SUMMARY:

• Highly organized professional with over 30 years experience in reporting, analytics and support searching for a new and challenging opportunity. Most recently, my career was focused on analytics in the financial services sector. Prior positions focused on Senior Executive level support, but included analytical skills when required. Strong focus on MS Office computer skills, SQL query experience, problem solving, and exceptional follow through. Team player recognized for accuracy, dependability, commitment and integrity.
• Motivated, personable business professional.
• Talent for quickly mastering technology.
• Diplomatic and tactful with professionals and non - professionals throughout all levels of an organization.
• Demonstrated history of producing accurate, timely reports.
• Flexible and versatile - able to maintain a sense of humor under pressure.
• Poised and competent with demonstrated ability to easily transcend cultural differences.
• Thrive in deadline-driven environments.
• Excellent team-building skills.

TECHNICAL SKILLS:

• MS Office Suite - Outlook, Word, PowerPoint, Excel
• SQL - Basic Queries
• Visio
• Report Preparation
• Computer Savvy
• Professional Presentations

PROFESSIONAL EXPERIENCE:

Confidential, Fort Worth, TX

Assistant Vice President

Responsibilities:

• Managed quarterly, semi-annual, and annual Rating Agency requests from S&P, Fitch, and Moody’s which were utilized as part of their procedure to establish mortgage servicer ratings for Confidential .
• Created and maintained detailed tracking worksheets which facilitated distribution of these requests to appropriate LOB partners.
• Served as the first level of review in identifying and escalating any potential issues with accuracy and consistency of results as responses were received and recorded from our partners.
• Tracked adhoc intake reporting relating to the Portfolio Reporting and Analytics team.
• Generated monthly reporting relating to Pre/Post Foreclosure and Delinquency Trends and maintain master SQL tables for Reason For Default and Occupancy Status ensuring accuracy and timely delivery.
• Provided loan level review upon request utilizing various servicing applications (Loss Mitigation Homebase and Homesaver, AS400LS, and IPortal).
• Reviewed and reported on MI (Mortgage Insurance) data relating to loan count, UPB, Risk in Force, and claim activity.
• Generated monthly PowerPoint presentation summarizing the data noted above for the prior month. Integral in automating the data that populates this monthly PowerPoint presentation.
• Review and report on any exceptions relating to missing MI information at a loan level.
• Update and distribute MI Counterparty Risk report on a monthly basis.

Senior Business Analyst

Confidential, Fort Worth, TX

Responsibilities:

• Generated and forwarded weekly GLR (Gain/Loss Reporting) reporting to the Asset Recovery team for their review and possible referral to Dyck O’Neal (outside vendor) for collection.
• Reviewed and reconciled the Asset Recovery team’s weekly referral reports to Dyck O’Neal against the weekly GLR reporting and sent notifications relating to any discrepancies found.
• Reconciled Dyck O’Neal’s monthly inventory report against the weekly referral reports and sent notifications relating to any discrepancies found.
• Monthly reconciliations performed on the main GLR (Gain/Loss Reporting) relating to loans referred for collection or deemed non-pursuable.
• Acted in an oversight capacity with Countrywide Acquisitions in the pre- and post-boarding process. These responsibilities included:
• Reviewing the loan level data for any discrepancies prior to approving the loans boarding the servicing systems;
• Performing a post-boarding audit of the loans on the servicing system (AS400) to ensure completeness and accuracy of the information;
• Identifying any possible EPD (Early Payment Default) and SUS (Seriously Unsatisfactory) loans and forwarded the data to Secondary Marketing for their review and pursuit of repurchase if necessary. Monthly reconciliations were performed on this data.
• Reviewed loans on IPortal (imaging system) to ensure that all the essential loan documentation had been imaged.

Confidential, Irving, TX

Executive Assistant

Responsibilities:

• Helped coordinate the move of over 200 people from New York and New Jersey to the Irving location which included space allocation, computer and phone set-up, and miscellaneous support issues.
• Coordinated the hiring of contract employees, both domestic and international.
• Created Powerpoint presentations; produced Excel spreadsheets; proofread and edited miscellaneous documents.
• Coordinated meetings (internally and externally) which included the coordination of meeting space, hotel arrangements for attendees, catering needs, and other necessary requirements.
• Processed expenses and invoices, initiated Purchase Orders, and ordered office supplies.
• Maintained executive’s calendar and answered executive’s phone.

IVR Project Coordinator

Confidential, Irving, TX

Responsibilities:

• Successfully managed IVR (Interactive Voice Response) MAC (Moves, Adds, & Changes) requests for customers from start to finish.
• Streamlined follow-up process with customers and business partners, which shortened length of time that request was open from average of 90 days to average of 30-60 days.
• Generated revenue by ensuring timely quote approval through daily interaction with external and internal customers.
• Administrative support for 3-4 Education managers and 20-25 instructors.
• Scheduled daily classroom and instructor resources.
• Ensured accurate posting of course descriptions.
• Received Instructor Appreciation Award in 1995.
• Coordinated meetings and notified attendees; set up conference rooms for breakfast and/or lunch meetings.
• Served as local contact for area hotels that were utilized to house students attending training classes. Instrumental in negotiating discount packages for lodging which cut back on company travel expenses.
• Provided support including time management, calendar oversight, travel arrangements, screening telephone calls, and creation of meeting presentations.
• Worked with Area Staff on meeting deadlines.
• Maintained high confidentiality of all business matters.