We provide IT Staff Augmentation Services!

Business Analyst/project Manager Resume

Roseville, CA


Experienced Business Analyst and Project Management with a demonstrated history of working in the financial services industry. Proven 6 years of leadership in Compliance. Strong communication skills both verbal & written and understanding of end - user needs.


  • Project management
  • Project Plans and Scope Management
  • Resource Planning and Allocation
  • Process Analysis and Improvement
  • Business Analysis
  • Documentation
  • QA and UAT
  • Compliance Management
  • Creation of custom reports
  • Training/Demos
  • Leadership and Management


  • MS Office, including MS Visio
  • Encompass
  • BytePro
  • Motivity
  • Service Now
  • Sharepoint
  • Jira


Confidential, Roseville, CA

Business Analyst/Project Manager

  • Analyzing business needs for Confidential (Mortgage company)
  • Use of LOS (Loan operating system) BytePro and CloudVirga
  • Coordination and rollout of new applications. Working with the business, Developers, and Trainers
  • Ad-hoc reporting
  • Created Visualizers and Dashboards for loan analysis. Projecting the businesses real-time loan numbers in units and volume
  • End-user training and demos
  • Escalated issue resolution and change management through Service Now.
  • Interim team manager

Confidential, Sacramento, CA

Compliance Supervisor

  • Managing a team of 14 Disclosure Specialists
  • Developing and managing special projects within the team
  • Working within CFPB regulations to disclose valid changes of circumstance on the Loan Estimate.
  • Disclosing on Initial disclosures with correct fees and upfront disclosures.
  • Creating pipelines and reports in Encompass system
  • Creating all job aids and keeping them updated with new guidelines for the team
  • Keeping track of the team’s number of loans they are disclosing as a whole and individually.
  • Making sure loans get disclosed within our SLA of 2 hours
  • Interviewing for new positions on the Disclosure team

Confidential, Rocklin, CA

Senior Compliance Auditor/Branch Lead

  • Completing Initial Disclosures and Change of Circumstances per branch request and RESPA guidelines
  • Performing compliance review of files at the final stage in the process, preparing them to be sent to docs
  • Working out any issues even after the file is in docs or needs to be redrawn
  • Making sure all final disclosures are in the file after it is funded on Broker loans
  • Work with compliance, operations and bank staff to minimize compliance errors during the loan process
  • Validate GFEs and TILs for compliance
  • Update data in Encompass
  • Training new hires and new branches for the Compliance Department and continuing to support them

Confidential, Roseville, CA

Mortgage Opener

  • Responsible for initiating the loan application process by registering loans in the system and reviewing documents for accuracy
  • Prepared the internal application files for the loan processors and insured that all information and documents were accurate and comply with all company compliance requirements

Confidential, West Sacramento, CA

Edit/Suspense Resolution Claims Examiner

  • Reviewed failed Medi-Cal claims by examining scanned images and attachments against the CA-MMIS suspense screen which identifies the error codes
  • Processed and adjudicate daily edits and weekly audits. Perform for manual pricing, and provider lookup
  • Verified accuracy and validity of claim data.
  • Generated resubmissions, turnaround documents or deny claims if disposition cannot be made without provider input
  • Examined claims, reports, and invoices
  • Enter approval code or deny the claims with a specific denial reason code that will be included on a Remittance Advise or Explanation of Benefits according to Medi-cal policy
  • Processed guidelines according to DHS policies and procedures.

Confidential, Rancho Cordova, CA

Support Service Specialist

  • Created re-decision activity on AICD loans
  • Conducted welcome call to set borrower expectations
  • Printed and sent conditional approval letters
  • Ordered appraisal, title, reviews condo database for approval, etc. and followed for receipt
  • Keeps MLO informed of the loan status through StatusMart updates and emails to MLO
  • When HSS capacity existed, transferred loans, made updates in StatusMart and sent emails to MLO
  • Printed and sent conditional approval letters
  • Reviewed final terms of the loan
  • Called the customer to go over the final terms and schedule the signing
  • Prepared to draw the docs

Confidential, Elk Grove, CA

Loan Officer

  • Made outbound calls to leads
  • Refinances and home purchases
  • Answered all customers thoughts and concerns during the loan process

Confidential, Rancho Cordova, CA

General Correspondence Clerk/Help Desk Coordinator

  • Answered inbound calls from all clients
  • Documented all calls in the ticketing system
  • Resolved software and network problems for all clients
  • Contracted company with California Department of Health Services
  • Corrected Medi-Cal provider claim submission
  • Ordered provider’s Medi-Cal manuals

Hire Now