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Click here or scroll down to respond to this candidateCandidate's Name
PROFESSIONAL SUMMARYDiligent results driver with more than ten (10+) years in thebanking/financial industry. Possesses a strong work ethical and analytical mindset with excellent computer knowledge, and decision-making skills. Effectively manages high-priority projects and takes pride in providing exemplary customer service. Strong skills in risk assessment/management. Sets clear objectives and excels in areas of leadership, employee satisfaction, and training. Proven ability to improve revenue and expenses and grow the business to exceed set goals. Effectively manages multiple, high-priority projects and takes pride in providing exemplary customer service. Persistent and determined and committed to delivering top-notch service. WORK HISTORYClient Reporting Analyst, 07/2020 to 12/2022Morgan Stanley - Coppell, TX Prepared quarterly and monthly ad hoc analysis of client reporting for institutional and/or wealth management clients. Managed a pipeline of 30-60 customer complaint files while performing detailed review of the client deliverables. Designed, prepared and reviewed custom institutional client reports utilizing Factset, Excel, and Word. Performed and communicated attribution analysis by ensuring timely and accurate delivery of all requests. Developed full working knowledge of the firms structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment. Established a company communications style guide to standardize internal communications and ensure documents were aligned and consistent with corporate messaging and priorities. Implemented and monitored loan processes to support contractual obligations resulting in increased revenue and client retention. Navigated cross-functional collaboration to deliver sales forecasts and align delivery with objectives and client expectations. Liaised with leadership teams to support strategic opportunities and align cross-functional resources with delivery. Investigated, documented and submitted information to our compliance department regarding special incidents, events and complaints.Facility Coordinator, 10/2017 to 06/2020RR Donnelley (Morgan Stanley/Client) - Coppell, TX Liaison between the firm and vendors to ensure work orders were effectively completed and resolved in a timely manner. Facilitated office moves, space utilization, and coordinated desking arrangements.CONTACTAddress : Aubrey, TXPhone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESKILLS Operational Records Review Customer Trend Analysis Client Interactions Client Relationship Management Operational Analysis Finance and Accounting Oversight Critical ThinkingEDUCATION University of Phoenix - Associateof Arts / Business Admin - Phoenix,AZ University of Louisiana At Monroe- Bachelor of Science / ComputerInformation systems - Monroe, LA Gibsland-Coleman High School -Diploma - Gibsland, LASOFTWARE SKILLSMSP Encompass Black Knight MicrosoftOfce Suite SharePoint MCP TeamConnect MS Ofce FiServ Tempo AUSLOS Laser Pro TRID Salesforce FHAConnection Desktop Underwriter LoanProspector Black Knight Opus Embtrust Managed the employee directories and handled emergency action planning. Maintained inventory of all office supplies and pantry items; reorders as needed. Ensured safety standards were followed throughout the facility. Vendor Administrator, 10/2015 to 08/2017Forterra Building Products - Irving, TX Managed and maintained the companys vendor files by setting up new vendor records and maintaining and updating existing vendors. Supported the day to day activities for the Accounts Payable Department. Served as the primary point of contact for external customers and vendors by establishing and maintaining open lines of communication. Navigated cross-functional collaboration with numerous departments(tax, accounts receivable, insurance, payroll, etc.) with-in the business while driving a customer service mentality throughout the Accounts Payable department. Wrote and updated procedure manuals and training documents. Created mass customized emails and set up and tracked communications for the system implementation and ongoing releases. Customer Assistance Specialist, 2/2015 to 12/2015JPMorgan Chase & Co - Coppell, TX Served as the primary point of contact for customers who submitted hardship requests for assistance with rate modifications while managing a pipeline of 80-120 customer files. Handled inbound and outbound concerns of customers by assisting in problem resolutions and researched the customer loan issues to determine resolution needs. Negotiated payment arrangements with customers and advised of consequences of delinquency. Oversaw customer trial plan adherence throughout completion. Reviewed bankruptcy, foreclosure, payment histories, and escrow advances to determine accuracy of amounts owed by customers. Provided follow ups with the attorneys and logged all actions. Oversaw processes for special conditions, hardship request and pinpointed ways to assist customers; negotiated for best remediation options for borrowers; followed underwriter investor requirements and audited loan files. Monitored foreclosure loans to ensure actions completed accurately and in a timely manner according to investor/insurer, state, and regulatory guidelines. Conducted quality review of legal documentation (Deed of Trust, Notes, Title Policy, Settlement Statements, Property Appraisals)Operations Specialist / Servicing, 02/2008 to 02/2015 JPMorgan Chase & Co - Monroe, LA Processed all paid loans and ensured distribution of paid Commercial, Real Estate and Consumer loans according to established procedures. Prepared payoff demand statements and other requests to provide payoff information. Maintained, managed, and tracked all pending/outstanding loan documents and exceptions. Performed final checklist sign off of all credit and collateral files after confirming that all documents were in file and that the file was complete. Indexed and imaged loan documents. Cross-trained on and served a primary back-up for the File Librarian and Credit Desk position. |
