Summary
Overview
Work History
Education
Skills
Certification
Awards
Community Service and Memberships
Timeline
Generic

William Cook

Westerville,OH

Summary

Business professional with robust analytical skills and proven track record in driving impactful decisions. Strong focus on team collaboration, adaptable to changing needs, and consistently delivers results. Expertise in data analysis, process improvement, and stakeholder engagement, coupled with keen ability to translate complex data into actionable insights. Reliable and goal-oriented with commitment to excellence in every project.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Analyst

JPMorgan Chase & Co
02.2023 - Current
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Improved data governance with establishment of standardized protocols, ensuring consistency and accuracy across datasets.
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
  • Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators.

National Home Lending Manager

JPMorgan Chase & Co
04.2019 - Current
  • Ranked 1st out of 15 Home Lending Managers in the Purchase Division, 2019
  • Ranked 1st out of 15, number 1 Home Lending Manager in Customer Satisfaction, 2019, 2020
  • Contributed to the addition of new and/or improved applications, validation, and fulfillment teams
  • Interviewed candidates for option positions in department to locate highest quality applicants and elevate team performance
  • Managed lending department workflows to effectively meet customer and business demands, average of 12 bankers
  • Prepared presentations and reports for management to aid in key financial planning and decision-making
  • Investigated different types of securities and related risks levels to help coordinate sustainable and successful investment plans

Senior Home Lending Advisor

JPMorgan Chase & Co
03.2016 - 03.2019
  • Team Lead
  • Acted as an intermediary between colleagues and management
  • Gained knowledge of products and programs offered to educate clients about various product solutions
  • Most experienced purchase banker on the team, helped train new hires and teach the Chase way of thinking and operating concerning day to day activities
  • Excellent written and oral communication skills were continually developed
  • Promoted to ECOM division of purchase 1 of 18 HLA's
  • Ranked 1st out of 88, number 1 Home Lending Advisor in Customer Satisfaction (2018)
  • Knowledge of applications as well as federal and Chase guidelines increased overall functionality and productivity for myself as well as my peers
  • Helped clients identify their financial goals and identify strategies for achieving each target
  • Delivered targeted counseling on clients' specific problems such as overspending to help resolve ongoing difficulties

Senior Loan Consultant

Huntington National Bank
11.2014 - 03.2016
  • Foster partnerships and/or relationships with branch managers/personal bankers, borrowers, third parties, and Huntington's corporate underwriting to secure lending decisions, allowing for lending transactions to move efficiently and effectively through various stages of the lending process
  • Review and maintain that all rate lock and point objectives are accurate for the business and the clients
  • Manage timeline, documentation, and relationships of the lending transaction from the time of execution and funding
  • Recognized as consistent top performer and selected and contributed in the pilot implementation for Huntington's 'Leapfrog' initiative creating agile system originating home equity and mortgage loans
  • Complied with company quality standards and applicable regulations governing financing

Senior Mortgage Banker

JPMorgan Chase & Co
08.2011 - 11.2014
  • Marketed to realtors, title agents, business owners and attorneys to gain new center of influence relationships
  • Gained knowledge of products and programs offered to educate clients about various product solutions
  • Monitored pipeline by communicating with underwriters and processors
  • Determined approval status of loan applications based on applicants' qualifications
  • Met with applicants to obtain information for loan applications and answer questions about process
  • Evaluated financial status, creditworthiness and collateral of each applicant to determine risk level of granting loan

Senior Loan Processor

JPMorgan Chase & Co
08.2009 - 08.2011
  • Reviewed loan documents for completion and accuracy prior to delivery to branch location
  • Managed pipeline to process transactions according to service level agreements
  • Communicate directly with customers and agents to achieve an ideal customer experience
  • Review rate lock and point objectives for accuracy
  • Ensure all pricing and fees are accurate
  • Understand and abide by all Chase and Federal Compliance regulations
  • Review title insurance, flood, tax certificates, and surveys to ensure they meet Chase guidelines
  • Prepare and calculate income and assets thoroughly before submission to underwriting, when applicable

Education

MBA - Business Management

Southern New Hampshire University
Hooksett, NH
08-2026

Bachelor of Arts - Political Science

Youngstown State University
Youngstown, OH
06.2003

Skills

  • Procedure optimization
  • Regulatory compliance
  • Workflow coordination
  • Pipeline maintenance
  • Regulatory compliance monitoring
  • Risk mitigation
  • Financial reporting oversight
  • Budget forecasting
  • Strategic business planning
  • Production introduction
  • Data analysis
  • Requirements gathering
  • Team collaboration
  • Microsoft Office Suite
  • Business process improvement
  • Stakeholder management

Certification

  • NMLS (Nationwide Multistate/Mortgage Licensing System and Registry
  • Lean Six Sigma Yellow Belt
  • Lean Six Sigma Green Belt
  • Certified Scum Master (CSM)

Awards

  • HLDP, Home Lending Development Program
  • Outstanding Achievement in Customer Satisfaction, 2019

Community Service and Memberships

  • Delaware Country Dog Shelter & Adoption Center
  • Franklin County Dog Shelter & Adoption Center
  • B.O.L.D. Ally
  • Adelante Ally
  • Men as Allies

Timeline

Business Analyst

JPMorgan Chase & Co
02.2023 - Current

National Home Lending Manager

JPMorgan Chase & Co
04.2019 - Current

Senior Home Lending Advisor

JPMorgan Chase & Co
03.2016 - 03.2019

Senior Loan Consultant

Huntington National Bank
11.2014 - 03.2016

Senior Mortgage Banker

JPMorgan Chase & Co
08.2011 - 11.2014

Senior Loan Processor

JPMorgan Chase & Co
08.2009 - 08.2011

MBA - Business Management

Southern New Hampshire University

Bachelor of Arts - Political Science

Youngstown State University

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William Cook