Ashley Willis
Marion
Summary
Highly skilled financial professional with strong background in portfolio analysis. Adept at evaluating investment opportunities, conducting risk assessments, and optimizing asset allocations. Known for collaborative approach and flexibility in dynamic environments. Strong analytical skills, strategic thinking, and commitment to achieving optimal results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Portfolio Analyst Commercial Real Estate
Aegon Asset Management
10.2023 - Current
- Monitor the performance of 650 existing assets, including their financial performance and operational metrics.
- Prepare comprehensive memos, loan management plans and abstracts that clearly identify the request, evaluate the risk, and recommend appropriate solutions to maximize the return on investment for the client.
- Engage with borrowers to collect required information, provide updates, and resolve any loan-related questions or concerns.
Underwriting Specialist Commercial Real Estate
United Fire Group
08.2022 - 08.2023
- Reviewed applications and related documents including contracts, reference materials and claims within regulatory requirements by accurately compiling and submitting relevant underwriting data within specified timeframes.
- Entered statistical information to compute premiums for all commercial lines of business using company rating systems to generate legal contracts and quotes for current and potential insureds.
- Managed a diverse book of business that spanned multiple business lines demonstrating adaptability in assessing various types of risks while managing incoming calls and emails from agents and potential clients.
Residential Mortgage Loan Processor
Collins Community Credit Union
03.2021 - 08.2022
- Reviewed underwriting conditions and gathered necessary documentation to analyze loan applications for accuracy and compliance with mortgage underwriting guidelines and regulations.
- Fostered effective working relationships with internal and external stakeholders to facilitate smooth and timely processing.
- Submitted finalized mortgage loan files to closers for settlement while ensuring adherence to deadlines.
Mortgage Services Specialist
Community 1st Credit Union
08.2017 - 03.2021
- Obtained and maintained borrower insurance documentation, added force placed insurance if required, processed premium payments for, property, flood, PMI insurance and property tax payments for escrowed, non-escrowed loans and tax liens.
- Maintained compliance and accuracy while preparing and reviewing letters, forms and additional documentation required for recording and releasing loans.
- Documented over 60 client and loan officer interactions via phone calls, emails and faxes per day while accurately capturing data using company loan processing systems such as FICS, Encompass, Episys and Synergy.
Education
Commercial Mortgage Servicer Level 2 Certification, Commercial Real Estate
Mortgage Bankers Association
Commercial Mortgage Servicer Level 1 Certification, Commercial Real Estate
Mortgage Bankers Association
05.2025
Bachelor of Arts - Business Communications, Business Administration, Marketing
MidAmerica Nazarene University
Olathe, KS05.2006
Skills
- Risk Evaluation
- Client Relationship Management
- Cash Flow Management
- Credit Analysis
- Portfolio Management
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
Certification
- [Area of certification], [Company Name] - [Timeframe]
Timeline
Portfolio Analyst Commercial Real Estate
Aegon Asset Management
10.2023 - Current
Underwriting Specialist Commercial Real Estate
United Fire Group
08.2022 - 08.2023
Residential Mortgage Loan Processor
Collins Community Credit Union
03.2021 - 08.2022
Mortgage Services Specialist
Community 1st Credit Union
08.2017 - 03.2021
Commercial Mortgage Servicer Level 1 Certification, Commercial Real Estate
Mortgage Bankers Association
Bachelor of Arts - Business Communications, Business Administration, Marketing
MidAmerica Nazarene University
Commercial Mortgage Servicer Level 2 Certification, Commercial Real Estate
Mortgage Bankers Association