At International Assets Advisory, I review account documentation for accuracy and compliance, maintain client records across multiple systems, and coordinate requests with financial institutions. I process approximately 30–75 account openings and maintenance requests weekly.
Previously, I investigated account issues at Fidelity Investments and evaluated borrower scenarios at Carrington Mortgage, recommending lending solutions across VA, FHA, USDA, conventional, and non-QM programs. I also performed shipfitting tasks and quality checks at General Dynamics Electric Boat.
