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Yyyyyy x. yyyyyy


During most, if not all of my career, time management and keep track of appointments, meetings, and special events has been a significant factor contributing to my professional success. I have had to demonstrate an ability to independently arrange, plan, schedule, implement and track activities and even with electronic planners, logs, databases, and other tracking systems. It is imperative that I demonstrate an ability to set priorities, coordinate with other organizations to accomplish goals, and monitor progress and evaluate outcomes.


As an Accounting Supervisor for E*Trade Financial, I Oversaw the investor asset reporting system for 1st and 2nd mortgages including assessing SBO processing, verify reconciliation and address deficiencies promptly, maintain integrity and security of the system, and ensure up-to-date investor reports and remittance. All of these activities had to be completed in a timely and succinct manner, prioritizing the most import aspects to be addressed.


As a Portfolio Servicing Analyst, I was held accountable for many tasks including providing financial management support, overseeing accounting transactions and completing audits that detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. It was my duty to prioritize and perform the most important tasks according to financial and organizational risk included. I coordinated with investors, financial professionals from other institutions, and clients.


As a Senior Servicing Analyst for Berkshire Mortgage Finance, it was very important to be a great manager of time and resources. Especially as I provided expertise to Asset Management department in assessing the overall risk of each loan in the multifamily portfolio through borrower, property, market, and property management analysis. Obviously all parties wanted loan approval to be quick and easy but I had to keep my organization s best interest at the forefront of my mind.


In all my positions, I communicated the objectives, priorities, and deadlines for projects or assignments and assist subordinates with unusual situations, problems, or studies that do not have clear precedents. I planned and carried out the successive steps of technical projects and assignments, and handled problems and deviations in accordance with instructions, policies, previous training, or accepted practices, with little or no supervision. Due to my extensive, high profile professional background, I possess excellent interpersonal skills. I consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations in a tactful, compassionate, and sensitive manner, consistently treating others with respect. I interface with personnel from all levels of an organization as necessary. I maintain an open door policy conducive to good communication with others. I know there are several key factors for successful communications including being an effective listener. I listen to others actively, critically, and responsively. This approach ultimately saves time and reduces costly mistakes and losses caused by miscommunication with both internal and external personnel.


Skill in analyzing and evaluating business/work processes and information flow, and recommending solutions to improve operational efficiency?


As a Servicing Portfolio Analyst, I exhibited skill in analyzing and evaluating business/work processes and information flow, and recommending solutions to improve operational efficiency. To identify and resolve financial and or auditing issues I mastered Fannie Mae and Freddie policies and procedures in managing an accounting database and auditing to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. I also completed pre-implementation audits to determine if systems and programs under development will work as planned which reduced downtime significantly and increased efficiency.


I found it necessary to collaborate with other departments including discussing financial and regulatory matters including Credit Risk Management, Audit, Financial Reporting, and Deal Management Departments. This prevented serious miscommunications because each department was aware of the activities of the others.


In this position, as well as most of my other positions, I produced accurate financial reports in compliance with generally accepted accounting principles (GAAP) and general standards. I also ensured complete compliance with Sarbanes Oxley (SOX) regulations by honing the business process documentation and testing procedures used to validate control effectiveness.


Additionally, I am very well learned in multiple software applications including accounting and office administration applications such as Microsoft Office Suite, IBM AS400 Client, MS Excel, MS Word, PeopleSoft, Great Plains Dynamic, Crystal Reports, Financial Report  Extender (FRx), IMIS, FOCUS Reporter, MS ACCESS, MS Query, Midanet, Mornet, Ginnienet, Freddie Mac s MIDAS System, Freddie Mac s Gold Works software, McCracken Strategy, Best Software FAS and WEB Base online service- HUD s Multifamily Delinquency and Default Reporting, SBO 2000 Master Servicing System, ACS Funds (automated account control system) and Oracle financial software. 



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