Summary
Overview
Work History
Skills
Designations
Timeline
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Kathleen M McGarry

Phoenix,Arizona

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Personable business professional bringing successful over 20 -year career in financial roles within large and fast-paced corporations. Release-planning specialist trained in advanced Excel modeling. Creative solutions architect with real-time problem-solving flexibility. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

32
32
years of professional experience

Work History

Business Analyst II

JPMorgan Chase
07.2022 - Current
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
  • Optimized workflow processes to enhance overall productivity and achieve operational excellence.
  • Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
  • Surveyed clients to ascertain requirements and expectations for product.
  • Analyzed data to identify root causes of problems and recommend corrective actions.

Conventional Underwriter I – Consumer Direct

JPMorgan Chase
06.2020 - 07.2022
  • Underwrite first mortgage loans to comply with Chase guidelines
  • Current lending authority of $647,200
  • Adhere to all Chase fair lending policies/practices
  • Review all underwriting documentation to ensure compliance with guidelines
  • Maintain a working knowledge of calculation of all types of income
  • Update business partners on file status
  • Keep within a SLA of (72) hours for all income review
  • Mentor newer underwriters on team.

Home Equity Underwriter II – Consumer Direct

JPMorgan Chase
02.2014 - 06.2020
  • Underwrite home equity loans to comply with Chase guidelines
  • Current lending authority of $500,000
  • Adhere to all Chase fair lending policies/practices
  • Review all underwriting documentation to ensure compliance with guidelines
  • Maintain a working knowledge of calculation of all types of income
  • Update business partners on file status
  • Keep within a SLA of (24) hours for all property evaluation reviews and (72) hours for all income review
  • Mentor newer underwriters on team.

Operations Team Manager, Chase Consumer Banking - Consumer Direct

JPMorgan Chase
07.2008 - 02.2014
  • Manage, coordinate and direct daily operations of a ten to fifteen person processing team
  • Maintain all reporting and tracking of pipelines, workflow, compliance, quality review
  • Discuss, review and update employees on all training, procedure and policy changes in home lending
  • Assist in special projects to help grow business with efficiency and accuracy
  • Provide quality feedback and establish action plans for improvement.

Branch Operations Manager

Countrywide Home Loans/Bank Of America
03.1993 - 05.2008
  • Manage, coordinate and direct daily operations for processing, underwriting and closing teams
  • Lead and participate in the underwriting and process of a purchase team
  • Retained continuous certification for the ability to directly underwrite government loans
  • Maintain all reporting and tracking of pipelines, workflow, compliance, quality review
  • Assist in special projects to help grow business with efficiency and accuracy.

Skills

    Customer Needs Assessment

    Staff Management

    Financial Advising

    Customer Targeting

    Business Analysis

    Customer Communication

    Business Development

    Financial Data Analysis

Designations

  • FHA CHUMS #R560, 06/01/98
  • VA LAPP, 06/01/03

Timeline

Business Analyst II

JPMorgan Chase
07.2022 - Current

Conventional Underwriter I – Consumer Direct

JPMorgan Chase
06.2020 - 07.2022

Home Equity Underwriter II – Consumer Direct

JPMorgan Chase
02.2014 - 06.2020

Operations Team Manager, Chase Consumer Banking - Consumer Direct

JPMorgan Chase
07.2008 - 02.2014

Branch Operations Manager

Countrywide Home Loans/Bank Of America
03.1993 - 05.2008

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Kathleen M McGarry