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Jeffrey Worley
5102 RM
Ocean Parklay Dr #2310, Virginia JN 80812 • Phone: 410-212-4011 • E-Mail: worley12@gmail.com
BUSINESS ANALYST
|
PROFESSIONAL PROFILE
·
Friendly,
enthusiastic, professional self-starter with a positive attitude offering
focused, driven, and results-oriented mindset to exceed goals and customer
expectations.
·
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.
·
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
· ITSM
· Sharepoint
· Excel
· Outlook
· PowerPoint
- Data Entry Input/Revisions
- Access Control
- Test Cases
- System Analysis
- Project Management
- Business Analysis
- Troubleshooting System Issues (End User Support)
- Collaboration
- NetOp Remote Access (End User Support)
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
AWARDS
· Performance Award, 2005
· Quarterly Kudos Award, 2003
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