SUMMARY:

Over 6 years of experience supporting business solution software and analyzing business operations. Aiming to utilize my strong prioritization skills and analytical ability to achieve the goals of your company.

TECHNICAL SKILLS:

• Microsoft Office
• SQL, SAS Configuration
• Forecasting and statistical analysis
• Analytical reasoning
• Account reconciliations
• General and tax accounting
• Experience with Reporting through Excel, Data Analysis, Datasheets
• Knowledge of VA, FHA, FNMA loan process
• Mortgage Servicing activities
• Mortgage Servicing Systems
• Business analysis
• Complete understanding of agile and waterfall methodologies
• Leadership mentoring
• Accounting and finance background

PROFESSIONAL EXPERIENCE:

Confidential, Irving, TX

Financial Reporting Analyst

Responsibilities:

• Managed complex financial reporting projects related to SEC and standalone reporting.
• Responsible for reporting activities supporting monthly, quarterly and annual financial reporting for both internal and external purposes.
• Prepared balance sheets, income statements, cash flows, and debt covenant calculations to meet the company’s financial reporting packages.
• Prepared various mortgage industry regulatory financial reports and other financial reports as needed to satisfy state and licensing requirements.
• Generated various footnotes and supporting schedules that was reviewed and audited and in SEC financial reporting Forms 10 - Q and 10-K.

Confidential

Sr Loan Administration Analyst

Responsibilities:

• Identify and conduct discovery meetings as needed to uncover all details needed to document and develop the required business reports and productivity tools.
• Develop, test, and deploy required business reports and productivity tools in a timely manner.
• Essential in conducting user interviews to collect business and functional requirements for workflows.
• Formulate and defined system scope and objectives based on: user needs, how the request impacts with other business processes, industry requirements, business goals, and service level agreements both internal and external.
• Worked with business analysts and IT to understand and manage process dependencies.
• Managed multiple projects through agile workflows.
• Responsible for performing loan level audits, vendor oversight, and highly visible consumer group audits findings.
• Perform root cause analysis on various projects and processes within the department and executes solid process improvement solutions.
• Point of contact for system, IT, and Compliance related projects. Responsible for reporting to senior management.

Confidential

Banking Auditor III

Responsibilities:

• Planned and conducted independent internal mortgage test and reviews in support of the Company’s testing plan.
• Directed the letter management process with the line of business and vendor to ensure all letters management procedures.
• Developed test programs and performed test to evaluate the design and operating effectiveness of internal service controls.
• Utilized data analysis software to perform data analysis.
• Performed research to understand and summarize laws and regulations or other requirements and assesses if functions and programs being evaluated are in compliance.
• Prepared reports, findings, and recommendations that clearly communicate risks, in terms of impact to the business and root cause, and key audit issues from a senior management and regulator perspective.
• Developed skills necessary for advancement to other opportunities within the company or within the Corporate Audit team.

Confidential

Mortgage Specialist

Responsibilities:

• Effectively communicate with homeowners, Heirs, realtors and closing entities as well as vendor coworkers and leaders.
• Made welcome and follow up calls per SLA and protocol.
• Gather short sale and deed in lieu documents to push through liquidation process.

Confidential

Loan Counselor

Responsibilities:

• Responsible for effectively managing a delinquent mortgage portfolio.
• Worked directly with borrowers to determine the best possible method for a permanent resolution to their delinquency by using a variety of collections and workout techniques.
• Resolved problems by clarifying issues, researching and exploring answers and alternative solutions, escalating unresolved problems. Also, fulfills requests by clarifying desired information, and completing transaction to clear default accounts.

Confidential, Hewitt Red Oak, TX

Tax Preparer

Responsibilities:

• Prepared corporate income, franchise tax returns and estimated payments.
• Researched federal and state tax issues.
• Responsible for preparing income tax returns of business firms and individuals.
• Calculate sales tax returns and depreciation for various tax reports.
• Answer client’s queries regarding tax codes and appropriate deductions.
• Advice clients about investment strategies to minimize their taxes as per tax laws.
• Provide payroll services to corporate firms and businesses.
• Perform e-filing tasks as per schedule.
• Addressed complex tax issues and tax deduction problems of clients.
• Carry out through research for new tax software and select the most efficient software for the company.
• Assist clients about legal issues, tax amendments and payments plans.

Confidential, Fairview, TX

Sales Associate Manger

Responsibilities:

• Manage the daily sales, merchandising, and customer service operations of a high performance sales team of eight.
• Establish a culture of excellence based on high standards and expectations for sales goals, merchandising, and customer service.
• Develop training programs focused on organizational expectations; coach and mentor the team to deliver customer service excellence.
• Evaluate performance and maintain accountability to rigorous standards.

Confidential, Greenville, TX

Sales Associate

Responsibilities:

• Verified that all merchandising standards were maintained daily.
• Shared product knowledge with customers while making personal recommendations.
• Described use and operation of merchandise to customers.
• Worked as a team member to provide the highest level of service to customers.