Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erik Moles

Santa Cruz,CA

Summary

Experienced Operations Manger with a history of building scalable processes and strong collaborative teams. Creative problem solver seeking an opportunity to contribute to a company's growth and the prosperity of its stakeholders.

Overview

14
14
years of professional experience

Work History

Head of Post Loan Operations

Funding Circle
Denver, CO
11.2022 - 08.2024
  • Maintained a low fraud loss percentage as the company's Fraud Prevention Officer.
  • Facilitated the funding and transfer of loans to the purchaser.
  • Simultaneously led multiple teams, functions, and projects.

Sr. Operations Manager

Funding Circle
Denver, CO
07.2021 - 11.2022
  • Sr. Manager and escalation point for multiple operational teams: Financial Crimes, Operations Support, Payment Operations, and Quality Assurance.
  • Took over the struggling payment processing team and restored it to a high-functioning team by revamping processes and cross-training personnel.
  • Worked with Sr. Leadership to solve problems and create scalable processes and policies.
  • Fostered a supportive, collaborative, fun, and hardworking environment.

Financial Crimes and Operations Support Manager

Funding Circle
Denver, CO
01.2020 - 07.2021
  • Managed the Financial Crimes Prevention Team through the high volume, volatile, and fraud prone PPP loan program
  • Worked with the salesforce team to create a case system that created a smother process and made for better reporting
  • Operatioanalized the various regulatory and reporting requirements necessary to be a SBA lender

Loan Operations Manager

Funding Circle
Denver, CO
06.2019 - 03.2020
  • Worked cross functionally with other managers to solve daily issues as well as plan for future growth
  • Suggested and managed major process changes that significantly shortened the loan process

Loan Operations Team Lead

Funding Circle
San Francisco, CA
11.2017 - 06.2019
  • Managed an operations team of 12-15 analysts
  • Successfully wound down the loan operations team in San Francisco while simultaneously building a new team in Denver

Sr. Operations Analyst

Funding Circle
San Francisco, CA
03.2017 - 11.2017
  • Trained junior analysts
  • Suggested and worked with other teams to implement process improvements

Loan Operations Analyst

Funding Circle
San Francisco, CA
09.2015 - 03.2017
  • Ensured that all loans were able to be sold to investors
  • Created metrics to measured operational efficiency

Secondary Marketing Analyst

Western Banorp
San Jose, CA
07.2010 - 12.2013
  • Secured mortgage rate locks by trading MBS securities
  • Priced loans and sold them on the secondary market
  • Managed risk by analyzing the mortgage process and suggesting improvements

Education

Bachelor of Science - Commerce, Finance

Santa Clara University
Santa Clara, CA
06.2010

MBA - International Business

Irish American University
Dublin, Ireland
09.2015

Skills

Management

Team Building

Process Implementation

Data Analysis

Risk Mitigation

Prioritization

Strategic Thinking

Problem Solving

Timeline

Head of Post Loan Operations

Funding Circle
11.2022 - 08.2024

Sr. Operations Manager

Funding Circle
07.2021 - 11.2022

Financial Crimes and Operations Support Manager

Funding Circle
01.2020 - 07.2021

Loan Operations Manager

Funding Circle
06.2019 - 03.2020

Loan Operations Team Lead

Funding Circle
11.2017 - 06.2019

Sr. Operations Analyst

Funding Circle
03.2017 - 11.2017

Loan Operations Analyst

Funding Circle
09.2015 - 03.2017

Secondary Marketing Analyst

Western Banorp
07.2010 - 12.2013

Bachelor of Science - Commerce, Finance

Santa Clara University

MBA - International Business

Irish American University
Erik Moles