MYAH NGUYEN
Irvine
Summary
Detail-oriented Loan Processor and Financial Services Professional with over 10 years of experience in banking, finance, and client relationship management. Strong background in loan processing, underwriting support, documentation review, and customer service. Proven ability to manage high-volume pipelines, communicate effectively with third parties, and ensure compliance throughout the loan lifecycle. Known for strong work ethic, adaptability, and exceptional client experience. Additionally experienced in solar energy consultation and project management, delivering customized energy solutions to residential clients.
Overview
18
18
years of professional experience
Work History
Loan Processor
Barrett Financial Group
03.2024 - 08.2025
- Managed full-cycle residential loan processing from application to funding
- Collected, reviewed, and verified borrower documentation (income, assets, credit, title, insurance)
- Submitted complete loan packages to underwriting and cleared conditions efficiently
- Coordinated with borrowers, loan officers, escrow, title, and third-party vendors
- Maintained compliance with lender and investor guidelines
- Prioritized time-sensitive files and ensured on-time closings
- Delivered excellent borrower experience through clear communication and follow-up
- Stepped down due to family matters and now fully available to re-enter the workforce
Senior Energy Consultant
SouthWest Sun Solar
11.2023 - 03.2024
- Developed and managed solar energy solutions for residential clients across the Southwest, tailoring systems for maximum efficiency
- Increased client adoption by providing customized proposals and in-depth ROI analyses
- Collaborated with installation teams and local authorities to ensure seamless project completion on schedule
- Conducted market research to identify emerging opportunities, expanding the client pipeline by 20%
- Delivered exceptional customer experience, resulting in high referral and satisfaction rates
Senior Energy Consultant
EcoSolar USA
07.2018 - 11.2023
- Built strong relationships with homeowners to deliver customized solar and financing solutions
- Conducted financial analysis to recommend suitable loan and payment options
- Managed sales pipeline, follow-ups, referrals, and project timelines
- Coordinated with lenders, vendors, contractors, and internal departments
- Trained and coached junior consultants
- Maintained deep knowledge of solar products, regulations, and financing programs
Relationship Manager
Bank of America
05.2016 - 07.2018
- Provided comprehensive financial consultations for consumer clients
- Identified customer needs and recommended appropriate banking solutions
- Partnered with internal specialists for lending, investments, and small business services
- Developed strong client relationships through proactive outreach and service excellence
- Exceeded sales and service performance goals
Teller Leader
Wells Fargo Bank
03.2014 - 05.2016
- Led daily branch operations and teller team
- Processed banking transactions and resolved customer issues
- Ensured compliance, accuracy, and operational efficiency
Administration
KPMG Vietnam
08.2007 - 08.2009
- Provided administrative and executive support
- Coordinated meetings, schedules, and corporate communications
- Represented the firm professionally to clients and partners
Education
Bachelor's Degree - Economics
University of Economics
VietnamCertificates - Accounting
California Colleges
California01.2013
Skills
- Loan Processing
- Mortgage Documentation
- Underwriting Conditions
- Compliance
- Customer Service
- Client Relations
- Financial Analysis
- Lending Products
- Pipeline Management
- Time Management
- Third-Party Coordination
- Banking Operations
- CRM
- Loan Origination Systems
- Microsoft Office
- Financial Software
Timeline
Loan Processor
Barrett Financial Group
03.2024 - 08.2025
Senior Energy Consultant
SouthWest Sun Solar
11.2023 - 03.2024
Senior Energy Consultant
EcoSolar USA
07.2018 - 11.2023
Relationship Manager
Bank of America
05.2016 - 07.2018
Teller Leader
Wells Fargo Bank
03.2014 - 05.2016
Administration
KPMG Vietnam
08.2007 - 08.2009
Certificates - Accounting
California Colleges
Bachelor's Degree - Economics
University of Economics
Personal Information
- Title: Loan Processor | Financial Services & Energy Consultant
- Availability: Fully available to re-enter the workforce
- Preference: Remote positions