# Penny Mae Juco > Salesforce Certified Administrator, and Certified Scrum Master Location: San Leandro, California, United States Profile: https://flows.cv/pennymaejuco Flexible and motivated FinTech professional with experience both as a user and a developer. I'm currently a Salesforce Administrator and hold an Administrator Certification, however, I started my career in Mortgage and Real Estate operations. Seasoned with years of start up experience, I'm excited to use my talents to help move the industry forward. ## Work Experience ### GTM Engineer @ Wrapbook Jan 2025 – Present ### Lead Salesforce Engineer @ Unison Jan 2023 – Jan 2025 | San Francisco Bay Area - Led the Business Systems team, developed training materials, and mentored new hires - Administered Salesforce for 50+ users, ensuring seamless operations for sales, marketing, business development, operations, and servicing teams. - Worked cross-functionally with several teams, including sales, marketing, business development, operations, and servicing teams, to translate business needs into technology requirements to optimize lead and opportunity management - Established and maintained reporting for sales leadership, providing visibility into pipeline performance and key metrics - Partnered with marketing team to create marketing journeys, campaign tracking solutions, and lead nurturing workflows within Marketing Cloud - Designed and developed automated workflows and screen flows to guide users through complex sales and servicing processes, an example of which includes creation of a screen flow to intake a loan application that validates the inputs and propagates data to records across 12 objects. - Collaborated with business development to refine opportunity tracking and optimize sales forecasting - Enhanced efficiency of user processes through the use of Flow, Process Builder, Workflow Rule, and Apex. - Integrated with external systems, both homegrown and third party applications ### Salesforce Administrator @ Unison Jan 2021 – Jan 2023 - Configured and maintained Salesforce Sales Cloud and Service Cloud for 50+ users. - Supported users by troubleshooting issues, resolving bugs, and completing feature requests. - Refined existing automations and built new ones based on user feedback provided to business systems team management - Assisted with data integrity efforts through cleansing initiatives. - Strengthened security protocols through role-based access controls and permission sets to ensure compliance and data protection - Increased data integrity through validation rules, duplicate management, and structured data governance - Designed and deployed custom UI overlays (Nintex Apps for Salesforce) to improve user efficiency ### Post Close Team Lead @ Unison Jan 2019 – Jan 2021 | San Francisco Bay Area - Built and led the team, established expectations for the role, created processes, procedures, and new hire material - Created reporting standards to ensure that performance was accurately measured - Handled escalations, assured quality, and handled inquiries - Identified process gaps, worked cross-functionally, and built procedures. Examples of which are the establishment of the title search package review and a new QC system - Provided support to transaction specialists and handled overflow processing and closing responsibilities ### Salesforce Administrator @ Unison Jan 2021 – Jan 2021 ### Post Closer @ Unison Jan 2019 – Jan 2019 - Established expectations for the role, and created processes and procedures - Worked with the transaction specialist team, settlement agents, and clients to ensure files were completed - Provided support to transaction specialists and handled overflow processing responsibilities - Ensured accurate collateral files, coordinated file storage, and followed up with trailing documents ### Post Closing Team Lead @ LendingHome Jan 2018 – Jan 2019 | San Francisco Bay Area - Managed and lead a team of 8 employees. - Hired and trained new team members. - Answered questions, resolved issues, assured quality and that company guidelines were followed. - Act as the bridge between upper management and team members. - Managed and recorded inventories of collateral files and trailing documents. - Provided customer service and handled customer inquiries ### Loan Administrator @ LendingHome Jan 2017 – Jan 2018 | San Francisco Bay Area - Monitored taxes and insurance on mortgage loans, and notified customers of taxes & insurance amounts due - Communicated with vendors to ensure LendingHome utilized all services at the best cost - Loan reconveyance processing and administration - Managed foreclosure and REO related invoices and reconcile for accuracy ### Post Closing Specialist @ LendingHome Jan 2017 – Jan 2017 | San Francisco Bay Area - Worked with the closing team, closing agents and borrowers to ensure loan files were completed. - Met and exceeded daily and monthly quotas - Provided excellent customer service and maintained customer relationship at the highest possible level. - Suggested improvements where opportunities arose - Ensure timely and accurate processing of loans, prepared collateral, coordinated loan shipping and followed up with trailing documents. ### Post Closing Packager @ LendingHome Jan 2016 – Jan 2017 | San Francisco Bay Area - Meet and exceed daily and monthly quotas, with high quality work while focusing on great service, building professional relationships, and being empathetic towards customers. - Provide excellent customer service and maintain customer relationship at the highest possible level. - Speak up and suggest improvements wherever you see an opportunity and be flexible when opportunities are presented. - Work with the closing team, closing agents and borrowers to ensure loan files are complete. - Ensure timely and accurate processing of loans, including scan and upload documents, prepare collateral and servicing files, coordinate loan shipping, follow up for trailing documents. - Adhere to and comply with all applicable federal and state laws and company policies. ### Loan Servicing Contractor @ LendingHome Jan 2016 – Jan 2016 - Monitored taxes and insurance on mortgage loans, notified customers of taxes & insurance amounts due - Supported loan reconveyance processing and administration, and assisted in processing payoff and lien release activities - Documented all customer interaction in LendingHome’s system of record ### Bartender @ Red Robin Jan 2015 – Jan 2017 | San Francisco Bay Area ### Server @ Red Robin Jan 2013 – Jan 2015 | San Francisco Bay Area ### Server @ San Jose Improv Comedy Club Jan 2014 – Jan 2015 | San Jose, California, United States ## Contact & Social - LinkedIn: https://linkedin.com/in/pennymaejuco - Portfolio: https://trailblazer.me/id/pennymaejuco --- Source: https://flows.cv/pennymaejuco JSON Resume: https://flows.cv/pennymaejuco/resume.json Last updated: 2026-04-11