Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kacey Roberson

Sugar Land,TX

Summary

Proactive Underwriter with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.


Energetic Department Lead dedicated to enhancing customer satisfaction, meeting sales and profitability goals and managing staff. Recognized for leading and guiding staff to meet common organizational targets. Well organized with stellar time management abilities.

Overview

10
10
years of professional experience

Work History

Assistant Department Manager

Kroger
11.2022 - Current
  • Conducted regular performance evaluations for team members, providing constructive feedback for continuous improvement.
  • Ordered inventory and reported discrepancies to control costs and maintain inventory levels.
  • Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.
  • Trained new employees on company policies, procedures, and best practices, contributing to their professional development.
  • Assisted in increasing sales revenue through effective merchandising and promotional efforts.

Underwriting Analyst

SitusAMC
12.2019 - 06.2024
  • Responsible for reviewing closed loan packages, underwriting guidelines, and data files to identify the documentation necessary for the review
  • Capture required information from documentation and from loan prior to closing, run system logic against information captured and handle exceptions
  • Apply and handle validations to ensure a complete and accurate review
  • ATR
  • TRID
  • Encompass
  • Wholesale lending - Working with Broker: U/W Conv loans, setting up loans, ordering title, HOI, WVOE's, VOE's, appraisals, appraisal corrections, LDP/GSA, CAVIRS, FHA case # assignments, Gathering ID's, paystubs, W2's, bank statements, tax returns, tax transcripts, and reviewing disclosures
  • Encompass.

Underwriting Analyst

America's First Home Mortgage Co
07.2016 - 12.2019
  • Improved department efficiency [Number]% by developing file management systems and spreadsheets to manage loan review.
  • Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
  • Calculated loan applicant debt ratios, income and terms and payments to determine financial stability of applicants to repay loan.

Associate/Power Equipment Operator

Lowe's
03.2016 - 12.2019
  • Certified to receive and stock freight using reach truck, forklift, order picker/selector
  • Cut lumber for customers with power saw
  • Load pallets of all materials in department for customers in their vehicles, cashier services, handle customer service encounters and provided satisfactory shopping experience to every customer.

Sales Lead

Express Factory Outlet
08.2014 - 01.2016
  • Greet customers entering the establishment, spoke with customers and took care of their requests, handle customer concerns, cashier services, help train new employees, stock and receive shipment, prepare shipment for sales floor, open and closed establishment, maintain a clean and orderly environment.

Education

2010 Microsoft Office - Certificate -

ITU ONLINE BY IT UNIVERSITY
08.2014

High School Diploma -

PEARBLOSSOM PRIVATE SCHOOL
06.2013

Skills

  • Quality assurance
  • Strong data analysis skills
  • Production oriented
  • Organizational skills
  • Risk assessment
  • Mitigation
  • Due Diligence
  • Proven communication
  • Multitasker
  • Team Management

References

Available Upon Request

Timeline

Assistant Department Manager

Kroger
11.2022 - Current

Underwriting Analyst

SitusAMC
12.2019 - 06.2024

Underwriting Analyst

America's First Home Mortgage Co
07.2016 - 12.2019

Associate/Power Equipment Operator

Lowe's
03.2016 - 12.2019

Sales Lead

Express Factory Outlet
08.2014 - 01.2016

2010 Microsoft Office - Certificate -

ITU ONLINE BY IT UNIVERSITY

High School Diploma -

PEARBLOSSOM PRIVATE SCHOOL

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Kacey Roberson