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Reliable and friendly Sales Associate who quickly learns and masters new concepts and skills. Passionate about helping customers and creating a satisfying shopping experience.
  • Superb sales professional
  • Strong communication skills
  • High-end fashion knowledge
  • Banking and financial services background
January 2011
March 2011
Sanrio LLC Cypress, CA Inventory Assistant Organized and counted inventory/stock room. Distributed pre-production samples for quality inspection. Temporary position only.
January 2008
March 2010
So Cal Build and Repair Huntington Beach, CA Project Coordinator Liaison between the office of Building and Safety, clients, vendors, and sub-contractors to help facilitate projects in the commercial and residential construction field.
August 2006
September 2007
Countrywide Full Spectrum Lending Division Fountain Valley, CA Senior Mortgage Specialist

Originated loans through outbound correspondence, Internet leads, letters and client referrals. Built reports and gathered information to enable accurate pricing and product placement based on individual's qualifications and goals.

October 2004
October 2005
Wells Fargo Home Mortgage Fountain Valley, CA Home Mortgage Consultant

Developed new relationships with Real Estate agents to generate client referrals. Consulted homeowners throughout the application and funding process and offered after sales support for their continued business.

May 2002
June 2004
Solstice Capital Group Irvine, CA Senior Processor

Reviewed rate sheets and calculated income to verify compliance with underwriting standards. Cleared titles and reviewed appraisals for possible objections. Communicated between cross-functional departments and the borrower to organize timely delivery of stipulations required to fund the loan.

February 2001
January 2002
Saks Fifth Avenue Costa Mesa, CA Sales Associate

Assisted customers with large selection of high-end fashion clothing. Handled cash and credit transactions.

April 1998
November 2000
Mon Amie Bridal Costa Mesa, CA Bridal Consultant

Consulted brides with a large selection of high-end bridal gowns, accessories, alterations and bridesmaids dresses.

Fountain Valley High School Fountain Valley, CA, USA GED
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Professional Summary

Seeking a professional position where I can utilized my 12 + years experience in the Mortgage Industry as a Senior Mortgage Servicing Specialist  with an excellent level of bilingual customer service. Possess excellent verbal communication and interpersonal Skills.

  • Detail oriented, excellent organizational and time management skill
  • Ability to provide bilingual (English and Spanish) administrative secretarial and customer service Support

  • Quick learner, proficient with various databases (word, excel, outlook, Mortgage Servicer FICS, Point, Meridian, DocVelocity and QuickBooks 
  •  Flexible and adaptable to change
  • Ability to work independently or in a team environment.
Work History
Sr Mortgage Servicing Specialist, 09/2013 to 10/2017
Texas Bank Mortgage Fort Worth, TX
  • Provided excellent bilingual (English and Spanish) customer service and secretarial support for walk in customers and over the phone.
  • Processed Insurance Loss Drafts and verified flood information with Lereta, ordered flood certificates.
  • New loan setup and knowledge of Mortgage Loans
  • Setup Tax Service with Lereta and paid Property Taxes.
    Accepted payments and performed administrative duties with payment transactions.
  • Sent first mortgage invoice (Welcome Package)Fax, Scan, photocopy sensitive documents.
  • Prepared loan files
  • Assisted with Yearly escrow analysis
  • Reviewed and explain escrow accounts analysis letters to customers regarding overage and shortages.
  • Trained 5 new employees for our servicing department.
  • Analyzed departmental documents for appropriate distribution and filing.
Mortgage Servicing Specialist/Admin Manager, 04/2006 to 09/2013
Texas Bank Brownwood Fort Worth, TX
  • Managed Fort Worth office, organized daily work flow efficiency and oversaw data entry for accuracy.
  • Trained 3 new employees for our department.
  • Develop and implemented new offices procedures
    Control inventory and order supplies.
  • Prepared weekly and monthly reporting to direct supervisor
  • Performed daily collections calls for mortgage portfolio
  • Provided excellent customer service to walk in customers and over the phone.
Insurance Mortgage Specialist, 04/2005 to 04/2006
Texas Bank Fort Worth , Texas
  • Performed daily process for hazard and flood insurance of all mortgage accounts.
  • Mailed out letters for insurance renewals, and cancellation notices.
  • Paid and mailed checks to Insurance companies for annual insurance policies.
  • Processed Insurance loss drafts
  • Ordered property inspections
  • Provided customer service and secretarial support for walk in customers and over the phone.
  • Performed daily process for hazard and flood insurance of all mortgage accounts.
  • Reviewed and explained mortgage escrow analysis.

