Open To Work
JENNIFER MOSER
Executive Personal Assistant
Austin,TX
Work Preference
Summary
Strategic and discreet former senior financial leader with 30 years of experience acting as a trusted right hand to C-suite executives. Expert in providing high-level operational support, managing complex workflows, and anticipating needs to allow leadership to focus on strategy. Proven track record of handling sensitive, high-stakes communication and optimizing daily operations with absolute confidentiality.
Overview
16
16
years of professional experience
Work History
Business Manager Assistant
Page Jenkins Financial Services
Los Angeles, CA
01.2010 - 01.2020
- Delivered high-touch, confidential financial management for 15+ high-net-worth (HNW) and executive portfolios.
- Managed complex multi-vehicle transactions (banking/stock/investment) ensuring 100% compliance.
- Streamlined monthly reconciliations, payroll and quarterly reporting, significantly enhancing accuracy and portfolio visibility.
SR. LOAN PROCESSOR
Home Solution Processing
Encino, CA
01.2009 - 01.2012
- Managed a high-volume pipeline of 20-30+ monthly residential loans (purchases, refinances, HELOCs), consistently maintaining 100% lender compliance.
- Optimized borrower qualifications by negotiating debt consolidations, resulting in a 25% average improvement in debt-to-income (DTI) ratios.
- Specialized in distressed properties, directing 80% of pipeline toward short-sale, REO, and foreclosure investor contracts.
SR. LOAN PROCESSOR
Gold Credit Investments
Santa Clarita, CA
01.2007 - 01.2008
- Streamlined a high-volume condo conversion pipeline, facilitating 30+ monthly purchase loans totaling $450k from key investors, while providing strategic weekly accrual reporting directly to the CEO.
SR. LOAN PROCESSOR
Park Place Home Mortgage
Studio City, CA
01.2006 - 01.2007
- Partnered with 5 senior loan officers to structure, package and submit complex residential loans, including CEMA and co-ops, achieving 100% compliance with stringent investor and East/West Coast lender guidelines for accelerated approvals.
- Analyzed comprehensive borrower credit, income and complex asset documentation (tax returns, self-employed scenarios) to structure compliant loan packages for swift underwriting approval.
- Streamlined the end-to-end processing of diverse residential loan portfolios by ensuring rigorous adherence to lender guidelines, reducing turnaround times structuring compliant packages for underwriting.
BUSINESS ACCOUNT MANAGER
J.M. Keehn Accountancy
Sherman Oaks, CA
01.2004 - 01.2005
- Managed accounting for 25+ personal and business entertainment clients, ensuring accuracy in payables, receivables, and reconciliations.
- Streamlined financial reporting by implementing new accounting software and tactical strategies, increasing efficiency in monthly closing procedures.
- Provided actionable financial analysis and general ledger reports directly to the COO to support strategic decision-making.
Skills
- Financial management
- Employee management
- Decision-making
- Business development
- Issue resolution
- Operational leadership
- Strategic planning
- Consulting
- Risk assessment and management
- Marketing strategies
- Goal setting
- Analytical thinking
- B2B Relationship Management
- KPI Tracking & Reporting
- Pipeline Management
- Cross-Functional Coordination
- Data-Driven Forecasting
- Vendor & Broker Relations
Software Programs
- Microsoft 365
- Datafaction
- Accpac
- Goldmine
- Quickbooks
- Zoom
Timeline
Business Manager Assistant
Page Jenkins Financial Services
01.2010 - 01.2020
SR. LOAN PROCESSOR
Home Solution Processing
01.2009 - 01.2012
SR. LOAN PROCESSOR
Gold Credit Investments
01.2007 - 01.2008
SR. LOAN PROCESSOR
Park Place Home Mortgage
01.2006 - 01.2007
BUSINESS ACCOUNT MANAGER
J.M. Keehn Accountancy
01.2004 - 01.2005