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Work Background
Syndicate Wine BarOperations and Finance/Co-Owner
Feb. 2019Beaverton, ORBeaverton, Oregon's most desired wine bar, located in Old Town Beaverton in the center of Restaurant Row,
Canvas Host, LLCOperations and Finance/ Co-Owner
Sep. 2017 - Jun. 2020Beaverton, ORCanvas Host, as an Oregon Benefit Company and Certified B Corporation, provides me with a vehicle to not only help build local communities, but also build internal organizations through coaching and leadership development. At Canvas Host, I am responsible for operations and finance, as well as business services and consulting to outside companies that are struggling with internal team building or strategy initiatives. I work with individual companies to create a plan that systematically organizes structures and communication to promote team work and cross training.
Syndicate Consultants, LLCLead Business Consultant
Jan. 2017Beaverton, Oregon, United States
NexTitle, a Title & Escrow Co.Escrow Operations Manager
Apr. 2015 - Oct. 2016Portland, OROversee escrow operations profitability, including goal establishment, communication and execution
Hire, supervise, train and direct the development of all escrow staff
Develop new and repeat business through bankers, brokers and agents.
Manage all aspects of a sale, resale or refinance escrow transaction
Audit escrow process to ensure compliance with company policies, local laws and practices.
Delegate work according to employee's abilities and skills.
Evaluate employees performance and compensation Provide developmental opportunities through identification of internal and external training opportunities.
Provide continuous coaching with regard to functional and leadership standards
NexTitle, a Title & Escrow Co.Escrow Officer
Sep. 2014 - Aug. 2017Lake Oswego, ORWorking with you to create a closing experience that limits the stress by increasing positive communication at every step of the process. I dedicate my time to making sure your borrowers understand the process while building up your relationship with them. My business is based on referrals and creating a sense of community. This company allows me the time to help you build your business and cherish every customer like they are family. I am deeply connected in the community through philanthropic activities. I feel that the best way to support you and your client is to help your new buyers feel part of their new community.
Portland and Westside Green DrinksCo Facilitator
Jan. 2014 - Jun. 2020www.pdxgreendrinks.orgCoordinate monthly networking events for Portland and Washington County by sourcing locally owned restaurants and relevant speakers. We work together to provide events where small businesses, employees, job seekers, and entreprenuers can connect. These events can encompass topics such as sustainability, conservation, communication, small business development, and philanthropy on the local levels. Speakers have included Governor Kate Brown, State Rep. Earl Blumenauer, ex-Mayor Charlie Hales, and current Portland TEDex Speaker Steven Green.
Pacific Residential Mortgage, LLC. NMLS-1477/WA CL-1477 Equal Housing LenderLoan Manager
May. 2013 - Sep. 2014Lake Oswego, ORManage the project management calendar for four Loan Officers, on site and off site, while meeting the needs of regulatory and compliance. Process loan applications and documents for residental refinance and purchase transactions through maintaining all designated timeliness and effectively and efficiently communicating with all parties.
Career Education CorporationStudent Management Specialist/Admissions Manager
Oct. 2010 - Mar. 2013Beaverton, ORDirectly managed two teams of 15 Advisors in their daily duties of understanding and advising incoming students pursuing higher education degrees. I did this through one on one and group coaching, direct and indirect observations, and weekly/monthly performance evaluations. Each individual worked with me to develop their strengths and cultivate their communication skills to better understand their students and help them individually meet their academic goals. Organized site-wide motivational challenges that encompassed philanthropy and performance metrics. These activities increased morale and team identity through creativity and friendly competition. Developed and organized facility participation in the American Cancer Society Relay for Life which raised over $3000 for local families. Fundraising activities included penny drives, company cookbook sales, themed restaurant nights, luminaria sales, and direct participation in the annual 24 hour walking event. Traveled for departmental business seminars in Chicago, IL October 2011 and March 2012. Became Certified Performance Coach, Career Education Corp., March 2012 This company closed their operations in Oregon to move all admissions offices to a centralized processing unit in Chicago, IL.
Career Education CorporationAdmissions Advisor
Jul. 2009 - Oct. 2010Beaverton, OREnroll, coach, and guide potential students through the process of applying, starting, and successfully graduating from American InterContinental University. Suggested and facilitated team competitons through performance metrics and team identity themes. Mentored new advisors in listening skills, communication, assessment, and application through one on one coaching. Promoted into the role of Admissions Manager in October 2010.
Stewart TitleEscrow Officer
Aug. 2008 - Oct. 2008Beaverton, ORManaged project timeline for over 40 new accounts every month which entailed a high attention to detail and consistently meeting project deliverables. Closed escrow transactions by using high level of financial judgment in balancing needs of lenders, realtors, and title and escrow regulations. Developed relationships with local realtors, brokers, lenders, and builders to maximize service potential and to establish new incoming business to grow market share. Facilitated and attended local and national seminars to increase knowledge in ever-changing financial market and to stay current on legal regulations impacting a highly regulated industry.
Security Title GuaranteeEscrow Officer
Sep. 2007 - Aug. 2008Beaverton, ORManaged project timeline for over 40 new accounts every month which entailed a high attention to detail and consistently meeting project deliverables. Closed escrow transactions by using high level of financial judgment in balancing needs of lenders, realtors, and title and escrow regulations. Developed relationships with local realtors, brokers, lenders, and builders to maximize service potential and to establish new incoming business to grow market share. Facilitated and attended local and national seminars to increase knowledge in ever-changing financial market and to stay current on legal regulations impacting a highly regulated industry. This company closed Oregon operations in August 2008. All employees were offered jobs with Stewart Title.
Ticor TitleEscrow Officer
Jun. 2003 - Sep. 2007Beaverton, ORManaged project timeline for over 40 new accounts every month which entailed a high attention to detail and consistently meeting project deliverables. Closed escrow transactions by using high level of financial judgment in balancing needs of lenders, realtors, and title and escrow regulations. Developed relationships with local realtors, brokers, lenders, and builders to maximize service potential and to establish new incoming business to grow market share. Facilitated and attended local and national seminars to increase knowledge in ever-changing financial market and to stay current on legal regulations impacting a highly regulated industry. Contributing vendor at the US Bank National Business Conference in 2006, Phoenix, AZ. Attended the National Escrow Conference as a delegate of the Oregon Escrow Council in June 2005, Omaha, NE.
Infotech Systems ManagementOffice Manager/Controller
Aug. 2001 - Mar. 2003San Diego, CAOversaw hiring and recruiting for all positions in the company including office administration, programming, and upper management. Organized monthly staff activities to encourage and develop team unity through cooperation and cohesiveness between departments, including large off site week-long staff development vacations. Led weekly meetings with stakeholders to communicate the financial state of company and potential areas of opportunity. Facilitated monthly billing cycle, including AR, AP, and payroll which included working with CPAs and tax professionals to make sure quarterly and annual financial reporting measures were completed. Reported directly to the Chief Executive Officer and managed all operational and financial functions of a small information technology company.
International Laser Hair Transplant Surgery CenterOffice Manager
Aug. 2000 - Aug. 2001San Diego,CA
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