Bibhusha Neupane
Katy
Summary
Analytical and results-driven professional with extensive experience in mortgage sales and financial analysis, transitioning into data analytics. Skilled in leveraging advanced tools and methodologies such as Python, SQL, and Power BI to derive actionable insights. Proven ability to manage data-driven strategies, enhance decision-making processes, and present complex data in a clear, impactful manner. Eager to apply a unique blend of analytical expertise and client-focused approach to drive business success in data analytics.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Loan Consultant
New American Funding
12.2023 - 12.2024
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding conventional, FHA and VA loans.
- Provided expert consultation to clients, analyzing their financial profiles and recommending optimal loan solutions.
- Enhanced the loan application process by introducing data-driven strategies to evaluate client eligibility, resulting in a 25% improvement in approval efficiency.
- Partnered with cross-functional teams to design targeted outreach campaigns based on client data insights, increasing client acquisition rates by 20%.
- Delivered training sessions for team members on using advanced data visualization tools to improve loan tracking and reporting.
Loan Originator
Amcap Mortgage Ltd
11.2020 - 12.2023
- Streamlined loan approval processes through effective communication with stakeholders, including homeowners, sales associates, and builders.
- Analyzed client data to recommend financial products and solutions, resulting in a 20% increase in client satisfaction scores.
- Created performance reports to track progress and ensure compliance with financial regulations, reducing errors by 15%.
- Coordinated Homebuyer seminars, providing data-driven insights on financial trends, increasing attendance by 25%.
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
- Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
- Developed customized marketing materials targeted at specific borrower segments, increasing lead generation efforts significantly.
- Maintained up-to-date knowledge of lending regulations, ensuring compliance in all transactions.
- Consistently met monthly sales targets by effectively managing a portfolio of mortgage products.
- Prepared comprehensive reports analyzing performance metrics related to originated loans.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
Loan Officer
Supreme Lending
09.2018 - 11.2020
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Increased profit margins by analyzing loan application data and recommending viable financial options, achieving a 40% boost in annual sales.
- Developed strategies that expanded the customer base and improved client retention by 30%.
- Utilized data analysis to prepare fiscal reports, identifying trends and KPIs to guide strategic planning.
- Advised clients on mortgage, education and personal loans.
- Conducted regular training sessions for new loan officers, enhancing team competence and service quality.
Education
MBA -
University of The Cumberlands
Williamsburg, KY12-2020
Skills
- Power BI tools
- Business intelligence
- Database programming and SQL
- ETL processes
- Tableau software
- Python programming
- Predictive modeling
- Spark framework
- Data warehousing
- NoSQL databases
- ETL development
- Big data processing
- Data visualization and presentations
- SQL
- Data cleaning
- Tableau
Certification
Professional Scrum Master
Agile Project Management
Introduction to Python
Data Analytics with AI
Data Analysis
Machine Learning
Languages
Hindi
Full Professional
Timeline
Loan Consultant
New American Funding
12.2023 - 12.2024
Loan Originator
Amcap Mortgage Ltd
11.2020 - 12.2023
Loan Officer
Supreme Lending
09.2018 - 11.2020
Professional Scrum Master
Agile Project Management
Introduction to Python
Data Analytics with AI
Data Analysis
Machine Learning
MBA -
University of The Cumberlands
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