TONY LY
Westminster,CA
Summary
Seeking a position within a stable company to further my career growth and knowledge of the finance industry that offers potential growth and opportunity
Overview
11
11
years of professional experience
Work History
Managing Partner
TSX Projex
Westminster, CA
07.2023 - Current
- Handled formation of LLC which included but was not limited to execution of articles of organization, operating agreement and business operating licenses while ensuring compliance
- Manage business accounting and financial reports including ledgers, income statements, budget forecasting and price cost analysis
- Execute duties for the online E-Commerce store including inventory management and daily accounting operations
- Took lead in establishing and maintaining business relationships with suppliers and vendors
Sr. Loan Officer
Cashcall Mortgage
Anaheim, CA
02.2021 - 05.2023
- Process and handle mortgage loan origination and processing in multiple states
- Strong analytical skills of CRM reports which resulted in overachieving of team quotas
- Knowledge of mortgage lending regulations and guidelines in multiple states
- Resolved difficult accounts with excellent strong analytical and problem-solving abilities concurrent with attention to detail and accuracy
Sr. Loan Specialist
Loanme Inc.
Anaheim, CA
09.2018 - 12.2020
- Process and handle all loans and sales
- Maintain high-drive and determination to meet highest quotas for team
Sr. Loan Specialist
Cashcall Inc.
Anaheim, CA
01.2015 - 08.2018
- Process and handle all loans and sales
- Inbound/outbound calls to build rapport and ensure customer satisfactory
Education
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UST
Business management
Glendale Community College
Skills
- Executed tasks effectively using a range of computer technologies and tools
- Achieved seamless operation of IBM and Mac systems, enhancing productivity Delivered effective support in Windows XP and ME environments, optimizing user experience Maximized efficiency with Microsoft Office applications, including Word and Excel Attained typing speed of over 45 words per minute, contributing to timely project completion Executed precise 10-key data entry by touch, ensuring data accuracy
- Managed CRM database to ensure accurate tracking of customer information and engagement history
- Executed comprehensive management of client accounts within collection and mortgage domains, focusing on data updates and report production
- Achieved high client satisfaction rates by optimizing loan origination workflows Improved processing times through effective collaboration with cross-functional teams Enhanced client understanding of loan products, resulting in increased application submissions
- Demonstrated exceptional sales proficiency by consistently exceeding established quotas
- Created and refined CRM reports, enabling in-depth data analysis of accounts demonstrating optimal success
LANGUAGES
Fluent in Vietnamese and English.
Timeline
Managing Partner
TSX Projex
07.2023 - Current
Sr. Loan Officer
Cashcall Mortgage
02.2021 - 05.2023
Sr. Loan Specialist
Loanme Inc.
09.2018 - 12.2020
Sr. Loan Specialist
Cashcall Inc.
01.2015 - 08.2018
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UST
Business management
Glendale Community College