Summary
Overview
Work History
Education
Skills
Pre Screen Questions
Supplier Notes
Honors And Recognition
Personal Information
Timeline
ResearchAssistant
Shamitra Venters

Shamitra Venters

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

Colaberry

High School Diploma - undefined

Waxahachie High School
Shamitra VentersData Analyst, ETL Developer, SSIS Specialist, Report Writer
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