High School Diploma: 2000
North Side High School - Fort Worth, TX
General Studies: Arts Associate Tarrant County College - Northwest Campus - Fort Worth, TX
Additional Information
References upon request
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Energetic, results-oriented team-player eager to bring strong administrative skills to a growing company in need of top-level support. Specifically focused on underwriting, mortgage and financial companies who are seeking key professionals to grow their business through customer engagement.
  • Schedule management Patient charting
  • Problem resolution Insurance eligibility verification
  • Self-starter Patient care advocacy
  • Deadline-oriented Meticulous attention to detail
  • Medical billing software
  • HIPAA compliance
  • Microsoft Office
  • Business writing
  • Report analysis
  • Strong interpersonal skills
  • Staff motivation
  • Client relations expert
  • Health insurance processing
Mount Sinai - Ruttenberg Treatment Center New York, NY Patient Encounter Associate 11/2012 to Current
  • Register and update demographics and insurance information using: CERNA, EPIC, PASSPORT, and Patient Works management systems for outpatients.
  • Maintain and coordinate extensive scheduling (over 125 appointments daily) for Hematologist and Oncology specialty practices.
  • Navigate and assist over 600 patients weekly with their Doctor visits and treatments.
  • Collect co-pays and enter payments collected in EAGEL system to create a daily collection report.
  • Scan patient demographic, insurance, and discharge order forms into EPIC system.
  • Provide "Patients First" customer service to patients.
  • Obtain Pre-Certifications and authorizations for patient's future scans, and treatments Preformed Work Queue (linking charges to collect from insurance companies).
Riverside Tower New York, NY Front Desk Manager 07/2010 to 08/2012
  • Manages front desk personnel and ensures quality customer service.
  • Oversees the daily service operations for hotel rooms and the execution of contracts, deposits, billing and scheduling.
  • Organize and accomplish operating goals while performing a variety of hotel tasks which leads and directs the work of others.
  • Utilize a wide degree of creativity and latitude to accommodate guest and hotel needs.
  • Oversee concierge and valet staff.
Charles Ruttenberg NY Licensed Real Estate Salesperson 10/2009 to 10/2011
  • Organize and maintain multiple housing listings throughout the New York area via CR website.
  • Supervise and coordinate viewings between clients and management companies.
  • Administer applicable paperwork for real estate transactions.
  • Manage and maintain marketing advertisements for housing listings via internet.
  • Organize and compile relating real estate information via MLS Stratus, Property Shark, Zillow and Microsoft Office software.
Lend America New York, NY Mortgage Specialist 03/2009 to 08/2009
  • Analyzed, determined and structure FHA,VA ,Structured, 203b, H4H, Streamline and Conventional loan financing based on client needs and qualifications.
  • Developed relationships with new and assisting customers provided through Lend America.
  • Provided excellent customer service while fulfilling the mortgage needs of the client.
  • Maintained and modified loan information through Encompass mortgage software exit realty power.
Ameriquest Mortgage NY Licensed Real Estate Agent 04/2007 to 04/2009
  • Organized and maintained multiple housing listings throughout the New York area.
  • Supervised and coordinate showings between clients and management companies.
  • Administered applicable paperwork for real estate transactions.
  • Managed and maintain marketing advertisements for housing listings.
  • Trained and assisted agents and affiliates with real estate transactions.
  • Resourced and processed related information via internet, real estate and Microsoft Office software.
The Cohen S Corporation New York, NY Mortgage Consultant 01/2003 to 08/2009
  • Employed and managed a staff of 8 loan officers and processors who originated and processed residential mortgage loans.
  • Determined financial qualifications of clients.
  • Recommended banking loan options to clients.
  • Reviewed loan documentation for accuracy and oversee the processing of loans from application to funding.
  • Assured compliance with banking and underwriting guidelines.
  • Researched, created and generated leads for prosecutable clients, while establishing follow-ups for referral business.
  • Established and supervised monthly revenue goals for staff.
  • Educated staff on relationship building and business retention amongst clients and professional affiliates.
City of New York-Dept of Design and Construction New York , NY Training Project Coordinator 11/2002 to 02/2003
  • Generated and maintained a current list of eligible employees for applicable training courses within the agency of 1300 employees.
  • Coordinated and generated a certificate program for all classes that apply.
  • Supervised and maintained tracking system for training courses, certificates and related corresponding emails, applications and telephone inquiries.
  • Coordinated staff meetings to discuss operational issues, recommendations and other pertinent information regarding agency-training activities.
  • Prepared attendance rosters and course completion reports for all training courses.
  • Greeted and assisted instructors with the set-up prior commencing any training.
City of New York, Office of the Mayor New York, NY Mayoral Office Assistant 01/1994 to 08/1996
  • Provided administrative support under the Rudolph Giuliani administration in the Dept.
  • of Construction.
  • Drafted and prepared correspondence for Deputy Commissioner's signature.
  • Coordinated and maintained the Deputy Commissioner's itinerary.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Associates of Arts (A.A.) Degree: Business Administration 1995 Borough of Manhattan Community College, New York, NY Business Administration
Microsoft Office Applications Certificate Business Writing seminar Coursework in Administrative Technology
Additional Information
  • ADDITIONAL INFORMATION CERTIFICATIONS, LICENSURES & REGISTRATIONS Licensed NYS Life Insurance Agent Securities License - Series 6 & 63 In progress (Feb.2016) SCIP (Strategies for Crisis Intervention and Prevention) June, 2010 - July, 2012 Licensed New York Real Estate Salesperson- April, 2007- October, 2011 REALTOR, National Association of REALTORS (NAR) and LIBOR member - October, 2009-October, 2011
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Professional Experience
