Nayeli Santana

• Utilized advanced SQL queries to extract, cleanse, and analyze datasets of over 100,000 records, reducing errors in loan data by 30%.
• Successfully converted and integrated loan data from 5+ legacy systems into the Precision platform, achieving 100% accuracy.
• Implemented data cleansing protocols that reduced errors in loan records by 30%, ensuring compliance with industry standards.
• Led cross-functional teams to meet project deadlines, completing 95% of tasks ahead of schedule.
• Authored detailed technical documentation, supporting future scalability of loan servicing processes.
• Contributed to the development of best practices for data conversions, enhancing team efficiency and expertise.

• Resolved 95% of customer complaints within a 24-hour timeframe, significantly boosting client retention rates.
• Processed $20M+ in loan payments, renewals, and modifications for complex syndication and participation portfolios.
• Conducted quality control checks on loan booking, identifying and correcting errors in 98% of reviewed cases.
• Managed escrow accounts for over 500 clients with zero discrepancies, ensuring full compliance with banking regulations.
• Drafted and executed booking sheets for new loans and modifications, aligning with bank policies and ensuring accurate documentation.

• Produced and reconciled weekly and monthly financial reports, including loan activity, past-due, and late charge reports.
• Reconciled General Ledger accounts with 99% accuracy, supporting critical financial audits.
• Maintained and updated over 1,000 loan records using the Smart Search system, reducing physical storage needs by 40%.
• Processed loan payoffs, extensions, modifications, and address changes for a portfolio of over 1,000 clients, ensuring efficient servicing of client accounts.

• Managed accounts payable and receivable for clients, ensuring timely processing of over 500 transactions monthly.

• Prepared payroll records for 100+ employees, maintaining compliance with tax regulations.

• Assisted in preparing 200+ client tax returns monthly and supported annual audit processes.

• Streamlined invoicing and reporting workflows, improving team efficiency by 15%.

• Increased annual revenue by 20% through strategic marketing and operational improvements.
• Established and managed a customer loyalty program, increasing repeat business by 25%.
• Oversaw daily operations, including inventory management, staff training, and financial reporting.