Kimberly Cavin Email & Phone Number

Orange, California, United States

Manages schedules, organize office functions, and oversees daily operations of office with 10 employees. Hires, trains, and on-boards employees. Works closely with bookkeeper with accounts receivables and payables. Helped build out an new CRM program. Tracks all job costs, budgets, payments, and loan portals. Assists with payroll, quarterly taxes, and monthly sales tax reports. On-boards new employees, finance companies, sub-contractors, and handles invoicing. Recently took over QuickBooks for the company before the dissolved due to Covid-19

Calabasas, California, United States

Established and maintained a team of 5 borrower package coordinators. Training them in customer service, underwriting of the application process, analyzing entity documents, and clearing background and credit checks, and prepping files for underwriters. We also provided direct support to loan processors and originations. Transferred all information from applications into CRM system. Verified Experience researching chain of title for our borrowers via companies like First Am. Made critical business decisions clearing red flags in underwriting the character of the borrowers for their overall loan approval. Approved document waivers. Handled all 1098 IRS penalty flags and processing. Assisted Director of Processing with all necessary projects in CRM website development, retention, and training. Worked remote for almost 4 years in this position.

Fullerton, California, United States

Managed ten representative calendars. Processed all leads from the marketing team, qualified and confirmed appointments for multiple sales representatives. Handled all web inquiries for solar consultations. Worked with SUGAR, as well and Salesforce programs. Helped all the Sales Reps with all their needs. Handled all customer referrals and monitored all follow-ups for representatives.

Airline Flight Attendant

Pre-Nursing Studies

Activities and Societies: Softball

High School Diploma