Adam Baltazar
Los Angeles,CA
Summary
Dynamic professional with extensive expertise in finance, mortgage, and technology. Proven ability to drive business growth through innovative problem-solving, effective teamwork, and leadership. Skilled in financial analysis, process optimization, and technology integration.
Overview
7
7
years of professional experience
Work History
Business Support Specialist
East West Bank
01.2022 - Current
- Streamlined business processes to align with strategic objectives, enhancing operational efficiency
- Conducted comprehensive business analysis to identify performance metrics and improvement areas
- Ensured compliance with industry and regulatory standards through meticulous reporting management
- Developed advanced calculators and scorecards, boosting operational insights and decision-making
- Achieved perfect scores in internal audits for three years by enhancing MLO monitoring/setup function
- Collaborated with Business Intelligence to optimize mortgage system reports and analyze loan payoff data.
Mortgage Support Officer
East West Bank
09.2020 - 12.2021
- Orchestrated the onboarding process for new hires, including SAFE ACT registration for mortgage loan originators
- Delivered exceptional customer service, resolving inquiries and complaints efficiently
- Implemented new technology solutions to improve operational efficiency
- Analyzed and synthesized information from various sources in a cross-functional team environment.
Data Entry Specialist
06.2020 - 09.2020
- Processed diverse mortgage loan applications, ensuring federal regulatory compliance and accuracy
- Coordinated effectively with stakeholders to resolve pending loan conditions
- Managed system accuracy and disclosures, verifying rate lock and point objectives.
Program Leader
ICES Education
08.2016 - 03.2020
- Mentored and guided youth, fostering their academic and personal development
- Created and executed engaging educational content and activities
- Promoted fitness and team-building skills through physical activities.
Education
Master of Business Administration (MBA) - Finance
California State University, Los Angeles
Los Angeles, CA12-2023
Bachelor of Science - Finance
California State University, Los Angeles
Los Angeles, CA12-2019
Skills
- Advanced Technical Proficiency: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Access) and industry software (Encompass, Salesforce, Experian, IBS Insight, CoreLogic)
- Data Management and Analysis: Expert in analyzing complex data, financial analysis, and modeling; experienced in process optimization and technology integration for business efficiency
- Strategic and Risk Management: Skilled in developing long-term business strategies and identifying, assessing, and mitigating financial risks
- Project Leadership and CRM: Adept at managing and leading projects to successful completion; effective in building and maintaining strong client relationships
- Communication and Training: Excellent: verbal and written communication skills; experienced in facilitating team development and training programs
- Regulatory Compliance and Reporting: Knowledgeable in financial regulations and compliance, with a strong ability to manage meticulous reporting and ensure adherence to standards
Financial Consulting Services for Icon LA (Project) 08/2023-12/2023,
- Led a team to provide comprehensive financial consulting services to IconLa.
- Conducted in-depth financial analysis, including budgeting and cash flow management.
- Formulated financial strategies focusing on cost reduction and profitability enhancement.
- Utilized financial modeling and industry benchmarks to identify growth opportunities., Adapted to client needs, ensuring effective communication and problem-solving.
Timeline
Business Support Specialist
East West Bank
01.2022 - Current
Mortgage Support Officer
East West Bank
09.2020 - 12.2021
Data Entry Specialist
06.2020 - 09.2020
Program Leader
ICES Education
08.2016 - 03.2020
Master of Business Administration (MBA) - Finance
California State University, Los Angeles
Bachelor of Science - Finance
California State University, Los Angeles