Dedicated professional with a strong work ethic and creative problem-solving skills. Proficient in Secondary Market analysis and advanced Excel functions. Committed to delivering results and contributing to team success.
Overview
9
9
years of professional experience
Work History
Secondary Marketing Business Analyst
Origin Bancorp
02.2024 - 04.2025
Executed mortgage pipeline hedging strategies to mitigate risk exposure.
Oversaw client onboarding and vendor management for seamless integration.
Managed daily Lock Desk operations to ensure efficiency and accuracy.
Maintained Quality Control Reports to uphold compliance standards.
Developed and updated tailored products, pricing, and programs for clients.
Created daily reports for multiple clients tracking locks and scenarios.
Produced high-quality documentation to enhance training efforts for new systems.
Participated in team meetings to share knowledge and address challenges.
Lock Desk Specialist
Origin Bancorp
09.2021 - 02.2024
Locking Mortgage Loans
Assisting Loan Officers with updating Mortgage Loans
End Of Month Analytic Reporting
Vendor Management (Compass Analytics and Optimal Blue)
Followed all company policies and procedures to deliver quality work.
Manager Investor Support
LoanNEX
08.2020 - 09.2021
Building out and updating new Products, Pricing, and Programs for clients.
Daily Reporting for several clients tracking Locks and Scenarios.
Client support and On-Board training.
Various other Investor Support task such as Testing, Bulk Loan Pricing, Reporting, and Individual Client Support as needed.
Secondary Analyst
Silvergate
12.2019 - 08.2020
Produce and distribute daily rate sheets utilizing Refinitiv MBS ARM modeling.
Maintaining appropriate yields to meet ROI.
Pricing and Biding Correspondent Bulks.
Daily Reporting, and monthly reconciliation for Accounting and Human Resources.
Managed PPE Vendors (OB, LendingQB, Compass Analytics, LoanNEX).
Secondary Marketing Specialist II
Silvergate
11.2018 - 12.2019
Daily Lockdesk responsibilities.
Maintenance of Quality Control Reports.
Client onboarding and Vendor Management.
Correspondent Analyst
Silvergate
12.2017 - 11.2018
Updating and Distribution of Daily Rate Sheet.
Updating all pricing Vendors on new product releases.
Locking and tracking of new loan submissions.
Trailing Docs Processor
Silvergate
12.2015 - 12.2017
Tracking Trailing Docs: Deed of Trust (DOT) and Final Title Policy (TP).
Tracking and updating of status on all purchased loans.