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Work Background
COO (Chief Operating Officer)
Supreme Asset Management Group, LLCCOO (Chief Operating Officer)
Aug. 2022Scottsdale, Arizona, United StatesBy creating an inclusive and dynamic work environment, I empower 50+ team members to thrive, unlocking the full potential of diverse talent and driving collective success. I excel at overseeing company operations and fostering a culture where every team member can flourish. Collaborating closely with the CEO, I develop and implement business strategies that drive both short-term success and long-term growth, aligning the objectives to propel the company forward and achieve outstanding results. Key Achievements: ►Arranged strategic leadership meetings to advance core objectives and cultivate culture of continuous improvement, achieving 15% boost in operational efficiency by pinpointing and executing targeted process enhancements. ►Directed company-wide initiative to reinforce core values, enhancing team collaboration and accelerating project delivery timelines by 20% through streamlined cross-departmental coordination. ►Led major projects from planning through execution, optimizing resource allocation and workflows to exceed business goals by 25% while elevating customer satisfaction by 30%. ►Administered $3M budget across two buildings, ensuring efficient allocation and cost-effectiveness.
General Accountant Administrator
Hymson Goldstein Pantiliat & Lohr PLLCGeneral Accountant Administrator
May. 2022 - Jan. 2023Scottsdale, Arizona, United StatesThroughout my tenure, I've consistently demonstrated exceptional financial stewardship by efficiently compiling and analyzing financial data, preparing comprehensive documentation, and ensuring seamless book closures well within deadlines. With meticulous attention to detail, I've also reviewed tax returns, verifying accuracy and uncovering eligible deductions to optimize financial performance, leveraging my technical expertise to drive precision and excellence in financial management. Key Achievements: ►Supervised financial performance by creating comprehensive quarterly and annual balance sheets. ►Enabled monthly reporting analyses to validate internal reports and reconcile production operations with general ledger. ►Documented transactions related to cash, credit, fixed assets, accrued expenses, and lines of credit for detailed and accurate financial documentation.
Senior Loan Processor
loanDepotSenior Loan Processor
Aug. 2020 - Mar. 2022Scottsdale, Arizona, United StatesStreamlining Closings and Delighting Customers, I expertly facilitated seamless closing processes, collaborating with attorneys, title companies, and government clerks to ensure timely and precise finalizations. Additionally, I delivered exceptional customer service, promptly addressing inquiries, efficiently processing transactions, and resolving issues with empathy and professionalism. Key Achievements: ►Offered resolutions for conditions from underwriting departments to facilitate smooth loan processing and compliance. ►Organized underwriting documents by thoroughly verifying client income, credit reports, and other essential information.
Vice President of Business Operations
Allegiant Healthcare of PhoenixVice President of Business Operations
Jun. 2016 - Nov. 2019Phoenix, Arizona, United StatesThrough inspirational leadership and strategic incentives, I elevated staff performance, cultivating a dynamic and productive team environment for 3oo individuals. Additionally, I fueled company growth by collaborating with sales and marketing teams to support expansion initiatives and championed cross-functional projects, aligning departmental objectives with overarching business objectives. I spearheaded quality excellence by leading monthly assurance meetings, assigning tasks, and ensuring prompt follow-up to propel continuous improvement. Key Achievements: ►Increased facility occupancy from 10% to 95% within 8 months by supporting the rollout of Dialysis, Pediatric, Behavioral, and Respiratory programs. ►Recognized and implemented staffing, operational, and supply chain efficiencies, achieving $200K annual expense reduction and 15% increase in staff productivity. ►Applied robust safety protocols, reducing worksite complaints, hazards, incidents, and lost-time accidents to improve OSHA scores and increase bid opportunities. ►Ensured compliance with local, state, and federal regulations, contributing to policy development and effective implementation strategies. ►Steered and optimized budget exceeding $20M, implementing strategic cost-saving measures.
Business Operations Consultant
FreelanceBusiness Operations Consultant
Jul. 2014 - Jun. 2017Scottsdale, Arizona, United StatesDuring this tenure, I developed and implemented processes and procedures for numerous companies to boost operational efficiency. I generated detailed reports with insights and recommendations for Business Center audits and shared findings with Compliance Executives. I also traveled to conduct audits in different states, ensuring that each office adhered to guidelines and regulatory standards. Through these audits, I identified compliance gaps and provided actionable recommendations to strengthen operations. Additionally, I coached teams ranging from 15 to 75 members, offering daily support and constructive feedback to help everyone perform at their best. Key Achievements: ►Increased compliance percentages by 90% through completion of audits. ►Planned and implemented additional procedures to enhance operational efficiency and support future progress. ►Trained staff on proper protocols for handling customer information to ensure compliance with data security guidelines.
Vice President
Bank of AmericaVice President
Jan. 2013 - Jul. 2014Chandler, Arizona, United StatesBy setting clear, ambitious performance goals for the department, I provided a roadmap for success and equipped teams with actionable strategies to achieve pivotal milestones, driving tangible results and continuous improvement. I leveraged data-driven insights to identify and capitalize on opportunities for productivity growth, elevating workflow efficiency across multiple areas. Key Achievements: ►Recognized and leveraged opportunities to heighten business process flows, boosting overall departmental productivity by90%. ►Liaised with program team to add software extensions for automated document scanning and filing, balancing daily assignments and reducing waste by over 50% through streamlined electronic processing.
Assistant Vice President, Business Operations
Bank of AmericaAssistant Vice President, Business Operations
Jan. 2012 - Jan. 2013Chandler, Arizona, United StatesBy identifying compliance vulnerabilities, I created and executed remediation plans to minimize risk. Through rigorous audits, I verified alignment of company materials and procedures with relevant laws and regulations, maintaining highest compliance standards. Key Achievements: ►Gathered and analyzed operational data to conduct accurate assessments and enhance compliance measures. ►Created actionable response plans to address audit findings and resolve compliance violations. ►Authored and delivered complete reports detailing audit findings and recommendations for improved compliance.
Home Servicing Specialist II
Bank of AmericaHome Servicing Specialist II
Jan. 2009 - Dec. 2012Chandler, Arizona, United StatesWith a focus on empathy and expertise, I resolved challenging customer situations, ensuring satisfaction and loyalty. I also nurtured a professional, courteous work environment, fostering strong relationships and collaborative partnerships. Key Achievements: ►Reviewed and validated loan application details and closing documentation to guarantee accuracy and compliance. ►Collaborated with external vendors to identify and resolve issues in loan closing process, promoting smooth transactions. ►Operated daily responsibilities with precision and efficiency, maintaining high standards of accuracy.
Senior Vice President, Business Sales/Operation Manager
Atlantic Mortgage Executives, LLCSenior Vice President, Business Sales/Operation Manager
Sep. 2002 - Jan. 2009Scottsdale, Arizona, United States

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