Now selling condos in Anaheim California. *Strong retention from sale to close. *Continuous exceptional customer reviews.*Dedicated work ethic including working on days off, every weekend and holidays. *Ability to manage dozens of escrow's at a time.*Skilled working with diverse/International clientele.*Strong networker with realtors & clients.*Savvy at using social media platform to attract business.

Coined the "VP of First Impressions" by a client, I am in charge of creating a luxury client experience, coordinating meetings and special events for Senior level management and ultra-affluent clientele(5mm+), work with VP's on client follow-up and retention efforts related to CRM, and act as project lead on up market cross sell and business development efforts. I am entrusted with creating confidential financial reports and editing senior VP's documents. I am in charge of business requisitions. My goal is to keep things running smoothly and keep a calm environment while managing multiple tasks.

Member of the Advisor Lending Division. Specializing in relationship building with Financial Planners, Tax Advisors, and Wealth Managers in order to provide exceptional loan products to their clients in a true partnership. As business development on this emerging team, my strengths in networking and building relationships were recognized by top level executives.

Practicum experience during MA/MFT program. Duties involved providing counseling for children ages 5-14 as well as collaborating with staff and parents. Supervision with specialized Psychologists 2x/week. 600 hours, inclusive of face to face counseling, intake interviews, record keeping, in-service training, staff meetings and group supervision. Mandated Child & Elder Abuse certified. Training also included:Interviewing and counseling proceduresChild abuse and suicide prevention trainingChild developmentParenting and adolescent issuesIntervention techniquesCognitive/behavioral/crisis interventionsFamily system dynamicsEducational issuesCase managementLaws and ethicsClinical presentations. *Was asked to return upon completion.

Mortgage Specialist in Dana Point. Increased loan application at branch by 100%. Specialized in Jumbo, SuperJumbo, purchase, FHA, VA, Fannie&Freddie Relief/Plus, ARMs, equity lines.***Had to quit to complete education/practicum, was since asked to return.

Worked there 2002-2005 & 2009-2010.Managed the financial goals of clients seeking leverage to purchase, refinance or draw upon equity of their homes.Successfully funded over 1000 loans over 30 months Earned Sales Club awards (Platinum & Gold tier) funding in the highest 30% of 250-400Earned outstanding customer service recognition resulting in personal referrals from GMAccomplished heavy work hours- consistent 12hr+ days plus weekends in order to maximize sales.Maintained pipeline from 50-100+ loans at a time while reworking files and servicing new clients.

In charge of recruiting eligible and interested students for their BA, MA and Doctoral degrees. Top Achiever AwardCold Calling/Warm CallingHosting information nightsConsulting with facultyOutreach at college fairsGuidance and consulting to incoming students

Created and implemented financial plans for individuals and business using insurance and investment vehicles.Earned outstanding customer service award multiple times as well as quarterly bonus goals for increasing income.Acquired securities (6&63) and insurance licenses by passing exams and continuing education.Established clientele through referrals, cold calling, B2B sales and informative workshops. ecured series 6 & 63, life/health, disability and ltc insurance licenses