Kyanna Franke Email & Phone Number

Lake Forest, Ca, Us

Irvine, California, United States

• Provide administrative support to financial advisors in daily tasks and operations.• Manage calendars, schedule appointments, and coordinate meetings for financial advisors.• Act as a liaison between financial advisors and clients, handling communication and correspondence.• Assist in preparing financial reports, presentations, and proposals for clients.• Conduct research on investment opportunities, financial products, and market trends.• Coordinate travel arrangements and logistics for financial advisors.• Maintain client databases and records, ensuring accuracy and confidentiality.• Assist in organizing events, seminars, and workshops for clients.• Handle incoming inquiries from clients and prioritize tasks efficiently.• Collaborate with other team members to ensure smooth workflow and client satisfaction.• Stay updated on industry regulations, compliance requirements, and best practices.• Assist with special projects and initiatives as assigned by financial advisors or management.• Uphold a high level of professionalism, discretion, and confidentiality in all interactions.

Irvine, California, United States

• Review and verify borrower’s income, credit reports, employment history, property and appraisals, title and insurance information to prepare loan applications for underwriting submittal • Provide support to the loan officer and underwriting teams by ensuring the timely, judicious, and accurate processing of mortgage • Expertise in Conventional and Government loans, Frannie Mae & Freddie Mac Guidelines • Ensure compliance with company policies, underwriting guidelines and lending program requirements • Ensure all files are complete prior to underwriting handoff and coordinate effectively with the title company to ensure smooth closing • Cross-reference information documented on loan application with source document for accuracy and completeness• Trainer for any new processors hired to company

• Effectively plan and execute high volume events from 10-300 guests on and off-site restaurant premises• Build and maintains a strong relationship with all clients and vendors associated with events• Created banquet orders and contracts for guests timely and efficiently• Responsible for all training and development of staff assigned to events• Excellent at conducting tours of venues for potential clients• Negotiate with guests to achieve maximum profit and cater to all of guests needs• Successful in working with booking programs such as; CaterEase, Gather, Open Table

Newport Beach, California

• Can perform all management functions • Responsible for opening and closing the restaurant • Observe and oversee all hourly employees • Work successfully with the Aloha, Posi, Guestbridge, & Open Table Computer Systems• Communicate with guests with appropriate verbiage and knowledge• Excellent customer service skills• Responsible for collection and distribution of money from safe to register• Familiar with all front of the house positions• Can work successfully with CaterEase • Familiar with all Group Sales responsibilities and verbiage • Can successfully create Contracts and Banquet Event Orders for potential and regular clients

Costa Mesa, California

- Director of offsite marketing outreach to over 150 practices - Responsible for building referral base for the practice- Over see all social media marketing tools- Planning, organizing, and scheduling marketing seminars and lectures - Scheduling and contacting new patient's from social media and internet sources

• Manage front counter and food service for customers• Conduct transactions at register• Open and closed bakery

Bachelor Of Arts (Ba), Business: Marketing

Associate Of Arts (Aa), Business Administration