LINDSAY BECERRA
Mission Viejo
Summary
Experienced with comprehensive client assessments, ensuring personalized care plans are in place. Utilizes strong communication and coordination skills to effectively manage client services. Track record of fostering positive client relationships and achieving measurable improvements in client well-being.
Overview
13
13
years of professional experience
Work History
Case Manager
Alleviate Tax
10.2023 - Current
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
Account Manager
Consolidated Analytics
10.2016 - 07.2022
- Oversees multiple employees and provides key operational decisions, including performance management, recruitment and retention, confirming geographical competency and maintaining productivity.
- Responsible for improving operational efficiency, such as monitoring revenue margins for worker productivity in a targeted area which resulted a 30% increase in overall production.
- Troubleshoot with Clients/Lenders/Appraisers on various aspects of the process and appropriate transactions.
- Data input and analysis of Appraisals and their designated associations.
- Fee Negotiation
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Operations Administrator/Receptionist
LoanDepot Wholesale
05.2015 - 05.2016
- Generated daily Excel reports in addition to other various office administrative assignments.
- Coordinated travel planning including flight, car rental and hotels reservations.
- Managed event planning processes including food and venue vendor selections.
- Provided receptionist coverage daily.
- Set Up Meetings and Presentations.
- Data input and analysis of Loan Documents and their designated associations.
REO Asset Manager
Auction.com
11.2011 - 03.2015
- Managed a portfolio of approximately 250 Million in assets from boarding to point of sale.
- Responsible for marketing assets to maximize Seller execution and conversion.
- Conducted routine calls with Real Estate Agents / Brokers to strategize marketing efforts.
- Managed boarding new assets into platform.
- Created, analyzed and distributed reports internally and externally for client and executive consumption.
- Assisted junior team members in understanding the nuances of REO asset management, contributing to the overall success of the department.
Pre-Auction/Foreclosure Property Coordinator
Auction.com
06.2012 - 08.2014
- Gathered crucial and necessary images along with data for REO auction assets (including high dollar value).
- Assisted Real Estate agents through the registration process of their properties and completing other necessary tasks through the company website. This includes (but not limited to):
- O Confirming open house dates which are critical to potential buyers.
- O Writing MLS comments depicting accurate property-related data.
- Removed assets from auction as needed in addition to rolling over designated assets to appropriated events.
- Retrieved BPO values from agents as well as placing future BPO orders through various outsourcers.
Auditor/Contract Writer/Gatekeeper
Auction.com
11.2011 - 06.2012
- Built and coordinated contracts between buyer and sellers of auctioned properties.
- Auditor/proofreader of constructed contracts.
- Data input and analysis of contracts and their designated associations.
- Troubleshoot with clients/sellers on various aspects of the contracts and appropriate transactions.
- Initiate contract writing process through information validation with the client.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
Education
GED -
Whittier Union Adult School
Whittier, CA01-2002
Skills
- Exceptional Planning and Communication Skills
- Data Input and Analysis
- Proficient in Microsoft Office Programs
- Competent in Office Administrative Skills
- In-Depth Knowledge of Real Estate Transactions
- Problem-solving
- Case management
- Case documentation
- Organization and multitasking
- Time management
Timeline
Case Manager
Alleviate Tax
10.2023 - Current
Account Manager
Consolidated Analytics
10.2016 - 07.2022
Operations Administrator/Receptionist
LoanDepot Wholesale
05.2015 - 05.2016
Pre-Auction/Foreclosure Property Coordinator
Auction.com
06.2012 - 08.2014
REO Asset Manager
Auction.com
11.2011 - 03.2015
Auditor/Contract Writer/Gatekeeper
Auction.com
11.2011 - 06.2012
GED -
Whittier Union Adult School
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