Financial Analyst Resume

SUMMARY

Demonstrated analytical skills that provide strong data driven financial strategies and optimal product positioning
Consistently take initiative to improve procedures, processes and reporting functions
Successful management of nearly 200 properties at a time
Established a standard Medicaid Threshold report that allows for more accurate analysis of levels based of off Covenants in the Mortgage/Deed of Trust
Successfully communicates in-depth financial strategies and underlying data into easily understood presentations for clients, prospects and consultants
Revised and enhanced process for lender consents
Proficient in Microsoft Office Programs and Seibel

PROFESSIONAL EXPERIENCE

Confidential - Columbus, OH

Responsibilities:

Manage portfolio of 145 assets with dollar risk of $360 million
Selected and promoted to manage a more challenging portfolio - Senior Facilities
Established a quarterly portfolio review to monitor Mortgage/Deed of Trust income limits and Medicaid threshold levels
Collaborate with internal and external stakeholder to create and promote open lines of communication
Determine risk grade by analyzing financial performance on a quarterly basis
Assess all state facility licenses, surveys, and Plan of Corrections
Perform regular site visit for property inspections to insure property collateral
Compose and submit downgrade memos to Investors and internal risk committee
Participate in team initiatives to improve policies and procedures
Manage loan related system changes by initiating interest rate, payment, and reserve requirement changes
Certified Multi-Family Property Inspector

Confidential - Maumee, OH

Youth Market Director

Responsibilities:

Increased on-line income by 162% for the 2010-2011 fiscal year
15% overall sales increase for the 2010-2011 fiscal year, well above National Average
Nationally ranked 3rd for recruitment of new and existing clients for the 2008-2009 school year
Exceeded School Recruitment Goal for the years of 2008 - 2010
Coordinate, plan and implement activities for 140+ events in elementary and middle schools across 8 counties in Ohio to achieve fundraising objectives: Jump Rope for Heart and Hoops for Heart
Visit 40 schools per week providing resources and ongoing motivation for coordinators throughout event cycle to maximize successful completion results
Liaison to Physical Education instructors, Principals and School Wellness Committees to help educate students on the importance of proper nutrition and exercise to reduce childhood obesity
Consult effectively to a diverse group of people in schools and in public speaking presentations.
Promote and educate a diverse group of people through public speaking events
Consistently reached and exceeded set goals

Confidential - Toledo, OH

Field Mortgage Originator

Responsibilities:

- Management of six Confidential centers by supporting sales and residential real estate guidelines
- Strategic analysis of financial documents to identify optimal loan program
- Collaboration with underwriters, real estate agents, appraisers, and title companies to ensure accuracy of required paperwork
- Successfully consulted and sold clients on a variety of additional services offered by Confidential
- Recruited prospective clients for purchase and refinance transactions throughout Northwest Ohio
- Coordinated all aspects of mortgage closing
- Monitored and maintained accurate confidential financial records for bank clients

Confidential - Holland, OH

Licensed Mortgage Broker

Responsibilities:

- Supervised a minimum of three Junior Loan Officers and conducted weekly meetings and helped set individual productions goals
- Ranked 3rd for top sales production from 2003-2007
- Achieved all company trips by hitting aggressive sales goals
- Reviewed all data received via face-to-face or by phone with client within a six state region to determine if he/she qualified to purchase or refinance his/her home and enter this information into software program
- Accurately maintained financial documentation for over 500 clients per year
Prepared contractual services with appraisers, property inspectors, and real estate agents