Pegah Ghorbani

Pegah Ghorbani Email and Phone Number

Director of Operations at 💠Align Wealth Advisors💠 @ Align Wealth Advisors
laguna hills, california, united states
Pegah Ghorbani's Location
Laguna Niguel, California, United States, United States
Pegah Ghorbani's Contact Details

Pegah Ghorbani personal email

About Pegah Ghorbani

Creating lifelong clients has been a key to my business. My business philosophy includes understanding client needs and working efficiently till the client is 100% satisfied. Wearing different hats successfully is always my goal. That includes servicing clients for repeat and referral business, staying on top of industry knowledge, excellent organizational skills and successful negotiations. Tenacious in building new business, securing customer loyalty, and forging strong relationships. I am highly motivated, dependable self – starter with solid career in marketing, sales, strong interpersonal communication skills and client services.I absolutely love what I do, and the people I have met along the way.

Pegah Ghorbani's Current Company Details
Align Wealth Advisors

Align Wealth Advisors

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Director of Operations at 💠Align Wealth Advisors💠
laguna hills, california, united states
Employees:
6
Pegah Ghorbani Work Experience Details
  • Align Wealth Advisors
    Director Of Operations
    Align Wealth Advisors Apr 2024 - Present
    United States
  • 💠Align Wealth Advisors💠
    Operation Specialist
    💠Align Wealth Advisors💠 Apr 2021 - Present
    24035 El Toro Rd, Laguna Hills Ca 92653
    ❖ Responsible for the intake and processing of all new clients, including application submission, progress tracking, account reconciliations and transfers, and document control.❖ Oversee all business operations. Responsible for account management, invoicing, making sure all RMDs are on schedule, improving office processes and production reports/analysis.❖ Builds and maintains operational efficiency, ensuring long-term development goals are achieved and processes are continually improved.❖ Ensure clients receive the highest level of service. ❖ Handle and resolve client concerns in a timely and professional manner.
  • Realty Masters & Associates, Inc.
    Licensed Realtor Dre#01999324
    Realty Masters & Associates, Inc. Sep 2020 - Present
    California, United States
    ❖ Provided knowledgeable real estate services with honesty and integrity to clients buying, selling, or renting a home❖ Responsible for accuracy of contracts and conveying information between all parties involved in transaction❖ Accountable for timely process of contracts and submission of disclosures for the close of escrow❖ Assessed property’s condition, advertising, offer advice to clients, and liaising between two parties in effective fashion❖ Utilized different marketing strategies, social media, cold calling and distributed flyers to advertise and attract clients❖ Participated in various Meet-Up groups outside of the industry to source new prospective buyers and sellers❖ Supported clients through the closing process and beyond
  • Coldwell Banker Residential Brokerage
    Licensed Realtor Dre#01999324
    Coldwell Banker Residential Brokerage Oct 2016 - Sep 2020
    Mission Viejo, Ca
    ❖ Provided knowledgeable real estate services with honesty and integrity to clients buying, selling, or renting a home❖ Responsible for accuracy of contracts and conveying information between all parties involved in transaction❖ Accountable for timely process of contracts and submission of disclosures for the close of escrow❖ Assessed property’s condition, advertising, offer advice to clients, and liaising between two parties in effective fashion❖ Utilized different marketing strategies, social media, cold calling and distributed flyers to advertise and attract clients❖ Participated in various Meet-Up groups outside of the industry to source new prospective buyers and sellers❖ Supported clients through the closing process and beyond
  • American Financial Network, Inc.
    Junior Processor & Executive Assistance
    American Financial Network, Inc. Jan 2020 - Aug 2020
    Orange County, California Area
    ❖ Obtained, prepared, verified all required loan documentation to ensure loan package was completed in a timely, lawful fashion to achieve smooth, on-time closure❖ Researched applicant credit status and financial position to complete clients qualification status❖ Completed loan contracts and ensured clients are kept informed of rules and requirements❖ Submitted files to designated Underwriter and followed up to the end of process for final decisions❖ Complied with all laws, regulations and requirements❖ Accomplished at office administrative work utilizing independent judgment, decision making in a tactful manner
  • Automobile Club Of Southern California
    Member Service Specialist
