Trevor Van Ranst
Stillwater,MN
Summary
Adept Senior Analytic Specialist with a proven track record at EQ Shareowner Services, enhancing data-driven decision-making through expert problem-solving and robust business reporting. Spearheaded the implementation of Tableau, significantly improving reporting efficiency. Demonstrates exceptional team collaboration and communication, ensuring project success and client satisfaction.
Overview
28
28
years of professional experience
Work History
Senior Analytic Specialist
EQ Shareowner Services
10.2013 - Current
- Create fee schedules and profitability models for sales and relationship managers
- Utilize multiple reporting tools including Tableau and SQL to create and maintain dashboards for department key performance indicators, company metrics, client facing and ad-hoc reporting
- Analyze industry survey results, maintain a survey database and create internal and client reporting
- Review client invoices and approve for the Billing Department
- Lead project to create a data library to define the current source of key metrics for the entire operation department
- Implement Tableau to create dynamic reporting to replace manually created PDFs and spreadsheets for senior management to base budgeting and employment decisions
- Convert Tableau reports into SQL queries in anticipation of Tableau retirement
- Solicit requirements and created a data library to use as a resource for the Billing Department to invoice our external clients
- Create profitability models for upper management in Finance
- Create charts for monthly newsletter to external clients
- Create Power Point presentations for Sales and Relationship Management to present to internal and external clients
- Conduct analysis to create client billing fee increase proposals for upper management review
- Administer employee access as owner of the building security system
FNMA Investor Reporting Analyst
Green Tree
01.2011 - 09.2013
- Researched and cleared reporting rejects with FNMA as well as accurately and efficiently funded any related surplus or shortage
- Reconciled P&I bank statements by utilizing variance reporting
- Independently completed monthly repurchasing and reporting cycles
- Produced repurchase quotes for prior servicing companies
- Processed incoming wires for repurchases and true up remaining funds with servicing companies
Operations Analyst
Wells Fargo Home Mortgage
01.2004 - 01.2011
- Supported the Lien Release Department by serving as project manager on medium sized projects and represented the department as a subject matter expert on companywide and cross functional projects
- Subject matter liaison for both internal and external department questions and processes
- Provided input for functional requirements needed by the business for on-going enhancements to various workflow automation tools
- Supported testing efforts on an as needed basis and assisted with frequent implementations of newly released functionality
- Served as project manager for on-going system enhancements on a web-based system that supports a unit of 50+ processors
- These enhancements made the system more user friendly, reducing the new hire training time by 50%
- Enhanced reporting capabilities have decreased the amount of time needed to complete ad-hoc business reporting requests
- Provide daily user support for system questions
- Performed routine system maintenance as needed
- Served as project manager on a cross-department project resolving a class action lawsuit involving 10,000 claims
- Worked with the internal legal department and outside council to create procedures for the resolution process
- Communicated procedures to the Cash Department to implement a timely payout schedule
- Project Coordinator for yearend compliance reporting activities
- Participated in weekly calls, performed research and analysis on reporting exceptions
- Performed parameter maintenance in the mortgage servicing system of record (Fidelity), including payee headers and recording fees
- By completing this task quickly and accurately the department has reduced both the number of non-compliant forms and costly fees
- Worked with internal Quality Assurance Department during audits
- Answered questions and provided detailed explanations about the Lien Release workflow
- Provided data and empirical evidence on an as needed basis to assist Quality Assurance analysts with regular audit reviews
- Reliably completed cross-regional and management daily reporting functions
- Utilized Access databases and Fidelity Passport queries to accurately complete all reporting needs
Operations Analyst
Wells Fargo Home Mortgage
01.1997 - 01.2004
Education
Some College (No Degree) - History
University of Wisconsin, River Falls
River Falls, WISkills
- Business reporting
- Team collaboration
- Customer relations
- Expert problem solving
- Verbal and written communication
- Reporting tools
Timeline
Senior Analytic Specialist
EQ Shareowner Services
10.2013 - Current
FNMA Investor Reporting Analyst
Green Tree
01.2011 - 09.2013
Operations Analyst
Wells Fargo Home Mortgage
01.2004 - 01.2011
Operations Analyst
Wells Fargo Home Mortgage
01.1997 - 01.2004
Some College (No Degree) - History
University of Wisconsin, River Falls
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