Experience

• 

  Home service assoc.

  May 2002 - Sept 2004

  Courier / office clerk

  Daily responsibilities included office equipment and area maintenance. Prepare daily file submission copy packages for processing department. Managed closed loan file archives. Function as inter-office courier.

• 

  Diversified capital funding

  Sept 2004 - Oct 2005

  Shipping / file entry / csr

  Responsible for daily loan file submissions. Checked file for minimum submission documentation. Assigned files to underwriting. Prepared closed loan files for delivery to investors per product specific guidelines within scheduled timelines.

• 

  Mortgageit

  Oct 2005 - Jul 2007

  Customer service rep.

  Customer Service Representative, servicing broker contacts for three outside account executives in the greater bay area. Responsible for tracking loan files from underwriting to closing. Average monthly units closed 50-60.

• 

  National city mortgage

  Jul 2007 - Aug 2007

  Production coordinator

  Production Coordinator servicing broker contacts for three outside account executives in the greater bay area. Responsible for tracking loan files from underwriting to closing. Average monthly units closed 70-80.

• 

  Shoretel

  Nov 2007 - Mar 2012

  Partner support/global accounts coordinator

  As a Partner Support Rep. I am in charge of making sure that our resellers and distribution partners are trained and moving orders along smoothly. Operating on a high level view I support the entire United States as well as running our global accounts department. Supporting channel sales, as well as currently making outbound sales call for current sales promotions.

• 

  Bayview residential brokerage

  Jun 2012 - Jan 2018

  Manage all correspondent loans throughout the docs to purchased loan status. responsibilities include:Ordering docs, MERS registration and transfers, Wire scheduling, post closing document coordination, shipping, warehouse line management. An Independent Contractor position assisting processors upload closed loan files into Calyx Point. Once uploaded loans are audited by myself to ensure quality and completeness.

  • Correspondent Banking Division Manager

    Oct 2013 - Jan 2018

  • Shipping / Auditing

    Jun 2012 - Jan 2018
• 

  Opes advisors

  Jul 2012 - Sept 2013

  Compliance specialist / pipeline management

  (compliance-Mar2013)Performed Compliance Audits of files before docs were drawn. Any files found out of compliance or had clerical mistakes were worked through with sales branches and corrected before docs. audited roughly 200 files a month.(pipeline-Mar2013-Sept)Provide management with daily pipeline reports. Provide Branch Managers with daily application and lock reports. Work with branches to ensure loans are disclosed and compliant with RegZ/B

• 

  Direct line global

  Jul 2017 - now

  The Operations Manager role is What Directline calls a Project Manager at non-construction sites. The responsibilities of this role are very similar to a PM. All Project management responsibilities like time/$/resource management, but also Operations management like disciplinary actions, hiring, and internal company margin management. I work very closely with all cross-functional teams: HR, Safety, QAQC, Payroll, Shipping/Receiving, Building management.• Create highly accurate annual forecasts and track labor and materials against it. This includes managing the labor resources to make sure we stay within tolerances. Also using this information for reporting purposes to clients and venders. • Work closely with Safety Managers and QA/QC Technicians to make sure we are communicating with site leadership and adhere to the global standards set for all data centers. Also helped both Safety and QAQC create tracking tools for customer requested metrics.• Consistently elevated our lead technicians’ admin skills to improve the quality of our day-to-day work while also preparing them for further career growth.• Logistics and Technician background are extremely useful for assisting management with tracking and delivery of materials needed to complete projects, as well as communicating to labor teams. Show less Project Engineer - responsibilities include forecasting labor head counts, managing labor and material resources, and communicating expectations to management and stakeholders. I am also responsible for providing budget forecasts and the analytics surrounding the health of the budgets. Working closely with cross functional partners and venders I create work schedules for key Datacenter Retrofit builds. Then circle back with the total Material, labor costs and variances. Supervisory responsibilities include monitoring the logistics dept. making sure that materials are being ordered in a timely manner and technicians are aware of their budget usage. Manger responsibilities also working with site foreman to maintain optimal labor resources to perform scheduled tasks without waste.Additional responsibilities include assisting other datacenter teams nationally with analytics and reporting dashboards for their site specific management. Show less

  • Technical Program Manager

    Jun 2024 - now

  • Operations Manager / Project Manager

    Oct 2021 - Jun 2024

  • Project Engineer

    Jul 2019 - Oct 2021

  • Lead Logistics Technician

    Oct 2017 - Jul 2019

  • Field Technician

    Jul 2017 - Oct 2017