Kim Douglas
Financial Service Analyst
Orange Park,FL
Summary
Experienced financial analyst with a demonstrated history of working in the financial services industry. Skilled in: -Financial services -Portfolio management including investor relations and syndications -Risk management -Banking -Collections -Lean tactics
Overview
11
11
years of professional experience
7
7
years of post-secondary education
Work History
Financial Account Service Analyst
GE Healthcare
Jacksonville, FL
01.2021 - Current
- Serviced Healthcare equipment leases and loans -Provided restructuring and rebooking services while maintaining goal net investment -Led transfers and assumptions on multi-million dollar acquisitions and mergers -Built legal documents that were transaction specific -Assessed risk strategies and policies to incoming customers and new deals.
- Drove operational improvements which resulted in savings and improved profit margins
- Led LMA team in delivery of executed Lean project, resulting in reduction of document generation and work hours performed.
Loss Mitigation Analyst
GE Capital
Jacksonville, FL
06.2014 - 01.2021
- Performed transactions to transfer leases from one entity to another -Assessed client/investor risk with incoming mergers/acquisitions -Worked with Senior Counsel on incoming deals that were out of approval matrix -Was granted access to 1 million dollar signing authority -Led monthly meetings with commercial team on current net income and projected assumptions -Led simply lean initiatives in order to reduce waste yet maintaining efficiency.
- Assessed clients' financial data to determine loan suitability.
- Identified company resources, determined client risk factors and promoted solutions to establish solid client base.
- Provided meaningful solutions by garnering teams of risk management specialists to meet client needs.
Senior Collections Specialist
Wells Fargo
Jacksonville, FL
10.2010 - 05.2014
- Managed team of 7 collectors -Reviewed accounts for mortgage modifications -Led monthly financial goals meetings -Drove results with team building, training and accountability -Monthly, semi yearly and yearly results meetings with team.
- Frequent KPI and metrics meetings.
- Counseled debtors on payment options and arranged installment agreements
- Monitored accounts for compliance with established payment plans and flagged non-compliances
- Checked packages for demand letters and loan authorizations before sending to clients
- Created documents for court such as affidavits, modifications and forbearance agreements
- Trained new team members on company services and collection strategies
Education
Bachelor of Arts - BA - Pre-Law Studies
Florida State College
Jacksonville, FL 01.2020 - Current
Associate of Arts -
Florida State College
Jacksonville, FL 01.2015 - 01.2020
Skills
Risk management
Account maintenance
Financial and operational reporting
Dependable and Responsible
Data Management
Critical Thinking
Analytical and Critical Thinking
Data accuracy
Process auditing
Process improvements
Compliance controls
Document organization
Timeline
Financial Account Service Analyst
GE Healthcare
01.2021 - Current
Bachelor of Arts - BA - Pre-Law Studies
Florida State College
01.2020 - Current
Associate of Arts -
Florida State College
01.2015 - 01.2020
Loss Mitigation Analyst
GE Capital
06.2014 - 01.2021
Senior Collections Specialist
Wells Fargo
10.2010 - 05.2014