Juan Pablo Salamanca
Saint Louis,Missouri
Summary
Bilingual Business/Financial analyst with 5+ years Fin-tech and mortgage experience in small start-up business environments. Effective driver of product management lifecycle from concept to delivery. Communicative and collaborative with proven history of improving business operations to support corporate growth and revenue.
Overview
6
6
years of professional experience
Work History
Business & Financial Analyst
LoanNEX
07.2019 - Current
- Maintain and support client's mortgage program and credit guideline requirements in LoanNEX platform
- Provide support for development of pricing and program rules in platform
- Maintain pricing updates on a daily basis
- Support implementation of program modifications
- Support program and pricing testing and validation on an on-going basis
- Support monthly closing of financial books and creation of quarterly packages for partners and investors
- Mentored junior team members, fostering a supportive work environment and promoting professional development.
- Quarterly results: Results vs Budget, Updated forecast and projections
- Manage a team of 5 member to ensure professional client onboarding and training for relevant services
- Carry business and data analysis projects facilitating and supporting company's insights and billing
- Perform analytical projects in Excel and Power Point for investors.
- Implemented robust financial controls, minimizing risks associated with fraud or errors in financial reporting.
- Assisted in preparation of quarterly investor relations materials, effectively communicating company performance to shareholders.
- Improved financial forecasting accuracy by implementing advanced data analysis techniques and tools.
Financial Analyst Assistant (Internship)
Lindenwood University
01.2019 - 05.2019
- Monitored and analyzed financial, statistical and operational data trends
- Used Eikon Reuters Platform to create reports and recommend courses of actions to upper management.
Education
Bachelor of Arts - Finance
Lindenwood University
Saint Charles, MO05.2019
Bachelor of Arts - Finance
Lindenwood University
Saint Charles, MO12.2018
Skills
- Microsoft Excel
- Microsoft Power Point
- Data Analysis
- Team Leadership
- Financial Analysis
- Mortgage Industry
- Economics
- Fixed Income
- Corporate Issuers
- Strong Organization
- Detail Oriented
- Excellent Communication
- Staff Management
- Project Management
- Internal Auditing
- Forecasting and planning
- Problem-Solving
- Interpersonal Skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Business & Financial Analyst
LoanNEX
07.2019 - Current
Financial Analyst Assistant (Internship)
Lindenwood University
01.2019 - 05.2019
Bachelor of Arts - Finance
Lindenwood University
Bachelor of Arts - Finance
Lindenwood University
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