Data Analyst, ETL Developer, SSIS Specialist, Report Writer
Dallas,TX
Summary
Creative, sharp and results-driven Financial Services pro with a passion for data, dashboards and a dash of delightful quirk. With 15+ years of experience, mastered the art of guiding clients, building data models and turning complex financial gobbledygook into clear, actionable insights. Currently pursuing Data Analytics degree at WGU (graduating March 2026) while leading with humor, heart and hustle in every role take on.
Overview
19
19
years of professional experience
Work History
Credit Analyst
New American Funding
06.2024 - Current
Conducted in-depth financial and credit analysis using SQL, Power BI and Tableau.
Built data pipelines and automated ETL workflows via SSIS for real-time credit scoring.
Created interactive dashboards tracking key financial and performance metrics.
Partnered with compliance to ensure regulatory alignment across loan analytics.
Sr. Loan Consultant
NewRez LLC
04.2023 - 05.2024
Delivered income and asset analysis with precision while staying compliant with AML, RESPA, TILA, ECOA.
Assessed risk and implemented mitigation strategies that supported smarter lending decisions.
Maintained high client engagement and compliance in equal measure.
Producing Sales Manager and Sr. Loan Advisor
Freedom Mortgage
04.2020 - 04.2023
Closed $43M in volume (200+ units!) while leading from the front.
Boasted one of the highest conversion rates in the region.
Coached and led a team that clinched the top production spot in October 2022.
Balanced performance, compliance and mentorship like a pro.
Title Examiner
Mr. Cooper
06.2018 - 08.2020
Reviewed titles with the precision of a hawk and the heart of a borrower advocate.
Worked closely with settlement teams to close deals with confidence and clarity.
Uncovered discrepancies and kept everything moving with eagle-eyed attention.
Commercial Credit Analyst
U.S. Small Business Administration
12.2012 - 03.2016
Conducted credit assessments and financial analysis for SBA-backed commercial loans.
Collaborated with underwriting and compliance to deliver risk-aligned approvals.
Evaluated financial statements and loan packages with confidence.
Loss Mitigation Analyst
JP Morgan Chase
01.2007 - 10.2012
Worked magic in high-pressure loss mitigation scenarios.
Provided tailored solutions to borrowers while protecting portfolio integrity.
Known for consistently exceeding monthly resolution targets.
Freelance Analyst
02.2016 - 01.2020
Built data models for life insurance clients to illustrate spending patterns and financial impact on surviving family.
Fell in love with how powerful and clear visual data storytelling can be!.
Education
Bachelor of Science - Data Analytics
Western Governors University
03.2026
Power BI Developer Certification - undefined
Colaberry
01.2025
SQL Server BI/EDW Developer Certification - undefined
Colaberry
High School Diploma - undefined
Waxahachie High School
01.1997
Skills
SQL
SSMS
SSIS
SSRS
Power BI
Tableau
Excel
ETL
Data wrangling
Cleansing
Validation
Automation
Financial analytics
Credit scoring models
DTI evaluation
Portfolio risk analysis
Mortgage
Compliance
Credit
Lending
Risk
Dashboards
Communication
Pre Screen Questions
No, No, Yes, High School Diploma, Waxahachie High School - Graduated 1997
Supplier Notes
Banking/Financial, 15, Credit Analyst, Credit investigation, Credit Analysis, Reporting, Analyzing and verifying credit information, Maintaining and updating credit reports, Reviewing financial documentation, Operational support, Data entry, Handling sensitive documents, Proficient with Microsoft Office, Excellent communication
Honors And Recognition
5x Rookie Top Producer.
Recognized as 'Top Credit Risk Analyst' for portfolio quality and decision-making accuracy.
Team Lead Award: Led the team to #1 production in October 2022.
Personal Information
Availability: Yes, Local Candidate
Timeline
Credit Analyst
New American Funding
06.2024 - Current
Sr. Loan Consultant
NewRez LLC
04.2023 - 05.2024
Producing Sales Manager and Sr. Loan Advisor
Freedom Mortgage
04.2020 - 04.2023
Title Examiner
Mr. Cooper
06.2018 - 08.2020
Freelance Analyst
02.2016 - 01.2020
Commercial Credit Analyst
U.S. Small Business Administration
12.2012 - 03.2016
Loss Mitigation Analyst
JP Morgan Chase
01.2007 - 10.2012
Bachelor of Science - Data Analytics
Western Governors University
Power BI Developer Certification - undefined
Colaberry
SQL Server BI/EDW Developer Certification - undefined