JOHN PEARSON
Chicago,IL
Summary
Detail-oriented professional with experience in analyzing financial data and implementing cost saving measures. Proven ability to collaborate with multidisciplinary teams, communicate findings effectively, and support project objectives. Proficient in Excel and financial modeling with string analytical and problem-solving skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Real Estate Investment Analyst
DSJK LLC
03.2018 - Current
- Conducted detailed investment analysis, calculations and reports
- Assisted team with choosing and timing investments for optimal results
- Researched locations company-specific data to inform best investment plans and increased portfolio and earnings by 20%
- Assisted in preparation of presentations, data tables and other documents for investor meetings
- Generated comprehensive reports on portfolio performance and risk assessment
Fraud Analyst
Paymentworks
05.2024 - 08.2024
- Evaluated customer data to identify and prevent fraudulent activities using research and learned lessons log kept by the team.
- Analyzed large amounts of data to find patterns of fraud and anomalies using data analytics and pattern recognition.
- Performed risk assessments to determine level of fraud risk and prioritize investigations using a Jira agile PM tool.
- Tracked multiple fraud cases and monitored trends to develop strategies for prevention.
- Coached and trained staff on fraud prevention techniques to increase awareness and reduce risk.
- Facilitated information sharing among team members through regular meetings and discussions, fostering a collaborative work environment focused on continuous improvement.
Loan Originator Assistant
Nations Lending
10.2022 - 02.2023
- Managed multiple files for team members and individual loan applications for clients.
- Supported customers throughout application and closing processes and maintained 90% NPS score.
- Collaborated with managers, staff members and teams to implement productive and innovative workflows using various applications using Microsoft Excel.
- Approved loans within specified limits and referred loan applications outside those limits to management for approval.
- Utilized advanced Excel functions and pivot tables to streamline financial processes and enhance data accuracy
- Streamlined pre-qualification processes by utilizing advanced technology tools, resulting in quicker turnaround times for customers.
- Delivered high-quality work consistently by meeting deadlines, maintaining attention to detail, and ensuring data accuracy throughout loan origination process.
- Increased loan volume by actively participating in sales meetings, trainings, conferences, and industry events to stay informed on market trends and best practices.
Loan Coordinator/Credit Analyst
Guaranteed Rate
10.2012 - 03.2022
- Enhanced loan processing efficiency by streamlining documentation and communication between departments.
- Utilized advanced Excel functions to create a database for loan portfolio
- Managed client expectations by clearly communicating terms, conditions, requirements, and timelines throughout loan process by providing periodic reports to clients.
- Utilized risk management strategies to attain high loan approval rates.
- Prepared comprehensive reports detailing loan portfolio performance metrics for management review and decision-making purposes.
- Assisted in achieving department goals through proactive monitoring of key performance indicators and implementing corrective actions when needed.
- Stayed informed about regulatory changes, ensuring compliance within all daily operations and avoiding costly penalties or delays.
Operations Manager
Avis Budget Group
11.2009 - 10.2012
- Communicated clear objectives and implemented hands-on strategies resulting in peak performance
- Employed conflict management techniques to optimize customer satisfaction and retention.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them using various forms of presentation tools.
- Analyzed and reported on key performance metrics to senior management by providing detailed information from meetings.
Field Operations Supervisor
Crosscom National
10.2007 - 06.2009
- Oversaw transparent and highly successful field operations with regular reports and team meetings
- Supported program and project managers in developing scopes, preparing budgets and writing proposals
- Kept quality standards high, monitoring performance to identify and proactively resolve issues
- Facilitated smooth communication between base dispatching and field personnel
- Fulfilled production schedules by adjusting workforce size, team operations and project deliverables
- Conducted regular site inspections to ensure adherence to quality standards and identify areas for improvement.
- Managed field operations for successful project completion, ensuring timely delivery and client satisfaction.
- Established a system for tracking inventory levels in real-time, minimizing supply shortages while reducing excess stock costs.
Education
Bachelor of Arts (B.A.) -
Columbia College
Chicago, ILSkills
- MS Word
- Comparative Analytics
- Business Tracking
- Client Relationship Development
- Business Development
- Market Evaluation
- Analytical Thinking
- Excel proficiency (advanced functions, Pivot tables, VBA)
- Customer Service-Oriented
- Cost analysis
Certification
- PMP - Project Management Professional
- Data Analyst Certificate Training
Timeline
Fraud Analyst
Paymentworks
05.2024 - 08.2024
Loan Originator Assistant
Nations Lending
10.2022 - 02.2023
Real Estate Investment Analyst
DSJK LLC
03.2018 - Current
Loan Coordinator/Credit Analyst
Guaranteed Rate
10.2012 - 03.2022
Operations Manager
Avis Budget Group
11.2009 - 10.2012
Field Operations Supervisor
Crosscom National
10.2007 - 06.2009
Bachelor of Arts (B.A.) -
Columbia College