Insightful Business Data Analyst known for high productivity and efficient task completion. Polished in formulating business improvement strategies and overseeing new technology and system implementation. Excel in critical thinking, problem-solving, and communication, ensuring clear interpretation and presentation of complex data insights. Ready to leverage these abilities to drive business decisions and strategies.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Business / Data Analyst
Southern Glazer’s Wine & Spirits
Dallas
09.2022 - Current
Partnered with cross-functional teams to enforce data governance frameworks, driving data stewardship and adherence to corporate policies.
Perform SQL reporting & ad-hoc analysis for deliverables on time with high quality.
Created business required documents (BRD) & data mapping documents (DMD) for various platform projects.
Supported master data purge initiatives by eliminating 50K+ redundant records, improving system efficiency and optimizing storage utilization.
Co-created a teams sharepoint website for team support and content organization.
Leveraged data profiling, cleansing, and validation techniques to enhance data reliability and reduce operational risk.
Customer & Account matching analysis for Informatic 360 enhancement.
Collaboration with cross-functional teams and stakeholders.
Mortgage Insurance Specialist III / Business Analyst
PennyMac
Fort Worth
05.2020 - 09.2022
Created and maintained numerous SQL reports that are both ad hoc and published on the company reporting site.
Served as the primary tester for any UAT and PPV development on the current UI platform, ensuring smooth implementation of business and global enhancements.
Document and track defects identified during testing and in production, improving system reliability.
Managed multiple projects with varying timelines, delivering results efficiently and on schedule.
Built strong relationships with application developers and technical teams, fostering collaboration and timely issue resolution.
Developed a daily productivity report for management, enabling performance tracking through the 'Associate Report Card.'
Streamlined FHA monthly wire process, reducing manual intervention by 80%, and improving operational efficiency.
Authored and updated policies and procedures for new reports and system developments, ensuring compliance and consistency.
Created an exceptions control report for FHA and RHS processes, enhancing accuracy and oversight.
Mortgage Insurance Specialist (I & II)
PennyMac
Fort Worth
07.2017 - 05.2020
Served as the department’s Excel and SQL reporting expert, delivering accurate, timely data solutions.
Assisted with creating control reports to review and manage error reports, production logs, and potential QC findings.
Review and maintain large data exception reports for multiple mortgage insurance carriers.
Created an Unearned Premium Calculator and checklist for the team to ensure minimum QA findings during process deletions.
Heavily relied on by management for any special projects and escalated items that are time-sensitive.
Create processes to improve workflow for employees.
Assisted with system testing during the conversion stages.
Trained multiple associates on processes.
Team Lead – Servicing’s Transfer Specialist
Colonial Savings, F.A.
Fort Worth
01.2010 - 07.2017
Dedicated liaison between the Shipping and Seller Relations departments for final oversight on Service Released loans.
Maintaining positive relationships with investors, servicers, and sub-servicers to facilitate incoming and outgoing acquisitions and transfers.
Coordinate with multiple departments to ensure service release transfers are completed in a timely manner.
Manage and maintain all new and existing client data transfers.
Assist the Seller Relations Supervisor in coordinating new Seller prospects.
Maintain and send data reports to the investors for any missing, critical transfer data.
Create processes to improve workflow for employees in the Loan Administration Department.
Assist upper-level management with FDICIA audits.
Monitor FHLMC, FNMA, and FHLB data reporting for new loan acquisitions by identifying discrepancies, and resolving issues with Sellers.
Education
Saginaw High School Graduate -
Saginaw High School
Saginaw, TX
Learning Excel: Data Analysis, Excel: Advanced Formulas And Functions, Power Skills: Agile, Agile Fundamentals, Presentation Skills
LinkedIn Learning
Skills
Agile methodologies and framework
Organized and efficient
Quick learner
Independent thinker
Works effortlessly on multiple tasks
Adaptable
Excellent interpersonal skills
Ability to get along with diverse personalities
Dependable and loyal
Maintains the utmost discretion and confidentiality
Needs little supervision
Works well individually or with a team
Advanced Excel
Intermediate SQL reporting
Data analysis
Attention to detail
Time management
Analytical thinking
Data mapping
Process mapping
Recognitions
01/01/16, One of twelve employees selected for the Emerging Leader program
01/01/18, Received employee of the quarter
01/01/19, Was selected for On the Job Coach Training