MELISSA FISHER
Naperville,IL
Summary
Senior loan analyst in finance with the ability to analyze complex business problems and provide solutions is seeking to transition to Business Analyst role. Strong problem-solving skills, risk management along with ability to effectively communicate. Created process improvements with over $160,000 in additional revenue.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Loan Analyst 3
Lennar Mortgage, LLC
Remote
07.2020 - Current
- Ability to prioritize tasks and manage multiple and changing priorities
- Provide insight to team members regarding financial or qualifying challenges
- Provide expertise in complying with state and federal laws and regulations
- Communicate technical subject matter to non-technical audience
- Built and leveraged solid working relationships with business stakeholders and clients
- Work with outside vendors and experts to determine business needs, policies and procedures.
- Assisted with testing and feedback of new software rollout and program enhancements.
Operations Manager
The Law Office of Stuart D Polizzi, LLC
Naperville, IL
07.2018 - 07.2020
- Oversaw the development and maintenance of all policy and daily procedures
- Supported home buyers and sellers by explaining all mortgage documents at loan closings
- Directed the collection and interpretation of all business requirements
- Identified business requirements to improve the complex business processes and to satisfy applicable state and federal laws
- Understood root causes and created opportunities for business improvements and processes
- Analyzed the as-is and to-be processes to create improvements
- Created new procedures and increased productivity by 30% and reduced redundant processes.
Loan Originator
PNC Bank
Lisle, IL
11.2017 - 07.2018
- Procured first mortgage loans for PNC customers while managing risks with business objectives to ensure they adhere to PNC’s risk management framework
- Developed knowledge of techniques, assigned activities, tasks, practices and deliverables for assessing and documenting business opportunities for potential applications
- Provided technical and business guidance to clients, both internal and external
- Able to measure quality of work with monthly sales goals and competitions as a top performer
- Gained knowledge of tools & techniques for recognizing and anticipating organizational or operational problems and the ability to resolve such problems
- Daily management of customer queries and requests by utilizing the processes and tools as set forth in manuals and guidelines.
Sales Manager
Envoy Mortgage Company
Naperville, IL
04.2017 - 11.2017
- Provided timely reporting of issues that impact file progress and coordinates actions to resolve conflicts
- Supported projects by understanding business needs, opportunities, problems, impacts, risks and presented solutions to management
- Served as subject matter advisor to clients and staff
- Thorough understanding of business process, objectives and third-party guidelines to ensure all files met or exceeded those guidelines
- Translated business requirements to customers, business partners and staff
- Strong organizational skills and the ability to organize work, establish realistic goals and deadlines, and execute the plan.
Branch Manager
Security National Mortgage Company
Naperville, IL
07.2016 - 03.2017
- Participated in the new branch launch by developing procedures, analyzing workflow and reporting
- Provided raw data, analyzed that data, and provided recommendations for target market penetration
- Obtained knowledge of methods and techniques to elicit, analyze and document business requirements to develop best course of action for sales and branch opportunities
- Assisted with performance reporting that gave the company better insights into the monthly sales goals and quotas
- Created business plans for new hires and monthly sales quotas
- Analyzed revenue and KPIs to identify emerging trends
- Identified opportunities for business efficiencies through improved manuals and automated process systems.
Business Development Manager
Finance of America/PMAC
Lisle, IL
06.2014 - 07.2016
- Identified business needs, processes, and procedures to develop new daily and monthly processes to satisfy business needs
- Demonstrated the ability to identify and analyze functional problems
- Demonstrated track record of assisting others and meeting assigned timelines
- Facilitated the ability to create solutions and ideas that add value
- Assisted in annual financial planning with quarterly forecasts and detailed team level plans
- Calculated incentive for sales team
- Lead meetings with cross departments on production support, troubleshooting files issues and recommended solutions for resolution.
Sr Mortgage Processor/Loan Originator
Market Place Mortgage Corp
Lombard, IL
11.2012 - 06.2014
- Learned the business process tools and techniques to submit files to multiple external customers and updated or enhanced existing business processes
- Managed, organized, and monitored files, ensuring the efficient use of resources to achieve company objectives
- Effectively communicated information and concepts to third parties to meet the needs of the customer from origination to close
- Ability to resolve any problem or qualification issues to resolution.
Education
Scrum Master Training - Information Technology
Scrum Master Certification Training
07-2023
Business Analyst Professional Certificate -
Talentheed And LinkedIn Training
07.2022
MBA - Accounting
Keller Graduate School
06.2009
Skills
- Salesforce
- Power BI
- Staff Management
- Credit Analysis
- Relationship Management
- Loan Underwriting
- Portfolio Management
- Loan Feasibility Assessment
- Excellent Communication
- Teamwork and Collaboration
- Mortgage Origination, Processing & Closing
- Document Analysis
- Problem-Solving Aptitude
- LoanMaster Loan Servicing
- Process Improvement
- Analytical and Critical Thinking
- Regulatory Disclosure Preparation
- Encompass Loan Origination system & Optimal Blue Pricing engine
Certification
- Business Analyst Certificate
- Real Estate Broker license
Timeline
Loan Analyst 3
Lennar Mortgage, LLC
07.2020 - Current
Operations Manager
The Law Office of Stuart D Polizzi, LLC
07.2018 - 07.2020
Loan Originator
PNC Bank
11.2017 - 07.2018
Sales Manager
Envoy Mortgage Company
04.2017 - 11.2017
Branch Manager
Security National Mortgage Company
07.2016 - 03.2017
Business Development Manager
Finance of America/PMAC
06.2014 - 07.2016
Sr Mortgage Processor/Loan Originator
Market Place Mortgage Corp
11.2012 - 06.2014
Scrum Master Training - Information Technology
Scrum Master Certification Training
Business Analyst Professional Certificate -
Talentheed And LinkedIn Training
MBA - Accounting
Keller Graduate School
- Business Analyst Certificate
- Real Estate Broker license
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