Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
4
4
years of professional experience
Work History
Sr Operations Associate
Better Mortgage
Charlotte, North Carolina
08.2020 - 11.2022
Assisted in managing a global team in design and delivery of soft, behavioral and leadership development programs for global Fintech professionals. Results: Built competency framework and improved the workflow for non-traditional loan products and services (FHA, VA, USDA), along with increasing the proficiency of the team when delivering, and measuring loan tasks requirements for Loan Officers, Processors, Underwriters, and Closers.
Conducted workshops which focused on establishing better relations amongst members for mortgage team and clients. Results: Saw fewer client escalations, improved client satisfaction and retention.
Developed and sustained a network of SMEs in business units to request feedback, input, guidance as to workshop effectiveness, next steps, and certification process. Results: There was on-going communication that helped to solidify where our curriculum should move over 18-24 months to meet market demand.
Mortgage Operations Expert (NMLS Licensed)
Better Mortgage
Charlotte, North Carolina
Conducted in-depth analysis of mortgage applications, focusing on regulation-related information to assess financial viability
Oversaw the preparation and submission of tax documents for mortgage transactions, ensuring accuracy and timeliness
Ensured accuracy of financial figures across all closing documents for individuals, lenders, and county offices, safeguarding against discrepancies and maintaining compliance with tax and mortgage regulations.
Mortgage Operations Team Lead
Better Mortgage
Charlotte, North Carolina
Collaborated with cross-functional teams to integrate regulation, tax, and risk threshold considerations into mortgage products and services
Resolved complex technical customer service issues in mortgage operations, leveraging in-depth knowledge of financial systems and processes to ensure customer satisfaction and operational efficiency
Implemented software solutions for tracking and reporting data in mortgage processing
Conducted internal audits of mortgage processes, identifying areas for improvement and implementing corrective measures to enhance financial controls.
Credit Analyst
Self-Help Credit Union
Charlotte, North Carolina
02.2020 - 07.2020
Worked to successfully process and approve over 40 non-traditional loans, which resulted in lending over 7 million dollars to borrowers for mortgages in California, Illinois, South Carolina, and North Carolina
Worked with a special team to help distribute over 150 million dollars in PPP funds to 1,105 borrowers during economic shut down effectively saving over 17,000 jobs.
Managed corporate data to tailor and implement 2 major software platforms with 6 software integrations for specific business functions in the aviation industry
Worked to organize company transactions and funds for reports such as profit and loss, balance sheet, and forecasting.
Education
BS Finance - The Bryan School of Business and Economics