Chris Lopez Jr
Oxnard
Summary
Developed skills in financial analysis and reporting within fast-paced corporate environment, seeking to transition into a new position better aligned with my future goals. Expertise in managing investor accounts and financial data, with a focus on accuracy and compliance. Capable of applying analytical and organizational skills to support business objectives in diverse settings.
Overview
8
8
years of professional experience
Work History
Investor Accountant
Pennymac Loan Services
12.2023 - Current
- Proficiently navigating investor accounting, I’ve embraced the challenge of managing responsibilities for 28 investors, demonstrating ongoing learning and adaptability
- Regularly utilizing report builder software, I generate, prepare, and reconcile reports on a monthly basis, seamlessly addressing any bank reconciliation discrepancies that may emerge
- I actively pursue skill development and embrace new challenges in my role, fostering continuous learning and professional growth
Loan Analyst ll
Pennymac Loan Services
11.2019 - 11.2023
- In this position in the servicing department, I was responsible for processing, identifying, and analyzing customer wires and requests
- I collaborated with title companies, different departments within the company and management to align inquiries with both their and the company’s standards
- While with cash I continued to learn and cross-train as I would take on additional responsibility from the LAFA team
- Along with that, I was tasked with running daily queries through SQL in regard to foreclosure sale dates, HELOC flags and corporate advance flags
- My role would encompass various other responsibilities that contribute to maintaining consistency and precision within the company
Support Tech Role
Pennymac Loan Services
05.2019 - 10.2019
- I started my role as a support tech right after college, where I was assigned to assist the cash management department
- In cash, I quickly learned about check processing and data entry with no prior cash or mortgage experience
- I was able to grasp concepts quickly and was offered a full-time position after my six-month assignment to cash
- After being hired on I gained experience with the retail department, 3rd party check team, and the wire team
Sales Manager
Express Retail
01.2017 - 04.2019
- While at Express I gained two years of customer and sales experience, where I quickly excelled and was placed into the sales manager position
- Working for Express gave me crucial team-building skills and experience managing
Education
Bachelor of Science degree - Business
California State University Channel Islands
Camarillo, CAMaster of Business Administration (MBA) -
Western Governors University
11.2024
Skills
- Data Entry
- Microsoft Excel
- Some SQL
- Organization
- Data analysis
- Financial reporting
- Account reconciliation processes
- Audit support
- Analytical research
Timeline
Investor Accountant
Pennymac Loan Services
12.2023 - Current
Loan Analyst ll
Pennymac Loan Services
11.2019 - 11.2023
Support Tech Role
Pennymac Loan Services
05.2019 - 10.2019
Sales Manager
Express Retail
01.2017 - 04.2019
Master of Business Administration (MBA) -
Western Governors University
Bachelor of Science degree - Business
California State University Channel Islands
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