Lisa L. work email
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Lisa L. personal email
Professional project management, business process and analytics leader, specializing in conducting data analysis to determine stronger KPI outcomes. Excelled as a key account manager, driving client end to end support ensuring customer success. Strength in building client connections to support boosting sales revenues. Conducted strategic analysis based on client data to developed long term business strategy.
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Manager, Project, Business Operation & StrategyLoandepot Nov 2020 - Sep 2023Irvine, California, Us• Utilized technology platforms such as Power BI, Jira, Figma, melloCRM, and UiPath to analyze client data, streamline runtime processes, reduce costs, and achieve product KPIs.• Served as Project Manager, delegating tasks and implementing strategic process solutions, while designing new workflows to accelerate the consumer application process.• Collaborated with the consumer products department on mobile app user acceptance testing (UAT), quality assurance, debugging, and product release deployment. • Created internal communications and provided regular updates to clients. -
Senior Account Manager IiLoandepot Apr 2019 - Nov 2020Irvine, California, Us• Marketing and product leader, consistently recognized top performer for month-over-month (MoM) performance • Collaborated with internal marketing, product, sales, underwriting, and quality assurance teams, as well as external partners, to validate the financial mortgage underwriting process. • Finalized loan governance language to enhance communications for loan execution.• Developed a new consumer pipeline, overseeing the communication and financial application process through to the successful funding of loans.
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Production AnalystLoandepot Sep 2017 - Mar 2019Irvine, California, Us• Managed the key account pipeline and fully client lending life cycle to ensure client service level agreements were met, delivering results aligned with internal stakeholder KPIs.• Coordinated with internal and external vendors to facilitate licensed lending to fund loans • Delivered on strategy initiative to ensure high loan applications approved and underwriting yielding account goals.
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Marketing & Client Support LeadLoandepot Jan 2017 - Aug 2017Irvine, California, Us• Led the process by identifying prospective customers' needs through thorough discovery and providing root cause analysis to clarify the mortgage approval process. • Enabled Loan Officers to convert over 85% of aggregated mortgage leads into successful consumer purchases.• Spearheaded outbound sales campaign initiatives.• Managed client relationships to ensure timely and accurate delivery of consumer loan services.
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Accounting SpecialistFgpg 2016 - 2017Huntington Beach, Ca, UsReconcile accounts against event transactionsAssisted with inbound/outbound calls from clients -
Marketing & Tax SpecialistLam & Associates Llc 2014 - 2015•Worked to bring in new clients that required annual tax review and financial account analyst. •Procured new business for owners & provided business service support & tax specialty advisory. -
Consumer Retail & Financial ServicesMacy'S 2013 - 2014New York, Ny, Us•Business Development executive, in charge of procuring and upselling new customers to apply for credit card applications to support Macy's financial institution Citibank.• Worked with existing customer base for client retention and extending promotional marketing campaigns. -
Inventory & Retail Sales Operations LeadRoss Stores, Inc. 2012 - 2013Dublin, Ca, Us•Responsible for overseeing inventory management upon the arrival of shipments at retail locations. •Duties included managing the stocking of items into the tracking system, labeling products, and adhering to design and merchandising guidelines. •Followed business strategies for optimal product placement on the showcase floor. •Provided purchasing recommendations to customers and managed the full client life cycle.
Lisa L. Skills
Lisa L. Education Details
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University Of California, Irvine - The Paul Merage School Of BusinessManagement And Operations -
California State University, FullertonAccounting
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Golden West CollegeAccounting
Frequently Asked Questions about Lisa L.
What is Lisa L.'s role at the current company?
Lisa L.'s current role is Project Marketing and Business Operations | EMBA 25 University California Irvine Paul Merage School of Business.
What is Lisa L.'s email address?
Lisa L.'s email address is ll****@****pot.com
What schools did Lisa L. attend?
Lisa L. attended University Of California, Irvine - The Paul Merage School Of Business, California State University, Fullerton, Golden West College.
What are some of Lisa L.'s interests?
Lisa L. has interest in Children, Environment, Education, Science And Technology, Health.
What skills is Lisa L. known for?
Lisa L. has skills like Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Powerpoint, Research, Retail Sales, Swot Analysis, Canvassing, Presentation Skills, Client Relations, Cash Handling.
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