06/2010 to Current
Account Manager Stone Coast Fund Services Portland, Maine
  • Act as the primary liaison with hedge fund managers and fund service providers.
  • Responsibilities include Relationship Management, Fund Accounting, Fund Investor Services, Financial Reporting, Legal/Regulatory Compliance, Business Continuity and Technology.
  • Prepare and distribute all month end accounting and performance reports as well as prepare and deliver monthly partner statements in a time sensitive environment.
07/2004 to 06/2006
Vice President TD BankNorth Portland, Maine
11/1999 to 06/2004
Senior Portfolio Manager FleetBoston Financial Boston, Massachusetts
  • Managed over $30B of fixed rate securities including MBS, Agencies, Treasuries, CMOs, CMBS, and ABS.
  • Responsibilities included recommending and implementing market strategies to mitigate risk and achieve income and performance targets.
  • Traded various securities as interest rate strategies or market opportunities arose.
  • Managed equity buyback programs both direct and accelerated.
  • Acted as portfolio liaison to bank acquisitions to ensure accurate security transfer.
  • Utilized Yield Book to recommend new security types or market strategies.
  • Actively managed a $17B MBS portfolio and a $4.5B CMO portfolio which included: Purchasing over $10B in MBS and $3.5B in CMOs in 2003 to manage to income targets.
  • Utilizing of Yield Book to forecast runoff, project performance in various interest rate curves, and generate rates of return.
  • Consolidating 900 pools into 50 pools to optimize both funding and operational efficiencies.
  • Coordinating with operations to get the dollar roll program implemented.
  • Collaborating with operations, accounting, and technology to enhance pricing efficiency and accounting of assets.
  • Coordinated efforts of acquisitions and integration of portfolios into the FleetBoston balance sheet, including: Purchase of Summit Bank, sale of Fleet Mortgage to WAMU and purchase of Progress Bank.
  • Recommendations for asset disposition at time of merger.
  • Interaction with various internal departments as well as the acquired corporation.
  • Frequently collaborated with various groups within the bank to adhere to internal policies and optimize asset management, which included: weekly market meetings with Vice Chairs to provide market color; frequent meetings with Balance Sheet Management; coordination with Treasury Operations for input of trade tickets, system upgrades, and product development; and frequent interaction with Credit to approve ABS and CMBS transactions.
  • Coordination with Funding to optimize use of assets to meet internal funding needs.
06/1996 to 11/1999
Senior Residential Mortgage Specialist
  • Managed all facets of the residential mortgage portfolio including securitization, risk management, market pricing, and transactional activity.
  • Approved Private Banking loan requests, CRA program offerings and any modification and foreclosure proceeding.
  • Managed the relationship with servicer of banks' mortgages after divesting from the bank.
  • Responsible for the successful integration of whole loan mortgages after bank acquisitions.
10/1993 to 11/1995
Vice President Graystone Mortgage Corporation Boston, Massachusetts
04/1992 to 10/1993
Senior Negotiator Federal National Mortgage Association Philadelphia, PA
  • Managed over 100 financial institutional accounts in Massachusetts and Rhode Island that generated approximately $7.3 billion per year.
  • Conducted annual negotiations of master agreements, prepared and presented contracts to the Investment Committee; stratified, priced, and bought various types of mortgage loans.
05/1991 to 04/1992
Sales Representative
  • Responsible for inside sales and business development in the upstate New York region.
  • Planned, coordinated, and presented a variety of industry seminars on a quarterly basis.
  • Provided daily assistance to all accounts as needed.
  • Promoted to Senior Negotiator after 11 months.
Portfolio Manager
  • responsible for all fixed income securities trading as well as trading the dollar roll portfolio and accounting for all the derivative trades executed on behalf of the portfolio.
  • Two months after joining BankNorth, the bank was purchased by TD.
  • I was responsible for streamlining new system conversions and accounting for all interest rate derivative swaps to achieve predictable earnings in various interest rate scenarios.
  • I stayed through the interest rate and system conversions to assure accurate financial records.
Secondary Marketing Director
  • responsible for managing a monthly mortgage pipeline of up to $40,000,000.
  • Successfully implemented a diverse product line and negotiated contracts with investors for up to $100,000,000.
  • This was a senior level management position that incorporated the general management of all the functional operations as well as participation in the development and implementation of the organizational strategic plans.
May 1986
Bachelor of Science: Business Administration University of Maine Orono, Maine Business Administration
Spring 1986
International Finance University of Grenoble Grenoble France International Finance
accounting, acquisitions, asset management, balance sheet, Banking, Book, business development, color, contracts, Credit, equity, financial, Financial Reporting, fixed income, functional, Fund Accounting, general management, inside sales, Legal, Regulatory Compliance, managing, market strategies, market, meetings, mortgage loans, negotiations, Negotiator, organizational, policies, pricing, product development, Progress, Purchasing, Relationship Management, risk management, securities, seminars, strategic plans, Summit, swaps, Treasury, upgrades
Professional Affiliations
Education Foundation of the Kennebunks and Arundel Former Treasurer and part of the founding team that is dedicated to enhancing academic excellence in grades K-12 in the public schools of Kennebunk, Kennebunkport, and Arundel. Christmas in April A philanthropic association striving to assist elderly and handicapped inner city residents to live in warmth, safety, and dignity. Past Chairman of the Board of Directors Massachusetts Mortgage Bankers Association Past Course Instructor
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A goal oriented Diagnostic Medical Sonographer student with completion of two years of study in Abdomen, Small Parts, Vascular and Obstetrics. Seeking employment in your office Full Time, Part Time, or Per Diem. Experienced in a fast paced environment and a drive for quality patient care.

