Shellie W. Email & Phone Number

Alhambra, California, Us

● Built and maintained client relationships by identifying financial needs and developing personalizedplans aligned with business/personal objectives, resulting in an 18% increase in quarterly loan volume.● Contributed to the profitability and growth of the bank by building, developing, and managing newand expanded client relationships, resulting in a $396.7MM increase in bank revenue in loans soldwithin the first quarter.● Led SBA team in the annual OCC audit project, resulting in the highest satisfactory composite ratingin categories such as consumer compliance, client satisfaction, and asset quality.● Performed precise financial statements, tax return spread, and sales analysis using Excel on business,personal, and global cash flow analysis, resulting in an overall excellent rating on bank complianceand service satisfaction from SBA.

● Partnered with the Director to implement process improvements in customer satisfaction, retention,sales analysis, and business development; resulting in a 76% increase in company profitability in lessthan two years● Drove customer service to achieve profitable sales growth by coaching associates, developing salesgoals, and managing company standards and execution to maintain high-quality service andmerchandise standards.● Functioned as a representative of the destination, ensuring convention booths ran smoothly whilemonitoring sales strategies as required to provide associates met assigned goals and objectives.● Identified process improvement to enhance daily operational activities and knowledge sharing, leadingto an increase in production flow in operation and sales teams.

Tustin, Ca, Us

●Promoted to Senior Mortgage Officer within 8 months for outstanding performance, including a 25%conversion rate from lead to pre-approval, 64% credit pull rate on the initial call, and an average of 10fully underwritten pre-approvals per month resulting in 5+ deals closed each month.● Customize lending programs to fulfill client needs in accordance with lending guidelines and theirfinancial and housing objectives, effectively closing loan deals● Serve as the initial point of contact for inbound customer inquiries via phone and email● Provide underwriting and analytical support to evaluate client creditworthiness, loan application,capital, and employment history

Tustin, Ca, Us

Tustin, Ca, Us

Brea, Ca, Us

● Audit and verify bills of materials in SAP and confirm merchandise counts; ERP specific● Implement material flow management systems to meet financial and performance objectives● Created productivity report(s) through Microsoft Excel for weekly meetings; reported on differences in inventory and bills● Collaborated with Purchasing to source ingredients for new products while maintaining quality andcost goals

Los Angeles, Ca, Us

●Acquired funds necessary for operations and events●Conducted fundraising campaigns through social media marketing to meet fund goals●Successfully fundraised annual career panel events while obtaining sponsorships from large corporations such as TOMS and Revolve; resulting in over 150+ attendees annually

● CA registered 501C(3) that serves veterans by providing affordable housing and related education● Assist Director with various projects, such as branding organization's mission statement, vision andvalues while supporting Director’s internal and external communications● Prepare RFP and communicated with outsourced vendors on building organization's website andsocial media campaigns

Bachelor'S Degree, Business Economics

Finance

Economics