Lisa L. Email & Phone Number

Irvine, 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.

Irvine, 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.

Irvine, 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.

Irvine, 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.

Huntington Beach, Ca, Us

Reconcile accounts against event transactionsAssisted with inbound/outbound calls from clients

•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.

New 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.

Dublin, 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.

Executive Mba, Business Administration, Management And Operations

Bachelor’S Degree, Marketing, Accounting

Associate’S Degree, Business Administration And Management, Marketing, Accounting