Molly Flores
San Clemente,CA
Summary
Dynamic case manager, business leader, and community advocate with 20+ years of experience spanning government contracts, workforce development, financial services, and nonprofit management. Proven success in managing multimillion-dollar operations, delivering compliance-driven case management, and fostering client trust. Recognized for innovative problem solving, strong communication, and a results-oriented leadership style. Noted as Top Producer 2020–2023 for consistently exceeding performance targets. Skilled at understanding and applying complex federal and state regulations, conducting assessments, and providing counseling to support claims for benefits. Dedicated to advocating for the underserved while bringing a driven, positive attitude and strong team mentality to every initiative.
Overview
24
24
years of professional experience
Work History
Case Manager
City of La Habra Ready/ S.E.T. OC
01.2024 - Current
- Manage a caseload of 75+ youth participants, maintaining an 87% success rate in Employment, Education, or Training outcomes at closure—exceeding goals. 82% at 2nd Quarter After Exit; 80% at 4th Quarter After Exit. Conduct assessments and develop Individual Service Plans (ISPs) tailored to participant goals. Facilitate career readiness workshops (resume building, interviewing, job search strategies). Maintain case documentation in CalJOBS ensuring compliance with federal/state regulations. Prepare detailed reports for the Veterans Service Office detailing the number of clients served, the number and types of claims submitted, and the benefits recovered as awarded by the USDVA. Lead outreach and recruitment at networking and community events to expand program reach.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Senior Loan Officer
U.S. Bank & Wells Fargo
01.2017 - 01.2024
- Recognized as Top Producer (2018-2023) for consistently exceeding loan origination and sales targets. Taught Home buying 101 and Financial Literacy to groups ranging from 25–200+ participants at CSU Fullerton, HUD events, and community workshops. Guided clients through mortgage process from pre-approval to funding, ensuring high customer satisfaction despite handling emotional conversations about finances. Streamlined loan processing through collaboration with underwriting, reducing approval timelines by demonstrating persistence and attention to detail in processing claims. Mentored and trained junior loan officers.
Business Manager / Assistant Controller
Coast Valley Moving & Storage
01.2002 - 01.2017
- Directed business operations, payroll, A/P, A/R, and financial reporting for a multimillion-dollar moving & storage company. Secured and managed $1.9M in reoccurring annual revenue by obtaining (DOD) Department of Defense (DOD) Contract. Implemented social media and digital marketing campaigns, increasing visibility and customer acquisition. Supervised hiring, onboarding, and training of staff; maintained A rating with BBB and 5-star Yelp reviews.
Education
Certificate - Artificial Intelligence
College & Career Advantage
Mission Viejo 01.2025
Certificate - Cybersecurity
ACA
Online 01.2025
Certificate - Mental Health First Aid
National Council For Well Being
Online 01.2025
Certificate - CPR
Hoag
Online 01.2025
Certificate - Financial Accounting Fundamentals
Learning Tree University
Irvine, CA01.2001
Studies - Computer Science & Business Admin
Saddleback College
Mission Viejo 01.1997
General Education & Business Administration -
Mt. San Jacinto College
San Jaciento, CA 01.1995
Skills
- Case Management & WIOA Guidelines
- Program & Project Coordination
- Community Engagement & Public Speaking
- Financial Analysis & Budgeting
- Conflict Resolution & Relationship Building
- Microsoft Office Suite CalJOBS QuickBooks
- Artificial Intelligence & Cybersecurity
- Claims & Case Management
- Government contract billing
- Team leading & Problem-solving
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Case Manager
City of La Habra Ready/ S.E.T. OC
01.2024 - Current
Senior Loan Officer
U.S. Bank & Wells Fargo
01.2017 - 01.2024
Business Manager / Assistant Controller
Coast Valley Moving & Storage
01.2002 - 01.2017
Certificate - Artificial Intelligence
College & Career Advantage
Certificate - Cybersecurity
ACA
Certificate - Mental Health First Aid
National Council For Well Being
Certificate - CPR
Hoag
Certificate - Financial Accounting Fundamentals
Learning Tree University
Studies - Computer Science & Business Admin
Saddleback College
General Education & Business Administration -
Mt. San Jacinto College
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