Senior Business Analyst

• Aug 2022 - Present

Business Analyst

• Nov 2019 - Jul 2022

Consultant

• Aug 2017 - Oct 2019

Oracle Cloud Financials Functional Consultant

• Jul 2015 - Jun 2017

Associate Consultant Oracle Cloud

• Jan 2015 - Jun 2015

Personal Banker

• May 2013 - Dec 2014

Responsible for making my clients financial lives simpler and easier. I work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. I ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs. Responsible for making my clients financial lives simpler and easier. I work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. I ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs.

Mortgage Loan Officer

• Oct 2011 - May 2013

Continually identified, developed and maintained a quality network of business relationships that served as a recurring source of referrals for new mortgage lending opportunities. I would regularly collect and analyze information regarding customer income, assets, investments and debts. Presenting the advantages and disadvantages of different financial products to determine the best products to meet the customer's needs and financial circumstances. Throughout mortgage process I would manage the… Show more Continually identified, developed and maintained a quality network of business relationships that served as a recurring source of referrals for new mortgage lending opportunities. I would regularly collect and analyze information regarding customer income, assets, investments and debts. Presenting the advantages and disadvantages of different financial products to determine the best products to meet the customer's needs and financial circumstances. Throughout mortgage process I would manage the customer through the entire loan process by setting expectations, taking applications, and, attend purchase closings, etc. Show less Continually identified, developed and maintained a quality network of business relationships that served as a recurring source of referrals for new mortgage lending opportunities. I would regularly collect and analyze information regarding customer income, assets, investments and debts. Presenting the advantages and disadvantages of different financial products to determine the best products to meet the customer's needs and financial circumstances. Throughout mortgage process I would manage the… Show more Continually identified, developed and maintained a quality network of business relationships that served as a recurring source of referrals for new mortgage lending opportunities. I would regularly collect and analyze information regarding customer income, assets, investments and debts. Presenting the advantages and disadvantages of different financial products to determine the best products to meet the customer's needs and financial circumstances. Throughout mortgage process I would manage the customer through the entire loan process by setting expectations, taking applications, and, attend purchase closings, etc. Show less

Faculty Supporter

• Aug 2010 - Dec 2010

Assisted faculty members with administrative responsibilities Answered phones, filtered and redirected calls Help university professors with any computer or technological problems Assisted faculty members with administrative responsibilities Answered phones, filtered and redirected calls Help university professors with any computer or technological problems

Sales Associate

• May 2010 - Dec 2010

Greeted customers and made them shopping experience as pleasant as possible Answered any questions the customers had about the merchandise and store Answered the phone and took orders from the catalog and online store Assisted customers with selection choices Took stock count and continuously replenished sales floor with missing merchandise Greeted customers and made them shopping experience as pleasant as possible Answered any questions the customers had about the merchandise and store Answered the phone and took orders from the catalog and online store Assisted customers with selection choices Took stock count and continuously replenished sales floor with missing merchandise