1. References Available Upon Request
Jennifer Caravalho
1292 Pomeroy Avenue | Santa Clara | CA | 95051
(650) 440-1463 | jennifercaravalho@me.com
Objectives
Join an organization where demonstrated skills in marketing, administration, and sales can
be used to increase profitability and promote growth
Seeking a position with a company that will allow me to fully utilize my communication,
organizational, and problem solving skills
Professional Experience
Program Administrative Assistant August 2014 – Current
Momentum for Mental Health
Employment Services Department
Cover phones and front desk, including client check in
Manage department Roster, keeping all authorizations & County and State forms up to
date, and adding new clients into our system
Create Orientation Packets and Situational Assessment packets as needed
Help maintain Client Charts, SAL’s, keep client electronic files up to date in County
computer system of Unicare & our own system of Avatar; take and distribute meeting
minutes
Provide quality customer service to challenging clients and maintain a high level of
confidentiality
Office Assistant January 2012 - Current
Neighborhood Church
Assist Senior Pastor and staff with general office tasks including managing projects,
special events, phones, correspondence, and supply orders
Execute weekly communication to the congregation and manage the database of members
Train volunteers and coordinate paid staff and volunteers for weekly services and special
events
Collaborate in staff meetings to plan weekly and monthly activities, as well as the
quarterly calendar; coordinate and carry out the pre-planning necessary to successfully
carry out the events
Loan Processor February 2012 – October 2013
Bayporte Financial
Assist with set-up and processing of mortgage loan applications
Meet all federal and regulatory guidelines as required in timely manner
Responsible for verification of mortgage application documentation with impeccable
attention to detail and confidentiality
Ability to troubleshoot and anticipate a wide range of problems and proactively develop
solutions
Manage pipeline of applications in various phases ensuring rate locks and document
expirations are met as necessary
Independent Contractor Marketing Consultant September 2010 – June 2013
Assist small businesses in the development and execution of their strategic marketing plans
2. Jennifer Caravalho (650) 440-1463 | jennifercaravalho@me.com Page 2 of 2
References Upon Request
Introduce social media and incorporate into established business development and
customer satisfaction programs; trained on using technology to streamline business
Train business owners and employees on the use of Facebook, Twitter, and LinkedIn
Independent Contractor September 2009 – August 2010
General Manager at Executive Home Staffing
Managed all aspects of new start-up, from concept to research to business and marketing
plan, to hiring personnel
Developed the marketing plan which included website development and social media
platforms of Facebook, Twitter, and LinkedIn
Created all applicable human resource documentation for the company
Responsible for all personnel research, interviewing and hiring
Independent Contractor July 2000 – August 2009
Personal Mortgage Assistant
Responsible for preparation of mortgage application documentation with impeccable
attention to detail and confidentiality
Planned and executed marketing plan for new and existing customers
Ability to troubleshoot and anticipate a range of problems and proactively develop solutions
Researched and reported on current market trends and conditions that directly effected our
existing client base
Managed complex purchase transactions with extreme time sensitivity and confidentiality
Planned open house events and finance seminars
Created pipeline reports to manage multiple transactions at various stages of loan process;
pre-application, application, documentation, submission, appraisal, locking, condition
requirements, contract interpretation, funding, final loan docs, closing, and post-closing.
Sales and Marketing Representative
Fidelity National Title September 1998 – February 2000
Old Republic Title July 1996 – August 1998
Responsible for conducting sales calls in sales territory of real estate and mortgage offices
Provided excellent customer service to our current customers, while expanding our market
share with new client acquisition
Special event planning including open houses, luncheons, banquets, trainings, continuing
education, seminars, and parties
Developed and implemented specialized training programs for clients on the computer;
basic computer usage through industry specific software programs
Provided computer support to our clients over the phone, in their offices, and their homes
Conducted office presentations on multiple topics from sales and marketing, legal reporting,
industry guidelines, and computer training
Successful collaboration with sales team to develop special level of service protocol for top
clients
Education
Units completed at Skyline College in San Bruno and San Jose State University in San Jose
High School Diploma from Leigh High School in San Jose
Computer Skills
Proficient on both Windows and Mac OSX operating systems and software