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Lawrence Kelly Wells Jr. is a seasoned professional with extensive experience in various industries, including finance, education, and healthcare. He holds a Master of Technology degree in Data Modeling/Warehousing and Database Administration from Western Governors University and a Bachelor of Science degree in Applied Mathematics/Philosophy from Eastern Michigan University. With expertise in data analysis, business intelligence, and operations research, Lawrence has worked as a Business Analyst, Loan Management Analyst, and Mortgage Loan Officer, among other roles. He is proficient in Microsoft Excel, VLOOKUP, HLOOKUP, and PivotTables, and has experience with CRM software and Root Cause Analysis. Having worked in various locations, including Baltimore, Maryland, and Charlotte, North Carolina, Lawrence brings a unique perspective to his professional endeavors.

Credentials

  • MOS-Microsoft Office Specialist Excel 2013 Certificate 77-420 (2015)
    Microsoft
    Feb, 2015
    - May, 2026

Experience

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • 8th Grade Honors Science Teacher
      • Aug 2022 - Oct 2022

      I played a pivotal role in fostering a deep understanding and appreciation of scientific concepts among your students. Your primary responsibility is to educate, inspire, and engage 8th-grade students in the field of science, providing them with a solid foundation for future scientific learning.

    • Mathematics Tutor
      • Jan 2022 - Jul 2022

  • Baltimore Collegiate School for Boys
    • Baltimore, Maryland, United States
    • Educational Instructor
      • Aug 2019 - Jun 2020
      • Baltimore, Maryland, United States

      Leadership Instructor for an all-boys school via classroom and virtual classroom during the pandemic.

  • The Salvation Army
    • Charlotte, North Carolina Area
    • Volunteer Staff
      • Feb 2019 - Aug 2019
      • Charlotte, North Carolina Area

  • Luxury Contractors
    • United States
    • Business Analyst
      • Jan 2012 - Nov 2017
      • United States

      Helped design, document and maintain system processes. Educated the owner on how to communicate with customers, competitors, suppliers, professional organizations, or others to stay abreast of industry or business trends. Through consultative projects, I helped this small business entity survive its start-up years and become profitable.

  • Bank of America Merrill Lynch
    • World Headquarters (Global Markets)
    • Business Analyst
      • Oct 2015 - Feb 2016
      • World Headquarters (Global Markets)

      Managed timely flow of business intelligence reports (Excel, AML/KYC, and Fraud Prevention) for questionable accounts, and administered Client Broker Documents for outdated documents. Entered data settlement rules and pay instructions for security and equity accounts daily as market changes occurred. Created new processes, streamlined others, designed flowcharts and guides posted to a SharePoint for training. Completed most tasks days before deadlines, which lead to review for less mistakes or inaccuracies. Sought out many times for special projects and additional tasks due to meeting deadlines ahead of time. Prepare and present report results to cross-functional teams.

    • Home Modification Quality Assurance Analyst
      • Nov 2013 - May 2014

      While in the Loss Mitigation department I serviced home modifications (HAMP) files to help people retain their homes. Daily Tasks: Queried information from SharePoint Database. Create Excel Pipeline Reports. Analyze reports for file compliance, prioritizing tasks, quality and completeness. Migrate information into concurrent databases. Prepare management reports defining and evaluating problems and recommending solutions. Present findings to cross functional teams/3rd parties and collaborate to bring file into tolerance. Collaborate with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives. Study and analyze information about alternative courses of action to determine which plan will offer the best outcomes. Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. Update files and resolve any discrepancies in other databases and report activity results to upper management. Refresh data in originating database (SharePoint) and export files for final approval. Top 10% producer providing process improvement, subject matter consultation, client/customer conflict resolution on a team responsible for Charlotte becoming the headquarters for the Home Preservation/Loss Mitigation Department.

    • Loan Management Analyst
      • Oct 2012 - Nov 2013

      While in the Home Mortgage department I serviced some home purchases and many refinances(HARP, Conventional). Daily Tasks:Queried information from SharePoint Database. Create Excel Pipeline Reports. Analyze reports for file compliance, prioritizing tasks, quality and completeness. Migrate information into concurrent databases. Prepare management reports defining and evaluating problems and recommending solutions. Present findings to cross functional teams/3rd parties and collaborate to bring file into tolerance. Collaborate with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives. Study and analyze information about alternative courses of action to determine which plan will offer the best outcomes. Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. Update files and resolve any discrepancies in other databases and report activity results to upper management. Refresh data in originating database (SharePoint) and export files for final approval. Top Producer on team while also providing additional guidance and training to team pushing team rank to top 5%.

