Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

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, KS

Skills

  • Microsoft Office Suite
  • Jira
  • Tableau
  • Slack

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
Amber Hatfield