Andrew Freitas Email & Phone Number

San Ramon, Ca, Us

San Ramon, Ca

• Post-sales consultation and engineering. Demonstration and education for partners in general best practices of IT planning, procurement, operations, and expenses in vCom's award-winning, cloud-based, procure to pay software solution.• Create, produce, coordinate, schedule, and present content for training sessions, light marketing content, certifications, classes, instructional / update videos, webinars and more, on a variety of mediums/media platforms.• Forge superior relationships with an exclusive group of enterprises by sharing, learning, teaching, and demonstrating how vCom's software revolutionizes, simplifies, automates and demystifies IT and IT spend management.• Identify and modify training objectives in relation to customer journeys with respect to vCom’s cloud-based IT spend management software platform.• Empower partners with knowledge and proprietary tools to maximize their ability to leverage their IT spend and technology environments into assets that drive business - instead of just being another incurred cost or obstacle to growth.• Passionately develop, maintain, implement and refine vCom's' corporate Software Certification program then deliver it and certify partners and internal employees.• Create and manage tutorials, instructional guides, webinars, and content in the software resource center / library for external and internal consumption.• Participate in and assist product committees for software enhancements and optimization requests in an effort to establish sprint / enhancement roadmap for the Software Development Team.• Support Sales Teams by providing in-depth demos and presentations to prospects and potential customers

Walnut Creek, Ca

• Assisted in the creation, development, and implementation of a brand new, cloud-based Loan Origination System (LOS), and then subsequently provided training, support, content creation (manuals, guides, webinars, etc.) and troubleshooting for end users and clients. • Supported the Development Team by providing customer feedback, data and requests to drive build orders, new features, enhancements, and updates needed to optimize/streamline the system. • Was instrumental in training new users, brokers, and non-delegated correspondents in a brand new, cloud-based loan origination environment, by offering premuim white-glove services, guidance, help and training for a large spectrum of learning styles, among an even larger, more diverse range of users with specific needs and goals, live on site, over the phone, or through video chat applications.

Walnut Creek, Ca

• Provided excellent service by reviewing complicated loan forms, such as mortgage applications, complex federal, state, county disclosures, TRID/TILA-RESPA documents, loan estimates, and other initial submission documents for errors, discrepancies, incompletes, and invalid/non-compliant dates and verbiage, for brokers, clients, and non-delegated correspondents, while maintaining a qualitative review average of 100%.• After initial review and discovery was completed, coordinate with and assist all clients with the correction, re-submission, and delivering of valid documentation to underwriting to expedite a decision.

California, United States

Shift Supervisor - Responsible for all shift operations, customer service, shift planning, employee training / development / coaching, product ordering, product preparation, product quality, sales forecasting / projections, sales tracking, cash handling / bookkeeping /accounting, cleanliness inspection, food handling / safety, and more.