Dedicated professional with a strong desire to excel in a leadership role within a dynamic organization. Possessing a diverse skill set honed through experience in multiple industries, I am committed to driving growth, fostering teamwork, and exceeding objectives. With a foundation in psychology and a recent graduate certificate in life coaching, I bring a unique blend of interpersonal expertise and strategic thinking to lead teams toward success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
University Counselor II
Grand Canyon University
Phoenix, ARIZONA (AZ)
11.2023 - Current
Advised students on course selection and academic pathways.
Compiled and studied educational and economic information to assist individuals in determining vocational and educational objectives.
Directed and participated in recruitment and enrollment activities.
Prepared students for later educational experiences by encouraging to explore learning opportunities and persevere with challenging tasks.
Offered guidance on how best to help a student struggling with personal or academic issues.
Participated in regular meetings with colleagues to discuss new initiatives and strategies related to promoting positive practices for Grand Canyon Education.
Served as a liaison between the University Counseling Center and outside agencies or organizations providing support services to students.
Maintained accurate documentation of student records and progress reports.
FC Associate
Amazon
Goodyear , AZ
07.2023 - 11.2023
Trained and mentored new associates on receiving, picking and packing functions and reported progress to supervisor.
Received merchandise into warehouse, relocated products using forklifts and pallet jacks and processed and shipped orders to customers with speed and precision.
Scanned incoming products with radio-frequency scanners and entered products into inventory management system for smooth stock tracking and customer order fulfillment.
Loaded and unloaded trucks, contacted suppliers for estimated arrival time, stocked and organized products to prepare for customer orders and picked and packed orders.
Mastered complete production flow to allow effective service anywhere, troubleshot flow or machinery issues and strictly adhered to safety, quality and production standards.
Gathered and organized merchandise for distribution into appropriate envelopes, boxes or pallets.
Accepted, processed and quickly filled orders.
Wrapped and moved pallets to designated carrier area.
Coordinated with other associates on day-to-day work activities to drive productivity and achieve operational objectives.
Kept assigned work areas clean and orderly to promote efficiency and mitigate risk of accidents.
Operated handheld scanners to track merchandise throughout fulfillment process.
Received merchandise into warehouse, relocated products using forklifts and pallet jacks and processed orders for shipment.
Project Manager / CRM Trainer / IT Manager
Little Dealer Little Prices / Camper's Inn
(Phoenix) Deer Valley , AZ
07.2021 - 01.2023
Conduct comprehensive CRM training sessions for employees, ensuring they can efficiently navigate and utilize the system.
Develop and update training materials and documentation to reflect CRM software updates and enhancements.
Provide ongoing support and assistance to CRM users, troubleshooting issues and answering inquiries.
Collaborate with cross-functional teams to identify and implement CRM process improvements.
Monitor CRM usage and data quality, offering guidance and corrective actions as needed to maintain system integrity.
Supervising staff and ensuring compliance with all state and federal regulations.
Accountable for planning and allocating resources, preparing budgets, monitoring progress, and keeping upper management informed throughout the project lifecycle.
Creating long- and short-term plans, including setting targets for milestones and adhering to deadlines.
Delegating tasks on the project to employees best positioned to complete them.
Making effective decisions when presented with multiple options for how to progress with the project.
Serving as a point of contact for teams when multiple units are assigned to the same project to ensure team actions remain in synergy.
Communicating with executives to keep the project aligned with their goals.
Performing quality control on the project throughout development to maintain the standards expected.
Adjusting schedules and targets on the project as needs or financing for the project change.
Working with finance and accounting departments to insure that employees are paid on time and correctly.
In addition to reassuring that internet deals are properly filled out, so paperwork is handled in a timely matter.
Hiring the correct personnel to fill the positions needed to accomplish company goals.
Travel to meet wi th customers/close deals.
Delegating online transactions for multiple departments
Generating leads and placing ads to promote the dealership Web editing to manage the businesses website and ensure it has current content
Work one-on-one with a customer to secure a purchase.
Staying up to date with trends in the industry.
Online Technical Support
Edward Jones
Tempe, ARIZONA (AZ)
12.2014 - 08.2021
Outstanding analytical, problem-solving, and troubleshooting ability.
Superior communication (oral and written), customer service and interpersonal skills.
Can work with a team of people but can also work independently to get a task completed.
MS Office proficiency/ knowledgeable in software tracking.
Ability to multi-task and prioritize effectively.
Able to maintain professionalism while working with unhappy business partners and customers while finding solutions to make relationships stronger.
Collaborated with company staff to optimize working environment and customer service.
Ran routine phone troubleshooting and configuration.
Trained colleagues by guiding them in helping clients select the right product.
Collected information through client phone calls to identify and report product problems.
New Hire Trainer / Intl Logistics Specialist
DHL Express
Tempe, ARIZONA (AZ)
06.2013 - 08.2021
Responsible for maintaining goodwill between a business organization and its customers by answering questions, solving problems, and providing advice or assistance in utilizing the goods or services of the organization.
Responsible for the investigation and resolution of delivery problems worldwide, as well as provide information regarding DHL package procedures and regulations.
Basic knowledge of Rules and Regulations on over 220 Countries & Territories.
Proficient in multi- tasking and managing several tasks and systems at one time.
Clear knowledge of over 10 different computer programs internal / external.
Ability to hit monthly goals and generate customers for sales leads.
On the Job Training (OJT) I help answer questions, teach affect processes to make tasks more understandable, simplify confusing information and methods to put them in easier to understand format whether it be verbally, on paper or power point presentation.
