• Managing growth and retention for Clever’s new and existing lending partner accounts.• Mitigating daily escalations and resolving disputes between mutual customers, loan officers, and real estate agents.• Collaborating with internal teams to ensure SOPs and processes operate efficiently and effectively. • Completing routine audits and reviewing individual account metrics to ensure target OKRs are met for partners.• Performing on site partner visits to learn partner processes, network, and develop key relationships.• Growing Clever’s largest partnerships account by 200% in 1 month.• Executing MBRs with key account holders including CEOs, VPs, branch managers, loan officers, etc. to review account metrics, successes, outcomes, and onboard new partners.• Collaborating with colleagues across departments to develop workflows, marketing, and reporting for lending partners.

• Financially prescreening borrowers based on credit and income for eligibility of a new purchase or refinance loan. • Advising clients on the home buying process, 1031 exchanges, investment purchases, and rental contracts.• Reviewing client budgets, income, and liabilities to create a financial plan that meets target objectives.• Originating refinance loans to serve client goals such as paying off debts, cashing out, or lowering monthly payments.• Reporting to processing, underwriting, title, and escrow to ensure a timely closing on refinance and home loans.• Collecting required income documentation and reports needed to begin the loan or refinance process.• Act as the main point of contact and customer service representative for borrowers during the entirety of the loan process and post-closing.

• Performing as Account Representative for an innovative Real Estate company, helping grow the startup from 20 employees to over 500 workers within a 2-year period. • Representing Owning Corporation as both the primary BA and LA in corporate residential purchases and sales.• Locating homes that meet clientele needs based on location, size, budget, and amenities.• Scheduling property viewings with listing agents for private home tours, broker previews, and open house showings.• Traveling to different counties and cities throughout Southern California to show properties for clients.• Negotiating terms and conditions of purchase contracts, rental agreements, addendums, repair requests, etc.• Collaborating with the Owning Corporation marketing and business development team to introduce new home-buying programs, branding, and marketing plans.• Coordinating with third-party vendors to schedule home repairs, appraisals, and local inspections for homes in escrow.• Managing existing transactions and overseeing client accounts using a Salesforce CRM Database.• Connecting with open house guests to survey home listings and review provided feedback with sellers.• Problem-solving any issues throughout transactions involving deposits, repairs, refunds, and potential fallouts.

• Representing homebuyers and sellers in Real Estate transactions.• Advising and educating clients on current market conditions and home valuations. • Negotiating terms and conditions of purchase agreements, listing contracts, addendums, and other contracts.• Developing effective price strategies for purchase offers and listing contracts.• Obtaining and assessing property information including tax documentation, sales history, and title records.• Coordinating and event planning for open house showings, broker previews, and other company sponsored events.• Connecting with lenders, inspectors, appraisers, and title representatives to ensure the close of a sale.• Advertising the sale of a home through staging, digital marketing, email campaigns, and neighborhood flyers.

• Managing team operations and supporting over $90 million in closed residential sales transactions.• Arranging events for newly listed properties such as grand open houses, broker previews, and exclusive client showings.• Hosting monthly community outreach events for local homeowners and families.• Creating weekly digital content and monitoring social media platforms for Swardstrom Group.• Managing database entry of properties, leads, clients, etc. using California Multiple Listing Service, Microsoft, and Google Suite software.• Editing property portfolios, writing home descriptions, and presentations for active listings in the real estate market.

• Engaging in "meet and greets" and interacting with thousands of guests visiting the Disneyland Resort. • Demonstrating high energy and a positive attitude for entertainment performances.• Representing Disney brand and image through exceptional guest services and interactions.