Summary
Overview
Work History
Education
Skills
Timeline
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Alanna Lenahan

East Longmeadow,MA

Summary

Dynamic Implementation Consultant with a proven track record, excelling in software implementation and user acceptance testing. Adept at managing project risks and optimizing workflows, I leverage critical thinking and proactive problem-solving to deliver successful solutions across diverse industries, ensuring seamless project delivery and exceptional client support. Successfully led multiple implementation projects while managing a portfolio of 13+ clients at a time. Demonstrated expertise in project management and client relationship-building while maintaining a high level of professionalism and drive.


Overview

13
13
years of professional experience

Work History

Implementation Consultant/Business Analyst

Emplifi
06.2023 - 11.2024
  • Collaborated with cross-functional teams to ensure seamless integration and adoption of new systems for clients.
  • Maintained clear documentation of project progress, ensuring transparency among all stakeholders throughout the implementation process.
  • Managed project risks effectively, establishing contingency plans and proactive issue resolution strategies to minimize disruptions during implementation.
  • Provided exceptional remote support to clients during off-site implementations, ensuring minimal downtime during critical transitions.
  • Delivered successful implementations for multiple industries, leveraging a deep understanding of diverse business requirements and technical specifications.
  • Ensured seamless data migration, developing comprehensive data mapping plans to support accurate transfer between systems.
  • Optimized client''s workflows, analyzing existing processes and recommending improvements during system integration.
  • Authored user documentation to help train third-party personnel on newly-implemented services.
  • Leveraged industry-specific knowledge to offer expert advice on best practices for system design and configuration during consultations with clients.
  • Assessed project scope to confirm details and understand customer expectations in advance.
  • Monitored and tested application performance to identify potential bottlenecks, develop solutions and collaborate with developers on solution implementation.
  • Adapted quickly to new technologies and tools, ensuring the ability to provide top-notch service regardless of the specific systems being implemented.
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.

Lock Desk Analyst

New American Funding
06.2019 - 11.2022
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Utilized excel to import, analyze, compare, and calculate different items such as UDR and optimal pricing vs concessions needed.
  • Productively managed daily work time to ensure completion of all priority tasks without dismissing low priority items.
  • Provided valuable feedback on training materials and content to aid the team in creating a more cohesive training atmosphere.
  • Efficiently utilized Optimal Blue and Encompass CRM to accept, review and complete lock requests for multiple lenders and an office of hundreds of loan officers.
  • Compared pricing and costs to find the most mutually beneficial rates for our customers.
  • Updated locks within specific lender portals directly while following each set of specific regulations and guidelines that vary per lender.
  • Successfully organized and maintained detailed records within multiple spreadsheets of current files including pricing, values, and programs for easy review and presenting purposes.
  • Worked using Optimal Blue and Encompass CRM to track expiration dates and fulfill extension requests to ensure files did not incur extra fees or expire.
  • Developed strong analytical and financial skills, which helped to anticipate market and company needs.

Lock Desk Analyst / Executive Assistant

Primary Partners Financial
06.2014 - 06.2019
  • Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
  • Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
  • Primary analyst to review and accept initial requests, extensions, and file change requests within the Optimal Blue system.
  • Accurately registered loans to each investor using the FNMA export from Encompass.
  • Promptly submitted changes and extensions in the lender site portals to generate correct locks prior to funding.
  • Managed contracts and uploads into the Freddie Mac Sales Advisor online portal. Directly communicated with lenders regarding the status of locked files.
  • Solely managed all Encompass CRM Administration- including field creation and maintenance, template creation, and report generation.
  • Utilized data integrity and validation within our reporting systems.
  • Practiced efficiency, time management, and high productivity while multi-tasking between responsibilities to meet critical deadlines.
  • Managed note processing and endorsement verifications for individual financial institutions. Handled ad hoc and scheduled reporting with data analysis using Excel and CSV exports from various sources.
  • Spear headed the creation of training materials for various business processes and procedures.
  • Monitored customer feedback via data collection and analysis and made improvements to customer service processes based on collected data.
  • Managed MERS transfers, flood certificate transfers, and goodbye/first payment letter creations to the correct servicer upon funding.
  • Solely handled all general office duties including taking messages, calendar management, meeting scheudling, answering and screening calls, organizing and distributing mail.
  • Successfully cross trained in multiple departments including; escrow, processing, and intake departments and managed related processes during staff absences or turnover.

Intake and Authorization Lead /Executive Assistant

National Translation Services
05.2013 - 03.2014
  • Streamlined executive scheduling by effectively managing calendars, appointments, and travel arrangements.
  • Facilitated successful events through meticulous planning, coordination of logistics, and effective promotion strategies.
  • Supported executive decision-making with accurate data analysis and timely reports on key performance metrics.
  • Optimized time management for executives by anticipating needs, prioritizing tasks, and resolving issues proactively.
  • Fostered positive relationships with clients by providing exceptional customer service through prompt responses to inquiries and concerns.
  • Established streamlined processes for document creation, formatting, editing, distribution, archiving, retrieval efforts across the organization.
  • Evaluated vendor services regularly; negotiated contracts that resulted in cost savings or increased value offerings.
  • Maintained strict confidentiality while handling sensitive information relating to company operations and personnel matters.
  • Increased accuracy in financial tracking with thorough budget monitoring and reconciliation processes.
  • Updated and maintained confidential databases and records.
  • Wrote reports, executive summaries and newsletters.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Processing Lead / Escrow Executive Assistant

Leader Escrow
03.2012 - 05.2013
  • Provided ad-hoc analysis as needed for special projects or initiatives, contributing valuable insights that drove process improvements across the organization.
  • Supervised accounts receivables and accounts payable for the company.
  • Contributed to a positive work environment by demonstrating enthusiasm, dedication, and strong teamwork abilities throughout the internship experience.
  • Prepared clear and concise financial reports for management review, enabling better-informed decisionmaking.
  • Participated in conference calls and meetings and interacted with key leaders.
  • Maintained database by verifying information and recording new information when needed.
  • Managed multiple escrow accounts simultaneously, balancing financial transactions and minimizing risk of errors.
  • Prepared detailed settlement statements for each transaction, accurately reflecting funds received and disbursed.
  • Maintained strict confidentiality in handling sensitive customer information, adhering to privacy laws and best practices.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Updated internal tracking systems regularly to maintain accurate records of active transactions for easy monitoring of progress updates by staff members.
  • Managed complex multi-party transactions for successful completion, ensuring client satisfaction and timely closings.

Education

Computer Science

Saddleback College
Mission Viejo, CA

Skills

  • User acceptance testing
  • Software implementation
  • Solution design
  • Requirements gathering
  • Resource planning
  • Data migration
  • Customer support
  • Project planning and development
  • Muliti-team collaboration
  • Proactive and Self-motivated
  • Reporting and documentation
  • Critical thinking and complex issue resolution

Timeline

Implementation Consultant/Business Analyst

Emplifi
06.2023 - 11.2024

Lock Desk Analyst

New American Funding
06.2019 - 11.2022

Lock Desk Analyst / Executive Assistant

Primary Partners Financial
06.2014 - 06.2019

Intake and Authorization Lead /Executive Assistant

National Translation Services
05.2013 - 03.2014

Processing Lead / Escrow Executive Assistant

Leader Escrow
03.2012 - 05.2013

Computer Science

Saddleback College

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Alanna Lenahan