PROFESSIONAL PROFILE
·
Friendly,
enthusiastic, professional self-starter with a positive attitude offering
focused, driven, and results-oriented mindset to exceed goals and customer
expectations.
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Advanced knowledge in mortgage and banking regulatory policies and
procedures, with over 8 years in the industry.
·
3 years experience managing projects, including software implementations,
process improvements, and change management.
·
2 years professional experience analyzing business needs and
requirements; efficient at delivering results to internal and external
customers within budget and deadline restrictions.
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Excellent communication, analytical, problem-solving, interpersonal, and
presentation skills; expert at managing multiple projects simultaneously.
·
Ability to learn and adapt to new ideas and concepts quickly and
effectively.
·
Proficient
collaborator who has organized and directed teams to improve productivity,
procedures, and performance benchmarks.
KEY COMPETENCIES
GAINED THROUGH EXPERIENCE AND BACHELOR’S DEGREE
PROFESSIONAL
EXPERIENCE
Systems Specialist, Umpqua
Bank, Tigard, OR, Feb 2010 to present
· Administrated Ellie Mae Encompass loan origination system implementation
after only 2 months of configuration.
o
Migrated 375 users
from existing system to new application by configuring access control within
the new application and 10 additional interfaces.
o
Worked with each
department to analyze current process/procedure for user roles to develop
appropriate access control in the new application. Access change
requests/issues resolved as needed.
o
Collaborated with
Subject Matter Experts during User Acceptance Testing and Pilot to analyze
access issues and deliver application updates and enhancements.
· Coordinated a new Change Control methodology to assist in the management
of system and process change requests.
o
Work on and complete
an average of 3-5 change request projects per month.
o
Review requests,
analyze business requirements, document system capabilities and impact, and
report findings to management team.
o
Configure Test
system with changes and organize User Acceptance Testing prior to executing
approved changes into live Production system.
· Manage access controls for new hires, transfers,
and terminations for 9 different departments and over 25 software and
web-related applications.
· Support a staff of 375+ users by fielding questions, including password
resets, access issues, application interface issues, and system outages.
· Directed the integration of ITSM ticketing system to track support
issues; close approximately 350 tickets per month.
o
Implemented 15 Quick
Action items to increase efficiency of opening/closing tickets.
Mortgage Lock Desk
Specialist, Umpqua Bank, Tigard, OR, Dec. 2009 to Feb 2010
· Reviewed, priced, and input approximately 20 mortgage rate lock requests
daily.
· Managed 30-50 daily inquiries by solving end user questions/requests
pertaining to Secondary Marketing.
· Updated APRs monthly to ensure accurate calculations for the rate
sheets.
· Pulled and analyzed daily and monthly Secondary Marketing reports: lock
volume, pricing accuracy, and loan officer production.
Loan Specialist III,
Wells Fargo Bank, Clackamas, OR, Dec. 2008 to Dec. 2009
· Exceeded monthly production goals by 75%.
· Worked on loan types: conforming, non-conforming, streamline refinances,
FHA, VA, Rural Development, Construction to Perm, and Manufactured Housing.
· Received 6% merit raise for production quality and quantity.
Personal Trainer, Bally
Total Fitness, Wilsonville, OR, June 2008 to Dec. 2008
· Completed AFAA, CPR/AED, and First Aid certification within two months
of hire date.
· Recruited and maintained consistent client base with at least 30 sessions
per week.
Project Manager II,
Springbrook Software, Portland OR, Oct. 2007 to Mar. 2008
· Managed approximately 20 government accounting software implementation
projects with Microsoft Project.
· Coordinated all aspects of training and staff development for 15
software consultants.
· Authored multiple documents detailing departmental policies and
procedures.
Loan Administration
Officer, The Bank of Oswego, Lake Oswego, OR, April 2007 to Oct. 2007
· Managed commercial loan processing department at local start up bank.
· Received 10% pay increase within 90 days of hire date.
· Reduced processing turn times 35% by developing standard procedures.
Business Analyst,
Washington Mutual Bank, Lake Oswego OR, June 2006 to April 2007
Closing Loan
Coordinator, Washington Mutual Bank, Lake Oswego OR, April 2003 to April 2007
· Exceeded monthly production goals by greater than 50%.
· Maintained 0.08% error ratio while consistently funding over 160 loans
per month.
· Worked on LOS system implementation team for 6 months while completing
regular duties as a closer/funder.
o
Maintained a
pipeline of 130-160 fundings during implementation project.
o
Coordinated
communication of workarounds, system enhancements, and training for end users.
· Directed Disaster Recovery project involving manual input for 144 files
within one week to meet payroll cut-off deadline.
o
Resulted from system
outage that forced manual fundings of mortgage loans.
o
Managed a team of 5
end users which included data entry, spreadsheet analysis, and system updates.
· Coordinated System Slowness Tracking project to reduce system response
times to 3 seconds or less.
EDUCATION
·
Bachelor of Science
in Business Management/Marketing, University of Phoenix, 2007, GPA 3.81
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