Organized, dependable and quick learning candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Portfolio Analyst
Affinity Plus Federal Credit Union
04.2021 - Current
Became a SME for EPPS(Learned the ins and outs of EPPS to be able to make adjustments as needed)
Help implement and execute all rates to be pulled from epps program within Encompass (accel, HomeReady and all loan tiers)
Handled daily tasks
Started regular communication to MLO’s in effort to open lines of communication with MLO and IR as well as to help MLO’s take advantage of rates or communications to members
Became a regular point of contact for MLO’s when it comes to pricing questions or help with pulling rates and other training opportunities
Process monthly reporting to outside FI participations
Process the delivery of loans sold to Fannie Mae and Freddie Mac
Mortgage Loan Officer
Affinity Plus Federal Credit Union
12.2014 - 03.2021
Self-motivated, with a strong sense of personal responsibility
Learned and adapted quickly to new technology and software applications
Completed paperwork, recognizing discrepancies and promptly addressing for resolution
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
Member Advisor
Affinity Plus Federal Credit Union
05.2012 - 12.2014
Followed-through on all critical inter-departmental escalations to increase positive member experience
Generated account activity reports to identify upgrade and sales opportunities
Delivered prompt service to prioritize members needs
.
Learned internal systems and related service role duties to provide skilled team backup in handling member demands
Education
Associates Degree in Golf Complex Management - Professional Golf Management
Golf Academy of America
Skills
Analytical Thinking
Due Diligence
Portfolio Management
Real Estate Market Trends
Flexible
Adaptable
Timeline
Portfolio Analyst
Affinity Plus Federal Credit Union
04.2021 - Current
Mortgage Loan Officer
Affinity Plus Federal Credit Union
12.2014 - 03.2021
Member Advisor
Affinity Plus Federal Credit Union
05.2012 - 12.2014
Associates Degree in Golf Complex Management - Professional Golf Management
Golf Academy of America
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