Evani L. work email
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Evani L. personal email
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Evani L. phone numbers
I am an Executive Assistant at Brighton Jones, a leading wealth management firm committed to enriching the lives of both our clients and team members. With eight years of experience in the mortgage industry, I’ve developed a diverse skill set that includes expertise in account management, client retention, talent acquisition, and internal operations.In my current role, I provide essential support to our team leader, managers, and pod members by implementing strategies to attract and retain top talent. As the primary point of contact for operational functions, I play an integral role in driving our team's success. I work closely with the senior lead advisor on budget reviews, organizational planning, calendar management and personnel and client retention strategies, while also managing both internal and external events.I am deeply passionate about prioritizing client needs and cultivating a collaborative environment that consistently delivers outstanding results for our team. I am also a strong advocate for diversity, equity, and inclusion, serving as an active member of our firm’s philanthropy and diversity committees.I hold a BA in Spanish from Western Washington University, where I gained a profound appreciation for culture and language through my studies, including a transformative experience studying abroad in Spain.I’m always eager to engage in meaningful conversations with professionals who share similar interests. Please feel free to connect with me on LinkedIn so we can continue the conversation.
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Operations MangerBrighton JonesSeattle, Wa, Us -
Board MemberInvest In Youth Sep 2024 - PresentSeattle, Wa, Us -
Executive AssistantBrighton Jones Mar 2023 - PresentSeattle, Wa, Us• Support the team leader, managers, and pod members by helping execute Keep People strategies and initiatives• Act as the initial point of contact for all Ops functions – People, Technology, Marketing, Client Experience• Responsible for tracking, monitoring and reporting on quarterly and annual budgets• Work with Talent Attraction to coordinate and facilitate the interview process for my team• Partner with People Team to coordinate new hire/intern start dates, manage new hire/intern onboarding and training needs, technology, and space• Support the senior lead advisor with Keep People strategy including survey feedback, and scheduling career conversations• Manage internal team event planning; help coordinate Team Days, business development retreats, volunteering, celebration of life events, and work anniversaries to foster team member bonding and engagement• Handle sales administration and customer relationship management including: Get Clients calendaring and meeting logistics and gifting• Capture accurate prospecting data and set Analyst up for success to begin implementation process by ensuring systems and documentation needs are met• Partner with the Client Experience role to create, plan and execute prospect/client experiences and events to drive growth: event planning, budget, invitation tracking, follow up -
Senior Loan PartnerNfm Lending Feb 2021 - Feb 2023Linthicum Heights, Maryland, Us• Provide admin support for our VP including, but not limited to; tracking numbers for quarterly meetings, responding to customer inquiries and technical issues, calendar management, travel coordination, and expense management • Increased online review generation within the last year by 26% through the launch of a feedback campaign with marketing• Analyze data and market trends to advise on business optimization to increase the yoy benchmark goals • Transitioned organization from CRM in Excel to Surefire, increasing lead conversion from 33% to 44% due to increased efficiency and better data quality • Develop SOPS for continued processor education• Oversee our daily operations and work cross-functionally with internal and external business partners to ensure all loan closing deadlines are met as per the purchase and sales contract agreement• Trained and developed new team members• Act as a thought leader to our operations department providing feedback and suggestions resulting in the reduction of loan closing turn times by 7 days• Escalate loan fraud or file structure issues to the proper chains of management to find resolutions -
Licensed Sales AssistantGuaranteed Rate Jan 2020 - Feb 2021Chicago, Il, Us• Onboarded and trained new hires • Responded to over 200 emails daily, including inbox management for the VP• Handled business partner communication throughout the loan process • Increased online review generation in 2020 by 100% by launching a customer feedback campaign with marketing• Organized VP’s calendar including scheduling internal and external meetings, travel plans, and interviews • Assisted in creation of SOPS for corporate processing • Liaised with our underwriting, closing and IT to escalate issues quickly and with high quality when necessary • Provided follow up on over 60 leads per month leading to 1.5 times more loans in 2020 than the prior year loan volume • Improved lead to pre-approval conversion from 2 to 4 clients per day • Coordinated gifting plan for business partners -
Senior Loan ProcessorHomebridge Financial Services, Inc. Jul 2019 - Jan 2020Iselin, New Jersey, UsHomeBridge acquired HomeStreet Bank in 2019.• Coordination with internal and external business partners to ensure specific deadlines are met• Earned award for top processor in the first year of processing• Reduced loan closing turn time by 10 days by streamlining internal processes and communication• Developed SOPS for continued processor education• Executed work with <1% post-closing and quality assurance requests• Closed loans on average at 1.5 times the rate of peers -
Loan Processor IiHomestreet Bank Aug 2016 - Jul 2019Seattle, Wa, Us -
Assistant ManagerT-Mobile Dec 2015 - Jul 2016Bellevue, Wa, UsRole Highlights: • Optimized B2B opportunities through use of Salesforce by capturing small business leads in store and cold calling• Achieved top performing branch in the region after my first 6 months as an assistant manager • Worked with team manager to recruit, interview and train new employees • Participated in the planning and execution of the weekly store meetings to increase sales through employee training and dissemination of information for new products and plans• Analyzed sales KPIs to identify areas for growth and improvement -
Retail Sales AssociateT-Mobile Nov 2013 - Sep 2015Bellevue, Wa, Us• Assisting in the daily store operations (including accessory and phone placement to attract more customers and arranging advertising material)• Serving Personal + Business accounts through account set-up, account monitoring, and customer satisfaction follow ups• Setting and maintaining both daily and monthly goals in over 8 different metrics• Identifying areas of improvement for our team metrics• Coaching individuals to have success in underperforming metrics• Identifying and implementing best sales practices • Ensuring the store culture is understood and identifying what changes need to be made to align with company culture and goals. • Networking between stores to assist in other team metrics• Assisting in the process for new hires by interviewing and training them upon hiring. -
Marketing InternBoy'S And Girl'S Club Of Whatcom County Apr 2014 - Aug 2014• Maintained social media posts for the Blaine Branch on Facebook• Monitored and analyzed post statistics to better understand when/how to reach our audience the most effectively • Coordinated activities with local businesses to use as content on our social medias • Captured and edited photos in adobe Photoshop for use on Facebook, our website, and newsletters • Created relationships with local vendors to volunteer at events for the Club. • Coordinated a fundraiser with a local food vendor.• Designed a layout for our annual auction material in InDesign and Photoshop (we used this material for save the dates, auction invites, newspaper ads, etc.)• Met with an advertising firm to bring my vision for the auction design to life.
Evani L. Education Details
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Western Washington UniversityMarketing -
Western Washington UniversityMarketing -
Universidad Pontificia De SalamancaSpanish Language And Literature
Frequently Asked Questions about Evani L.
What company does Evani L. work for?
Evani L. works for Brighton Jones
What is Evani L.'s role at the current company?
Evani L.'s current role is Operations Manger.
What is Evani L.'s email address?
Evani L.'s email address is el****@****ing.com
What is Evani L.'s direct phone number?
Evani L.'s direct phone number is +136060*****
What schools did Evani L. attend?
Evani L. attended Western Washington University, Western Washington University, Universidad Pontificia De Salamanca.
Who are Evani L.'s colleagues?
Evani L.'s colleagues are Bryce Oshiro, Paula Jones, Barret Dowling, Jimmy Macdonell, Cpa, Cfp®, Rosa Correa, Selam Gurmu, Morgan Everett, Cfp®.
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