Michael Thompson
Ontario,CA
Summary
Business Analyst specializing in compliance and operational excellence across Mortgage Banking and Healthcare. Expertise in analyzing business processes, defining project scope, and leading cross-functional teams to deliver effective solutions. Track record of increasing audit success rates and fostering a culture of continuous improvement through strategic planning and collaboration.
Overview
20
20
years of professional experience
Work History
Business Analyst II
Guild Mortgage Company
San Diego, California
09.2021 - Current
- Collaborated with stakeholders across departments to define requirements for new projects.
- Collaborated with cross-functional teams to gather and document business requirements.
- Created detailed process flows and user stories to document system requirements and design solutions.
- Identified gaps between current state and desired future state operations.
- Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
Business Analyst
Word & Brown (California Choice)
Orange, CA
03.2015 - 09.2021
- Conducted detailed business analysis to identify problems, opportunities, and solutions across all business lines.
- Collaborated with clients to translate business needs into IT system requirements.
- Gathered and documented requirements for business units through user stories to ensure clear communication of needs.
- Defined project scope with senior management to align project goals with business objectives.
- Coordinated user acceptance testing between business departments and IT operations.
- Performed UAT testing, fixed bugs, and designed test cases for functional scenarios.
- Analyzed resources required for project completion, including time, budget, and equipment.
- Served as primary liaison between business units and IT developers to facilitate resolution of production support issues.
Client Service Specialist
Co-Op Financial Services
Ontario, CA
05.2014 - 02.2015
- Analyzed daily activities of credit unions nationwide connected to Co-Op Network to identify trends and insights.
- Monitored multiple databases to track all transactions processed through network of credit unions, ensuring accuracy and compliance.
- Prepared daily reports including Daily Terminal report, Quarterly reports, and Daily Visa/MasterCard transaction reports.
- Researched and identified gaps in policies and procedures, recommending improvements to senior management to align with departmental goals.
Closing Supervisor
J.P. Morgan Chase
Irvine, CA
01.2013 - 11.2013
- Subject matter expert, overseeing a group of 50 Closers.
- Reviewed HUD 1 and closing documents for accuracy and completeness prior to requesting wire.
- Collaborated with title companies to uphold mortgage policies and procedures, ensuring compliance and preventing discrepancies.
- Instructed Closers on the curative matters needing clearing; such as payoffs, lien payoffs, updated taxes, assessments.
- Worked with QC department to ensure all loan docs, financial data, credit reporting was accurate.
- Trained closers on signing off conditions and managing time effectively, facilitating timely loan closures and compliance with policies and procedures.
- Prepared daily, weekly, and monthly funding reports, summarizing findings for management review and decision-making.
Business Operations Analyst
J.P. Morgan Chase
11.2007 - 01.2013
- Increased Company’s audit success rate from 73% in 2009 to 97% by Dec of 2012.
- Resolved operational challenges by delivering actionable solutions to Senior Manager.
- Identified issues to be researched, determining affected areas, estimating impact, and leading the resolution.
- Identified policy and procedure gaps while liaising with regulatory agencies and compliance departments.
- Audited customer financial information, including P&L statements and bank statements.
- Redesigned and Implemented effective company procedures, in which our overall error rates decreased, and our quality scores within the department improved.
- Provided Compliance support including monitoring programs to ensure compliance with federal and state laws in addition to internal compliance was met.
- Updated compliance on regulatory requirements impacting company, including regulations Z and B, RESPA, and HMDA.
Call Center Supervisor
Fremont Investment & Loans
Ontario, CA
01.2007 - 11.2007
- Managed and coached 24 employees to enhance team performance.
- Trained and developed call center representatives, aligning training with department goals.
- Prepared daily reports including internal auditing, KO, wrap, dialer, and incentive reports for performance tracking.
Education
Bachelor of Science - Organizational Leadership, Applied Data Analytics
Arizona State University
05-2021
Skills
- Project management
- Requirements gathering
- Business documentation
- Data analysis
- Operations analysis
- SQL
- Power BI
- Excel
- Jira
- Azure
- Microsoft Teams
- Business process modeling
- Analytical skills
- Problem solving
- Attention to detail
- Cross-functional collaboration
- Strategic thinking
- Cross-functional collaboration
Training And Recognition
- LOMA 280 Certified
- JPMC RESPA training
- SQL Training
- Lean Six Sigma
Timeline
Business Analyst II
Guild Mortgage Company
09.2021 - Current
Business Analyst
Word & Brown (California Choice)
03.2015 - 09.2021
Client Service Specialist
Co-Op Financial Services
05.2014 - 02.2015
Closing Supervisor
J.P. Morgan Chase
01.2013 - 11.2013
Business Operations Analyst
J.P. Morgan Chase
11.2007 - 01.2013
Call Center Supervisor
Fremont Investment & Loans
01.2007 - 11.2007
Bachelor of Science - Organizational Leadership, Applied Data Analytics
Arizona State University