- Processed loan applications in a timely manner and ensured commitment to turn- around time was met.- Processed adverse action decisions by contacting the referring officer, which included communication with clients, preparing notices and mailing as required. - Assisted with the loan portfolio by running credit applications, creating confirmation and welcome letters, and assembling loan file.- Assisted in identifying improvements and changes to the Eagle loan process and established a best practice in order to make processes more efficient.- Student loans and verification of applicants and updates.- Ad hoc projects assisting the specialists within professional loan programs.

Supported and teamed with a variety of different companies within San Francisco, including one start-up. Companies have specialized in housing strategy, sustainable outsourcing, and data intelligence that serves engineers and legal purposes.- Expedited operations for Accounts Payable with the use of QuickBooks and JD Edwards.- First line of contact for calls and emails while upholding requests under issue tracking systems.- Recorded and updated information of various accounts on SalesForce.- Mailing, office inventory, filing systems, and database management.- Worked with a team on checking fraudulence over 100,000 emails while gathering data for record-keeping as well as testimony.- Modified and recorded large financial data pools of client information on Excel.- Assistance with preparing a foreign goods and services tax audit by analyzing output against input to determine payables.