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Click here or scroll down to respond to this candidateCandidate's Name
Dallas, TXProfessional Summary:Seeking to obtain a position as a Data Analyst/Project Manager to utilize my cross functional skills and experience for the growth and success of the company. I am a business intelligence professional with over 2 years of experience and over 15 years of (FSO) financial services operations, business client services, banking and management. My personal skills include excellent communication, presentation, interpersonal, leadership, troubleshooting and organizational skills. My other strengths include paying attention to detail, maintaining accuracy and increasing the quality of output. I am a fast learner with the ability to understand, retain and apply new information immediately; have the ability to work within a team and as a leader, prioritizing satisfactory work during a Sprint considering it done and meeting strict deadlines. Technical Summary:JIRA (HDEP) Kanban SAP Oracle SQL Developer Microsoft SQL Server ETL Power BI Tableau Data ModelingOracle BI Analytics SharePoint QuickBooks (online & desktop) ADP Payroll System MSP BlackKnight Adobe MS Office 365 Suite Microsoft Teams and Project Methodology. Education:Bachelors of Business Administration, Interdisciplinary Studies Texas A&M University Commerce, TX (2015-2016)Associates Degree, Business, AccountingRichland College Dallas, TX (2010)Professional Experience:Business Analyst Sept 2023 - Dec 2023Mitsui Bussan Logistics, Inc., Irving, TX Partnered in daily and monthly meetings executive management, development operations team and product owners to understand the business models for pricing evaluation and data migration project. Analyzed, updated and calculated competitive pricing for client needs in relation to specific products, drop shipping and transportation. Created user profiles for individual user IDs using data extracted from preexisting profiles in each test environment in SAP, to prepare users for data migration; ready for use Confirmed data loads for the clients profit center, cost center, GL Master, Bank Master files loaded by tech support using v-lookups in Excel Maintained daily update report for companys data objects and transition in real time for the data migration process for daily scrum stand ups, audit and management purposes using JIRA (HDEP) Attended daily scrum meetings with Dev team, Tech support, product owners and executive management for ongoing issues, updates and pressing tasks for data migration in SharePoint. Researched and updated data files in relation to local, national and international swift codes and bank data locations for client accounts to ensure successful data transfer to designated financial accounts Created, maintained and updated data analysis sheets for client business credit evaluation using the Dun & Bradstreet (DnB) credit system Exported and updated data analysis for client data, logistics, sales and distribution, materials management using the SAP system Communicated and followed up with any existing Level 1 data migration issues, data uploads or security with dev team and tech support to ensure instant resolution Gold Status Driver (DFW Metroplex) Uber, INC May 2022 June 2023 Payment Processor/ IT Business Analyst Feb 2021 - Apr 2022 Fay Servicing, LLC, Farmers Branch, TX Organized with business representatives, business analysts, development operations team and product owners to initiate, understand the business models plus functionality, and see through the Sprints (meetings). Processed daily payments and reconciled all client accounts for submission to bank main client accounts. SME designated to Evaluate, research and control the issuance of daily company checks for various departments such as loan closings, bankruptcy, foreclosures, settlements, expenses and repossession accounts, etc. Created time and calculated measures of a fact table, logical tables, dimensional modeling design, and building business models. Worked on various reports and dashboards in Power BI with different analytics views and local filters. Working knowledge of escrow analysis and escrow accounting Familiarity with insurance requirements including force placement and loss draft Knowledge of various loan products such as ARM, HELOCs Ability to articulate Payment and accounting history Working knowledge of applicable regulatory guidelines related to mortgage servicing, with focus of default management activities Familiarity with mortgage origination documents such as mortgage, promissory note etc. Defined drill-down, dynamic, narrative views, charts, pivot tables, column selector, etc. Participated in Stakeholder meetings to communicate during sprint reviews and retrospectives Utilized Oracle Business Intelligence Delivers to configure, schedule, and deliver personalized alerts to interactive dashboards using agents Performed administrative tasks related to the development and configuration of Interactive dashboards Used filters and provided customized prompts appropriately to avoid excessive data showing up on reports Client Services/Reporting Analyst Dec 2019 Feb 2021 Fay Servicing, LLC, Farmers Branch, TX Worked with borrowers to answer questions, identify solutions, and successfully assist them in maintaining a positive payment history for constructive loans Served as the liaison between Investors, Clients and Borrowers to maintain relationship, resolve internal issues and negotiations for extension approvals while maintaining monthly reporting for financial accounts outstanding(AR/AP) for month-end review and executive management follow-up Researched, analyzed and resolved inquiries related to escrow analysis, loan extensions, loss mitigation process, bankruptcy cases, foreclosure reinstatement quotes, loan closing and payoff calculations and lien release procedures, to ensure customer satisfaction Reviewed borrowers' tax returns, pay stubs, bank statements etc. to determine eligibility for loan programs including investigating and evaluating loan files for credit or any fraudulent activity, confirming customer understanding of the solution and provide additional customer education as needed Pursued and completed personal development training designed to improve customer satisfaction and the overall business performanceBankruptcy Quality Control Auditor Oct 2019 Nov 2021 Bonial & Associates, P.C, Plano, TX Analyzed bankruptcy files for application of payments to determine current or delinquent post-petition status Audited escrow, taxes, insurance, and client suspense accounts to determine if debtor is delinquent Contact third parties such as courts, trustees, debtor's attorneys, or clients for payment issue clarification, and resolution as needed Reviewed, analyzed, and entered debtor and trustee payment information in client system of record and company bankruptcy application and referred the bankruptcy files to designated local counsel for filing of motions necessary based on financial audit results as well as court docket and case information reviews via electronic case monitoring to promptly determine when attorney action is required or referred to local counsel as necessaryBusiness Operations Manager Dec 2011 - Jan 2015Xerox Business Services, LLC, Dallas, TX Facilitated meetings with business manager peers, business analysts, partners and clients as often as needed to ensure smooth function of the business unit Designated as Subject Matter Expert (SME) for onboarding and training class between executive management and recruiting staff to ensure qualified new hires were interviewed, hired, on boarded, and trained in preparation for their new position Managed and trained 2 individual teams with a total of 50 employees ensuring proper work efficiencies and client satisfaction while maintaining consistent workflow in a high-volume environment Demonstrated strong stakeholder management and operational network building skills, knowledge, aptitude and ability in unforgiving, fast paced, challenging and complex environments. Constructed business reports by joining multiple tables from multiples database using complex SQL queries Worked on various reports including dashboards in BI Answers with different analytics views and local filters such as drill-down, dynamic, narrative views, charts, pivot tables, column selector, etc. Scheduled weekly meetings with clients and business partners to ensure their business needs and expectations are met in all aspects, including quality performance, productivity, payroll via ADP and budget forecasting Provided stellar customer service to assigned clientele, catering to customer needs with quick turnaround times, detailed feedback and delivering exceptional results exceeding client expectation Accounting Clerk II Dec 2010 Oct 2011Vendor Resource Management, Dallas, TXFund Accounting Specialist Feb 2008 May 2010JPMorgan Chase & Co, Dallas, TXCash Instruction Processor Oct 2006 Oct 2007JPMorgan Chase & Co, Dallas, TXSenior Teller Jul 2005 Jul 2006Chase Bank, Dallas, TX |
