To utilize my experience for the betterment of the company and personal development.
Overview
34
34
years of professional experience
Work History
Loan Originator/Housing Counselor
NACA – Neighborhood Assistance Corp of America
08.2021 - 01.2022
Schedule and Run client appointments
Complete 1004 process, pull and review credit
Establish plans of action for clients and determine follow-up
Submit completed loan packages to underwriters for approval
Public Sector Assistant Manager
Colonial Life
01.2017 - Current
Manage Sales Team
Provide Training and Support
Conduct weekly and quarterly meetings
Project Sales Plans and Goals
Real Estate Professional
01.2003 - Current
Sales and Management of residential properties.
Marketing, Advertising and Promotions.
OTHER RELEVANT AWARDS AND RECOGNITION: “ROOKIE SALES AGENT OF THE YEAR” “MANAGER OF THE QUARTER”
Sales Representative
01.2009 - 01.2016
Prospect and Provided Service for clients supplemental insurance coverages offered Disability, Cancer, Critical Illness, Life Insurance and LTC policies.
Top producer with over $250k in annual production.
Maintained consistent work calendar through calling and scheduling appointments.
Cost Controller
Adams Mark Hotel
08.1996 - 07.2000
Monitored inventory levels, implementing controls to minimize stock discrepancies while maintaining adequate supplies for business operations.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Collaborated with various departments to identify opportunities for cost reduction and process improvement.
Accounting Manager
Los Angeles Urban League
04.1994 - 07.1996
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Completed bi-weekly payroll for company employees.
Generated monthly and quarterly financial statements for executive review.
Assistant Controller
Holiday Inn Anaheim
03.1993 - 04.1995
Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
Facilitated cross-functional collaboration by partnering with other departments on special projects aimed at improving overall company performance.
Managed input and distribution of Payroll for over 125 employees.
Controller
Le Parc Hotel
03.1991 - 02.1993
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Managed payroll data entry and processing for 75 employees to comply with predetermined company guidelines.
Provided cash management by overseeing reconciliation of banking activity, accounts receivables, and accounts payable.
Education
Associate of Science - Business Administration
Oklahoma College of Business And Technology
Tulsa, OK
01-1987
Skills
Management and the understanding fully of the importance of getting things done and collaborating with others
Supervised and managed all areas of Sales, including marketing, follow-up, lead generation and closing
Team collaboration and working together, forming alliances
Mortgage Counselor /Licensed Mortgage Loan Originator at Neighborhood Assistance Corportation of AmericaMortgage Counselor /Licensed Mortgage Loan Originator at Neighborhood Assistance Corportation of America