Theone Fields
Summary
Highly-motivated recent finance graduate with a comprehensive understanding of financial analysis, budgeting, and accounting principles. Equipped with certifications in Microsoft Excel, SQL Server, and Tableau, and eager to utilize strong analytical and problem-solving skills as a Budget Analyst. Proficient in financial modeling, financial statement analysis, and budget preparation and analysis. Possesses excellent communication and interpersonal skills, and able to effectively collaborate with cross-functional teams to drive results and achieve business objectives.
Overview
5
5
Certification
Work History
Secondary Marketing Analyst
TowneBank Mortgage
03.2021 - 07.2021
- Assisted the secondary marketing manager in the Encompass Loan Origination System with rate lock-ins and pipeline file management, while maintaining accuracy and attention to detail
- Facilitated over 300 mortgage files for interest rate lock-ins and oversaw the process to the closing stages with efficient and timely coordination
- Analyzed and resolved discrepancies in loan officer, lender, and financial institution communication with exceptional problem-solving skills
- Collaborated with processing teams and third-party participants to ensure timely and effective loan closings
Field Enumerator
United States Census Bureau
08.2020 - 10.2020
- Executed over 500 visits to residences in assigned communities, provided detailed explanations of the census interview process, and answered any questions to facilitate the successful completion of census surveys
- Conducted interviews with residents, ensuring accurate and confidential recording of their responses in compliance with established guidelines
- Conducted follow-up visits to resolve survey issues and obtain additional information, demonstrating appreciation for respondents' participation
- Analyzed survey submissions for completeness and accuracy, flagging problematic surveys for further review
Guest Advocate
Target Corporation
05.2018 - 11.2019
- Provided superior customer service by leveraging extensive knowledge of products and services, creating a welcoming and positive experience for each customer
- Ensured the timely and accurate organization of merchandise displays and returns to their respective locations, while promoting sales
- Collaborated with department team members to maintain up-to-date knowledge of inventory levels, complete accurate orders, and resolve item issues
- Demonstrated exceptional problem-solving skills in addressing customer concerns and empathetically resolving issues swiftly to promote a superior customer experience
Education
Bachelor Of Science In Business Administration - Finance
Old Dominion University
Norfolk, VA05.2020
Skills
- SQL Server
- Tableau Desktop
- Microsoft Excel
- Financial analysis
- Budgeting and Forecasting
- Data Analysis
- Risk Management
- Business Intelligence
Certification
- SQL Server Core
- Microsoft Excel
- Excel for Business Analysts
- Tableau Desktop
- Budgeting and Variance Analysis
Timeline
Secondary Marketing Analyst
TowneBank Mortgage
03.2021 - 07.2021
Field Enumerator
United States Census Bureau
08.2020 - 10.2020
Guest Advocate
Target Corporation
05.2018 - 11.2019
Bachelor Of Science In Business Administration - Finance
Old Dominion University
- SQL Server Core
- Microsoft Excel
- Excel for Business Analysts
- Tableau Desktop
- Budgeting and Variance Analysis
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