Operations Manager
Capital Financial Group, FX
Total years of experience :7 years, 2 Months
* Supervise offshore corporate structure with an international law firm for tax related and fund management legalities.
* Supervise implementation of corporate website to attain a web-based presence.
* Oversee all web-based marketing, significantly increasing client base.
* Manage a team of 15 individuals between sales department and administration.
* Devise streamline internal corporate process to expedite team efficiency.
* Handling of all finance and international compliance related customer issues.
* Provide all training for new hires to keep in corporate guidelines.
* Directly communicate with owners and directors weekly, presenting companies' position.
* Manage all back office operations, from banking to corporate compliance.
* Review all client credit ratings and place in negotiated loan program.
* Supervise in the collection of all supporting documents for loan submission to lender.
* Review final file to ensure accurate financial lending terms and supporting documentation.
* Deal directly with lenders to coordinate a successful closing during a limited contractual term.
* Directly manage a team of 8 Mortgage specialists keeping them up to date on all new loan programs.
* Coordinated hosted seminars to foreign investors on USA real estate loan programs.
* Assist in business development by establishing direct relationships with real estate brokerage houses for business referrals.
* Manage all post-closing proceedings, ensuring that all closed client files are in compliance with state and federal regulations.
* Front Office operations, dealing with prospective customer and explaining benefits of company offers.
* Review credit ratings of customer and enroll in proper beneficial program.
* Explain pricing structure to prospective customer.
* Negotiate payments directly with banks and successfully secure lower balances for customer.
* Post enrollment customer service. Keep customers up to date on status of their file.