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Work Background
United NationsSustainable Development Group at United Nations Department of Economic and Social Affairs
Nov. 2019 - Jun. 2021Geneva, Switzerland- Sustainability Development Goals (SDG) 2030 - Worked on multi-platform initiatives and campaigns to engage stakeholders in implementation and broad-scale awareness of SDG to increase operational efficiency and improve regional cooperation - Developed and coordinated strategic partnerships with key constituencies, including members of the United Nations communications groups in the region
VIPKidEnglish Second Language Teacher
May. 2019I teach and facilitate structured English learning platforms to young Chinese students age 5-11 based in Beijing, China. I introduce new vocabulary, explain grammatical structure, guide students in new concepts, and help them gain familiarity and confidence with English.
Wells FargoMortgage Specialist - LIFT / Non-Profit Program Partnership
Feb. 2016 - Mar. 2017Portland, Oregon• Partnered with Neighbor Works America NPO to provide home ownership opportunities for low income families in underserved communities through ‘Let’s Invest for Tomorrow’ program • Applied FHA and government policies in conjunction with various DAP and BOND products within different housing markets and layering schemes to provide 564 families with opportunities to become homeowners
Wells FargoCorporate Finance Analyst
Mar. 2014 - Aug. 2019Portland, Oregon• Issued final transaction decisions for approval or denial • Applied advanced knowledge of lending practice and underwriting guidelines to ensure acceptable levels of loan risk giving 963 families the reality of home-ownership • Top producer in region 5 consecutive years • Led several cross-functional project teams to identify, analyze, and develop plans around critical strategic priorities • Provided research and analytical support to identify, evaluate, and implement solutions for strategic priorities and critical business issues during tenure • Partnered with senior management teams to optimize improvements to C2C (clear to close) business process design • Worked independently to design and lead research projects related to market trends, consumer profiles, and competitive intelligence • Successfully managed a $55M monthly mortgage application pipeline for the San Francisco market. • Applied advanced knowledge of lending practice to ensure acceptable levels of loan risk giving 963 families the reality of homeownership
Wells FargoMortgage Specialist - San Francisco Bay Area
Feb. 2013 - Feb. 2016Portland, Oregon• Worked with home mortgage consultants, realtors, settlement agencies, and customers on purchase and refinance transactions from origination to closing, acting as main liaison between customer and other parties • Worked exclusively with high profile clientele and top San Francisco Bay and Silicon Valley executives • Handled over 110 high dollar volume loans – many exceeding $1 million, equating to $55,000,000 in sales volume single-handedly processed • Handled complex loan packages to ensure compliance with company policies and government regulations • Negotiated viable solutions to make deals work while balancing high credit quality • Pre-underwrote loans by evaluating credit, assets and income and initiated risk analysis review prior to underwriter review by reviewing collateral, compensating factors, and identifying key loan factors • Worked between several data and electronic file systems and platforms • Interpreted policies while analyzing applications, property specs, and documentation, and ordering/managing all required verification and documentation requirements • Mace sound business decisions based on credit risk policy and procedures • Performdc high volume, time-sensitive tasks related to the loan documentation, decisioning and closing process, including researching and problem-solving to ensure compliance with customer loyalty, quality, and timeliness standards • Processed conforming and non-conforming government loan products • Reviewed collateral and property profile characteristics and evaluations
Wells FargoBusiness Development Associate
Dec. 2008 - Jan. 2013• Worked as a key vendor set up team member: completed employment verifications, ordered title and insurance documents, and requested appraisal updates and supplemental orders • Worked with upfront file construction, document review and organization, and efficient collating of materials • Worked with important regulatory deadlines (Reg B) and managing AIRL communications to customers • Worked with the FAST cancellation team on inactive, withdrawn, and declined files • Shipped Cancelled and Funded files to FAST team • Exclusive point of contact for 4506-T/IRS audit result ordering, review, and distribution of results for my fulfillment site • Exclusive point of contact for Post-Closing document department • Helped create a more streamlined and effective workflow process for file set-up and operational day-to-day duties • Organized incoming customer and vendor documentation and distributed to assigned team members for review • Managed several document databases for new files, documentation for existing/current files, and archived/funded files
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