Requests
5
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Arizona Financial Credit UnionCommercial Business Banker
Mar. 2024
LHC Construction Inc & LHC Custom Pools & Spas LLCChief Financial Officer / Controller
Sep. 2022 - Mar. 2024United StatesController and CFO of all financial projects and costs. Contract and proposals, leader of all human resources, overlook all tax payments and liabilities. Employee retention focused to maintain high quality work and safety on all job-sites. Project management along with all operations. Hands on as well as executive dutys.
Point Mortgage CorporationRemote Loan Officer Assistant
Dec. 2020 - Jul. 2022Chula Vista, California, United StatesI managed functions pertaining to educating customers on mortgage rules and regulations, interest rates, and the application process. Recommended the mortgage plans that best align with customers’ backgrounds and needs, drawing on research and personal expertise. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base. Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps. Liaised with clients to guide through loan closing process and skillfully handle any concerns. Scheduled meetings and appointments and maintained well-organized master calendar
PRECISION MORTGAGE, INC.Mortgage Loan Officer, Processor, and Closer
Dec. 2017 - Aug. 2020Peoria, ArizonaI was responsible for resolving problems throughout application processes. Submitted, and processed my own applications to packet for the broker. Coordinated Escrow and Title for the clients as well for loan signing. Posted funding packet completed after signing of documents. Audited all the files for broker purchases
Skipton and Associates, Inc. | Public AdjustersVP of Business Development / Insurance Adjuster
Apr. 2016 - Sep. 2017I pioneered the efforts across handling the entire gamut of functions pertaining to reviewing police reports, medical treatment records and physical property damage to determine extent of liability. Investigated and assessed damage to property and reviewed property damage estimates. Identified insurance coverage limitations with thorough examinations of claims documentation and related records. Interviewed agents and claimants to correct errors or omissions and investigate questionable claims. Investigated claims involving potential and suspected fraudulent activities. Partnered with legal counsel on litigation cases. Built relationships with customers and community to establish long-term business growth
Bill Luke CJDRCommercial Fleet Manager and Commercial Manager
Dec. 2012 - Apr. 2016United StatesI managed the commercial fleet inventory, retail client special builds, customer service manager for front end retail sales department, and all commercial sales and finance contracts. Worked directly with commercial fleet customers, and business owners. B2B sales and finance. Coached employees on best practices for managing contract issues and handling daily issues and tasks. Analysed sales and other reports that give insight into how a company can make adjustments to improve performance.
Allied IntermodalSupply Chain Controller
Jul. 2010 - Dec. 2012United StatesController, Financial analyst, payroll, HR, benefit coordinator, office manager
Intch is a Professional Networking App for the Future of WorkSee more people like Wendy on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
287528 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
20091 people
42
Senior Mining Engineer @ Riot blockchain
41
Financial consultant @ Standard capital corporation
33
Investor Relations Manager @ ExxonMobil