Linh PHAN
Charlotte,NC
Summary
Operations and portfolio management specialist with an MBA, focused on enhancing business performance through data analysis and workflow optimization. Proven track record in leading strategic initiatives that deliver measurable results in remote finance environments. Strong communication and teamwork skills facilitate seamless collaboration and project success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Reporting Associate
HomeTap
Boston, MA
04.2024 - Current
- Spearhead the onboarding of newly originated investments into investor custodian portfolios, ensuring seamless and timely integration.
- Review, investigate, and reconcile custodian exceptions, swiftly resolving discrepancies to maintain data integrity.
- Develop and optimize exception reconciliation processes, driving improvements in operational efficiency and team workflows.
- Partner cross-functionally with finance and capital markets teams to streamline custodial operations and enhance transaction accuracy.
- Played a key role in the successful execution of a $278M securitization, directly supporting the firm's financial growth and strategic objectives.
Mortgage Investor Analyst
Digital Federal Credit Union
Worcester, MA
01.2021 - 01.2024
- Researched and analyzed mortgage loans and tax obligations to ensure accuracy and compliance.
- Audited and prepared partial release documents for first mortgages, boosting operational efficiency.
- Supported investor compliance reporting and oversight for Freddie Mac and Fannie Mae portfolios.
- Created and updated business process procedures, streamlining workflows and improving productivity.
- Maintained strict regulatory compliance, protecting organizational integrity.
Realtor
Coldwell Banker
Marlborough, MA
01.2021 - 01.2024
- Assisted clients in obtaining financing options such as mortgages or loans.
- Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
- Monitored changes in local markets that could affect the value of listed properties.
- Generated leads through networking activities, cold calling prospects, referrals.
Education
MBA - Business Administration And Management
Southern New Hampshire University
Manchester, NH11-2023
Bachelor of Science - Business Administration
Worcester State University
Worcester, MA05-2017
Skills
- Data analytics and visualization
- Investment management
- Time management and prioritization
- Problem solving and critical thinking
- Attention to detail
- Portfolio management
- Process optimization
- Microsoft Office Suite expertise
- Salesforce CRM experience
- Collaboration skills
- Data reconciliation
- Jira project tracking
Certification
- Licensed Real Estate Agent
- Notary Public
Timeline
Investment Reporting Associate
HomeTap
04.2024 - Current
Mortgage Investor Analyst
Digital Federal Credit Union
01.2021 - 01.2024
Realtor
Coldwell Banker
01.2021 - 01.2024
MBA - Business Administration And Management
Southern New Hampshire University
Bachelor of Science - Business Administration
Worcester State University
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