Heather Hanlon, Cfa Email & Phone Number

Thousand Oaks, California, United States

Thousand Oaks, California, United States

San Diego

• Enthusiastic student tour guide promoting USD and the benefits of the college experience • Interact with prospective students and their families while answering their questions• Represent the university while fostering school spirit during tours and ambassador events• Communicate with other tour guides and ambassadors to ensure events are efficient and enjoyable

San Diego

• Established a chapter through communication and coordination with officials as well as the creation of a multi-year plan to ensure the sustainability of the organization• Represent the Zeta Upsilon chapter at professional meetings, conferences, and other events• Oversee and organize the daily operations and professional events of the fraternity • Preside over and lead all general body meetings as well as executive board meetings

Westlake Village, California, United States

• Optimized the margin strategy for retail loans by analyzing historical and current data to increase gross revenue• Supported the lock desk by processing over 800 rate locks and change requests from clients while ensuring locks are repriced correctly and answering any client questions via phone and email• Processed pair-off fees for unfulfilled mandatory loans in accordance with rate lock policy

Westlake Village, Ca

• Analyst supporting the correspondent lending channel• Worked to improve margins and business processes • Optimized the Encompass LOS system and the component loan review process• Assessed and reviewed over 1,000 alerts produced from the Encompass LOS system to improve efficiency• Streamlined data entry screen within Encompass LOS system, projected to reduce monthly costs• Presented projects to company executives and VPs

Simi Valley

• Coached dancers on the fundamental skills and routines of Irish Dance• Solved difficult communication problems between students during class• Prepared exercises and activities for the beginner dancers to improve their technique • Encouraged and motivated dancers during competitions

Bachelor Of Business Administration - Bba, Finance, Summa Cum Laude

Activities and Societies: Phi Chi Theta, Beta Alpha Psi

Bachelor Of Accountancy - Bacc, Accounting, Summa Cum Laude

Activities and Societies: Beta Alpha Psi, Phi Chi Theta

Education record