Andrew Perez
Oakley
Summary
Experienced business professional with expertise in small business management, operational success, and customer satisfaction. Recognized for promoting teamwork, achieving results, and demonstrating reliability and adaptability in dynamic environments within the financial industry. Emphasis on collaboration and adaptability allows for swift response to evolving business needs, consistently contributing to organizational success. Solid background in financial industry with expertise in loan assessment, risk analysis, and customer service ensures optimal client satisfaction and compliance. Strong focus on team collaboration and adaptability enables effective response to changing business needs. Reliable and results-driven individual with a track record of maintaining accurate financial records, managing ledgers efficiently, ensuring regulatory compliance, and supporting financial decision-making through detailed reporting utilizing in-depth knowledge of financial software to streamline accounting processes and ensure timely reconciliations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Small Business Owner
Mr All In One LLC
03.2025 - Current
- Maintains accurate financial records with precise bookkeeping of business expenses and other transactions
- Works effectively in fast-paced environments in new settings daily
- Proven ability to learn quickly and adapt to new situations.
- Oversaw financial management, including budgeting, forecasting, and expense tracking for profitability.
- Managed day-to-day operations, ensuring efficient workflow and high-quality service delivery.
- Developed and implemented marketing strategies to enhance brand visibility and customer engagement.
- Managed scheduling and logistics for lawn care services to optimize route efficiency.
- Coordinated property listings and client schedules to optimize real estate showings.
Receiving Clerk
PITCO FOODS
09.2019 - Current
- Demonstrating the ability to accurately process invoices, purchase orders, and shipping documents
- Implemented an inventory strategizing system that enhanced accuracy to over 98%, facilitating seamless integration with logistics software and improving order fulfillment speed by 25%.
- Streamlined the product evaluation process by using our checklist system (CV1), reducing inspection time by 30% and enabling faster turnaround for incoming inventory transfers.
- Oversaw the meticulous inspection and sorting of over 10,000 products per week using advanced scanning equipment, leading to a 15% reduction in inventory discrepancies and enhancing overall accuracy levels
- Operated advanced material handling equipment efficiently to streamline the receiving process, achieving a 20% reduction in processing time
- Executed rigorous safety protocols and regular equipment maintenance checks, resulting in zero workplace accidents and maintaining an OSHA compliance rate of 100% during a three-year audit period.
- Trained by team members on best practices for utilizing CV1 and DataDocks, improving overall team efficiency by achieving a 15% reduction in processing errors during peak operational periods.
- Developed and executed tailored pricing strategies based on market trends and competitor analysis, contributing to a 15% boost in profit margins across multiple product categories.
- Great knowledge on products we carry in store as well as give recommendations to our customers for an increase in sales, advertisements, pricing & etc
- Reconciled bank statements with general ledger entries, enhancing financial accuracy and integrity.
- Managed accounts payable and receivable processes to ensure timely payments and accurate financial reporting.
Mortgage Loan Officer
MISSION SAN JOSE MORTGAGE
01.2024 - 02.2025
- Prospecting with comprehensive practices towards potential clients, realtors, title companies via phone call, text, email, and social media
- Gaining and maintaining customer and client relationships prioritizing time, efforts, and overall satisfaction
- Ensured adherence to fair housing regulations by implementing a comprehensive verification process for potential client phone numbers, sending proper paperwork and disclosures out in regulated time frame
- Streamlined compliance processes by participating in over 15 in-depth training sessions with staff, resulting in a 30% reduction in regulatory errors and enhancing overall adherence to industry standards
- Developed and distributed over hundreds of personalized client engagement letters, resulting in an increase in initial consultations and enhancing rapport with potential clients
- Familiarity and use of loan origination systems (LOS) and CRM's such as encompass and 1Solution as well as proficiency in Microsoft Office applications including Excel, Word, and Power Point
- Analyzed client financial profiles and tailored solutions accordingly giving them great knowledge on the home buying process
- Providing clients with exceptional customer service giving them a very satisfied experience shopping around for mortgage products to suit their needs based on the financial analysis
- Strong communication and interpersonal skills with the ability to navigate complex loan scenarios with the ability to explain concepts to the client giving them peace of mind and full understanding
- Book keeping was essential for top organizational skills as well as time management to help proceed the loan process time
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Evaluated client financial profiles to determine loan eligibility and appropriate mortgage products.
Education
High School Diploma -
Freedom High School
08.2017
Skills
- Communication
- Customer service
- Small business operations
- Bank reconciliation
- Planning and execution
- Business marketing
- Negotiation
- Decision-making
- Relationship building
- Proficient in software
- Exceptional organization
- Accounting and bookkeeping
Certification
- Mortgage Loan Originator License NMLS #2139719 CA DRE & DFPI
- Real Estate Agent License DRE #02118899 CA DRE
- OSHA Certified Forklift Driver Forklift & Pallet Jack CA
- Notary Public License Commission #2946906 CA
Languages
English
Native or Bilingual
Timeline
Small Business Owner
Mr All In One LLC
03.2025 - Current
Mortgage Loan Officer
MISSION SAN JOSE MORTGAGE
01.2024 - 02.2025
Receiving Clerk
PITCO FOODS
09.2019 - Current
High School Diploma -
Freedom High School
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