  • Lash Group
    • Charlotte, North Carolina Area
    • Benefit Analyst / Site Coordinator
      • Nov 2011 - Mar 2012
      • Charlotte, North Carolina Area

      Analyzed patient medical benefits coverages for newly approved/advanced medical treatments for physicians via insurance provider research; with a specialty in Tricare, Medicare and Medicaid. Presented medical reports to national healthcare clients via office/group proxy. Production quality within Q1 of seasonal term, led me to being promoted to 3rd Party Site Coordinator – (Quality Analyst/Auditor-Client Reporting).

  • FedEx
    • Concord, North Carolina Area
    • Business Sales Consultant
      • Dec 2010 - Aug 2011
      • Concord, North Carolina Area

      Analyzed current business activity and provided business-to-business consultation/sales of customized service/delivery package solutions of new and existing FedEx business clientele. Rated the top 10 for Business Sales while providing customized economical comprehensive shipping solutions to clients.

  • Red Ventures
    • Fort Mill, South Carolina Area
    • Sales Executive
      • Nov 2009 - Aug 2010
      • Fort Mill, South Carolina Area

      Handled inbound and initiated outbound client calls. Analyzed/Approved customer credit status. Provided products/services customized to meet client needs. Consistently reached cross/up sell stretch goals and qualified for over-achievement call center bonuses every sales period.

  • Wells Fargo
    • Charlotte, North Carolina Area
    • Mortgage Loan Officer
      • Oct 2008 - Jul 2009
      • Charlotte, North Carolina Area

      HARP/HAMP Government Mortgage origination for residential property refinance and purchase. Generated an average of ten (10) loan deals daily with a total valuation of approximately $1 million. Continually classified in top 10% of originators in Charlotte area.

  • Quicken Loans
    • Charlotte, North Carolina Area
    • Subprime Mortgage Loan Officer
      • 2006 - 2007
      • Charlotte, North Carolina Area

      Mortgage origination for subprime residential property refinance and purchases for clients needing credit rehabilitation. Heavily tracked data of clients to determine future refinance ability (prime market) and probability of credit rehabilitation. Generated approximately $1-$3 million in loan origination and refinanced/corrected credit profile of approximately 85% of all clients earning significant bonuses for exceeding monthly goals.

    • Research Application Quality Analyst/ Clinical Research Associate
      • 2001 - 2002
      • Ann Arbor, Michigan Area

      Applicant Enrollment Specialist/Clinical Research AssociateCompleted enrollment of human subject applications, administering informed consent, review of study documentation, corresponded with research sites, worked with research data. Educated in aspects of conducting clinical trials and processes for bringing a product “to market”. Incorporated FDA regulations and ethical conduct associated with conducting clinical trials and research in specific populations.  Promoted within 6 month to perform additional tasks as Clinical Research Associate…counseled and encouraged to obtain M.P.H in Bio-statistics by leading research physicians.

  • Daimler Chrysler
    • Detroit, Michigan Area
    • Production Supervisor/Mini-Controller
      • 1999 - 2000
      • Detroit, Michigan Area

      Tasked to handle employment, scheduling, financial, efficiency and budget responsibilities for Body Assembly Department. Supervised employees varying around 75-150 On-Duty Personnel in a plant open 24/7-365 days per year. Championed Operational Efficiency Project, analyzed and applied renewed lean manufacturing techniques that resulted in 7% savings for Framing Assembly Department. Framing Assembly Department scored 100% compliance in ISO 9000 Audits under my new supervision.

  • Malcolm X Academy Charter School
    • Detroit, Michigan, United States
    • Mathematics Teacher
      • Sep 1997 - Jul 1999
      • Detroit, Michigan, United States

      Mathematics Instructor for a charter school in the heart of Detroit.

Education

  • 1992 - 1998
    Eastern Michigan University
    Bachelors of Science, Applied Mathematics/Philosophy
  • 2019 - 2022
    Western Governors University
    Master of Technology - MTech, Data Modeling/Warehousing and Database Administration
  • 2014 - 2015
    Central Piedmont Community College
    CPCC (Excel Data Analyst Certification), DATA ANALYTICS

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