Detail-oriented and performance-driven professional with experience in financial services, client advising, and independent business management.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Oportun
San Diego
11.2025 - Current
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.
Seamlessly process all transactions, while following company policies & procedures and protecting our members' information.
Meet or exceed monthly loan production and branch performance goals through proactive client engagement and relationship building.
Independent Nail Services
Self-Employed
San Diego
04.2023 - Current
Delivered professional manicure and pedicure services with expertise in shaping, polishing, cuticle care, and nail enhancements to enhance client satisfaction.
Apply advanced nail techniques such as gel nails, acrylics, and nail art using color theory to create stunning designs.
Maintain strict sanitation and hygiene standards to ensure client safety and comfort.
Conducted personalized consultations to identify and recommend tailored nail treatments and products, ensuring alignment with individual client needs.
Education
Specialization Certificate - Insurance, Coding, Reimbursement, and Medical Terminology
MedCerts Coursera
San Diego
01-2025
Skills
Loan Documentation & Review
Client Relationship Management
Sales & Performance Tracking
Compliance & Confidentiality
Cash Handling & Transactions
Entrepreneurial Business Operations
Timeline
Financial Services Representative
Oportun
11.2025 - Current
Independent Nail Services
Self-Employed
04.2023 - Current
Specialization Certificate - Insurance, Coding, Reimbursement, and Medical Terminology