Financial planning at every stage in life, incorporating a comprehensive, holistic approach that focuses on growing wealth and protecting against risk.

Financial planning at every stage in life, incorporating a comprehensive, holistic approach that focuses on growing wealth and protecting against risk.

Financial services distribution business. 1099 Contractor for Primerica Financial Services. Licensed and self-employed financial services professional - Life Insurance Salesperson and PFS Inc. Investment Company Representative - in 4 states (CA, FL, MI & TX). Managing a team of three (3); one (1) licensed agent and two (2) in training, currently. SIE, Series 6 & 63 Licensed and currently working on Series 26. The established client base for both life insurance and investments with Assets Under Management (AUM). The core business is centered around recruiting and financial education. Fully tech savvy and equipped to handle any client base.● Established and maintained a client base for both life insurance and investments, with assets undermanagement.● Skilled in operations management, sales, negotiation, leadership, risk management, risk analysis, budgeting, customer service, and strategic planning, project management, process management, product management, customer relationship management (CRM), recruiting, financial services, document review.

● Managed a team of fifteen direct reports, training and leading them in property insurance claims processing, risk management, and project management.● Consistently met SLA deadlines, ensuring compliance with internal procedures and regulations.● Conducted internal audits, gathering and tracking data to ensure that our department was compliant with the due diligence requirements of government-sponsored entities such as Fannie Mae and Freddie Mac (FNMA and FHLMC).● Executed risk analysis and decision-making authority, daily, within the department's review of more complex claims requiring managerial review, which included override authority.● Document review, including insurance policies, invoices, contractor bids, adjustor reports, property inspection reports, power of attorney documents, and various insurance claim settlement documents.● Provided technical support for the Property Claims Department, assisting a team of fifty associates with remote networking via Citrix Workspace, remote desktop and web applications access and troubleshooting, providing subject matter expertise (SME on MSP – Mortgage Servicing Platform) on our new systems of record keeping and claim process data tracking, which included beta testing.

● Managed a team of 9-12 direct reports, training and leading them in the mortgage servicing process, which included FNMA and FHLMC claims, mortgage insurance claims, property preservation, and appeal writing and processing.● Consistently met SLA deadlines, ensuring compliance with internal procedures and regulations, as well as third-party policies and guidelines within the framework of claims processing and loan servicing.● Rewarded with Bronze and Silver Recognition Awards for being a key contributor to the streamlining of operations in our Chandler, Arizona location and the retraining of over thirty employees from our Brea, California customer contact call center.● Heavily involved in the decision-making pertaining to the recruiting, interview process, and hiring of new associates.

● Started off as a temporary employee in October of 2009, working as a document specialist through Aerotek employment agency; later hired as a full-time Bank of America Mortgage Insurance Claims Analyst before promotion to Sr. QA Analyst.● Responsible for the randomized review of appellate letters for mortgage insurance claims written by MI Claims Analysts.● Maintained the highest standards of departmental due diligence in the back-end underwriting process, saving the company millions of dollars monthly in the repurchase of delinquent loans.● Instrumental in revamping processes, policies, and procedures for the Mortgage Insurance Claims department, which included retraining employees, and creating training materials, such as training manuals, procedural flow charts, and quick reference guides.● Rewarded with a promotion to a Team Lead position in 2012 and later earned the officer promotion of Assistant Vice President.

● Managed all aspects of booking private air charter, negotiating prices and key contract terms.● Conducted marketing and operations, flight coordination, itinerary changes, and ground transportation.

Managed all aspects of booking private air charter from getting quotes, to negotiating prices and key contract terms between operators of private aircraft and clients of leisure travel. Assisted marketing department with ad campaigns and promotions. Conducted operations by managing sold trips and handling all logistics from itinerary changes, ground transportation, catering requests and flight tracking.

Small real estate brokerage firm specializing in real estate sales and mortgage financing.Licensed Real Estate AgentDirected a pipeline that funded/closed $2M - $3M in loans per month. Developed and maintained relationships with clients for the purpose of buying and selling real estate and securing mortgage financing. Trained and managed a team of up to five real estate agents. Loan origination, processing new loan packages for lender approval.

Managed a pipeline funding between 50 - 100 loans per month. Made lending decisions based on careful analysis of risk on all loan packages and approved an average of $10M - $15M in loans per month.

Oversaw a pipeline funding more than 50 loans per month. Made lending decisions based on careful analysis of risk on loan packages and approved an average of $5M - $10M in loans per month.

Provided professional mobile computing solutions for customers including small businesses; major corporations; educational institutes; military and other government agencies; and consumers.

Started in customer service handling high call volumes and servicing customer accounts including some light sales. Promoted to Jr. Underwriter assisting multiple Sr. Underwriters with the processing and review of mortgage loan files. Did income analysis and background research on borrowers.