A highly motivated and results-driven professional with over 10 years of experience in the financial services industry. I am a self-starter, able to work independently and as a team player.
brokerage, payroll, payroll tax, mortgage, accounting, direct mail, marketing, and accounting, tax
training, tax, receivables, reporting, customer service, administration, mapping, real estate, cashiering, mortgage, call center, securities, budgets
Successfully sold a variety of financial products including but not limited to: sales, payroll, and marketing, and the maintenance of the tax and accounting systems.
Developed and implemented a new brokerage platform to help the company grow the business from a private mortgage Banker to a loan base.
Managed the company's largest client base, including the creation of a new website, which included the development of a web-based application, which increased the number of subscribers and the highest number of referrals.
Managed the company's website, including the creation of a new online presence, which included the development of a web-based application, which increased the number of subscribers and the highest number of customer service.
Developed and implemented a new online presence in the market. This included the creation of a website, and the content of the newsletter.
Developed and maintained relationships with local and national banks, including the bank of America, Wells Fargo, Wachovia, HSBC, and the bank.
Assistant Vice President
Palms of Pasadena Hospital
Led a team of six professionals in the development of a new loan origination system. Implemented a real estate tax database to track and monitor the underwriting of the mortgage loan.
Responsible for the administration, maintenance, and training of all financial reporting and accounting systems. Maintained a high level of customer service and retention.
Responsible for the day-to-day operations of the office, including the development of a database, which included the creation of a new system to track and monitor the daily activity of the bank.
Responsible for the maintenance of all accounting records including securities, bonds, and mutual funds. This included the creation of a new client base, and the development of a new marketing plan.
Supervise the day-to-day operations of the branch, including the development of a new customer service Center, the opening of a new account, and the creation of a new computer system.
Responsible for the maintenance of all accounts payable and receivables for the company. The main point of contact for the entire company.