Experience

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  At&t wireless

  Jul 1996 - Apr 2001

  Communications specialist

  I leveraged innovative strategies to enhance brand messaging and engagement across digital platforms. By crafting compelling content and optimizing communication channels, I contributed to increased audience reach and strengthened the company’s presence in the mobile digital communications industry.

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  Bank of america

  Jun 2001 - Sept 2002

  Home services specialist

  I ensured seamless loan processing by verifying approval conditions, resolving title and appraisal issues, and managing changes to loan terms precisely. My proactive communication with borrowers, vendors, and associates strengthened relationships and streamlined the home loan process, consistently delivering smooth closings for conventional retail mortgage purchases and refinances.

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  Fremont investment & loan

  Sept 2002 - Mar 2007

  I consistently ranked in the top 10 among over 350 peers by delivering unmatched customer service and maintaining strong broker relationships nationwide. I successfully managed an average pipeline of 60 loans, ensuring quality and efficiency through proactive communication with brokers, title companies, realtors, and operations staff. I ensured seamless loan processing and closing by meticulously reviewing and compiling documentation to maintain accuracy and compliance with consumer regulations. I excelled at verifying loan applications, disclosures, and supporting documents, delivering consistent results, and building trust with clients and stakeholders throughout the lending process. Show less I leveraged underwriting authority to clear stipulations and ensure accurate adjustments to loan income, products, and amounts, streamlining the lending process. My meticulous preparation of loan documents and coordination of disbursements consistently facilitated smooth closings and timely fund transfers, earning trust from clients and closing agents alike. I implemented a “Jeans for Charity” program, where employees paid to wear jeans, raising over $3K monthly to support various local charities. Show less

  • National Account Executive

    Sept 2006 - Mar 2007

  • Senior Account Manager

    Aug 2005 - Sept 2006

  • Account Manager

    Jun 2004 - Aug 2005

  • Funder

    Sept 2002 - Jun 2004
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  Regions bank

  Dec 2007 - Sept 2019

  I coached and developed a high-performing teller team, ensuring operational excellence and regulatory compliance while maintaining seamless branch operations. I identified customer needs, drove referrals for banking products and services, and supported strategic staffing and training initiatives to enhance team effectiveness. Through meticulous oversight of branch reconciliation and compliance processes, I upheld accuracy and integrity, fostering trust and satisfaction among clients and colleagues. Show less

  • Executive Administrative Associate for Private Wealth Management

    Jun 2015 - Sept 2019

  • Wealth Associate

    Feb 2013 - Jun 2015

  • Branch Service Leader

    Jul 2009 - Feb 2013

  • Teller

    Dec 2007 - Jul 2009
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  Chapters health foundation

  Sept 2019 - now

  I exceeded a $2.2M annual revenue goal by driving strategic fundraising initiatives across three counties. I secured significant contributions from high-net-worth donors, corporations, and foundations while spearheading impactful events and implementing a planned giving program to ensure long-term sustainability. By leveraging data analytics and building strategic partnerships, I optimized donor engagement and retention, fostering a culture of philanthropy that strengthened the organization’s mission and community impact. Show less

  • Director Of Philanthropy, HPH Hospice

    Jan 2021 - now

  • Special Events Coordinator

    Sept 2019 - Jan 2021