Linh Phan, MBA
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
7
7
years of professional experience
1
1
Certification
Work History
Investment Reporting Associate
HomeTap Equity Partners LLC
Boston, MA
04.2024 - Current
- Spearheaded onboarding of newly originated investments into custodian portfolios, ensuring timely integration.
- Reviewed and reconciled custodian exceptions, resolving discrepancies to maintain data integrity.
- Optimized exception reconciliation processes, enhancing operational efficiency and team workflows.
- Collaborated cross-functionally with finance and capital markets teams to streamline custodial operations.
- Contributed to successful execution of $278M securitization, supporting firm's financial growth.
Mortgage Investor Analyst
Digital Federal Credit Union
Marlborough, MA
01.2021 - 04.2024
- Conducted thorough research and analysis of mortgage loans and tax obligations for compliance accuracy.
- Audited and prepared partial release documents for first mortgages, enhancing operational efficiency.
- Supported investor compliance reporting and oversight for Freddie Mac and Fannie Mae portfolios.
- Developed and revised business process procedures to streamline workflows and increase productivity.
Business Banking Specialist
Webster Five Cents Savings Bank
Oxford, MA
08.2018 - 12.2020
- Managed and expanded diverse portfolio of small to medium-sized business clients through tailored financial solutions.
- Conducted comprehensive financial assessments to evaluate creditworthiness and mitigate risk while ensuring compliance with regulations.
- Built strong client relationships via proactive communication and effective cross-selling of banking products.
- Collaborated with SBA programs and internal teams to enhance loan processing efficiency and documentation.
Education
MBA - Business Administration And Management
Southern New Hampshire University
11-2023
Bachelor of Science - Business Administration
Worcester State University
05-2017
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
Personal Information
Timeline
Investment Reporting Associate
HomeTap Equity Partners LLC
04.2024 - Current
Mortgage Investor Analyst
Digital Federal Credit Union
01.2021 - 04.2024
Business Banking Specialist
Webster Five Cents Savings Bank
08.2018 - 12.2020
MBA - Business Administration And Management
Southern New Hampshire University
Bachelor of Science - Business Administration
Worcester State University
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