My entrepreneurial mindset makes me self-motivated and eager to learn. I have great prioritization skills and know how to manage my time. I am a finance major at CSUSM looking to compliment my studies with relevant work experience.
California State University San Marcos, San Diego, CA Bachelor of Science Degree in Business Administration, Finance
- Entrepreneur’s society
Retirement Funding Solutions
I was responsible to:
• Accept new loans and audit for all required information before assigning an FHA case number to the loan.
• Once within government compliance I ordered appraisals, title reports, and tax histories on the borrowers
and their property. After all these steps were completed I would send the loan to the processing
• I also went above expectations by helping delegate work flow and trained two new employees to not only
complete tasks, but to understand what and why they are doing these tasks.
Reverse Mortgage Solutions San Diego, CA
Mortgage Funding Closer – Post Closing September 2016-January 2017
• Received newly funded loans from various RMS offices, categorized the documents within those loans,
and created bank collateral packages to be sent to creditors.
• Audited loans that were already funded and prepared HUD case binders to be sent to the Housing Urban Development Department to get insured.
• *On 01-17-16 Walter Investment Management, RMS’s parent company, backed out of the reverse mortgage industry. 40+ people at my office were laid off that morning, including myself.
Pacific Sunwear National City, CA
Assistant Store Manager, Men’s Product May 2015-August 2016
• Responsible for every aspect of the men’s product and how to positively impact store performance.
o Including: directing visual floor sets, manipulating product placement depending on class sell through numbers, setting sales goals for associates.
• Performed walkthrough’s of store floor and quarterly numbers for corporate regional managers and loss prevention managers.
San Diego, Reverse mortgage, Private equity, venture capital, csusm, finance, financial, analyst