Experienced with loan document execution and client interactions. . Track record of maintaining compliance with regulations while providing exceptional customer service and building strong relationships.
Overview
11
11
years of professional experience
3
3
Languages
Work History
Loan Signing Agent
National Association of Notary
Bay Area
05.2019 - Current
Facilitated loan document signings, ensuring compliance with state laws and regulations.
Review and verify borrower information for accuracy and completeness before signings.
Educated clients on loan documents, enhancing understanding of terms and conditions.
Coordinated appointments between clients and lenders to streamline signing processes.
Program Coordinator
Ebay Enterprise
San Jose, CA
01.2025 - 09.2025
Coordinated cross-functional team meetings to streamline project workflows and enhance communication.
Developed and maintained project timelines, ensuring alignment with organizational goals and priorities.
Implemented process improvements that reduced turnaround times for program deliverables.
Managed vendor relationships, negotiating contracts to optimize service delivery and cost efficiency.
Life Insurance Agent
WFG
Irvine, CA
01.2018 - 09.2024
Developed comprehensive insurance plans tailored to client needs and financial goals.
Cultivated strong relationships with clients, ensuring high levels of satisfaction and retention.
Conducted thorough market research to identify competitive products and enhance service offerings.
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Office Manager
MBA Auto Remarketing
Chino Hills, CA
02.2015 - 12.2017
Managed daily office operations, ensuring efficient workflow and resource allocation.
Coordinated schedules and meetings for executive leadership, optimizing time management.
Implemented office policies and procedures, enhancing operational effectiveness.
Supervised administrative staff, providing guidance and fostering professional development.