Detail-oriented Funding Manager with a proven track record in funding processing, customer management, and team training. Expertise in coordinating funding applications and conducting due diligence to enhance operational efficiency.
Overview
14
14
years of professional experience
Work History
Funding Manager
MG Auto Connection Inc
Bay Area
02.2016 - Current
Coordinated with team to gather documentation for funding applications, ensuring completeness for timely processing.
Review loan packages, applications, and approvals for accuracy.
Process and finalize loan packages for 5 of our stores.
Conduct due diligence activities such as credit checks, reference calls, verifications prior to finalizing applications.
Maintained accurate records of funding applications and communications, supporting compliance and reference needs.
Maintain accurate records of all CIT, rebates, funded applications, loan packages, DMV paperwork.
Communicated with customers regarding loan process, providing updates and clarifications to enhance customer experience.
Draft reports summarizing funding, CIT, and pending applications.
Collaborated with external partners such as banks, brokers, and accountants.
Develop and maintain relationships with external partners.
Monitored funding disbursements, rebate payments, and deferred payments.
Provide guidance and support to colleagues.
Oversaw training sessions for funding assistant to ensure operational efficiency.
Shift Leader
New York and Company
Hayward
04.2014 - 02.2016
Trained and mentored new employees on customer service standards and store procedures, fostering a knowledgeable team.
Coordinated staff schedules to ensure coverage during peak shopping hours and improved customer service.
Supervised daily store operations and ensured team compliance with company policies.
Managed inventory levels and organized product displays, enhancing customer experience and driving sales.
Assisted customers with inquiries and resolved issues to maintain satisfaction.
Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
Recommended, selected and located merchandise based on customer desires.
Maintained knowledge of sales and promotions, return policies and security practices.
Welcomed customers and asked about their specific needs or preferences.
Customer Service Associate
Round Table Pizza, Inc
Hayward
06.2012 - 06.2013
Handled customer complaints, resolving issues promptly to ensure positive experiences.
Resolved customer inquiries in a timely manner.
Greeted customers, assessed needs to enhance satisfaction.
Assisted customers with menu selections and answered product inquiries.
Collaborated with team members to ensure smooth service during peak hours.
Ensured work area was consistently stocked and presentable for customers.
Assisted in covering various roles during staff shortages to maintain service levels.
Handled cash register operations accurately during peak times.
Education
Some College (No Degree) - Criminal Justice
California State University, East Bay
Hayward, CA
High School Diploma -
Impact Academy of Arts And Technology
Hayward, CA
Skills
Funding processing
Financial reporting
Data accuracy monitoring
Data management
Customer management
Partner collaboration
Team management
Team training
Problem solving
Organizational skills
Effective communication
Collaboration skills
Detail orientation
Leadership skills
Languages
Spanish
Professional
English
Professional
Affiliations
Internship/Volunteer at Baywood Court in Castro Valley CA (2013-2014)