Performance-focused Operations Executive and Process Improvement Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.  Demonstrated ability to increase corporate bottom line by identifying and communicating business-critical information. Strong background in implementing improvements that reduce costs and increase revenue. Solid track record of managing relationships with teams and providing superior service to customers and business partners.

 

 

Ø  Strong technical background with the ability to work independently on multiple projects with specialized knowledge of leadership and management initiatives, strategic financial planning, business restructuring, financial instrument management, risk management, budget management, forecasting, public company reporting, as well as cross-functional team development.

Ø  Comprehensive understanding of the financial systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and hardware systems, including MS Office Suite and Windows-based Platforms. 

Ø  Bilingual both in writing and speaking ability: English and Spanish. 

 

 

 

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.

 

Affiliate Broker / Realtor, Independent Contractor                                                            2008-Present

 

  Primary responsibilities include timely and accurate client services related to real estate brokerage needs.  Specific functions include;

  Utilize diverse property sales tactics, including qualification, persuasion, strategy, proposal and closing;

  Develop and implement strategies to establish and maintain rapport with clients and staff;

  Educate home owners in terms of credit fundamentals and appropriate financial strategies;

  Assist home owners with preparation of credit in order to secure most beneficial mortgage for home purchases; 

  Convert prospects to closed sales for clients in terms of providing personal client attention and follow up to ensure best service;

  Prepare contracts and documentation as needed as well as design and update relevant collateral;

  Perform comparative market analyses for real estate listings;

  Generate new leads by distributing thousands of direct mail advertisements in local neighborhoods;

  Market homes in the local community by utilizing strategic marketing plans;

  Negotiate the best possible contract for clients;

  Work directly with home inspectors and appraisers to determine needed actions prior to closing;

  Ensure all terms of the contract are met prior to closing.

 

Branch Manager Trainee, Citigroup CitiFinancial                                                                       2006-2008

 

  Primary responsibilities included acting as direct consultant and assistant to Branch Manager in terms of business development initiatives as well as various branch administration tasks.  Specific functions included;

  Gathered and processed Marketing material and promotions;

  Solicited current customers for new products or up-sell of current products;

  Processed Insurance Claims and follow up on cases to insure thoroughness and satisfaction;

  Participated in weekly conference call to discuss branch s goals with District Managers and other branches in the district;

  Processed and input Sales Finance contracts from local retailers;

  Sold Insurance Products, Real Estate Loans and Personal Loans;

  Approved credit requests and recommended products specific to client needs;

  Recommended solutions to difficult delinquent accounts;

  Worked with account problems and service accounts;

  Serviced all Spanish customers accounts to ensure adequate comprehension of products and services to this demographic.

 

Assistant Manager, Ceja Enterprises, Inc.                                                                                 2001-2006

 

  Primary responsibilities included comprehensive management and oversight of various functions of day-to-day operations.  Specific functions included;

  Interviewed and recruited candidates for client staffing needs;

  Conducted payroll for small businesses accounts;

  Determined client needs and resolved issues regarding filing for Immigration and Naturalization paperwork with INS;

  Directly assisted with accounting functions;

  Translated legal documents from English to Spanish and interpreted legal proceedings in court for private lawyers;

  Prepared and filed personal and small business income tax reports.

 

 

n BBA C Minor in Economics and Finance, Middle Tennessee State University

n Management and Leadership Program, UniverCITI BMT

n Coursework Completed for Realtor License

n Sales Training, Brian Buffini Lead Generation

 

n Taught Economic Theory and Financial Planning, Junior Achievement, Inc.