Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

CORY MCKINNEY

Phoenix,AZ

Summary

Dedicated Business Analyst with a strong foundation in financial analysis, now poised to leverage analytical expertise and strategic insights into a managerial role. Proven track record in driving data-informed decision-making and optimizing financial performance. Seeking to apply comprehensive analytical skills, leadership capabilities, and business acumen to excel as a Financial Analysis Manager

Overview

15
15
years of professional experience

Work History

Business Projects Analyst

Desert Financial Credit Union
Phoenix, AZ
07.2023 - Current
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement
  • Managed vendor relationships to negotiate contracts, secure favorable pricing, and ensure timely delivery of products or services
  • Identified patterns and trends in large data sets and provided actionable insights
  • Analyzed data to identify root causes of problems and recommend corrective actions
  • Improved business processes by analyzing system requirements and implementing effective solutions.

Mortgage Loan Officer

Define Mortgage Solutions
Phoenix, AZ
01.2022 - 06.2023
  • Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
  • Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Identified discrepancies in financial data and recommended corrective actions to resolve them.
  • Developed and maintained relationships with customers, lenders and other third parties
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process
  • Developed and implemented marketing campaigns to generate new business opportunities.

Member Advocate II

Desert Financial Credit Union
Phoenix, AZ
04.2009 - 12.2021
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly
  • Maintained up-to-date knowledge of product and service changes
  • Developed strong relationships with key clients, fostering long-term loyalty and repeat business opportunities.
  • Reviewed and analyzed budget variances to ensure accuracy of financial information.
  • Prepared financial documents such as budgets, forecasts and reports.

Education

Learning Certificate - LEAN Management

ASU - Arizona
03.2024

Learning Certification - Business Analytics And Agile

ASU - Arizona
04.2023

Skills

  • Time Management
  • Workflow Analysis
  • Test case scenarios
  • Stakeholder Management
  • Business intelligence tools
  • Business process improvement
  • Performance Analysis
  • Credit analysis
  • Coaching and Mentoring
  • Strategy implementation

Accomplishments

  • Process Improvement - Achieved revenue objective by implementing cost-cutting measures.
  • Developed an organizational change management strategy for 600 employees as an Change Practitioner.
  • Earned the Efficiency Award 2 years in a row for documenting, redesigning and improving business processes.
  • 4x Golden Circle winner

Timeline

Business Projects Analyst

Desert Financial Credit Union
07.2023 - Current

Mortgage Loan Officer

Define Mortgage Solutions
01.2022 - 06.2023

Member Advocate II

Desert Financial Credit Union
04.2009 - 12.2021

Learning Certificate - LEAN Management

ASU - Arizona

Learning Certification - Business Analytics And Agile

ASU - Arizona

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CORY MCKINNEY