Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
COMMERCIAL LOAN ANALYST
HOMEVEST MORTGAGE
05.2023 - Current
Using automated loan decision system to review applicants qualification for loan.
Increased efficiency by streamlining data analysis processes and implementing automation tools.
Identified trends and patterns in large datasets, leading to actionable insights for business growth.
Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Conducted rigorous testing of financial models, ensuring their reliability and relevance in real-world applications.
Evaluate Credit applications to decide loan approval
Assisting customers with the application process, reviewing applicant information, and calculating financial risk to determine whether or not to approve loans.
Monitor closed loan portfolios for compliance and coordinate with other banking staff, such as financial advisors and underwriters, on financing strategies.
SYNDICATION LOAN ANALYST
Mitchell Martin
11.2022 - 04.2023
Improved loan approval process by conducting thorough credit analysis and risk assessments.
Streamlined loan application procedures for enhanced client satisfaction and faster processing times.
Ensured compliance with regulatory standards by diligently reviewing documentation and loan data.
Collaborated with loan officers to effectively communicate complex financial concepts to clients.
Maintained detailed records of all transactions according to regulatory requirements while ensuring strict confidentiality of client data.
Actively participated in networking events, fostering new business opportunities and strengthening existing relationships with clients and industry professionals.
Processed loan applications and monitored progress from start to finish.
Implemented customer service best practices to provide superior assistance and guidance to borrowers throughout the loan process.
Senior Customer Service Supervisor
ASPIRA
06.2022 - 11.2022
Increased customer satisfaction by implementing new strategies to improve service quality and efficiency.
Managed a team of customer service representatives, ensuring timely resolution of client inquiries and issues.
Developed and implemented training programs for staff, improving overall performance and productivity.
Collaborated with other departments to streamline processes, enhancing customer experience and reducing response times.
Created comprehensive reports on team performance, highlighting areas for improvement and recommending actionable solutions.
Implemented quality assurance measures to maintain consistency in service delivery across the team.
COMPLIANCE AUDITOR NE HMDA AND REG B
PRIME LENDING
10.2018 - 08.2021
Enhanced regulatory compliance by conducting thorough audits and identifying areas for improvement.
Reduced financial risks through meticulous analysis of financial statements, internal controls, and operational procedures.
Strengthened overall corporate governance with comprehensive audit findings and actionable recommendations.
Collaborated with cross-functional teams to ensure timely implementation of corrective actions, mitigating potential compliance issues.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Provided expert guidance on compliance requirements, ensuring informed decision-making across the organization.