Mortgage Underwriter
Wells Fargo
Phoenix, AZ
05.2012 - 05.2013
Mortgage processing and underwriting with $500,000.00 Lending Authority.
Programs used are SHAW, HOGAN, CIV, EDM, HE360, Speed Trap, CLIPR, CFocus, Rush, Calyx and Point, just to name a few.
Processed HARP/HASP files from receiving to underwriting.
Review Appraisals, credit report, title reports.
Research, rejections and escalations files as well as redraws.
Analyzed tax returns and financial statements to determine ongoing cash flow to support loan repayment.
Analyzed loan risk and reviewed loan conditions and requirements.
Reviewed titles and appraisals to validate properties to meet insurer and guarantor guidelines.
Evaluated loans against portfolio and investor guidelines.
Resolved document mistakes and discrepancies and identified signs of fraudulent activity.
Determined loan eligibility and approved or rejected applications.
Collaborated with loan originators and processors to correctly review and assess applications and risks.
Reviewed and evaluated loan applications and supporting documents.
Requested additional information for applications and documents when necessary.
Researched applicant employment and financial histories to confirm document accuracy.
Supported system administrators for loan origination software by maintaining loan product definitions and specifications.
Verified client financial information to determine creditworthiness and loan eligibility.
Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Approved or denied loan applications and explained reasoning behind decisions.
Identified valuable solutions for customers with credit problems.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Set up debt payment plans based on client credit, income and assets.
Underwriter / Loan Processor / Auto Finance
JP Morgan Chase
Tempe, ARIZONA (AZ)
05.2009 - 05.2012
Knowledge and experience processing and working with Conventional Mortgages FHA, VA, Farm, Bank Owned loans, Fannie, Freddie, and Ginnie Mae.
Collection of loan proposals and ensuring they are processed accordingly.
Verifying the accuracy and thoroughness of the loan application along with other related documents.
Estimate and assess the financial status of the applicant and cross check this person with the help of the survey agents.
Schedule an appointment with the applicants and interview them for clarification of the data submitted on the application, look for any discrepancies.
Explain and affirm the different loan repayment modes and help them to select the best strategy coinciding with their financial status.
Redress the grievances of the customers regarding the loan processing and repayment schedule.
Assist in lost litigation /mitigation for the bank.
Able to make decisions independently based on difficult situations faced with to make the customer and or clients happy with the service they received.
Maintaining a certain quality and financial percentage that the bank feels are acceptable.
Obtaining reasons for delinquency, assisting customers in establishing and maintaining payments to keep their account(s) current and maintaining healthy relationships with customers.
Take multiple inbound / along with making outbound collection calls.
Navigate through computer programs such as Microsoft applications, Lexis Nexus, Facs, Noble, Google etc.
Proficient in Skip No Contact
Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
Calculated income, assets and liabilities to meet lender requirements.
Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
Developed loan contracts and explained contract terms to clients.
Met with applicants to obtain information for loan applications and answer questions about processes.
Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Stayed abreast of lending regulations, industry trends and market rates.
Located and suggested loan packages that met client needs and priorities.
Developed and recommended personal or commercial loan packages for clients.
Set up debt payment plans based on client credit, income and assets.
Identified valuable solutions for customers with credit problems.
Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Approved or denied loan applications and explained reasoning behind decisions.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Reviewed client documentation and contracts for discrepancies and mistakes.
Verified client financial information to determine creditworthiness and loan eligibility.
Education
Master of Science - Leadership
Grand Canyon University
Phoenix, AZ
05-2025
Bachelor of Science - Psychology
Grand Canyon University
Phoenix, AZ
04.2020
Skills
Leadership and Team Development
Proven ability to lead and inspire teams to achieve their full potential
Skillful in coaching and mentoring team members to enhance their performance
Effective in team recruitment, onboarding, and training
Project and Operations Management
Proficient in project planning, execution, and lifecycle management
Skilled in resource allocation, budgeting, and financial control
Experienced in improving operational efficiencies and streamlining processes
Customer Service and Relationship Building
Exceptional interpersonal skills, fostering strong relationships with clients and colleagues
Effective in addressing customer needs and providing exceptional service
Proficient in resolving complex issues and conflicts to ensure satisfaction
Strategic Planning and Decision Making
Strong analytical and problem-solving abilities to drive informed decisions
Proficient in setting and achieving strategic goals and milestones
Capable of adapting strategies in response to changing business landscapes
Communication and Training
Excellent verbal and written communication skills
Proven ability to train and develop colleagues, enhancing their capabilities
Skilled in delivering impactful presentations and facilitating effective communication
Proficient in CRM software platforms such as Salesforce, HubSpot, or Microsoft Dynamics
Strong communication and presentation skills to effectively train and educate team members on CRM best practices
Ability to create engaging training materials, including manuals, videos, and interactive tutorials
Excellent problem-solving skills to address CRM-related issues and provide solutions
Exceptional attention to detail to ensure data accuracy and system integrity within the CRM
Certification
Graduate Certificate in Life Coaching2022
This recent certification in life coaching enhances my ability to guide individuals and teams towards their goals, aligning their personal and professional aspirations with organizational objectives. With a strong foundation in psychology and a commitment to continuous learning, I am well-equipped to lead and inspire in a leadership role.
Executive Financial Aid Specialist at Grand Canyon Education (Grand Canyon University)Executive Financial Aid Specialist at Grand Canyon Education (Grand Canyon University)