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Driven, focused, and knowledgeable Strategic Leader with 15+ years of experience and a proven ability to lead others and oversee daily operations within fast-paced real-estate environments. Experienced in managing cross-functional teams, overseeing real estate lending operations, diffusing escalated customer service situations, and coaching/training staff members. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with co-workers, staff, customers, and members of executive management.

Operations Management Real Estate Industry Training / Development Appraisal Techniques

Loan Underwriting Financial Product Management Sales Cycle Management Customer Retention

Process Improvement Oral/Written Communication Real Estate Law/Regulations Time Management

Negotiation Techniques General Accounting Principles Contract Review/Management Budget Management

  Direct day to day operations within a fast-paced environment with a concentration on increasing productivity and efficiency levels

  Oversee order processing logistics within Oracle R12 which requires processing orders, entitlements, licensing, and fulfillments along with managing positive relationships with key accounts

  Recognized as Subject Matter Expert in regards to the order to cash process (international and domestic), ensured orders were processed in a timely manner, corrected missing PO information, and successfully identified SKU/pricing discrepancies

  Instrumental in managing a go-to-market project which was centered on onboarding new distributors and providing comprehensive training on the online ordering portal

  Complete comprehensive UAT testing to ensure appropriate system functionality, monitor company operations in regards to SOX compliance, and assist in the month-end closing process

  Coordinated various logistical tasks within a healthcare environment which included identifying customer lending needs and providing appropriate financial solutions

  Coached patients on potential financing options for various medical procedures, supporting accounting functions, and assisting with legal disputes as needed

  Quickly responded to both bankruptcy and fraud paperwork, reviewed customer credit reports to determine creditworthiness, and reviewed underwriting documentation

  Successfully managed a loan portfolio of $12 million in accounts receivables which required generating financial reports and managing customer information with SalesForce

  Supported sales and business development logistics within a retail banking environment which required identifying customer financial needs and making financial product recommendations

  Consistently exceeded individual sales goals which resulted in being awarded Top Banker in the District along with demonstrating a superior ability to build relationships with key customers

  Reviewed customer accounts to determine which products they would be eligible for, maximized sales opportunities by working with third-party partners, and built rapport within the community

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  Supported daily real-estate operations which included identifying/contacting potential clients and assisting with either buying or selling real estate properties

  Maintained an expert level knowledge of real estate best practices, laws, regulations, and codes which resulted in providing exceptional advice to clients

  Generated contract paperwork for clients in a timely manner, performed comprehensive property research in MLS, and studied market conditions

  Coached clients on disclosure and/or contract terms, attended internal staff meetings, and maintained a database of approximately 300 clients

  Facilitated administrative/back-end operations for a successful Broker which required assisting customers with inquiries, handling accounts payable/receivable, and processing consumer loans

  Utilized superior communication abilities to build rapport with internal and external customers, managed CEO/executive calendars, scheduled internal meetings, and oversaw travel coordination

  Played a lead role in managing confidential customer files, prepared correspondence on behalf of the CEO, assisted in training new employees, and attended industry specific events

  Oversaw lending operations within a real-estate focused environment which included originating mortgages for home purchases, refinances, and/or new home construction

  Identified customer s creditworthiness and made appropriate lending product suggestions, reviewing lending documents, provided guidance related to contract details, and handled underwriting

  Instrumental in interviewing prospective buyers, trained new Loan Agents, and pre-qualified buyers for new site construction loans

Additional Professional Experience Includes: Real Estate Broker-State of California, March 2014-Present