  • AED/BLS/CPR Certification through the American Heart Association
  • Sonography Principles and Instrumentation #
  • 63 WPM, 10 Key Typing Certificate
  • Microsoft Office Mastery Certificate
  • Comprehends interaction with human tissues
  • Explain ultrasound procedures to patients and answer any questions they may have
  • Knowledge of Acuson Aspen, Siemens HDI 5500, GE Logiq 7, 9 & 400, Sequoia 512, Phillips
  • Color Duplex Ultrasound Machine
  • Doppler proficiency
  • Maintain patient records and add medical notes related to ultrasound procedure
  • Data entry
  • PACS
  • Stocking supplies
  • Proper sterilization techniques
  • Trained in HIPAA/OSHA Regulations


  • Present images and preliminary findings to physicians and the health care team
  • Evaluate the images for their quality, but also to interpret what was captured in the image
  • Precise measurements
  • Pulse volume recorder
  • Advanced anatomy knowledge
  • Ultrasound physics
  • Obstetrics and fetal development Sonography
  • Venous Duplex Examination
  • Venous Duplex of lower and upper extremities
  • ABI
  • Knowledge of scanning Abdomen, OB/GYN, small body parts and Vascular
  • Artifacts
  • Understanding of Protocols and Reports


Sales Coordinator
June 2015 to March 2016
Vivint Solar Lancaster, CA
  • Provided Quality Customer Assistance to current and potential clients
  • Created and Maintain Company Policies and Procedures
  • Developed Scheduling System for Solar Install
Mortgage Specialist II
June 2008 to December 2014
Bank of America Simi Valley, Ca
  • Customer Service: Maintained excellent customer service with customers and businesses alike via phone, email, and business letters
  • Communication Liaison
  • Designed Policy & Procedure: Created new, and updated current records
  • Maintained Quality Customer Care


Diagnostic Medical Sonographer, 2017 High Desert Medical College Lancaster, CA
  • Completed study of Ultrasound of Abdomen, Small Parts, Vascular, Obstetrics
  • Academic Excellence
  • Perfect Attendance

References Available Upon Request