Samuel C. Email & Phone Number

Irvine, Ca, Us

Long Beach, California, United States

• Demonstrate products to new and existing clients, ensuring customer needs are met by design capabilities or proposal of alternate solutions including custom development, approved 3rd party solutions or API integration.• Ensure successful implementation of services to clients’ current workflows through education and training (i.e. onboarding).• Assist clients with creating custom reporting from our web-based platform through API using Postman and Power Queries.• Convert and migrate existing Excel, JET/Access and SQL databases for use with TMO Pro (web-based, Azure).• Facilitate organization and communication between Sales/Account Management, Development, Support and Onboarding teams, managing client requests while helping to keep internal development goals on track through sprints via DevOps and implementation of CRM tools (i.e. HubSpot).

Irvine, California, United States

• Established relationships with wholesale partners to acquire the best products and pricing for all mortgage products, including residential and commercial, conforming and private.• Designed and coordinated 1031-exchange investment opportunities targeting cash-flow or ROI, through development deals or portfolios of high cap-rate properties with mitigated risk.• Developed partnerships with real estate agents through marketing campaigns to promote success for both the purchase and finance arms.

Costa Mesa, California, United States

• Sold and originated a full spectrum of residential mortgage products, helping clients obtain funds for purchases, refinances, and subordinate financing through various programs (e.g. Conventional, FHA, VA) for both primary and investment properties.• Managed pipelines of 15-30 loans at a time, funding an average volume of $45M per year.• Provided financial analyses for prospective clients, educating borrowers on the merits of each product and finding the best fit, while assessing their eligibility and qualifications to maintain high efficiency and success.• Coordinated a smooth flow from origination to processing to underwriting to funding, establishing rock-solid customer service by hand-leading borrowers from start to finish and ensuring comfortability throughout the entire process.

Los Angeles/Orange County

• Spearheaded the development and construction of new coffee shops (e.g. Cabinet, Bae).• Orchestrated turnarounds, improving sales by up to 150% within six months (e.g. Intentional, Nook, Coffee Bean).• Hired and trained both baristas and managers, promoted a unique culture focused on positivity and accessibility, curated customer experiences, developed new menus, and restructured shops for better bar flow/organization and ambiance.

Pasadena, Ca

• Provided actionable recommendations for social/digital marketing strategies based on insights derived from in-depth analyses of qualitative and quantitative data.• Investigated and conducted proprietary case studies to stay ahead on social performance trends, tools and practices.• Developed strategies and consulted on how to improve the efficacy of paid, owned and earned media. • Collaborated with other departments and agencies to translate ideas and objectives into results while developing and maintaining positive relationships.

Ochrc & Oc Superior Court

• Allowed OC residents to achieve agreeable and mutually beneficial negotiations through alternative dispute resolution.• Provided conciliation services through consultations, resolving conflicts through mediation with disputing parties.• Fostered mutual understanding amongst the community and worked to eliminate prejudice, intolerance and discrimination in order to make Orange County a better place for all people to live, work and do business.

Washington D.C. Metro Area

• Researched and cited legal cases, legislation and regulations using Westlaw and Bluebook.• Managed advocacy programs for aspiring professionals with disabilities and facilitated mentorships.• Edited and proofread case summaries, as well as prepared information for the publication of two Law Reporters.

Lake Forest, Ca