Summary
Overview
Work History
Education
Skills
Timeline
Generic

HEVE MOHI

San Diego, CA

Summary

Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.

Overview

12
12
years of professional experience

Work History

Account Executive

LendSure Mortgage Corp.
San Diego, California
05.2025 - Current
  • Analyzed financial documents to ensure accuracy and completeness of information.
  • Reviewed underwriting guidelines to maintain compliance with company policies.
  • Analyzed financial information including income, assets, liabilities and credit history of applicants.
  • Reviewed and evaluated loan applications to assess creditworthiness, risk and eligibility for approval.
  • Provided guidance and advice on loan products, terms, rates, fees, and other related matters.
  • Maintained an organized filing system for tracking customer information.

Lead Account Manager

Fumari Inc.
San Diego, CA
11.2018 - 08.2024
  • Managed a portfolio of 150+ distributor accounts, consistently closing new B2B deals and driving revenue growth.
  • Negotiated and secured partnerships with wholesalers, resulting in a 22% increase in annual revenue and a 35% growth in new client acquisitions.
  • Identified upselling opportunities by understanding client needs and offering relevant solutions.
  • Facilitated contract agreements with distributors to secure favorable terms and pricing.
  • Implemented procurement policies, ensuring compliance with company guidelines and legal requirements.

International Sales Representative

Fumari Inc.
San Diego, CA
12.2017 - 11.2018
  • Developed and executed innovative sales strategies to penetrate untapped markets, capturing new opportunities and driving a 42% increase in annual sales.
  • Coordinated logistics and shipment arrangements for overseas orders, ensuring timely delivery while keeping costs at a minimum.
  • Leveraged CRM software tools effectively for tracking customer interactions and managing pipeline activity.
  • Negotiated prices, terms of sales and service agreements.

Sales Executive

Travelex Currency
La Jolla, CA
07.2013 - 12.2017
  • Established partnerships with external vendors to provide additional services such as visa processing or currency exchange.
  • Led sales operations, achieving a 40% increase in transaction volume through targeted marketing and promotions.
  • Ensured business compliance by verifying the accuracy of authorization forms, transaction reconciliations, and exchange summaries.
  • Monitored currency fluctuations affecting client plans, implementing strategic adjustments to maintain financial targets.
  • Managed inventory balancing and maintained cash stock balances while ensuring the highest level of customer satisfaction.

Education

Bachelor of Science - Business Administration

San Diego State University
San Diego, CA
05-2014

Skills

  • Underwriting Guidelines
  • Client Acquisition & Retention
  • Compliance Regulations
  • Sales Analytics & CRM
  • Leadership & Team Development
  • Data Analysis
  • Market Expansion & Brand Growth
  • Risk Management

Timeline

Account Executive

LendSure Mortgage Corp.
05.2025 - Current

Lead Account Manager

Fumari Inc.
11.2018 - 08.2024

International Sales Representative

Fumari Inc.
12.2017 - 11.2018

Sales Executive

Travelex Currency
07.2013 - 12.2017

Bachelor of Science - Business Administration

San Diego State University

Similar Profiles

CREATE PROFILE