• Prepares, calculates, and edits a high volume of legal invoices using TimeSolv and Smokeball programs. • Manage account receivable, edit entries, and payment posting. • Generate weekly income, profit and lost reports on each attorney to director and law firm partners. • Draft correspondence for a team of 15 to maintain communication between members and answer client inquiries. • Provides direct assistance to six attorneys and an executive director.

• Source leads daily by cold calls to realtors, homes owners, and home buyers to build and maintain healthy pipeline.• Works with manager to develop strategies marketing materials to source and bring in new businesses.• Own the full sales cycle from building relationships to preapproval letter, contract negotiation, educating loan programs and locks, processing loans, fund and close the deal.

• Managing the sale of Bank products in the retail office by offering credit options to consumers and businesses.• Coaching and developing the staff to be well trained in branch operations, regulations, and sales technique.

• Converted inbound inquiries into applications, gather and process financial statements, tax returns and credit report to determine borrower eligibility per investor guidelines on new application• Surpassed monthly quotas on loans closed and received 98% excellence rating on customer satisfaction through client surveys on Social Survey• Solicited and closed mortgage loans ranging in size from $100,000 to $1 million resulting in funding over $3 million on a monthly average through referrals and servicing

• Developed and executed on new marketing strategies and initiatives to enhance business plans• Ranked as top producer for Q1, Q3 and named employee of the year in 2016• Specialized in VA, FHA, USDA, Conventional, Jumbo, and Non QM products• Achieved aggressive sales goals of over $3 million in closed loans per month

• Customized loan programs to meet the financial needs of clients; review credit reports, analyzed income statements, and performed underwriting income versus debt and combined asset worth• Consistently exceed individual sales goals after one month of hired and top 3 producer in Q4 by generated over ten millions of funded loans per month in purchasing and refinancing• Increased month-over-month prospects by generating marketing opportunities, lead generation via leveraging on and maintaining strong existing customer relationship.

• Fostered growth of relationships thru sales of loans and deposit products to new and existing customers. • Consistently exceeded over 200% of quarterly goal.• Managing over 90% outbound call ratio and over 6% closing rate, exceeded bank’s standard.• Ranking top 3 banker in the Market.

• Direct all initiatives toward increasing company’s visibility as top provider of banking services • Generated unprecedented 8 million dollars in business and home loans each year• Ranked top banker after 6 months of hiring and met quarterly goals within one month• Awarded Citistar for exceeding in all sales, operation, and customer service categories.

•Led a team of sales and service professionals to meet and exceed sales goals by creating and implementing branch sales action plans•Managed all aspects of sales and service in fields of banking, mortgages and consumer real estate products while satisfying and exceeding customer relations/service goals•Generated 28 million dollars in loan production and over 1 billion in growth deposit in one year•Ranked in top twenty sales associates in the west coast region for overachieved in goal •Ranked in top three in San Francisco market for four consecutive quarters in sales•Initiated profitable “Neighborhood Days” branch promotions; partnered with merchants to raise visibility though community events

•Ensured the delivery of red carpet customer service through staff selection, development, supervision, and coaching•Provided excellent sales leadership and monitor team results to ensure business growth •Successfully managed profit and loss objective, budgets, and business risk•Retained market visibility by taking an active role in the community to maximize sales•Produced new business through promotional events and actively soliciting small business customers•Familiarize self and entire staff with competition in order to compete effectively