Objective

Exceptional competence in accurately preparing, examining, and analyzing accounting records, budgets and various forms of financial reports seeking career opportunity in the financial industry.

Skills

Communnication
80%
Product Knowledge
91%
Anticipate Customer Needs
86%
Spanish Speaking
Fluent
99%
Exceeds Sales Quota
76%
Leadership
89%
Loan Origination Software
90%
Microsoft Office
77%

Work Experience

Account Lead. • SunRun Solar • 9/2013 to Now

  • Engage customers in Costco warehouse offering SunRuns solar services solutions.
  • Meet team and individual sales goals set each month.
  • Conduct solar seminars and events for 20 or more people in a retail store or marketing event

Regional Dir. • IES Language Foundation • 9/2007 – 8/2013

IES is the largest US children’s language provider, with hundreds of classes nationwide. As the regional director it was my job to open and manage new schools in my area. Increased from 3 to 17 schools and managed 17+ employees

Senior Credit Mngr • Wells Fargo • 6/2006 – 7/2007

  • Met with customers requesting loans or lines of credit to start determination process.
  • Coordinated with team members to ensure customers received timely responses.
  • Performed internal audits of credit and loan procedures.

Acct Exec. • TransFirst Merchant Serv • 9/2005 – 9/2006

  • Responsible for establishing new accounts.
  • Assisted customers in determining the best product for their needs
  • Maintained ongoing client relationships
  • Originated 3.5 million in processing

Acct Exec. • CalFirst National Bank • 9/2004 – 9/2005

Lease and Loan Finance

  • Originated $10 million in commercial loans.
  • Conducted preliminary interviews with loan applicants.
  • Approves or disapproves loan applications based on merit and level of financial viability.

Education

Associate Science • 5/20/2016 • Cypress College
Course work included Cost Accounting – Government Accounting and Managerial Accounting

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