High-Impact Sales & Operations ProfessionalFormer "Top Consumer Loan Producer" and award-winning operational strategist pivoting to outside sales. Combines the discipline of a Project Manager with the hustle of a sales closer. Expert at building rapid rapport, managing complex vendor/client relationships, and converting inquiries into revenue.
Overview
10
10
years of professional experience
Work History
Professional Services Consultant
Lawrence Livermore National Laboratory, LLNL
01.2019 - 08.2025
Strategic Negotiation: Lead coordinator for vendor relationships and procurement; responsible for RFP preparation and contract negotiations, securing favorable terms for the organization.
Executive Influence: Designs and delivers high-level presentations and data visualizations (Power BI) to influence senior leadership decision-making.
Workflow Automation: Identified inefficiencies and built custom automated tools (Power Automate) that reduced manual workload by 40%, freeing up resources for higher-value activities.
Project Coordination: Managed complex logistics for executive teams, demonstrating the ability to handle the "behind the scenes" work required to support a busy sales territory.
Received PMO Award of Appreciation & Directorate Award for operational excellence.
Financial Consultant / Loan Closing Specialist
UNCLE Credit Union
01.2017 - 01.2019
Top Producer Status: Recognized as the #1 Consumer Loan Producer for Q4 2017 & Q1 2018 and awarded the "CEO Spotlight Award" for driving branch revenue.
High-Conversion Closing: Acted as the primary closer for walk-in loan inquiries; achieved high conversion rates by rapidly identifying client needs and positioning financial products (auto, home equity) as essential solutions.
Pipeline Management: Managed the full lifecycle of the deal from initial handshake to final signature, coordinating with underwriting to ensure zero friction in the closing process.
Regulatory Precision: Maintained 100% compliance on complex loan documentation, ensuring deals were funded quickly and accurately—a skill that translates directly to managing sales contracts.
Membership Sales Specialist
JOYA Yoga (formerly Bikram Yoga Livermore)
10.2015 - 12.2016
Membership Sales: Directly responsible for converting trial students into long-term contract members, overcoming pricing objections, and selling the value of the lifestyle.
Business Operations: Managed the studio's P&L, vendor relationships, and facility operations, ensuring the business ran smoothly so sales could happen.
Team Leadership: Hired, trained, and managed a team of 8+ staff members, instilling a culture of high-level customer service and client retention.
Education
Associate of Arts - Business Administration
Las Positas College
Livermore, CA
Skills
Sales Strategy: Consultative Selling Objection Handling Client Relationship Building
Tech Stack: CRM Proficiency Microsoft Power BI (Data Analysis) Virtual Presentation Tools
Soft Skills: Public Speaking Grit Adaptability Creative Problem Solving
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