Amber Hatfield
Bella Vista,USA
Summary
Seasoned Business Analyst with a proven track record at Guaranteed Rate, Inc, where I leveraged Microsoft Office Suite and Jira to enhance project integration and risk management. Recognized for exceptional leadership in strategic development and operational efficiency, I bring expert analytical skills and a collaborative approach, significantly contributing to a customer satisfaction score above industry average.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Business Analyst - Strategic Development
Guaranteed Rate, Inc
11.2022 - Current
- Executed thorough testing and risk management through data analysis, ensuring error free integration of projects related to multiple company acquisitions
- Provided feedback to technical teams and outside vendors as part of beta-testing new system integration rollouts
- Oversee company’s validation tools help inbox to provide technical assistance related to internal and external vendor processes
- Update process and procedure documentation related to technical systems as required
Project Manager – Business Operations Strategy
Guaranteed Rate, Inc
08.2021 - 11.2022
- Collaborated with cross-functional teams to implement mortgage solutions, resulting in increased sales and operational efficiency by aligning system requirements
- Communicated with vendors essential to the daily operations of business’s origination system functionality
- Managed simultaneous high-priority projects, balancing competing deadlines
POD Integration Specialist – Corporate Trainer
Guaranteed Rate, Inc
04.2019 - 08.2021
- Facilitated onboarding and integration process for loan officers and loan processors by offering live coaching and training
- Acted as a liaison between Onboarding Management, Sales Department, and Operations Management teams
- Expert level knowledge of company technology platforms, policies and procedures, compliance and investor guidelines
- Proactively mentored new hires, providing resources related to prioritizing their day and efficiently managing their loan pipeline
- 2020 “Excellence in Action” Award Winner
Mortgage Loan Processor
Guaranteed Rate, Inc
02.2018 - 04.2019
- Managed a loan pipeline for a team of 8 loan officers, ensuring compliance with investor requirements and balanced complex deadlines
Mortgage Sales Assistant
CAPITAL ONE HOME LOANS
Fairfax, USA
09.2015 - 11.2017
- Work directly with Loan Officers, loan applicants, internal partners, and third-party vendors to obtain processing related documentation and information needed to complete loan files
- Reviewed core documents provided by customers to ensure accuracy of loan applications
- Actively partnered with loan processors and underwriters to resolve loan issues
- Sales Assistant on a team that funded 288 units for $93.6 million in 2016 and 251 units for $81.4 million YTD 2017 with a 2017 customer satisfaction Net Promoter Score of 72.5% (above industry average)
- Support 7 Mortgage Loan Officers by generating Salesforce reports and conducting weekly pipeline reviews, ensuring sales pipelines are managed efficiently and loan applications are processed and closed on time
- Maintain effective communication with all parties, including loan applicants, Loan Officers, Bank Branch Managers, Processors, Underwriters, Area Sales Managers, Operations Managers, title companies, and real estate agents
- Actively coach and advise Mortgage Sales Assistants nationwide, providing uniformity and expertise in procedures
Post-Closing Government Insuring Specialist
MCLEAN MORTGAGE CORPORATION
Fairfax, USA
01.2012 - 01.2015
- Audited loan materials to verify accuracy of borrower information within the FHA and VA systems
- Prepared loan materials for agency audits; responded to agencies time-sensitive requests
- Utilized strong working knowledge of Fannie Mae, Freddie Mac, VA, FHA, HUD, VHDA and USDA loan programs
- Processed daily mortgage insurance payments
- Oversaw shipping Virginia Housing Department Authority final closing documents; successfully obtained delinquent post-closing conditions to sell $3.3 million in VHDA aged loans
Loan Officer Assistant
MCLEAN MORTGAGE CORPORATION
Fairfax, USA
01.2012 - 01.2015
- Provided loan origination assistance to a top producing loan officer
- Reviewed initial applications; automated underwriting results, credit reports and supporting financial documents prior to preparing loan scenarios
- Acted as main point of contact for borrowers and realtors and answered questions related to the loan process
- Contributed to the production of $43.2 million in 2013 and $31.6 million in 2014
- Loan officer won Top Producer awards in 2013 and 2014
- Obtained quotes for interest rates, title insurance fees and mortgage insurance and discussed quotes with borrowers
- Utilized company marketing database to provide realtors with materials for open houses and special events
- Prepared listing flyers for realtors to distribute
Private Client Specialist
FIDELITY INVESTMENTS
McLean, USA
01.2011 - 01.2012
- Provided personal customer service to high net worth clients and operational and administrative support, including sales follow-up for Senior Account Executives
- Scheduled appointments, prepared meeting materials, and managed calendar appointments
- Resolved service, trading, paperwork, and sales issues while adhering to company compliance requirements
- Introduced walk-in customers to Fidelity products and services; transitioned them to branch representatives as sales opportunities were uncovered
- Recipient of 1st Quarter 2012 “Excellence in Action Award” for customer service
Client Account Services Representative
THE MUTUAL FUND STORE
Overland Park, USA
01.2007 - 01.2011
- Generated and audited quarterly financial performance reports for over 5,700 clients
- Facilitated monthly billing for over $450M in assets under management
- Provided ad-hoc reporting and support for eight franchise locations
- Processed daily financial updates and account reconciliations for advisors at these locations
- Received “Big Idea Winner” award in 1st quarter 2008 for recommending continuing education webinars for Client Service Managers
- Webinars were implemented in late 2008
- Selected as team leader (based on exceeding performance metrics in previous quarters) which required meeting delivery deadlines and holding team members accountable
Education
Bachelor of Science - Family Studies and Human Services, Financial Planning
Kansas State University
Manhattan, KSSkills
- Microsoft Office Suite
- Jira
- Tableau
- Slack
Websites
Certification
- National Mortgage License, NMLS ID# 975748
- FINRA Series 7, 07/01/11, 07/01/13
- Commonwealth of Virginia Notary Public, 01/01/11, 12/31/15
Timeline
Business Analyst - Strategic Development
Guaranteed Rate, Inc
11.2022 - Current
Project Manager – Business Operations Strategy
Guaranteed Rate, Inc
08.2021 - 11.2022
POD Integration Specialist – Corporate Trainer
Guaranteed Rate, Inc
04.2019 - 08.2021
Mortgage Loan Processor
Guaranteed Rate, Inc
02.2018 - 04.2019
Mortgage Sales Assistant
CAPITAL ONE HOME LOANS
09.2015 - 11.2017
Post-Closing Government Insuring Specialist
MCLEAN MORTGAGE CORPORATION
01.2012 - 01.2015
Loan Officer Assistant
MCLEAN MORTGAGE CORPORATION
01.2012 - 01.2015
Private Client Specialist
FIDELITY INVESTMENTS
01.2011 - 01.2012
Client Account Services Representative
THE MUTUAL FUND STORE
01.2007 - 01.2011
Bachelor of Science - Family Studies and Human Services, Financial Planning
Kansas State University