Estefania Martinez
Summary
Dedicated professional with8+ years of experience in compliance, risk management, and program development. Seeking to expand my project portfolio in the finance sector.
Overview
10
10
years of professional experience
Work History
Sales Analyst
Table Craft
07.2024 - 12.2024
- Conducted thorough market analysis to identify sales trends and opportunities
- Developed sales forecasts and reports to assist management in strategic planning
- Collaborated with the sales team to optimize pricing strategies and improve revenue
- Utilized data analytics tools to assess sales performance and recommend improvements
- Presented findings and recommendations to senior management
Project Manager
Dovenmuehle Mortgage Inc.
12.2021 - 02.2024
- Proactively managed and enhanced departmental compliance components within the broader compliance program
- Led efforts for escalated risks and customer-impacting issues to ensure swift resolution
- Collaborated cross-functionally to fortify compliance and risk frameworks to successfully navigate evolving challenges
- Conducted in-depth analyses and comprehensive reports, reducing decision response time by2 days, enabling prompt and informed actions on inquiries and business needs
- Designed and implemented data-driven policies and procedures to address operational challenges, enhancing organizational efficiency by35%
Team Lead, Business Continuity Analyst & Corporate Coordinator
Dovenmuehle Mortgage Inc.
08.2019 - 12.2021
- Evaluated business policies, procedures, and continuity plans, identifying and addressing risks
- Managed comprehensive facility upkeep, including renovations and expansions
- Coordinated corporate program initiatives, aligning with company culture, objectives, and stakeholder requirements
- Developed and maintained the Business Continuity Plan, providing training and support to team members with a100% pass rate
- Provided administrative support for the HR department including maintaining HR records, payroll, and onboarding
ARM Auditor
Dovenmuehle Mortgage Inc.
09.2017 - 08.2019
- Conducted research and assessed the adequacy of business policies, training materials, systems, and manual processes
- Spearheaded compliance audits, achieving a10% improvement in risk mitigation measures
- Streamlined processes for seamless department-wide support, achieving a16% boost in overall auditing accuracy
Client Service Representative
American Community Bank & Trust
01.2017 - 09.2017
- Managed diverse financial transactions, including account operations and secure wire transfers
- Opened and closed a range of accounts in a proficient and compliant manner
- Established and nurtured strong client relationships through personalized service
Consumer Banking Representative
First Midwest Bank
06.2015 - 01.2017
- Opened and closed accounts such as DDAs, IRAs, CDs, and savings
- Performed wire transfers and originated loans
- Built client relationships and performed duties of a teller and personal banker
Education
Google Data Analytics Certificate -
Coursera
06.2024
High School - undefined
Round Lake High School
05.2012
Skills
- Team Leadership & Development
- Process Analysis & Optimization
- Cost Reduction & Containment
- Problem/Issue Resolution
- Stakeholder Engagements
- Cross-functional Collaborations
- Salesforce, Black Knight, Microsoft365 (Excel, Word)
- Canva, G-Suite, BITB, Jira, SharePoint
- Tableau, SQL
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sales Analyst
Table Craft
07.2024 - 12.2024
Project Manager
Dovenmuehle Mortgage Inc.
12.2021 - 02.2024
Team Lead, Business Continuity Analyst & Corporate Coordinator
Dovenmuehle Mortgage Inc.
08.2019 - 12.2021
ARM Auditor
Dovenmuehle Mortgage Inc.
09.2017 - 08.2019
Client Service Representative
American Community Bank & Trust
01.2017 - 09.2017
Consumer Banking Representative
First Midwest Bank
06.2015 - 01.2017
High School - undefined
Round Lake High School
Google Data Analytics Certificate -
Coursera
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