Pa Vang
Sacramento,CA
Summary
Top-Performing Management Professional in multi-site operations. Driven, outgoing, enthusiastic, motivational, and collaborative with a positive approach and desire for a successful career. A quick learner who can absorb new ideas and communicate clearly and effectively with colleagues and clients. Confident in the ability to propose ideas when appropriate, possessing strong initiative and drive to succeed. Proven ability to execute in all departments, including HR, Payroll, Daily Operations, and Business Development. Action and result driven, combined with entrepreneurial drive and vision with solid business acumen and skills in team building. Efficient, task-oriented, works excellently in fast-paced environments and is committed to implementing cutting-edge technology solutions.
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
11
11
years of post-secondary education
1
1
Language
Work History
Insurance Agent/Insurance Agency Owner
Pa Vang Insurance Agency INC / Farmers Insurance
Sacramento , United States
2020.04 - Current
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
- Capitalized on social media platforms to increase market awareness and recruit sales agents.
- Trained and coached new and existing employees to boost staff productivity.
- Prepared annual budgets with controls to prevent overages.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
- Collaborated with stakeholders to verify delivery of desired quality requirements to distributors.
- Assessed damaged materials and notified maintenance personnel of needed repairs.
- Conducted target market research to discover customer needs and analyze competitor trends.
- Consulted with customers to assess needs and propose optimal solutions.
- Optimized team hiring, training and performance.
- Employed prompt decision-making and in-depth research to resolve issues.
- Entered income and expense details into business databases to track purchases and address variances.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Evaluated suppliers to maintain cost controls and improve operations.
- Trained and motivated employees to perform daily business functions.
- Achieved sales goals and increased revenue and profits through productive strategy development and organizational leadership.
- Introduced new methods, practices and systems to reduce turnaround time.
- Worked with marketing teams to create print and online advertisements to bring in new customers.
- Created and monitored promotional approaches to increase sales and profit levels.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Conducted audit inspections and independent checks to verify parts and materials.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Obtained underwriting approval by completing application for coverage.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Conducted annual reviews of existing policies to update information.
Real Estate & Mortgage Broker / Co-Owner
Eloan4home And Lochan Real Estate
Sacramento , CA
2011.01 - Current
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Mentored other mortgage brokers in methods to help each land new clientele.
- Explained entire mortgage loan process to borrower.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Compiled closing packages for drafting and presentation accuracy.
- Monitored pipelines to track and log status of loans.
- Helped college students obtain financial aid through loan programs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Explained very technical financial information to applicants in easy to understand language.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Proactively identified solutions for customers experiencing credit issues.
Director of Client Engagement / Marketing Manager
Capital Brand LLC
Sacramento , CALIFORNIA
2018.03 - 2022.10
- Direct all day-to-day operating activities and set strategic and measurable goals (marketing effectiveness, lead generation, brand awareness, etc.)
- Drive marketing strategies and tactical plans
- Oversee all marketing functions (e.g
- Company/service messaging and branding, lead generation (inbound/outbound), communications, public relations, website and online directories, collateral, sales support, tradeshows/events, channels, sales models, customer experience, etc.)
- Oversee advertising and promotional activities
- Ensure efficient control of marketing results and take corrective action to guarantee marketing effectiveness
- Coordinating work schedule and projects, allocating resources, and overseeing work processes and output to ensure quality standards are met and work is completed on time and within budget
- Overseeing design, editing, and production of promotional materials to ensure that visual and other design elements reflect marketing strategies; conform to department guidelines on style, tone, and theme; and are published with accuracy and within established timelines
- Determining quantity and distribution means and routes for all promotional materials, ensuring their timeliness and optimizing their effectiveness
- Overseeing procurement of, and monitoring, contracted marketing and public relations related services to assure high value is obtained from selected vendors and contractors
- Determining quantity and distribution means and routes for all promotional materials, ensuring their timeliness and optimizing their effectiveness.
VP of Operation / Co-owner
Lochan International and First Capital Retail
Sacramento , CA
2015.01 - 2018.02
- Brands include Cinnabon, Auntie Anne’s Mrs
- Fields, TCBY
- Direct all day-to-day operating activities in fine dining verticals and franchises
- Assist with design to operations of this start-up with concept development
- Scope of responsibilities is broad and includes due diligence, site evaluation, recommendations, and insurance needs evaluation for new locations of franchise business for CEO
- Oversee marketing and branding initiatives
- Ensure all operations are carried on in appropriate, cost-effective way
- Improve operational management systems, processes, and best practices
- Purchase materials, plan inventory and oversee restaurant efficiency
- Help organization’s processes remain legally compliant
- Formulate strategic and operational objectives
- Examine financial data and use them to improve profitability
- Manage budgets and forecasts
- Perform quality controls and monitor production KPIs
- Recruit, train and supervise staff
- Find ways to increase quality of customer service
- Make important policy, planning and strategy decisions
- Develop, implement, and review operational polices and procedures
- Assist HR and recruiting efforts
- Help promote company culture that encourages top performance and high morale
- Ensure all legal and regulatory documents are filled and monitor compliance with laws and regulations
- Work with board of directors to determine values, mission, plan for short- and long-term goals
- Identify, address problems and opportunities for company
- Build alliances, partnership and opportunities for company
Education
Some College (No Degree) -
UC BERKELEY
Berkeley, CA 2005.01 - 2006.01
AA DEGREE - HONORS IN SOCIAL SCIENCE
SACRAMENTO CITY COLLEGE
Sacramento, CA 2007.01 - 2016.01
MBA - Business Management
Southern Utah University
Cedar City, UT 2022.01 - Current
Skills
Critical Thinking
undefinedAdditional Information
- PROFESSIONAL LICENSE:
- Real Estate Broker, DRE
- Mortgage Loan Originator California, NMLS
- Casualty Broker-Agent License, DOI
- Property Broker-Agent License, DOI
- Life-Only - Agent License, DOI
- Accident and Health - Agent License, DOI
- REFFERENCES Available upon request
Timeline
MBA - Business Management
Southern Utah University
2022.01 - Current
Insurance Agent/Insurance Agency Owner
Pa Vang Insurance Agency INC / Farmers Insurance
2020.04 - Current
Director of Client Engagement / Marketing Manager
Capital Brand LLC
2018.03 - 2022.10
VP of Operation / Co-owner
Lochan International and First Capital Retail
2015.01 - 2018.02
Real Estate & Mortgage Broker / Co-Owner
Eloan4home And Lochan Real Estate
2011.01 - Current
AA DEGREE - HONORS IN SOCIAL SCIENCE
SACRAMENTO CITY COLLEGE
2007.01 - 2016.01
Some College (No Degree) -
UC BERKELEY
2005.01 - 2006.01
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