Experience

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  Wesco inc.

  Jun 2011 - Feb 2019

  Location manager

  Youngest manager to oversee 12 locations, consistently ranking top 10 out of 52 stores company-wide.Led operations for the highest-performing location, overseeing budgets, sales, and financial planning to ensure steady profitability.Managed and developed a high-performing team, improving employee retention and customer satisfaction.Spearheaded process optimizations that increased operational efficiency and cost savings.Led a top-performing bakery team, generating $500K+ in annual revenue, while implementing strategies to maximize sales and profitability.Fostered a strong customer service culture, increasing repeat business and brand loyalty. Show less

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  Guaranteed rate

  Mar 2019 - Nov 2022

  Led a high-performing team, managing $100M+ in loan pipelines, ranking in the top 10% in division and top 1% nationally.Maintained a 92% customer satisfaction score, driving exceptional client experience and retention.Developed and executed strategic sales initiatives, increasing conversion rates and team efficiency.Led cross-functional collaboration to optimize loan processing workflows, reducing turnaround times and improving customer outcomes. Achieved Presidents Club in 2020 and 2021, funding $54.6M and $39.2M, respectively.Managed high-value client portfolios, ensuring compliance and fostering long-term partnerships.Spearheaded client engagement initiatives, improving customer experience and driving referral business.Assisted in training and mentoring loan officers, enhancing team performance and sales effectiveness. Originated and closed multi-million-dollar mortgage loans, ensuring compliance and financial best practices.Provided tailored financial solutions, guiding clients seamlessly through the lending process.Collaborated with underwriting and processing teams to accelerate loan approvals and enhance operational efficiency.Consistently exceeded sales targets through strong client relationships and market expertise.

  • Director of Consumer Direct

    Feb 2021 - Nov 2022

  • Assistant Director of Consumer Direct

    Oct 2020 - Feb 2021

  • Senior Mortgage Specialist

    Jun 2020 - Oct 2020

  • Mortgage Specialist

    Mar 2019 - Jun 2020
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  Jpmorgan chase & co.

  Jan 2023 - Jun 2023

  Client services associate

  Managed a portfolio of 80+ high-value accounts across government, non-profit, healthcare, and higher education sectors, ensuring smooth operations and regulatory compliance.Built strong client relationships through proactive communication and tailored financial solutions, leading to increased client satisfaction and retention.Facilitated complex account transactions, problem-solving in real-time to enhance client experience and service delivery.Collaborated cross-functionally with internal teams to improve workflow efficiency and streamline account management processes.Consistently met and exceeded performance metrics, showcasing expertise in client engagement, strategic account management, and financial operations. Show less

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  Lab64

  Jan 2025 - now

  Chief financial officer

  Driving financial strategy and operational efficiency to support business growth and sustainability.Overseeing financial planning, budgeting, and forecasting, ensuring alignment with long-term business objectives.Implementing cost-effective financial solutions to maximize profitability and resource allocation.Managing risk assessment, compliance, and financial reporting to maintain strong fiscal health.Partnering with cross-functional teams to optimize revenue streams and improve overall business performance. Show less