Maria Medrano
Plano,TX
Summary
Operations Research Analyst with advanced mathematical and analytical skills and track record of identifying complex issues, collecting information and developing practical solutions to problems. Strong written and oral communication skills useful in summarizing and presenting findings to decision-makers and developing strategic recommendations. Self-motivated with desire to advance professionally as evidenced by continuing education in area of expertise.
Overview
7
7
years of professional experience
Work History
Wealth Management Operations Analyst
Morgan Stanley
04.2022 - Current
- Monitor and Report on SLA performance on vendors to ensure in line with contractual obligation and performance metrics
- Analyze vendors master agreements and PII record retention/ destruction policies
- Internal risk and procedures oversight
- Review daily escalation reports to identify orders that require action and submitted home loans invoices to be processed.
Sr. Account Manager
LoanDepot
01.2020 - 03.2023
- Processed conventional loans with closings of 50+ monthly
- Reviewed closing disclosure for accuracy and sent title revisions, issued CD approval, and balanced CD
- Coordinated and delivered closing documents to title company.
Document Management Specialist
Texas Capital Bank
08.2017 - 02.2020
- Document and maintain resting procedures and processes
- Handled seller report and track down any outstanding documentation from seller
- Perform documentation reviews of notes and trailing documents and log all received documents into sales force.
Education
Newman Smith High School
Skills
- Project Management
- Compliance
- Microsoft Excel
- Power point
- Sales Force
- Reporting skills
- Operational Efficiency
- Workflow Optimization
- Reporting abilities
- Data Analysis
- Process updates
Languages
Spanish
Native or Bilingual
Timeline
Wealth Management Operations Analyst
Morgan Stanley
04.2022 - Current
Sr. Account Manager
LoanDepot
01.2020 - 03.2023
Document Management Specialist
Texas Capital Bank
08.2017 - 02.2020
Newman Smith High School