Joanne Zito Sterzenbach Email & Phone Number

Petaluma, California, United States

Petaluma, California, United States

775 Baywood Drive, Suite 308, Petaluma, Ca 94954

Equal Housing Opportunity Follow me Facebook: https://www.facebook.com/JodyLoans/

Set up and manage office for commercial appliance repair service which includes filing system, accounts receivable and payables, inventory control, invoicing, profit and loss reports using Quickbooks ProScreen, schedule and dispatch service calls, customer relations, and collections

Petaluma, California

DRE License #1718980 - Registered with Blue Oak Mortgage, specializing in consumer mortgage loans. Received Real Estate Sales License in November 2005. Also completed and passed two additional statutory courses, extending license from 18 months to 4 years. Renewed 4 year license in November 2009Successfully keep up with the ever-changing financial services environmentDevelop relationships with lenders, Real Estate sales personnel, consumers, other business owners and clients.Assist buyers and clients in the refinance approval process: take applications, analyze credit reports, prepare and review loan documents.Review available wan programs with lenders to select the best program for a specific clientFHA /VA certifiedHandle conventional, high-balance, Jumbo and FHA loans.

Developed and implemented processes, procedures and structure for call center, client services, portfolio development (web based data entry) and provisioning departments which directly supported the organizationDeveloped the process to analyze bills and breakdown charges for customers (small to medium sized businesses) online portfoliosInterfaced with Product Managers to develop processes that best served our customersReviewed CRM packages from various vendors and worked with IT Department to gather technical requirementsMade recommendations to IT Department relating to database enhancementsInterfaced with Marketing and Sales Departments regarding information and forms sent to customersInterfaced with all departments and executives regarding building and implementing the Operations DepartmentInterviewed managers and operations support personnel for openings in Operations DepartmentDirected Portfolio Development, Client Services and Provisioning teams regarding all aspects of job functions/proceduresTrained Operations support staff personnel

Executed executive team strategic plans such as organizing seminars, tracking Sales Team progress, sales and equipment reportsProject managed office moveManaged all Accounts Payable activities, Accounts Receivable activities and Delinquent Account collections

Managed and created automated processes for projects which were mandated by California Public Utilities CommissionManaged 100+ employees which consisted of Data Administrators, Staff Associates and temporary personnelCreated methods and procedures for each projectCreated data entry screens and programs for each project using EntryPoint 90 Software which automated a manual order entry processManaged FTP process of data which resulted in updating Legacy systems with customer information/orders via a FTP process which resulted in the elimination of manually entering orders into the Legacy systemsWorked proactively with Product Managers and project teams to develop requirements, implement projects, and monitor for customer satisfaction - including setting up new offices to accommodate work volumesManaged and maintained projects within allotted budget (1.5 Million) and reduced expenses when possibleEstablished and maintained internal tracking systems and reports for each projectManaged the day to day operations of a HP3000 print center which was responsible for printing and distributing internal reports, personalization and mailing of customer

Education record

Business

Education record

Education record

I'm a Life Long Learner" - always taking a class here and there to increase my knowledge base.