Results-driven Business Consultant with over 7 years of experience in operations, business initiative tracking, and implementation. Expertise in reconciling financial data, ensuring accuracy in reporting, managing complex financial portfolios, and conducting quality assurance for process improvement initiatives. Adept at project management, risk and control strategizing, data analysis, and customer experience enhancement.
Overview
12
12
years of professional experience
Work History
AVP, Business Execution Consultant – Commercial Banking
Wells Fargo
Irving
01.2023 - 02.2025
Responsible for leading Quality Assurance (QA), risk management, and process improvement initiatives within Commercial Banking
My role involves analyzing operational execution, ensuring compliance with policies and risk mandates, and working closely with senior leaders to implement strategic solutions
Lead quality assurance initiatives, ensuring business processes align with regulatory policies, risk frameworks, and operational standards
Develop and implement corrective action plans, leveraging data analysis to identify process inefficiencies and drive business improvements
Analyze QA results and risk trends, providing business leaders with insights to support strategic decision-making
Create and refine team procedures, ensuring they remain aligned with industry best practices and evolving business needs
Collaborate with executive leadership and cross-functional teams, fostering a risk-aware culture while driving continuous process enhancements
Provide mentorship and work direction to junior team members, helping them navigate business execution and risk management processes
Business Execution Associate – Auto Change Delivery
Wells Fargo
Irving
02.2020 - 12.2022
Focused on identifying business inefficiencies, managing risk, and implementing strategic solutions to improve operational effectiveness
My role required cross-functional collaboration, data analysis, and a deep understanding of compliance and business process optimization
Managed cross-functional projects, ensuring business operations remained efficient and aligned with regulatory expectations
Conducted root cause analysis, assessing emerging risks and providing insights to leadership on business challenges
Led reporting efforts for the Enterprise Complaints Management Office (ECMO), delivering monthly analysis of auto complaints and presenting findings to senior stakeholders
Developed and implemented process improvement strategies, identifying opportunities for cost savings and efficiency gains
Worked with mid-level managers and business partners, ensuring risk mitigation efforts supported overall business objectives
Evaluated policy and process changes, identifying ways to optimize workflows while maintaining compliance with industry standards
Financial Claims Analyst
Nationstar Mortgage
Irving
10.2015 - 02.2020
Auditing and reconciling financial claims, ensuring compliance with investor requirements, and optimizing financial recoveries
My role required precision in financial analysis, a deep understanding of loan servicing, and strong risk assessment skills
Audited financial claims from Fannie Mae, Freddie Mac, FHA, VA, and mortgage insurers, ensuring accuracy and compliance with investor guidelines
Utilized SQL and Excel to extract and analyze financial data, identifying discrepancies and reconciling variances
Conducted quality assurance assessments, ensuring that financial reports maintained integrity and accuracy
Managed a diverse portfolio of financial claims, ensuring timely recovery of funds while minimizing financial risk
Implemented risk management strategies, identifying process inefficiencies and recommending solutions to improve claim accuracy
Foreclosure Prevention/Customer Service Specialist
Nationstar Mortgage
Irving
10.2012 - 10.2015
Worked directly with homeowners facing financial hardship, helping them navigate loan modification options and avoid foreclosure
I provided financial guidance, risk assessments, and tailored solutions to assist borrowers in maintaining homeownership
Managed a portfolio of 400+ mortgage clients, overseeing financial assets ranging from $40M to $60M
Negotiated and executed loan modifications and repayment plans, including forbearances, short payoffs, and deeds in lieu, to help borrowers avoid foreclosure
Provided financial counseling, educating clients on mortgage options while ensuring compliance with investor and regulatory guidelines
Stayed informed on federal, state, and local mortgage servicing regulations, ensuring all solutions aligned with legal and investor standards
Worked with underwriting, risk management, and compliance teams, facilitating smooth execution of loss mitigation strategies
Education
Bachelor of Business Administration (BBA) - Marketing
Southern Arkansas University
05.2009
Skills
Business Operations & Leadership
Financial & Operational Reporting
Risk & Control Strategy
Quality Assurance & Compliance
SQL & Data Analytics
Tableau
Project Management
Confluence
Advanced Microsoft Office
Documentation & Reporting
Customer Experience Analysis
Certified Scrum Master
Summary Of Impact
Throughout my career, I have developed expertise in business execution, financial reconciliation, risk mitigation, and process improvement.
I take a data-driven approach to decision-making, ensuring that business operations remain efficient, compliant, and strategically aligned with organizational goals.
Enhanced business efficiency and risk compliance.
Improved financial reporting accuracy.
Implemented quality assurance initiatives to ensure process integrity.
Developed strategic solutions to mitigate operational risks.
Optimized workflows, resulting in increased cost savings and efficiency.
Timeline
AVP, Business Execution Consultant – Commercial Banking
Wells Fargo
01.2023 - 02.2025
Business Execution Associate – Auto Change Delivery
Wells Fargo
02.2020 - 12.2022
Financial Claims Analyst
Nationstar Mortgage
10.2015 - 02.2020
Foreclosure Prevention/Customer Service Specialist
Nationstar Mortgage
10.2012 - 10.2015
Bachelor of Business Administration (BBA) - Marketing