Wilfredo Hoffer Email & Phone Number

Milpitas, California, United States

• Enter, manage and review data for inconsistencies and completeness in the HMIS (Homeless Management Information System) in Santa Clara and Santa Cruz Counties.
• Enter all agency data from HMIS intakes, services, exits, and status change forms into HMIS.
• Review HMIS forms for errors and consistency issues; troubleshoot issues with staff.
• Provide technical assistance for staff completing HMIS forms.
• Interact with case management staff to request missing HMIS paperwork and follow up with staff to ensure all data is entered accurately.
• Run data quality reports from HMIS on a regular basis, including client lists and error reports, and work directly with program staff to support data quality efforts.

Oakland, California

• Operations – Accounting support – Reporting.
• Responsible for client on-boarding/client relations.
• Ensure compliance with the U.S. Bank Code of Ethics.
• Daily processing of journal entries and purchase/redemptions orders from clients.
• Performed difficult accounting and financial office support work and assist with special projects.
• Review and reconcile varied reports, journals or related fiscal data.

San Jose, California

• Provide sales support to the Financial Advisor(s) such as soliciting new clients, managed active client accounts.
• Furnished detailed reports and hypothetical portfolio illustrations for the Financial Advisors. Reports were used to highlight a security’s historical performance versus competing funds.
• Researched reports as well as resolving account problems, such as reviewing and correcting mailing errors.
• Established and maintained files to meet regulatory requirements and produced reports and databases while establishing and maintaining files and record keeping necessary to support sales goals.
• Provided support in all phases of client service, client relationship building and account maintenance to assist the business activities of the Financial Advisors. Provided knowledge and systems support to branch.
• Superior service skills "client first" approach resulting in strong customer loyalty by resolving client issues and engaging with clients by providing exceptional customer service.

Union City, California

• Personal financial counseling and credit lending, in-home equity, using profiling analysis tools to maximize opportunities for customers to be financially successful.
• Financial advising and partnering with banking divisions to meet client’s financial needs and goals, such as home ownership or investing.
• Credit analysis of individuals and small businesses to determine the degree of risk involved in extending credit or lending money. Prepared reports with credit information and identifying cash flow figures for use in.
• Case-by-case problem solving, team product training, team guidance and team product management.
• Designed internal excel sales tracking forms and detailed applications forms to ensure easy, efficient and fast execution of home equity loan/line of credit applications.
• Met sales goals for three consecutive quarters.