SUMMARY:

Highly qualified and accomplished Financial Services & Consumer Banking Professional with 10+ years in the industry. Recognized for high production, analytics, leadership, improving process workflow with demonstrated ability to manage expectations and deliver results. Strong negotiation and leadership skills developed in operations with an emphasis in analytics and customer service. An enthusiastic leader committed to developing and leading new endeavors to achieve profitability and increased productivity.

EXPERTISE INCLUDES:

• Process Improvement Communications Product Management
• Project Management Change Management Data Analytics
• Leadership/Teambuilding System Integrations Customer Service
• Reporting Content Strategy Business Analyst

KEY COMPENTENCIES AND SKILLS:

Microsoft Project, Microsoft Visio, SharePoint, Microsoft Word, Advance Excel, Power Point, JIRA

WORK EXPERIENCE:

Confidential

Sr. Business System Analyst

Responsibilities:

• Lead and manage multiple projects from implementation to release. Projects & Change Initiates to include policy, procedures, partner relationship management, systems/user tools, legal and regulatory adherence, SLA negotiation/development, reporting and analysis, process improvement, process mapping, quality control management, communications, and/or team member processing for several finance business units.
• Maintain detailed records in the form of meeting notes, project forms/templates, policy and procedure updates, documentation of key decisions and exceptions for stakeholders.
• Worked cross functionally with marketing, sales, business development, product management, and engineering.
• Managed P & L for designated stakeholders/departments.
• Ensure consistent and integrated implementation of initiatives across customer segments and several line of business units at the bank. Delivered the total business solution within SLA while adhering to internal and external compliance standards. Present deliverables to executive management team on business performance. Provided strategic planning support to implement change and improvements for each organization.
• Exercise judgment and independent decision making in alliance with regulatory policy to ensure all Change Requests are compliant to minimize risks and exposure to the firm. Work on overall project planning through reporting on project schedules, action items, and deliverable.
• Managed system integration from a heritage software system.
• Presents to front line and executive management current and projected business performance and recommends strategies to implement changes and process improvements.
• Provide support to the departments by gathering and analyzing data in the establishment and/or maintenance of corporate business processes, procedures and policies.
• Monitored and created a variety of reports covering budget status, forecast reports and other management reports.
• Collaborate with Senior Management, and Functional Managers to plan business and technology initiatives and budgets. Identify and resolve project issues and manage risks.
• Performed and monitored regulatory audits.

Sr. Financial Analyst

Confidential

Responsibilities:

• Exercise financial judgement and independent decision making in alliance with Federal Regulatory Policy.
• Analyze and present data to Sr. Management to review trends, quality and opportunities for process improvement to mitigate risks.
• Partnering with internal line of business partners to gain insight on their customer experience to recommend and drive underwriting process improvement recommendations to increase the overall customer experience and timelines.
• Provide support to the departments by gathering and analyzing data in the establishment and/or maintenance of corporate business processes, procedures, and policies.
• Project Owner of several project initiatives delegated by Sr. Management.
• Managed system integration from a heritage software system.
• Perform and monitor regulatory audits.

Sr. Project Analyst

Confidential

Responsibilities:

• Managed reporting and compliance for 50+ mortgage banking associates and management.
• Managed and monitored compliance reporting.
• Managed government compliance projects and established controls.
• Managed and monitored revenue reporting .
• Managed and achieved 5% or lower for 3 key reporting metrics month over month to maintain compliance with Regulatory & Department of Justice standard.
• Collaborated with Senior Management, Functional Managers, and plan business and technology release initiatives and budgets. Identify and resolve project issues and manage risks.
• Leading Employee Action Forum Lead appointment by Sr. Management to improve the employee experience by creating and leading department initiatives.

Confidential

Sr. Business Analyst

Responsibilities:

• Conducted thorough reviews of financials and state specific foreclosure guidelines in order to solicit loss mitigation options to reduce exposure to the firm.
• Worked with attorneys and foreclosure vendors to insure fees/cost, timelines, and guidelines are handled appropriately and timely.
• Underwrite all frequency deals, reinstatement, and repayment plans in accordance with investor and Federal guidelines.
• Analyzed loan history, asset attributes, and customer contact to determine whether referral for foreclosure is appropriate.

Confidential, Lewisville, TX

Operations Manager

Responsibilities:

• Managed projects and process implementation that span various departments.
• Directed the implementation of a reward and recognition program for all employees based on the achievement of individual and teamwork objectives.
• Managed and delivered performance appraisals.
• Handled escalated customer inquiries and complaints.
• Improved employee morale and thus increased recovery revenue by educating and empowering employees to make effective and sound decisions.