    Automobile Club Of Southern California May 2018 - Dec 2019
    Mission Viejo, California
    ❖ Accommodated clients with outstanding Customer Service ❖ Provided the following DMV Services for Members:➢ Vehicle Transfer of Ownership from Out of State to CA ➢ Registration Renewal for Personal Vehicles➢ Replacement and/or Personalized License Plates➢ Disabled Person Parking Placards and License Plates❖ Created TripTiks, travel guides for enjoyable travel experience ❖ Retained existing memberships and enlisted new ones❖ Completed Opening and Closing procedures which included Cashier Balancing❖ Provided Notary Service as a California Licensed Notary
  • All About The Language
    Creative Writing Services And English Language Instructor & Translator
    All About The Language Apr 2002 - Oct 2016
    Tehran Province, Iran
    ❖ Taught English as second language to adults and children❖ implemented translation from Farsi to English for different companies❖ Provided creative writing and editing services for clients which included: web content, flyers, brochures, Personal Statement and etc.
  • Sign Advertising Agency
    Operations Officer
    Sign Advertising Agency Aug 1999 - Jul 2001
    ❖ Required the use of judgment and the interpretation of policies, rules, procedures and ordinances❖ Produced meeting agendas and client presentations using PowerPoint, Photoshop, Excel, Publisher and Word programs❖ Managed and monitored daily activities of employees and operations❖ Reported directly to the chief executive officer❖ Provided the general management, policy-making and strategic planning and assistance in ensuring that high quality, responsive administrative support was provided to all departments
  • Lawson Software
    Sales Operations Administrator
    Lawson Software 1995 - 1998
    Irvine, Ca
    ❖ Provided HR and Administrative duties in support of the Sales Division of the West Region❖ Accountable for 6 Account Executives and 5 Pre-Sales Product Consultants in the Southern California, Nevada and Arizona territories and Monitored all employee expenses, workshops and other training and travel schedules❖ Produced meeting agendas and client presentations using PowerPoint, Photoshop, Excel, Publisher and Word programs
  • American Heart Association | American Stroke Association
    Executive Assistant To The Event Coordinator
    American Heart Association | American Stroke Association 1993 - 1995
    Irvine, Ca
    ❖ Completed special projects and events by organizing, coordinating and executing the most successful fundraising events throughout Orange County; ie: AHA 5K and 10K Runs, GALA events and many more❖ Planned, arranged, and provided information packages to City staff, other organizations, and the public❖ Required the use of judgment and the interpretation of policies, rules, procedures and ordinances❖ Produced meeting agendas and client presentations using PowerPoint, Photoshop, Excel, Publisher and Word programs❖ Provided variety of office administrative, secretarial and clerical support to the department head and related management, professional and supervisory staff
  • Bank Of America
    Director Of Human Resources/Hr Administrator
    Bank Of America 1988 - 1993
    Irvine, California, United States
    ❖ Planned and conducted new employee orientation❖ Administered compensation and benefits❖ Developed and administered HR policies and procedures❖ Implemented and monitored performance management system❖ Identified and managed training and development needs for employees❖ Monitored and managed Purchase Orders and accounts receivable❖ Planned and completed travel arrangements and organization of all Manager's Meetings

Pegah Ghorbani Skills

Microsoft Office Marketing Human Resources Customer Service Outlook Photoshop Project Management Sales Microsoft Word Powerpoint Microsoft Excel Research Event Planning Windows Organization Networking Office Management Teaching Html Brochures Brand Development Nonprofits Typing Real Estate Transactions Rental Real Estate Real Estate Negotiating Contract Negotiation Lease Negotiations Lease Documentation

Pegah Ghorbani Education Details

Frequently Asked Questions about Pegah Ghorbani

What company does Pegah Ghorbani work for?

Pegah Ghorbani works for Align Wealth Advisors

What is Pegah Ghorbani's role at the current company?

Pegah Ghorbani's current role is Director of Operations at 💠Align Wealth Advisors💠.

What is Pegah Ghorbani's email address?

Pegah Ghorbani's email address is pe****@****ail.com

What schools did Pegah Ghorbani attend?

Pegah Ghorbani attended California State University-Fullerton, Orange Coast College.

What skills is Pegah Ghorbani known for?

Pegah Ghorbani has skills like Microsoft Office, Marketing, Human Resources, Customer Service, Outlook, Photoshop, Project Management, Sales, Microsoft Word, Powerpoint, Microsoft Excel, Research.

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