Summary
Overview
Work History
Education
Skills
Timeline
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GREGORY HOLMES Jr.

Waxahachie,United States

Summary

Professional with strong analytical skills and background in financial assessment. Adept at evaluating creditworthiness and managing risk, bringing high level of precision to financial analysis and reporting. Known for effective team collaboration and flexibility, ensuring reliable support in dynamic environments. Proficient in financial modeling, credit risk analysis, and market research, with focus on achieving measurable results.

Overview

15
15
years of professional experience

Work History

Tax Credit Analyst/Military Team POC

Ernst & Young
08.2014 - Current
  • Leads the Military Process, ensuring smooth operations and adherence to standards, while managing process and project management deliverables from initiation through closure.
  • Diligently tracks and maintains the DVET process, demonstrating a commitment to accuracy and compliance in all project documentation.
  • Supports the update and delivery of project plans by organizing and maintaining documentation related to tax credits and certifications for the Worker's Opportunity Tax Credit Program.
  • Reliably produces supporting documents in a timely manner, contributing to efficient workflow and preventing delays in project execution.
  • Facilitates bi-weekly meetings for the Military Process, contributing to the development of new strategies for streamlined processes and project communications.
  • Successfully reduced pending volume, indicating strong organizational skills and a proactive approach to workload management, enhancing efficiency and process flow.
  • Proactively engages with operations through regular office visits to ensure mail is processed, demonstrating a commitment to maintaining operational efficiency and addressing potential bottlenecks.
  • Serves as a lead spokesperson in Omniform process meetings, enhancing the speed and efficiency of form processing and improving overall project timelines.
  • Provides business support by organizing, analyzing, and maintaining various documents, ensuring proper filing and adherence to established quality standards.
  • Contributes to client service by providing timely and effective follow-up with state unemployment agencies, serving as a key point of contact for issue resolution.
  • Monitors and supports the documentation of project milestones and outcomes by diligently tracking and organizing necessary client data.

Customer Advocate

Wingspan Portfolio Advisors
09.2013 - 03.2014
  • Performed extensive research on all inquiries and concerns to achieve complete client satisfaction.
  • Respond to escalated borrower complaints by telephone and through written response.
  • Resolve borrower complaints by determining the cause of the issue, selecting and explaining the best solution to solve the problem, expediting the correction or adjustment and following up to ensure resolution.
  • Tracking and compiling important transaction documentation.
  • Research borrower accounts utilizing various customer systems.

Team Lead

GMAC Mortgage/Ocwen Loan Servicing
01.2011 - 06.2013
  • Managed and motivated a team of 10, overseeing daily operations and workflow to achieve strategic goals, similar to project execution from initiation through closure.
  • Organized and led weekly team meetings, effectively facilitating discussions and communication among team members.
  • Oversaw business management of events and incidents, ensuring timely resolution of issues by managing daily workflow, auditing work, and correcting errors.
  • Managed special projects and ensured the accurate documentation of performance measurements, analogous to monitoring and communicating project health and status.
  • Responsible for developing and maintaining monthly reporting on issues and business impact through performance reviews and data analysis.

Education

Southwestern Baptist Theological Seminary
Fort Worth, TX

High School Diploma -

Mcdonogh College Preparatory School
New Orleans, LA
05.2001

Skills

  • Project Planning & Execution
  • Strategic Planning & Alignment
  • Incident Management
  • Excellent Quantitative and Analytical Skills
  • Strong Knowledge of Federal and State Tax Laws
  • Exceptional Attention to Detail
  • Excellent Written and Verbal Communication Skills
  • Risk assessment
  • Credit analysis
  • Financial statement analysis
  • Credit risk

Timeline

Tax Credit Analyst/Military Team POC

Ernst & Young
08.2014 - Current

Customer Advocate

Wingspan Portfolio Advisors
09.2013 - 03.2014

Team Lead

GMAC Mortgage/Ocwen Loan Servicing
01.2011 - 06.2013

High School Diploma -

Mcdonogh College Preparatory School

Southwestern Baptist Theological Seminary

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