James Dudla
Fort Mill,SC
Summary
Analytical and results-driven professional with over 17 years of progressive experience in financial services and analytics, advancing from underwriting and quality assurance to data consulting. Proven expertise in data extraction, reporting, and visualization to drive business decisions and process improvements. Skilled in SQL, Excel, and data visualization tools with a strong record of maintaining and distributing performance scorecards, conducting UAT, and creating dashboards to optimize efficiency across multiple business lines.
Overview
17
17
years of professional experience
Work History
Analytics Consultant – Level II
Wells Fargo
01.2022 - Current
- Delivered data-driven scorecards across multiple business units, enabling leadership to monitor and optimize underwriter performance.
- Developed complex dashboards and reporting tools to track business performance metrics.
- Utilized SQL for data extraction, analysis, and reporting to support data-driven decision-making.
- Collaborated with cross-functional teams to create business requirements and execute User Acceptance Testing (UAT) for data-based applications.
Analytics Consultant – Level I
Wells Fargo
01.2013 - 01.2022
- Collected and analyzed data from source reports to conduct quality monitoring across multiple business lines.
- Created and maintained databases and Excel tools to track key metrics and resource allocation.
- Produced monthly and ad-hoc reports using advanced Excel functions and statistical methods.
- Assisted management in identifying process deficiencies and implementing solutions to reduce operational errors.
- Developed and maintained Knowledge Test Cases used in underwriting credit authority testing.
Quality Assurance Analyst
Wells Fargo
01.2012 - 01.2013
- Reviewed underwriters’ cases for accuracy and compliance with internal and external guidelines.
- Partnered with leadership to evaluate process efficiency and recommend improvements for quality monitoring.
Consumer Loan Underwriter III – Second Level Review
Wells Fargo
01.2011 - 01.2012
- Reviewed complex or escalated mortgage loan files for accuracy, compliance, and risk management.
- Served as Subject Matter Expert and Lead Underwriter for second-level review processes.
Work Director
Wells Fargo
01.2010 - 01.2011
- Distributed workloads to underwriters and monitored productivity to meet daily and monthly goals.
- Maintained databases to ensure loans were properly prioritized for review.
Loan Adjustor Specialist
Wells Fargo
01.2009 - 01.2010
- Underwrote distressed mortgage loans for FHLMC and FNMA guidelines.
- Handled escalated files and provided support to underwriting staff on complex loan adjustments.
Education
Wells Fargo Learning & Development
Criminal Justice
Suffolk County Community College
Selden, NYSkills
- Data Analysis & Reporting
- SQL & Query Development
- Performance Metrics & Scorecards
- Process Improvement & Quality Assurance
- User Acceptance Testing (UAT)
- Data Visualization & Dashboards
- Stakeholder Communication
- Statistical Analysis & Forecasting
- Data Tools: SQL, Excel (Advanced Functions, PivotTables, Formulas)
- Collaboration & Systems: SharePoint, Shared Drive Maintenance
- Processes: Data Validation, Quality Assurance, Business Requirements, UAT, Reporting Automation
- Other Expertise: Records Management, Subject Matter Expert (SME)
Awards & Recognition
Two-time Service Conference Award Winner – Recognized for outstanding performance and contributions to operational excellence.
Professional Development
- Advanced Excel Training (Internal Wells Fargo Coursework)
- SQL for Data Analytics (Online Coursework)
- Data Visualization Fundamentals (Internal Training)
Additional Experience
- United Mortgage Loan & Investment Corp. – Junior Asset Manager | April 2007 – November 2008
- Managed residential loan portfolios and coordinated loss mitigation efforts to ensure the timely resolution of delinquent assets.
- Maintained accurate records and collaborated with clients and investors to reduce default rates.
- Frito-Lay – Route Sales Representative | September 2005 – April 2007
- Managed daily sales operations across multiple retail accounts, ensuring accurate order fulfillment and merchandising.
- Developed strong client relationships that contributed to consistent sales growth and customer satisfaction.
Timeline
Analytics Consultant – Level II
Wells Fargo
01.2022 - Current
Analytics Consultant – Level I
Wells Fargo
01.2013 - 01.2022
Quality Assurance Analyst
Wells Fargo
01.2012 - 01.2013
Consumer Loan Underwriter III – Second Level Review
Wells Fargo
01.2011 - 01.2012
Work Director
Wells Fargo
01.2010 - 01.2011
Loan Adjustor Specialist
Wells Fargo
01.2009 - 01.2010
Wells Fargo Learning & Development
Criminal Justice
Suffolk County Community College