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Work experience


Personal Phone Banker

Wells Fargo       Reno, NV
  • Strived on providing first call resolution, while following strict procedures that had to meet federal compliance guidelines.

  • Always looked for every opportunity to introduce products and services to help each customer succeed financially. 
  •  Wowed each customer by going out of my way to please them.
  • Serviced each customer in a friendly, and courteous manner while
    following procedures for handling various types of inquiries.
  • Went beyond what I learned in training by marketing products and
    services In new ways that related personally to my customer.
  • Demonstrated great skills in personally relating to my customers, so it was easier to go way beyond my daily sales quota. 
  • Received a Service award for excellence in customer service, and sales. 

Shift Manager/ Production Coordinator     

Zephyr Events   Berkely, CA                                                    
  • Implemented targeted marketing strategies to drive new business.
  • Managed the onsite construction for special events. ( Weddings, Concerts, Fundraisers)
  • Managed employee hours, scheduling, and payroll. 
  • Developed and maintained client relationships. (Party planners, Wedding coordinators, Customers, Fire Marshals, and Building Inspectors.)
  • Conducted interviews, Hired and terminated employees.

Loan Officer    Diablo Funding Group                                                                                                   

San Ramon, CA
  • Reviewed all closing documents to ensure Closing Documents were properly signed and notarized by all required parties of the transaction. Reviewed and signed off in loan origination systems any outstanding closing conditions to meet loan approval.
  • Validated funds required for disbursement of the loan with Title/Escrow Company. Requested wires from the Funding Department.
  • Worked with potential new customers to build up their debt/income ratio, and credit for home loan feasibility.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.



Loan Officer  Cypress Mortgage Group                                                         

 Concord, CA
  •  Received a combination of formal company-sponsored training, and informal training working under a experienced Loan Officer.
  • Met with loan applicants to gather personal information and answer questions.
  • Explained different types of loans and the terms of each one to applicants.
  • Approved loan applications or referred them to management for a decision.


Aug 2002Jun 2006

Bachelors in Finance Cal State East Bay

Hayward, CA
  • Recipient: Monson 50%-tuition Scholarship (8 semesters). 
  • Graduated with a 3.2 G.P.A. 
  • Member of Youth and Government advisory council. (Governors lobbyist)
  • Member  of volunteers of America.

Benicia High School Benicia,CA

  • Graduated with Honors 2002
  • Youth and Government V.P. 1998
  • Youth and Government President  1999-2001
  • Youth and Government Governors Lobbyist 


Forklift Trained and Certifed 

Issued by OSHA
4-hour course included classroom and hands-on operator training as required by OSHA & CAL-OSHA