Professional Summary
Overview
Work History
Education
Skills
Timeline

Heidell Ranola

CMG Financial
San Ramon
8
years of professional experience

Results-driven Analyst with resolving loan issues and streamlining investor documentation processes. Expertise in monitoring reports and managing pre/post-purchase concerns. Dedicated to enhancing operational performance and supporting team success. Detail-oriented with extensive experience in post-closing loan delivery.

Work History

Investor Purchasing Analyst

3 Years 11 Months
CMG Financial | 08.2022 - 07.2026
  • Resolve pre-purchase loan issues
  • Monitor investor reports and coordinate with internal teams to secure required investor documentation
  • Fix pre-purchase loan problems
  • Manage post-purchase issues
  • Check investor report daily for outstanding conditions needed
  • Resolve Title Policy issues

Assistant Manager

3 Years 7 Months
Lee’s Teahouse/Happy Lemon | 01.2019 - 08.2022
  • Led team to enhance customer service standards, resulting in improved guest satisfaction ratings.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Managed inventory levels to minimize stockouts while reducing overhead costs.
  • Oversaw daily operations to maintain store cleanliness and organization.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

Vacation Concierge

2 Years
Modern Romance Travel | 10.2018 - 10.2020
  • Coordinated travel arrangements for clients, ensuring seamless itineraries and exceptional service.
  • Managed reservations and bookings using industry-specific software for optimal efficiency.
  • Anticipated client needs, providing personalized recommendations to enhance travel experiences.
  • Developed relationships with local vendors to secure exclusive services and discounts for clients.

Education

High School Diploma

American High School | Fremont, CA

Associate of Science

Western Career College | Hayward, CA

Skills

Extensive experience in post-closing loan delivery
Knowledge with BYTE
Detail-oriented Mortgage experience
Managed high-volume pipeline of post-closing mortgage files

Timeline

Investor Purchasing Analyst

CMG Financial
08.2022 - 07.2026Read More

Assistant Manager

Lee’s Teahouse/Happy Lemon
01.2019 - 08.2022Read More

Vacation Concierge

Modern Romance Travel
10.2018 - 10.2020Read More

American High School

High School Diploma
Read More

Western Career College

Associate of Science
Read More
Heidell Ranola