, facilitating effective communication and fostering trust to drive business growth and client retention.
Conducted thorough pre-qualification assessments, evaluating clients' financial profiles and advising on suitable loan products and programs tailored to their needs and goals.
Demonstrated compliance with regulatory requirements and industry standards, ensuring accurate and timely documentation, adherence to lending policies, and ethical practices.
Consistently exceeded sales targets and production goals, demonstrating a track record of success in generating leads, cultivating referrals, and closing loans while providing exceptional customer service.
Private Client Banker
JPMorgan Chase
La Jolla, CA
07.2009 - 11.2019
Engaged in personalized financial advisory services for high-net-worth clients, providing tailored banking solutions, investment guidance, and wealth management strategies to meet their financial objectives.
Cultivated and maintained strong client relationships through proactive communication, regular financial reviews, and anticipating client needs, resulting in increased client satisfaction and retention.
Executed comprehensive financial analyses, including asset allocation, risk assessment, and retirement planning, to develop customized wealth management plans aligned with clients' long-term goals and risk tolerance.
Collaborated cross-functionally with internal teams such as investment advisors, mortgage specialists, and estate planners to deliver holistic financial solutions and address complex client needs.
Achieved and exceeded sales targets and revenue goals by identifying opportunities for cross-selling banking products, investment services, and credit solutions, contributing to the overall growth and profitability of the private banking portfolio.
Manager
Enterprise Rent-A-Car
San Diego , CA
03.2004 - 07.2009
Led a dynamic team of rental agents, setting clear performance expectations, providing ongoing coaching and feedback, and fostering a positive work environment to drive employee engagement and achieve operational excellence.
Managed daily operations of the rental branch, including fleet management, customer service, sales initiatives, and administrative tasks, ensuring efficiency, profitability, and adherence to company standards and policies.
Implemented strategic marketing initiatives and promotional campaigns to increase market share, attract new customers, and enhance brand visibility within the local community, resulting in revenue growth and customer loyalty.
Conducted performance evaluations, facilitated training programs, and identified talent development opportunities to support career progression and succession planning within the branch and the organization.
Collaborated with regional and corporate management teams to analyze performance metrics, identify areas for improvement, and develop action plans to optimize branch performance, achieve financial targets, and deliver exceptional customer experiences.
Education
Bachelor of Arts - Communications
San Diego State University
San Diego, CA
06-2003
Skills
Financial Planning
Sales Management
Business Management
Employee Development
Relationship Building
Sales Leadership
Timeline
Mortgage Loan Officer
New American Funding/Point Mortgage
11.2019 - 05.2022
Owner
Amazon E-Commerce Store
08.2018 - Current
Private Client Banker
JPMorgan Chase
07.2009 - 11.2019
Manager
Enterprise Rent-A-Car
03.2004 - 07.2009
Bachelor of Arts - Communications
San Diego State University
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