California Department of Housing & Community Development

Performs complex activities associated with grant and loan closing (construction and permanent loan closing).  Analysis of financial documents submitted by sponsors, lenders and developers.  Prepare clear and concise reports such as: budgets, cash flow projections, environmental assessments, title reports, investor agreement.  Negotiate and structure projects with developers and other funding sources.  Review of regulatory agreements, loan agreements, development agreements, covenants and escrow instructions verifying accuracy.  Attend developer meetings prior to loan closing.  Coordinate loan closing and other transactions with Legal Affairs Division.  Monitoring and analysis of project status and modifications.  Respond to questions from Sponsors, developers, lenders and units of local government. Work under deadlines to monitor project progress through escrow, construction and rent up.  Coordinate fiscal records ensuring proper use of funds or return of unused funds to the program.  Process file transfers to Asset Management and Compliance branch.  Collaborate with other sections of Division of State Financial assistance by performing program design and problem resolution in the development of Notice of Funds availability, application and other program documents

Housing and Community Development Rep II

Department Of Consumer Affairs

Performs duties related to Probation monitoring, citation and fine appeals, and case intake duties which are essential to the effective operation of the CBA's Enforcement Division:  Duties include:  Collection and review of probationer's compliance with quarterly status reports, cost reimbursement payments, Status of Licence, completion of community service and submission of penalty assessments.  Assist in the preparation of individual communication as to compliance with probation terms and conditions.  Assist in desk investigation of probationers to verify compliance with disciplinary orders, making sure required continuing education and regulatory review courses are taken.  Assist in examining and evaluating disciplinary documents for licensees that have been on probation as result of enforcement action.  Perform analysis on incoming cases, performing preliminary gathering of investigation whether case should be referred for technical or non-technical investigation.  Identify priority of each incoming case of which needed expedition, review all referrals from CBA units including but not limited to referrals related to continuing education, non-response to initial inquiries and Peer review to determine which statutes and regulations may have been violated.  Determine accurate citation codes for matters assigned under Citation desk.  Provide overall support to the entire Division whenever needed.

Enforcement Analyst

Golden1 Credit Union

Responsible for delivering exceptional member experience by leading and developing a team focused on uplifting service.  Manages, direct and supervises member service representatives. Responsible for ensuring compliance with all policies and procedures.  Implement efficiency in processing member transactions.  Responsible for a positive and engaging work environment by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale and embracing company mission and vision.  Maintain strong knowledge of employee roles.  Perform appraisals of direct reports; reward and recognize strong performers and develop action plans to address performance issues.  Track and monitor trends of opportunities, identify root causes and taking proactive steps to ensure success.  Assess proper individual development plan, career development, training, interviews and incentive payout.  Train and coach employees on sound operational and lending practices.  Maintain a well controlled operational logs.  Implement internal audit, security procedures and other operational controls.  Maintain a working knowledge of current industry rules, regulations and sound methods and practices.  Identify, investigate and respond to member concerns.  Loss and fraud prevention.  Lead and coordinate service promotion activities, including outbound calls, special service days and all outside marketing efforts.  Develop and implement strategies capitalizing opportunities, highlight the benefits of the credit union products and services over competitors and support overall credit union goals.  Maintain all internal policies affecting procedure controls to overall safeguard the assets of the credit union.  Actively identify issues affecting delivery of exceptional service and factors affecting potential solutions.

Branch Operations Manager

Build stronger financial relationships
Notate member conversation in STARs system.
Profiling member needs enabling to drill down cross sell opportunities.
Perform daily outbound calls.
Submit financial services referrals.(Financial Consultant)
Effectively communicate with sales manager strategies to exceed assigned monthly goals

Member Relationship Specialist

Conduct daily loan and new account audit
Conduct monthly and quarterly verification
Oversee proper performance of branch vault and teller cash dispatch
Identify areas for improvement in overall operations and efficient processing of teller transactions.
Coach employees so they can meet their referral goal.
Find other ways for effective coaching and address this to the branch manager
Oversee safe deposit box audit
Oversee proper function of coin machine

Member Service Representative Lead

Rizal Commercial Banking Corporation

Prepare corporate budget, review credit application, directly report to the Executive Vice President of the group and support his management system and projects. Direct and supervise employees of the group. Attend loan committee meetings. Present Budget Unit Financials to the group.

Junior Planning Officer

I am an individual who abides by great Leadership through employee engagement and development.  I believe that customer service is a result of how you establish relationships to clients you have interactions with.  It doesn’t mean they get their ways but give them options.  I believe in Golden rule and Good karma.  I have learned so much on this platform.  I have a strong work ethic and always passionate and committed to strive for the best.  Failures maybe unavoidable but the important thing is you learn and overcome those challenges.  If you think that we can learn from each other you can connect with me.  Collaboration results to great teamwork and achieve goals. Remember to not judge because you’re not perfect. No one is.  And we all continue to learn from each other and it has no boundaries.

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