Mayana Akbari
Fountain Valley,US
Summary
Results-oriented professional with extensive experience in financial analysis, risk assessment, and credit evaluation. Skilled in documentation and funding processes with a strong background in underwriting. Highly-motivated with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
Credit Analyst
RidgeStone Capital
Irvine, CA
05.2022 - Current
- Conducted in-depth financial statement and credit report analyses for risk assessment in equipment finance and working capital
- Played a pivotal role in negotiating with lenders utilizing my relationships with them, significantly contributing to the company's success and record-breaking months
- Instrumental in doubling the company's gross margin through strategic negotiations and effective risk management
- Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
- Maintained up-to-date knowledge on compliance, ensuring adherence to financial regulations and standards.
- Employed creative problem-solving and outside-the-box thinking to structure and close complex financial deals.
Documentation and Funding Specialist
RidgeStone Capital
Irvine, CA
10.2021 - 05.2022
- Managed funding processes, ensuring accurate and timely financial documentation
- Served as a key liaison with clients for documentation gathering and verification
- Streamlined documentation workflow, enhancing funding efficiency
- Reviewed and processed documents for funding to ensure accuracy and completeness.
- Worked with third-party vendors to address and clear loan closing requirements.
- Promoted to credit analyst after 6 months.
Customer Service and Processing Assistant
Landmark Mortgage Capital
Costa Mesa, CA
06.2021 - 09.2021
- Addressed customer inquiries across multiple channels, maintaining a 95% customer satisfaction rate
- Collaborated with teams to resolve customer issues effectively, reducing complaint resolution time by 15%
- Assisted with processors and loan officers in gathering information for them to help finalize transactions and getting deals finalized
- Organized files and records in an orderly manner according to established procedures.
- Worked with cross-functional teams to achieve goals.
Senior Client Manager
Timeshare Freedom Group
Costa Mesa, CA
08.2020 - 09.2021
- Led client engagement initiatives, resulting in a 25% increase in repeat business
- Spearheaded training programs, improving team efficiency by 25%
- Assisted with collaborating with title transfer companies in gathering POA's and gathering information for them to complete title transfers.
- Identified opportunities to up-sell additional services benefiting client.
- Resolved escalated customer disputes in an efficient manner while maintaining positive relationships with clients.
- Developed and maintained relationships with key clients to ensure customer satisfaction and retention.
Paralegal
Bridgepoint Law Group APC
Irvine, CA
06.2019 - 06.2020
- Prepared and drafted legal documents, reducing filing errors by 20%
- Streamlined case proceedings through effective communication with clients and court personnel.
- Used WestLaw and LexisNexis to examine secondary sources, statutory, and case law and federal and state regulations.
- Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation.
- Collaborated with attorneys in all stages of litigation process.
Education
High School Degree -
Pivot Charter School
01.2015
Skills
- Financial Analysis and Risk Assessment
- Documentation and Funding Management
- Negotiation and Relationship Building
- Process Optimization
- Customer Service and Communication
- Team Collaboration
- Attention to Detail and Problem-Solving
Timeline
Credit Analyst
RidgeStone Capital
05.2022 - Current
Documentation and Funding Specialist
RidgeStone Capital
10.2021 - 05.2022
Customer Service and Processing Assistant
Landmark Mortgage Capital
06.2021 - 09.2021
Senior Client Manager
Timeshare Freedom Group
08.2020 - 09.2021
Paralegal
Bridgepoint Law Group APC
06.2019 - 06.2020
High School Degree -
Pivot Charter School
Similar Profiles
James StatenJames Staten
Licensed General Contractor at Ridgestone LLCLicensed General Contractor at Ridgestone LLC
Azhar ShaikhAzhar Shaikh
Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)
Cassia McTamaneyCassia McTamaney
Intern at Ripple Capital, New York, NY Ripple Capital, InvesIntern at Ripple Capital, New York, NY Ripple Capital, Inves
Nicole KahnNicole Kahn
Help Desk Analyst at Wells Fargo and WF Auto/Dealer ServicesHelp Desk Analyst at Wells Fargo and WF Auto/Dealer Services
Manuel NobellaManuel Nobella
General Maintenance Technician at Just TiresGeneral Maintenance Technician at Just Tires