Analytical professional prepared for this role with extensive experience in data analysis and problem solving. Known for delivering actionable insights and driving process improvements that align with business goals. Highly collaborative team player with focus on achieving results with integrity and adapting to changing needs. Skilled in research and analysis, data processing, and project management.
Overview
7
7
years of professional experience
Work History
Analyst – Loan Operations
MidCap Financial
Bethesda, MD
10.2022 - Current
Managed portfolio of loans including but not limited to invoice processing, payment application, borrowings and amendment processing.
Tracked and maintained the accuracy of payment requests, fees, and overall loan profile via Microsoft Excel and the Advance Commercial Banking System.
Served as main point-of-contact for borrowers for Operations-related inquiries including but not limited to payment mechanics, credit agreements, invoicing, and ad hoc reconciliations and investigations.
Processed incoming collections, investigating and resolving any out of balances.
Analyzed a variety of legal documentation for amendment processing by confirming accuracy, booking in database, and implementation.
Collaborated with stakeholders for assignment processing via Markit Loan Platforms, ad-hoc reconciliations, audits, and statements and reporting.
Manager of Purchase Closing
NewDay USA
Fulton, MD
03.2021 - 08.2022
Utilized mortgage software systems for tracking loan statuses and managing documentation flow effectively.
Coordinated loan closing processes, verifying documentation accuracy and compliance with regulations.
Prepared final loan documents for signatures, ensuring adherence to established timelines.
Reviewed title reports and other legal documents to confirm closing readiness and accuracy.
Stayed up-to-date on industry regulatory changes and best practices in order to maintain compliance at all times during loan closings.
Conducted thorough post-closing audits to identify areas for improvement and implement necessary changes accordingly.
Assisted in training new team members, sharing knowledge and expertise to foster a high-performing work environment.
Client Support Consultant
Automatic Data Processing, Inc.
Norfolk, VA
01.2019 - 08.2020
Provided expert consultation on payroll solutions, addressing client inquiries effectively and promptly.
Employed tax compliance knowledge to guide clients through regulatory requirements seamlessly.
Conducted thorough audits on payroll transactions, ensuring adherence to industry standards consistently.
Worked closely with clients post-implementation to ensure ongoing satisfaction and identify potential upselling opportunities for expanded ADP services.
Troubleshot complex issues, implementing effective resolutions that minimized processing time for clients' HR operations.
Created ad hoc financial reports using the Oracle billing system and generated contract obligation, expenditure reports, and billing invoices.
Managed technical integration, customer support and program management.
Submitted forecasts and estimates that conformed to required guidelines, financial objectives, and integrated the organization’s strategic plan to operate in accordance with mandates directly from Internal Revenue Service and Small Business Administration.
Education
Bachelor of Science - Criminology, Intelligence Analysis
George Mason University
Fairfax, VA, United States
05.2018
Skills
Attention to detail
Data analysis and processing
Data research and validation
Microsoft office
Problem solving
Time management
Timeline
Analyst – Loan Operations
MidCap Financial
10.2022 - Current
Manager of Purchase Closing
NewDay USA
03.2021 - 08.2022
Client Support Consultant
Automatic Data Processing, Inc.
01.2019 - 08.2020
Bachelor of Science - Criminology, Intelligence Analysis