HECTOR FIGUEROA
Lonsdale,MN
Summary
Resourceful Project Manager with 10+ years of expertise in organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Leads procurement of resources including equipment and supplies. Monitors projects by adhering to production schedule and budget, managing production team, identifying problems and providing targeted solutions. Knowledgeable in accounting principles, bookkeeping, budget and financial management.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Project Analyst
U.S. Bank
08.2020 - Current
- Requesting, reviewing, and verifying all loan documents including Title Commitment, insurance policies, project financials, appraisal and title insurance; to ensure complete and accurate information is contained within file before submitting to underwriting department
- Reviewing and clearing all processing conditions regarding condos as set by both Underwriter and Quality Assurance; request corrections on documents as needed
- Advocated for ways to streamline ongoing projects, prioritizing shorter turnaround times and consistent development quality
- Devised standardized project management documentation to streamline future repetitive projects
- Led integration of Customer Relationship Management (CRM) systems
Commercial Lending Analyst
Building Trades Credit Union
10.2019 - 06.2020
- Managed, monitored, and enhanced growth of existing loan portfolio including ensuring proper risk ratings and early identification of potential problems
- Assessed credit risk and analyzed financial statements
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit
- Made decisions and recommendations about extending lines of credit
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews
- Gathered loan documentation for underwriting
- Improved understanding of financial statements, which helped in assessing risk
- Conducted presentations to upper management and executive teams for loan recommendations
- Developed and implemented performance improvement strategies and plans to promote continuous improvement
Project Manager
Mergers & Acquisitions, Merrill Corporation
01.2015 - 10.2019
- Oversaw M&A process including due diligence, financial planning & project scope
- Planned, coordinated and implemented security measures to safeguard information in computer files against accidental or unauthorized damage, modification or disclosure
- Coordinated research and analysis activities required to assess strategic impact & risk
- Planned Agile best practices and encouraged team cohesion, overcoming impediments, and hurdles to productivity.
- Coached teams in Agile practices and provided necessary training to create positive mindset to Agile methodologies.
- Applied agile methodology to shorten cycle time and achieve target margins.
- Streamlined and optimized workflow and communication by implementing Agile frameworks.
- Ensure controls are in place over applications to ensure data integrity by performing data integrity gap analysis
Branch Manager/Treasury Management Officer
Guaranty Bank
05.2011 - 01.2015
- Assessed local market conditions and identify current and prospective sales opportunities
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Developed forecasts, financial objectives and business plans
- Located areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Monitoring and managing organization's bank relationships and liquidity management
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities
- Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
- Developed strategic plans for day-to-day financial operations
- Assisted employees with plan administration enrolling in 401K, health benefits, & other employer benefits.
Personal Banker/Supervisor/Treasury Management Officer
Guaranty Bank
10.2009 - 05.2011
- Coordinated branch networking activities within community and internal departments to attract new business
- Prepared work schedules, assignments, and production sequences to ensure production goals were met
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Administer all bank accounts, including new accounts, new signers and maintain clear records internally
- Reviewed account set ups, banking fees, earnings credits, and other information for accuracy
- Monitored bank's loan portfolio, ensuring that all payments and draw-downs were completed in timely manner, and information and covenants are complied with according to legal agreements
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Education
Bachelor of Science - Accounting
University of Northwestern
St Paul, MN2018
High School Diploma -
Chaska High School
Chaska, MN06.2008
Certified Scrum Master -
Scrum Alliance
11.2022
Skills
- Project Organization
- Agile Project Management
- Software Process Management
- Development Team Trainings
- Backlog Management
- Budget Development
- Cost Estimates
- Client Relationship Management
- Customer Portfolio Management
- Reporting Analysis
Certification
Certified Scrum Master
Timeline
Project Analyst
U.S. Bank
08.2020 - Current
Commercial Lending Analyst
Building Trades Credit Union
10.2019 - 06.2020
Project Manager
Mergers & Acquisitions, Merrill Corporation
01.2015 - 10.2019
Branch Manager/Treasury Management Officer
Guaranty Bank
05.2011 - 01.2015
Personal Banker/Supervisor/Treasury Management Officer
Guaranty Bank
10.2009 - 05.2011
Bachelor of Science - Accounting
University of Northwestern
High School Diploma -
Chaska High School
Certified Scrum Master -
Scrum Alliance
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