Portfolio & Financial Operations Manager - Vera Realty - Redwood City, CA
(2015-01)
Manage all financial operations of a multi-unit residential portfolio.
- Manage all financial operations of a multi-unit residential portfolio, including rent collection, deposit accounting, and cash flow reporting to property owner
- Evaluate prospective tenant financial profiles, verify income and credit qualifications, and negotiate lease terms to optimize rental yield
- Conduct financial analysis of contractor bids and vendor proposals; negotiate service agreements to reduce annual operating expenditures and improve portfolio ROI
- Managed capital improvement projects, overseeing budgets, timelines, and contractor performance to maximize asset value
- Collect and reconcile rental income and security deposits; maintain accurate financial records and ensure timely disbursements to property owner
Real Estate Agent - Keller Williams Realty - Pleasanton, CA
(2015-10)
Licensed Real Estate Agent specializing in residential transactions.
- Licensed Real Estate Agent specializing in residential transactions; advise clients on financing options, market valuations, and investment return analysis to support data-driven purchase and sale decisions
Tax Preparer Assistant - Saad Accountancy - Pleasanton, CA
(2023-02 - 2024-05)
- Collected and verified client financial information for individual tax filings to support Sr Accountant
- Accurately input client data into Form 1040 and related schedules using Tax Act software
- Reviewed documentation for consistency and completeness before submitting for approval
Business & Finance Manager - Century Harley Davidson - Medina, OH
(2013-06 - 2013-10)
Responsible for re-establishing this position to direct business office operations and provide finance, insurance, and extended service programs to customers. Reported to GM. Served as the only person managing business and finance operations for the largest dealership in size and sales in northeast Ohio; balanced sustaining dealership profitability and loan collectability with controlling expenses and maintaining high customer satisfaction.
- Attended a one-week finance managers Advanced Competency Training (ACT) class in Dallas; applied improved financial management skills
- Sold 10 products; included motorcycle financing, motorcycle insurance, loan insurance, extended warranty, pre-paid service plans, gap insurance, accidental death and dismemberment insurance, paint protection plan, rim defense plan, tire and wheel protection insurance
- Met weekly and monthly sales, forecast, and profit goals; weekly performance numbers consistently exceeded the same week the prior year
- Created new customer and internal processes and procedures; fixed all the paperwork and numerical errors and streamlined the operation for efficiency and accuracy
- Assisted customers in making the best finance and insurance product decisions to suit individual needs and optimize dealer profit; analyzed customer credit reports and arranged purchase financing with the maximum amount of leeway for additional products, merchandise, or services
- Collaborated with sales, merchandise, service center, parts, and rental departments for each contract to increase sales to the dealership
- Established and maintained strong relationships with new and existing lenders; determined the best lender programs for each customer by continuously evaluating lender offerings and securing competitive rates and financing options
Sr. Service Specialist - 1st United Services Credit Union - Castro Valley, CA
(2005-10 - 2011-12)
Established this position as the first and only person performing the Service Specialist role in this new credit union branch while pursuing full-time schooling from 2005-2009. Reported to Branch Manager.
- Played a key role in this branch becoming the highest performing branch of all 13 branches in the East Bay (as the top performing Sr. Service Specialist in the territory); the branch became the model branch for operational efficiency and business growth
- Served as the initial point of contact for all parties; acted as liaison between the borrower, underwriter, and loan officer to process, close, and fund loans for home loans, car loans, personal loans, and new credit cards
- Processed documents and performed quality control to verify accuracy and completeness; included tax returns, entity documents, schedules of real estate, title reports, executed loan documents, estimated closing statements, outstanding funding conditions, and final insurance
- Opened CDs, IRAs, money market, and savings accounts for customers; compared all investment vehicles and understood the customer financial goals, timing, and liquidity needs to make the appropriate recommendations
- Performed community outreach with the Branch Manager to increase local awareness of the new branch and its services
- Opened new accounts and performed daily bank teller functions
Bank Teller - Bank of America - Hayward, CA
(2005-01 - 2005-10)
- Examined paperwork and online account information for completeness and accuracy prior to executing transactions
- Opened new accounts and performed daily bank teller functions
