Jennifer Walker
Senior Inforce Analyst
Tenino,WA
Summary
Dynamic and analytical professional with a robust technical background and a proven ability to excel in data-driven environments. Strong project management capabilities enable effective prioritization of multiple tasks while maintaining a positive outlook and a proactive approach to overcoming challenges. Exceptional interpersonal and communication skills foster collaboration and drive team success, consistently exceeding expectations. Eager to embrace new challenges and contribute to organizational objectives with dedication and enthusiasm.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Inforce Analyst
Navy Mutual Association
02.2019 - Current
- Documented business processes, procedures, and policies used within the organization.
- Validated the accuracy of data across multiple systems before integrating it into a single platform.
- Identified areas of improvement in existing policies and procedures related to data management.
- Conducted data analysis to identify potential opportunities for cost savings or increased revenue.
- Coordinated with external vendors on projects involving the integration of third-party datasets into existing systems.
- Worked with internal teams to understand business needs and changing strategies.
- Assisted with efforts to track, evaluate, and report on the impact of programs using multiple data sources.
- Audited internal data and processes to identify and manage initiatives, improving business performance.
- Provided supporting information to substantiate research findings.
- Selected Accomplishments:
- Identified errors in financial reporting that resulted in the miscalculation of 800 policies' cash value growth, saving an estimated 90 hours of labor per month by isolating and automating the program mapping error.
- Assisted three (3) project managers in performing multiple internal analyses directed toward process improvements.
- Managed, led, and coordinated with various departments to achieve project goals within the given constraints; this included collaboration with both internal and external teams.
- Developed and implemented systems and standard operating procedures.
- Participation in the testing of new systems while documenting test procedures and outcomes.
- Praised for the ability to solve difficult problems independently and efficiently.
- Analyzed operational data to identify trends and recommend process improvements.
- Developed and implemented strategic initiatives to enhance workflow efficiency.
- Led training sessions for junior analysts, fostering skills development and knowledge sharing.
- Collaborated with cross-functional teams to identify areas for improvement and implement strategic changes.
Account Manager
Washington Hospitality Association
05.2014 - 12.2018
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Created comprehensive reports on account performance and presented them to senior management.
- Communicated progress of monthly and quarterly initiatives to internal and external stakeholders.
- Managed multiple accounts simultaneously while meeting deadlines.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Prepared monthly financial statements for each account.
- Ensured compliance with industry regulations when dealing with clients.
- Selected Accomplishments:
- Broadened and maintained an extensive network of clients with a 98% annual retention.
- Managed a portfolio of 4,500+ client locations.
- Developed, executed, and marketed a Webex education platform, furthermore exceeding participation goal by 75% within three (3) months of launching.
- Received commendation from VP for efforts in data management improvement, noting the best data in the history of the program (founded in 1986).
Senior Underwriter
EvergreenDirect Credit Union
08.2003 - 05.2014
- Reviewed, evaluated and approved and declined high-risk mortgage loan applications for compliance with company policies and procedures.
- Conducted detailed analysis of borrower creditworthiness by evaluating financial statements, tax returns and other related documents.
- Analyzed debt-to-income ratios to ensure borrowers met the requirements of underwriting guidelines.
- Appraised value of collateral properties to determine their acceptability as security for loans.
- Performed quality control reviews on all approved and declined loans prior to closing.
- Interpreted complex regulations and laws governing mortgage lending activities in various states.
- Prepared reports outlining findings from loan review process for senior management review.
- Selected Accomplishments:
- Maintained a 97% customer satisfaction rating over a 36-month period.
- Met benchmarks in multiple facets including profitability and credit quality.
- Awarded Top Loan Performer for 24 consecutive months. Continuously accomplished and exceeded new loan goals.
- Managed client base with high volume of repeat customers.
Education
Associate of Arts - Business
Centralia College
Centralia, WASkills
- Risk assessment
- Policy evaluation
- Document organization
- Data quality assurance
- Account management proficiency
- Regulatory adherence
- Process evaluation
- Audit process facilitation
- SQL proficiency for data analysis
- Critical analysis
Certification
- FinTech Law and Policy, Duke University - 2023
- Annuities Essentials, Navy Mutual Association - 2020
- Life Insurance Basics, Navy Mutual Association - 2019
Timeline
Senior Inforce Analyst
Navy Mutual Association
02.2019 - Current
Account Manager
Washington Hospitality Association
05.2014 - 12.2018
Senior Underwriter
EvergreenDirect Credit Union
08.2003 - 05.2014
Associate of Arts - Business
Centralia College