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Work Background
Branch Office Manager
Edward JonesBranch Office Manager
Jul. 2024United States• Deliver exceptional personalized service to ensure clients are understood and informed • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year • Actively listen for situations in the clients’ lives that may indicate a need for additional services
Program Manager
Travis Credit UnionProgram Manager
Dec. 2023 - Jul. 2024Vacaville, California, United States• Implementation of new AI products • Preparation and demonstration of PowerPoint presentations to Sr. Leadership • Software testing before implementation, finding errors, ensuring reliability, and efficiency • Cross Department Collaboration
Member service Manager
Golden 1 Credit UnionMember service Manager
Jul. 2015 - Oct. 2023
Account Executive/ Loan Officer/HSS II
Bank of AmericaAccount Executive/ Loan Officer/HSS II
May. 2009 - Jul. 2015Sacramento, California, United States
Loan Officer
Loan Review IncLoan Officer
May. 2008 - May. 2009
Account Executive
Ameriquest Mortgage CompanyAccount Executive
Aug. 2004 - Dec. 2006
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