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Yyyyyy x. yyyyyy
xxx-xxx-xxxx
abc@xyz.com
Financial Analysis Professional
Accounting Practices ~ Banking Operations ~ Mortgage Industry
Performance-focused professional seeking new application of skills in the financial field. Eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.
Accounting Standards/Compliance Customer Loyalty/Retention Skills Billing Expertise/Vendor Management Transaction Management Data Mining & High Level Analysis |
Mortgage Operations Client Cultivation Vendor Management Training & Development Communication Practices |
Financial Analytics Presentation Skills Purchasing/Procurement Strong Research Skills Contracts Negotiations |
Ø Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of leadership and management initiatives, strategic financial planning, contract negotiations, client relations and management, data collection and analysis, generating ad-hoc financial reports, accounts management, as well as cross-functional team development.
Ø Possess strong research and analytical skills concerning both quantitative and qualitative data.
Ø Effectively lead top-performing teams to produce both short term and long term financial strategies.
Ø Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.
Ø Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.
Ø Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.
Ø Technology savvy and proficient in multiple applications and platforms, including MS Office Suite and Outlook.
Functional Competencies
Ø Manage and direct diverse teams in a cross-functional manner to ensure information sharing and resource collaboration.
Ø Consistently work with training and development group in concerted efforts to improve quality of data for internal staff.
Ø Act as mentor and coach in order to motivate staff resulting in increased retention and loyalty.
Ø Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.
Ø Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.
Ø Develop expert plans of action according to specific needs, both expeditiously and effectively.
Ø Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing trends in the market to identify relevant information and advise clients appropriately.
Ø Embrace company initiatives and lead process integration efforts throughout various departments.
Academic Credentials
n Bachelor of Business Administration - Finance, Florida International University
Professional Career Track
Title Processor, Southern Financial Title Services, Inc 2008-Present
Primary responsibilities: Production of large volume of title policies.
Create new files as well as order estoppels, lien and title searches.
Responsible for all management reports.
Vice President of Finance, EquityLink, Inc. 2000-2008
Primary responsibilities: Ensured that company met all government compliance regulations.
Acted as primary contact for all private and institutional investors for sale of loans.
Accountable for all financial disbursements and for meeting profit goals.
Managed $32M servicing portfolio.
Provided resolution of all REO properties and workout solutions with delinquent borrowers.
Assistant Vice President, Secondary Marketing Department, Mortgage.com 1998-2000
Primary responsibilities: Produced pricing for all branches.
Secured lock requests within one hour of submission.
Responsible for conduit loan sales, reconciliation of purchase advices.
Managed wet and dry warehouse lines of credit.
Mortgage Loan Disburser, Mortgage Department, Tropical Federal Credit Union 1996-1998
Primary responsibilities: Prepared closing packages and settlement statements.
Fulfilled all post closing and loan delivery functions.
Responsible for funding all first mortgages as well as reconciliation of purchase advices.
Developed spreadsheets for tracking purposes.
Loan Production Specialist, Shipping Department, Kislak Mortgage Corporation 1993-1996
Primary responsibilities: Averaged approximately $40M in mortgages shipped to FNMA, FHLMC, GNMA and private investors per month.
Audited bond loans for Housing Authority compliance.
Responsible for reconciliation of all purchase advices.
Earlier Experience
- Purchasing Clerk, Purchasing Department, First Union National Bank
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