Dynamic professional skilled in data reconciliation and critical thinking. Experienced in leading cross-functional teams and architecting solutions that streamline processes and enhance service delivery in the mortgage industry.
Overview
21
21
years of professional experience
Work History
Mortgage Solutions Manager
Iron Mountain
Dallas, TX
06.2020 - Current
Led cross-functional teams in developing and implementing tailored solutions addressing specific client needs.
Collaborated with clients to identify and analyze business requirements effectively.
Managed project timelines and deliverables, ensuring timely execution of initiatives that aligned with strategic goals.
Facilitated transition of four large systems from BNY to Iron Mountain, enhancing operational efficiency and service delivery.
Assisted in architecting two new systems for Iron Mountain, strengthening service offerings and operational capabilities.
Supervised compilation and presentation of billable volumes produced by operational teams for invoicing clients.
Sr Business Analyst
BNY Mellon / Iron Mountain
Dallas, TX
06.2009 - 06.2020
Analyzed business processes to identify improvement opportunities and enhance operational efficiency.
Conducted gap analysis to align current state processes with desired future state objectives.
Created process maps to visualize workflows and enhance stakeholder understanding.
Performed comprehensive UAT testing on emBTRUST and Promerit systems through various cycles.
Oversaw L1 and sanity testing along with test case development during UAT.
Coordinated testing activities and facilitated large SME testing sessions to ensure comprehensive coverage.
Designed performance tests for emBTRUST platform utilizing Apache JMeter.
Conducted high volume quarterly reconciliations for Fannie Mae, Freddie Mac, and Ginnie Mae.
Data Team Member
BNY Mellon
Irving, TX
08.2005 - 06.2009
Cleansed and loaded new data into system of record, improving data accuracy for informed decision-making.
Generated reports enabling BNYMellon to distinguish billable activities at seller and servicer levels, improving financial oversight.
Quality checked daily reports for high-profile tri-party funding line, ensuring compliance and reporting accuracy.
Led testing efforts and acted as subject matter expert for American Dream project integration.
Developed a deal tracking database for operations management, receiving above and beyond award.
Conducted monthly billing reconciliations and provided fee feeds to billing team for streamlined billing processes.
Performed reconciliations for client reporting to maintain financial integrity.
Contributed to initial and final certifications for mortgage-backed securitizations at investment bank.
Education
Some College (No Degree) - Information Technology
Richland Collage
Dallas, TX
Skills
Business analysis
Solution architecture
Data reconciliation
Process improvement
Data modeling
Analytical skills
Problem solving
Critical thinking
MS SQL Server
Advanced skillset in MS Office
Proficient in Alteryx Designer, Pentaho Data Integration, EasyMorph
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