Highly qualified and accomplished professional offering ten years' experience in the financial services industry. Combine expert technical and analytical skills along with broad knowledge and expertise in consumer lending, underwriting, risk management, and due diligence. Offer strong background with loan servicing, asset management, and loss mitigation strategies. Perform with efficiency in fast-paced environments working autonomously or as a vital team member. Well-regarded for outstanding communication skills, commitment to excellence, and professional work ethic. Proficient in Windows OS; AS400; Microsoft Office Suite (Word, Excel, Access, PowerPoint, Outlook), iPortal, MSP, NetSuite, Salesforce competencies include: Financial Analysis, Loan Documentation, Quality Control, Debt Counseling, Underwriting, Customer Service, Transaction Processing, Account Reconciliation, Funding Specialist, Insurance Verification, Data entry, Problem Resolution, Live Chat, Salesforce, Accurate Ten Key, Regulatory Compliance, Cash Poster, Lockbox ACH, Financial Reporting, Administrative assistant, Payment poster, Insurance Verification.
Hi, I’m
Lynn Beaty
Treasury Operations Suspense and Research Analyst
Mansfield,TX
Summary
Overview
17
years of professional experience
Work History
Morgan Stanley - E*TRADEDallas, TX
Sr. Financial Services Analyst - Wealth Management
08.2022 - Current
Job overview
- Created detailed reports summarizing financial performance metrics for senior management review.
- Worked cross-functionally with internal departments to align and validate data inputs.
- Prioritized and expedited assigned work to meet changing business circumstances.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current
- Exceptional writing, interpersonal and customer service skills
- Detail oriented with superior organizational skills and ability to prioritize tasks.
- Team player with the ability to collaborate with others.
- Analyzed financial data to identify trends, discrepancies, and opportunities for improvement.
GM FINANCIALArlington, TX
Treasury Operations Suspense and Research Analyst
04.2014 - 08.2022
Job overview
- Proven ability to analyze and use sound judgment to provide the best option to resolve highly complex account issues for customers, dealers, and/or external business partners
- Coordinated wire transfers between banks, verified accuracy of information, and tracked payments until completion.
- Processed payments through ACH and ACH Origination System in accordance with established policies and procedures.
- Worked closely with auditors during annual audit process to provide necessary documentation or answer questions related to treasury operations.
- Developed financial analysis reports and presentations by applying acquired financial principles.
GREEN TREE SERVICINGFort Worth, TX
Loss Mitigation Specialist
01.2012 - 01.2014
Job overview
- Utilized critical thinking and creative problem-solving abilities to resolve complex financial challenges while handling a voluminous number of files.
- Worked with Government (FHA, USDA, VA ECOA, FHA, HMDA, SCRA, MLA, UDAP/UDAAP) and Conventional loans
- The ability to effectively multi-task and meet daily/weekly/monthly deadlines
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of Bank personnel.
BANK OF AMERICA CORPORATIONFort Worth, TX
Home Retention Specialist II
01.2007 - 01.2011
Job overview
- Performs a general evaluation of the residential loan application file to verify that application data is complete and meets established standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment and marital status
- Provides quality loan processing, reviewing files for adherence to underwriting standards, and ensuring completeness prior to submission for underwriting for approval
- Assisted customers in analyzing their financial situation to determine the best course of action for loan modifications or payment plans.
- Comprehensive knowledge of ECOA, FHA, HMDA, SCRA, MLA, UDAP/UDAAP, and CRA Loan Data Collection requirements
Education
HENRY FORD COMMUNITY COLLEGE
AS, Business Administration
University Overview
Highlights of Professional Development: Consumer Credit Protection Act
National Notary
Licensed from NNA NSA Public Notary
2023 - 2024 (1 year)
University Overview
Public Notary Signing Agent, Texas
https://www.signingagent.com/profile/161746843
Skills
- Financial Reporting
- Customer Relationship Management
- Regulatory Compliance
- Financial Markets
- Cash Management
- Risk Management
- Loan Applications
- Customer Relationship Building
- Account Retention
- Fraud Detection and Prevention
- Account Documentation
- Mortgage Processes Knowledge
- Cost-Benefit Analysis
- Financial Services
- Account Performance Reviews
- Account Maintenance
- Wealth Planning
- Call Center Support
- Accuracy and Detail Oriented
- Active Listening
- Solid technical ability and able to learn new systems rapidly
- Excellent communication skills
Timeline
National Notary
Licensed from NNA NSA Public Notary
2023 - 2024 (1 year)
Sr. Financial Services Analyst - Wealth Management
Morgan Stanley - E*TRADE
08.2022 - Current
Treasury Operations Suspense and Research Analyst
GM FINANCIAL
04.2014 - 08.2022
Loss Mitigation Specialist
GREEN TREE SERVICING
01.2012 - 01.2014
Home Retention Specialist II
BANK OF AMERICA CORPORATION
01.2007 - 01.2011
HENRY FORD COMMUNITY COLLEGE
AS, Business Administration
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