Seeking a position as a Process Improvement Specialist where I can apply my strong analytical skills to identify opportunities for process improvement and develop strategies for implementation.
Overview
14
14
years of professional experience
Work History
Corresondent Setup And Purchase Review Support Analyst
Truist
Remote
02.2024 - Current
Assist Setup and Purchase Review Managers with Correspondent Operations reports, reviewing for potential risk on Condo Loans, FEMA disasters and Mortgage Insurance.
Complete daily and monthly audits to detect and prevent any issues on SOX and other critical controls.
Manage pipeline for Verification of Parties to ensure loans are not purchased with any party on the FHFA, FHLMC, or Truist ineligible lists.
Assist Setup and Purchase Review Managers with checking out and updating PPM’s as well as creating or updating job aids that correspond with department policies and procedures.
Track and log PDI projects and updates in the Workfront System.
Communicate with Correspondent Managers any issues that may affect department standard and critical controls, overlays, or current processes.
Work with the Correspondent Business Consultants as the SME for Setup and Purchase Review on Empower related projects.
Departmental Learning and Development trainings for new mortgage products and processes as requested by Setup and Purchase Review Managers.
Execution and implementation specialist
Truist
12.2019 - 01.2024
Assess the cultural landscape and adapts change management strategies, as appropriate.
Identify, plan, and implement key projects to improve quality, reduce costs, identify Risks, and increase productivity.
Improve cycle time by reducing wasted time, rework, etc. resulting in significant business improvement and customer satisfaction.
Provide management with project status updates, feedback, and appropriate reporting on key responsibilities and objectives.
Facilitate meetings and/or projects, determine audience and tactics appropriate for a particular discussion.
Evaluate process improvement information, including policy and procedures to identify inefficiencies and coordinate to determine a future state that satisfies the business requirements.
Uses appropriate measurement, analysis, and evaluation methods to accurately identify and document process improvements.
Duties may involve some development and maintaining departmental reporting.
Work with offshore Infosys team on the Verification of Parties process by auditing, identifying errors, coaching, and certifying teammates.
Purchase Reviewer
Suntrust now trust
09.2019 - 12.2019
Enter, validate, and correct information in Lending Space to ensure data integrity.
Communicate loan defects in clear and concise stipulations.
Maintain Production, Quality and Service Level Standards set by Manager and Review Type.
SME and assist with training and escalation of junior level reviewers.
Ensure work product i.e., checklists, and compliance documents are uploaded according to policy.
Ensure loan is escalated appropriately to escalation points if applicable.
homeowner association specialist
Carrington mortgage services
06.2019 - 09.2019
Reviewed loans in pre and post foreclosure for payment of homeowners’ association assessments.
Worked with attorneys in every state to process payoffs.
Liaison for the Post Foreclosure team which conveyed properties to HUD.
Worked with the Cash department to process checks.
Reviewed various loans monthly for payment, maintaining spreadsheets and logs.
Implemented and maintained compliance with state guidelines.
Purchase Review Team lead
Suntrust now trust
06.2013 - 06.2018
Resolve escalations relating to the seller guide or compliance requirements.
Manage a team of purchase review specialists including HMDA Specialist if applicable.
Manage daily workflow and production metrics.
Ensure compliance with investor, legal, regulatory, and business policies.
Interview, hires, trains, mentors and evaluate teammates.
Reduce client friction and improve the client experience, maintaining a high standard of customer service to internal and external customers.
Serve as first client and/or teammate escalation points.
Follow sound risk management practices, manage, and monitor quality initiatives.
Create process efficiencies and collaborate on technological needs and enhancements.
Resolve Operational problems.
independent review analyst
Promontory
10.2011 - 01.2013
Complete independent third-party audits for the Servicer, Wells Fargo.
Completed a thorough review of Loss Mitigation complaints against the Servicer.
Investigated the mishandling of Government Modification Programs.
Education
High School -
Chaffey High School
Ontario, CA
06.1996
Skills
Incident management
System standards documentation
Data collection
Training and coaching
Documentation and reporting
Data analysis
Operating systems
Problem-solving
Attention to detail
Teamwork and collaboration
Organizational skills
Timeline
Corresondent Setup And Purchase Review Support Analyst
<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA
Tier II Client Support/Infrastructure Analyst/Tier III Support/Advanced Support/Team Lead at System OneTier II Client Support/Infrastructure Analyst/Tier III Support/Advanced Support/Team Lead at System One