- Collaborated with Mortgage Loan Officer (MLO) to efficiently convert pre-qualifications to applications- Managed files for active loan transactions, ensuring accuracy and compliance- Communicated effectively with clients, providing status updates and addressing document inquiries- Monitored pipeline reports, fostering collaboration with processors for seamless approval processes- Supported MLO in preparing and submitting loan application documentation- Analyzed applicants’ financial status, credit, and property evaluations to determine loan feasibility- Continued education of new loan and financial products to better meet client needs effectively

- Managed a network of over 300 healthcare professionals, ensuring adherence to protocols for home health services- Developed relationships with healthcare agencies, facilitating patient assessment and treatment coordination- Conducted quality control on eight facilities, analyzing 44 criteria scorecards monthly- Analyzed financial reports for trends and contributed to effective budget management- Led recruitment, training, and development initiatives for therapy personnel

- Responsible for business development and operations including establishing product lines, procedures, and policies to support organizational goals. In addition, coordinated various projects to setup new Oral & Maxillofacial Surgery practices- Spearheaded business development and operations, aligning processes with organizational goals- Managed projects, personnel, and training for Oral & Maxillofacial Surgeon practices- Coordinated projects with budgets ranging from $500k to $1.75 million, enhancing branding and marketing efforts- Established a medical supply infrastructure, optimizing efficiency and profitability

- Responsible for originating residential lending for relocation and employee benefit plans of over 300 International and North American companies- Originated over $42 million of residential real estate loans annually for employees of over 100 Fortune 500 companies- Managed, cultivated, and serviced over 500 dedicated Bank of America Financial relationships with 100% customer satisfaction - Provided credit, underwriting, and financial analysis to qualify clients for: FHA, VA, FNMA, FHLMC, Conventional, Jumbo, Refinance, Home Equity, Fixed, and Variable loan programs- Served as customer’s point of contact for conflict resolution with BAC client services, regional account managers, and third party relocation companies to assure customer satisfaction- Named as recommended loan officer in 95% of returned customer surveys

- Utilized financial product and service expertise to facilitate origination and completion of mortgages - Originated loans on residential and income producing properties - Assisted loan processors with collection of mandatory financial documentation and monitored/analyzed mortgage loan process through completion - Evaluated credit and reviewed real estate appraisals

- Responsible for expanding E&J Gallo sales and distribution for the #1 market in the southwest region, and the 4th largest market in the nation - Cultivated relationship with client’s staff and management by having wine and food cross marketing meetings to increase business, resulting in a 10% increase market share - Consulted management on new marketing and product knowledge, which established a loyal client base and increased wine and total profit of the district 10% to 15% each month - Advised and marketed clients on over 75 product lines

- Collaborated with Managing Partners and created management packages of statistical analysis to increase revenue for the firm - Designed presentations and proposals for Managing Partners on daily operations and business positioning of this multi-office law firm - Created management reports with monthly financial and operational health models, providing the executive committee perspective on the firm’s performance and internal decision making