Highly skilled Financial Analyst with a proven track record in managing diverse financial issues, risk management, and meeting service level agreement goals. Experienced in system testing, process improvement, and training support. Seeking a challenging role to leverage expertise in financial analysis, process optimization, risk management, and collaborative problem-solving to drive operational excellence and contribute to organizational success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Analyst
Apple via Apex
05.2023 - Current
Maintained service level agreement goals for daily tasks through efficient personal queue pipeline management for various financial issues with varying degrees of severity and research required
Responsible for reviewing daily reconciliation reporting for Apple Pay products to identify mismatched transaction amounts to ensure zero customer impacting events and maintain balanced ledgers
Conducted system tests on processes to identify breaks in processes to propose fixes to process owners and engineers
Played a pivotal role in the creation of the Disputes team by assisting newer agents with training as a seasoned financial analyst.
Assistant Loan Processor
University Federal Credit Union
08.2022 - 03.2022
Evaluated loan applications for creditworthiness, ensuring compliance with internal policies and regulations
Processed both incoming and outgoing checks to ensure proper accounting
Coordinated with Loan Officers to ensure verification of documentation and completion of loan packages
Calculated, reviewed and corrected errors on member accounts using Symitar Episys.
Jr Business Analyst
Mainart LLC
01.2022 - 08.2022
Collaborated with stakeholders, global supply chain, logistics teams, and software teams to identify new features and projects
Identified process improvement opportunities within the delivery stations and on the road
Retrieved and analyzed data using basic SQL, Excel and other data management systems.
Loan Processor
Panorama Mortgage Group
04.2021 - 07.2021
Compiled and analyzed applicants credit history, financial statements to determine credit worthiness
Coordinated loan closing with settlement agent and any other interested party ensuring closing documents are on file and date is met
Ordered and evaluated surveys, flood, appraisals, and title reports
Utilized government sites for VA and FHA files to place orders and obtain case numbers.
Title Assistant
First American Title
04.2020 - 09.2020
Abstracted and analyzed records, such as mortgages, liens, judgments, easements, vital statistics, plat and map books, to determine ownership and legal restrictions
Conducted title research to compile chain of title and ensure timely escrow closings
Investigated and interpreted tax records to determine tax liability.
Foreclosure Analyst & Loss Mitigation
Real Time Resolutions
05.2017 - 01.2020
Managed a portfolio of over 100 accounts giving alternatives to foreclosure
Reviewed and analyzed loan documents and made sure existing loans were following TRID
Initialized 3rd party orders (title, county tax records).
Business Analyst
Alpha 1 Education
01.2014 - 01.2017
Spearheaded the STEM program between Saudi Arabia and the United Kingdom increasing revenue by $3M
Developed user stories, and business process flows
Conducted multiple scrum events such as daily stand ups, sprint planning, retrospectives and review
Collaborated and provided support to the product owner, business sponsors, SMEs and testers during development.
Education
Cybersecurity
JanBask Training
Arlington
Bachelor of Arts - Information Technology Project Management
American Public University
Charles Town, WV
Skills
Microsoft Excel
Financial and operational reporting
Financial statement analysis
Risk Assessments
Risk Mitigation
Analytical Thinking
Credit analysis
Project Planning
Expert in customer relations
Project Management
Stakeholder Communication
Superior time management
Research and Data Analysis
Certification
Cybersecurity Penetration Testing
Timeline
Financial Analyst
Apple via Apex
05.2023 - Current
Assistant Loan Processor
University Federal Credit Union
08.2022 - 03.2022
Jr Business Analyst
Mainart LLC
01.2022 - 08.2022
Loan Processor
Panorama Mortgage Group
04.2021 - 07.2021
Title Assistant
First American Title
04.2020 - 09.2020
Foreclosure Analyst & Loss Mitigation
Real Time Resolutions
05.2017 - 01.2020
Business Analyst
Alpha 1 Education
01.2014 - 01.2017
Cybersecurity
JanBask Training
Bachelor of Arts - Information Technology Project Management