Sally "Lilly" Hin
Oakland,CA
Summary
Passionate about helping people. Goal-oriented professional with outstanding knowledge of software implementation and skilled in establishing strong rapport with clients and maintaining those relationships based on trust, loyalty and skilled service. Facilitates positive experiences through high-quality customer care and prompt resolution of complaints and issues.
Professional Asset Management Specialist with results-driven approach and focus on maximizing portfolio performance. Expert in financial analysis, risk assessment, and strategic planning. Strong emphasis on team collaboration and adapting to dynamic market conditions. Known for reliability and delivering quantifiable outcomes.
Overview
14
14
years of professional experience
Work History
Real Time Asset Manager
PG&E
Oakland, CA
12.2022 - Current
- Managed asset portfolios, optimizing performance through strategic investment analysis and risk assessment.
- Developed and implemented asset management strategies aligning with organizational goals and market trends.
- Conducted regular financial evaluations to ensure compliance with regulatory requirements and industry standards.
- Collaborated with cross-functional teams to enhance operational efficiency and streamline asset management processes.
- Analyzed market conditions to inform strategic decisions on acquisitions, dispositions, and portfolio rebalancing.
- Utilized advanced data analytics tools for performance tracking, enhancing decision-making capabilities across the organization.
- Proactively identified areas for process improvement, driving increased efficiency throughout the organization.
- Mentored junior team members, fostering an environment of continuous learning and professional development.
Transaction Coordinator
SKYSLOPE INC
Sacramento, CA
03.2018 - 06.2022
- Prepare, orchestrate and manage document transfers, track transactions and document activities with detailed records
- Review financial statements and contact institutions and customers to clarify details
- Maintained connections with clients to encourage repeat business and referrals
- Consulted with outside vendors to identify and resolve issue
- Prepare documents such as purchase agreements and disclosures and use varies software to complete paperwork
- Coordinate real estate contracts to navigate transactions between clients and escrow
- Managed transaction processes for real estate clients, ensuring accuracy and compliance with industry standards.
- Coordinated document preparation and submission, streamlining communication between clients and agents.
- Trained junior team members on best practices for handling transactions and utilizing software tools.
- Collaborated with cross-functional teams to resolve issues related to transaction timelines and documentation requirements.
Office Manager
ENERGY SQUAD HUB
Sacramento, CA
08.2017 - 01.2018
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel
- Handled all incoming business and client requests for information
- Interacted with clients professionally by phone, email or in-person to provide information
- Received, screened and routed incoming calls
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
- Conducted training for new hires on company processes
Shift Supervisor
STARBUCKS
Sacramento, CA
05.2012 - 08.2017
- Responded to and resolved customer questions and concerns
- Eliminated customer service issues by quickly resolving disputes and correcting problems
- Established effective employee schedules and delegated tasks to take advantage of individual abilities
- Helped store management meet standards of service and quality in daily operations
- Completed store opening and closing procedures, including setting up registers and checking products
- Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within
Education
Bachelor of Science - Psychology
National University
La Jolla, CASkills
- Customer service excellence
- Quality assurance
- Document preparation
- Critical thinking
- System implementation
- Risk management
- Asset management
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Organizational skills
- Adaptability and flexibility
- Team management
- Analytical thinking
- Risk assessment
- Strategic planning
Timeline
Real Time Asset Manager
PG&E
12.2022 - Current
Transaction Coordinator
SKYSLOPE INC
03.2018 - 06.2022
Office Manager
ENERGY SQUAD HUB
08.2017 - 01.2018
Shift Supervisor
STARBUCKS
05.2012 - 08.2017
Bachelor of Science - Psychology
National University