Adam Baltazar
Los Angeles,CA
Summary
Experienced in finance with a focus on financial analysis, mortgage services, and tech integration. Known for enhancing operational efficiency using data strategies, ensuring regulatory compliance, and leading cross-functional teams. Skilled in using tools like Encompass, Salesforce, and CoreLogic for optimized decision-making.
Overview
5
5
years of professional experience
Work History
Business Support Specialist
East West Bank
01.2022 - Current
- Spearheaded process optimization initiatives, increasing efficiency by 20%.
- Enhanced financial forecasting through advanced modeling techniques.
- Delivered over 50 error-free monthly reports, ensuring full compliance with industry standards.
- Partnered with senior leadership to implement actionable insights and innovative tools, including scorecards and dashboards.
- Utilized data analysis skills to identify business trends and provide strategic recommendations
- Reduced report preparation time by 30% via automation and enhanced data organization.
- Conducted research to furnish precise data for business decisions.
- Managed and coordinated projects to improve the efficiency of business operations
Mortgage Support Officer
East West Bank
09.2020 - 12.2021
- Achieved top audit scores by refining loan origination processes.
- Exhibited strong intellectual curiosity in understanding and resolving complex business issues, thereby enhancing the overall efficiency
- Streamlined onboarding for mortgage loan officers under SAFE ACT compliance.
- Conducted risk assessments to ensure adherence to underwriting standards.
- Enhanced operational efficiency by leveraging analytical skills for informed decision making in process improvement initiatives
- Oversaw projects enhancing business operation efficiency.
- Improved operational timelines by integrating new technological solutions
Data Entry Specialist
East West Bank
01.2020 - 09.2020
- Processed over 200 mortgage loan applications monthly, maintaining 100% compliance with federal regulations.
- Collaborated with stakeholders to resolve pending loan conditions,driving timely loan approvals and improving overall loan cycle times.
- Verified system accuracy and ensured proper rate lock disclosures,contributing to the successful management of mortgage pipelines.
- Maintained strict confidentiality of sensitive information, adhering to established guidelines and protocols.
- Created spreadsheets for more efficient recordkeeping.
Education
MBA - Finance
California State University Los Angeles
Los Angeles12-2023
Bachelor of Science - Finance
California State University, Los Angeles
Los Angeles, CA12-2019
Skills
Financial Analysis & Strategic Planning: Evaluating complex financial data to create actionable strategies that improve business outcomes and drive growth
Credit Analysis & Risk Mitigation: Assessing creditworthiness and mitigating financial risks with robust compliance frameworks
Data Analytics & Business Intelligence: Utilizing data-driven insights to uncover trends and support evidence-based decision-making
Process Optimization: Streamlining workflows to maximize efficiency and reduce costs
Leadership & Collaboration: Leading cross-functional teams to execute impactful projects
Regulatory Compliance: Ensuring top audit scores and adherence to regulatory frameworks
Advanced Tools: Proficient in Encompass, Salesforce, CoreLogic, and Microsoft Office Suite (Excel, Word, PowerPoint, Access)
Timeline
Business Support Specialist
East West Bank
01.2022 - Current
Mortgage Support Officer
East West Bank
09.2020 - 12.2021
Data Entry Specialist
East West Bank
01.2020 - 09.2020
MBA - Finance
California State University Los Angeles
Bachelor of Science - Finance
California State University, Los Angeles
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