· Analyze business or life practices to identify growth opportunities. · Develop a strategic plan and set goals for growth and development. · Implement training and develop materials and courses for employees as needed. · Facilitate Mastermind groups for individuals seeking expedited growth professionally. · Teach workshops and facilitate accountability groups.

Contractor hired to put on various events: Chili cook off for 4,000 guests, July 4th Festival and Food truck wars 4,500 guests, Dana Point Grand Prix 4,000 guests, Dana Point food and Wine Festival 2,500 guests, Lobster Fest 1,200 guests Corporate events and private events ie: weddings, celebration of life, birthday parties, corporate holiday’s, tradeshows etc. From concept to completion and all aspects in between, such as project management, catering, vendor relations and onsite production.

Oversee and facilitate projects and procedures for promotional events, tradeshows and sales. · Develop nurture and grow client relationships increasing in sales. · Designing or assisting in events for marketing their new line of product. · Create accounts and maintain relationships with vendors. · Assist clients and help select appropriate promotional products to meet their needs for tradeshow giveaways, office apparel, marketing/advertising tools, company gifts, school and team spirit- ware, etc. · Perform accounting tasks for the company, including accounts payable and accounts receivable. · Collaborate and assist in the production of the company’s promotional products. · Operations development of policy and procedure for employees. · Oversee all back-office functions maintaining quality control.

· Planned and facilitated all aspects of this community fundraising event for over 800 attendees. · Successfully relocated the venue making this year the largest Taste of Dana in fifteen years. · Met regularly with city and county representatives to determine location, permits, building and insurance requirements. · Directed the work of over 200 contract personnel and volunteers, supervised all event support staff, including setup crews, vendors and final cleanup crews the following day. · Organized committees, prepared agendas and conducted all meetings leading up to the event. · Produced and updated event setup information, silent auction items and event reports. · Created and designed marketing and concession items, such as programs, tickets, venue layouts and posters in Microsoft Excel, Word, CorelDRAW and Taste of Dana event planning software. · Designed layout of venue, ensuring that the setup of tents, electricity, lighting, stages, decorations and other equipment was in accordance with county building and fire authority requirements and with electrical codes.

· Oversaw sales staff, implemented strategies and developed procedures for all office personnel. · Coordinated corporate events, weddings and private parties ranging from 2 – 350 guests. · Advised clients on setup options on the different boats for their event. · Handled all collections and negotiations of corporate and delinquent accounts. · Ensured that the boat staff had the boats in compliance with the Coast Guard safety standards. · Put together packages and proposals for weddings, corporate and private parties on the boats. · Other responsibilities included: solving problems and handling complaints from clients; arranging last-minute adjustments on setup at the request of the client; and opening and securing the boats before and after event

Customer Service manager for 3 offices in Oregon and Washington. Manage all back office operations. Ensure Customer Service Reps. processed payroll for all contract employees. Over saw all human resources related issues and compliance. Addressed all unemployment claims and contract employee files. Conducted quarterly employee evaluations. Supported front office staff and addressed customer issues. Foster relationship with recruiting staff and contractors.

Managed Participation Loan department overseeing boarding specialists for proper loan documentation and compliance. Manager Loan Boarding department ensuring all new loans were properly uploaded onto the system. Managed Insurance department making sure all insurance policies were in compliance with loan requirements. Participated on a team rewriting the bank employee handbook for 22 branches and an operation center. Responsible for keeping in balance a large number of internal bank accounts. Provided team and individual quarterly evaluations and raises. Hired and handled all employee issues within my departments. Managed calendar of employee schedules, vacations and sick coverage.

Develop sales strategies to create pipeline. Solicits and follows up on leads to home owners for refinance. Build relationship with client to ensure the highest level of customer service. Creates new loan files by preparing documentation with homeowner, entry into system and proper storage. Completes quality checks of loan packets, document deficiencies, and resolves exceptions with processors and underwriting. Ensures loans and processes meet compliance standards. Carries out responsibilities with professionalism and respect for others in accordance with the Bank’s policies and procedure's. Researches market products to ensure the homeowners needs are met.