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Work Background
Money Well Lending, LLCVP of Operations/Mortgage Advisor
Jan. 2021United States, Vancouver Co-led business planning and feasibility analysis from May 2021,
laying the foundation for company inception and strategic
growth.
• Lead operations across 8 states (OR, WA, CA, AZ, ID, IA, FL, TX),
overseeing loan origination, compliance, and team
performance to drive operational success.
• Designed and implemented an internal GPT system to
streamline loan processing and client matching, reducing
administrative time by 20% and enhancing workflow efficiency.
• Implement Six Sigma-driven process improvements, reducing
loan processing times by 30% through automation and
streamlined workflows.
• Ensure 100% compliance with federal and state regulations
(e.g., RESPA, TILA), achieving near zero audit findings across
multi-state operations.
• Direct recruitment, onboarding, and training for loan officers,
utilizing PHR expertise to foster a cohesive culture.
• Collaborate to secure wholesale lender partnerships aligning
operations with strategic objectives.
Geneva FinancialLoan Originator
Sep. 2019 - Jan. 2022United States, ChandlerOriginated high-quality mortgage loans, achieving a 99%
approval rate by structuring compliant deals and advising
clients from application to closing.
• Reduced underwriting delays through proactive coordination
with realtors, appraisers, and underwriters, enhancing client
satisfaction.
• Developed client-centric processes, ensuring tra
ilaniPayroll
Apr. 2018 - Mar. 2020United States, VancouverProcess Optimization & Compliance Leadership
• Streamlined payroll processes for 1,200 employees, reducing
processing time by 50% and improving accuracy by 20%
through optimized SOPs and compliance with federal/state
regulations.
• Led training and development for payroll staff, enhancing
team capacity and ensuring consistent operational
performance.
• Collaborated with HR and Accounting to align payroll
operations with organizational goals, updating leave policies
to improve compliance and employee satisfaction.
• Managed quarterly and annual tax filings, achieving 100%
regulatory compliance and supporting large-scale operational
efficiency.
EQC HomecareOffice Manager/ Human Resource Business Partner
Aug. 2016 - Apr. 2018United States, PortlandStrategic Operations & HR Leadership
• Spearheaded operational decision-making, partnering with
leadership to drive business strategy, investigations, and
disciplinary actions for 50+ healthcare staff.
• Transformed HR processes by auditing and achieving 100%
compliance for personnel files, aligning with state/federal
regulations (e.g., HIPAA) and reducing compliance risks.
• Implemented a time-tracking system to streamline payroll and
billing, improving process accuracy and enhancing
operational efficiency.
• Directed recruitment, onboarding, and training programs,
reducing administrative onboarding time through optimized
workflows.
• Ensured licensure and continuing education compliance for
skilled nursing staff, maintaining regulatory adherence through
proactive monitoring.
• Managed budgeting and financial reconciliations, boosting
operational efficiency through data-driven financial planning.
Construct OneOperations Manager
Jan. 2016 - Sep. 2016United States, VancouverStrategic Operations & Financial Oversight
• Orchestrated office operations for a construction project
management firm, reporting directly to the owner and
overseeing project managers and coordinators to ensure
project success.
• Optimized financial processes by managing intent to liens and
subcontractor payments, improving payment accuracy and
ensuring compliance with state regulations.
• Monitored KPIs to maintain project timelines and budgets,
enhancing adherence through targeted support for project
management staff.
• Resolved employee disputes and led CPA meetings to align
financial strategies, reducing administrative costs by 15%
through streamlined operations.
• Strengthened team performance by providing strategic
support to project staff, fostering collaboration and driving
operational efficiency.
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