Experience

Kiavi

• United States
• Financial Services
• 200 - 300 Employee

• Operations Enablement Analyst

  • Aug 2021 - Present

  ●Improve business performance and maximize company growth by pinpointing potential process gaps through the company's internal loan platform and partnering cross-functionally to brainstorm solutions through tech enhancements and process changes ●Partner with Business Operations to establish and communicate key performance indicators that track sales efficacy; maintain KPIs, dashboards, and salesforce data creation and reporting to drive performance●Support pipeline management and create ad hoc reporting as needed●Align Ops and Product Management to develop and implement product readiness training strategy to ensure the teams are prepared to use and support new product innovations; Participate in user acceptance testing prior to release●Assist in new user and tool setup, facilitating onboarding, ongoing training support, rollout prep, and adoption monitoring●Ongoing shadowing with production roles to help reduce knowledge and skill gaps across the teams, as well as identify opportunities for process automation and improvement by identifying bottlenecks and inconsistencies Show less

• Loan Analyst

  • May 2019 - Aug 2021

  ●Analyze loan applications, collect essential documents and obtain third party reports●Review and analyze documents against credit policy, with the goal of getting the loan ready for an underwriting decision●Identify potential roadblocks or credit policy alignment issues, and work with sales and other operations teams to determine the best approach●Work closely with cross-functional teams to meet and exceed weekly and monthly processing and funding goals, while assisting with process improvements through UAT testing for overall production increases across multiple teams●Provide tech support and trouble shooting assistance to members of our team while acting a as power user, and escalating issues to our engineering team when needed (JIRA Software Ticketing Systems)●Developed an integrated interoffice communication system to assist for when employees are out of the office to allow for a smooth transition of other team members to process those loan applications●Provide Ops and experience verification tutorials, shadow sessions, and support for new team members Show less

• Post Closing Specialist

  • Feb 2019 - May 2019

  ●Review original closing documents to ensure they were properly executed●Follow up in a timely fashion to receive all corrections on closing documents●Partner with Capital Markets team to answer any investor questions●Follow up on, review, request corrections on all trailing documents●Manage a large loan queue in a timely fashion●Assisted in training and on boarding new team members through live shadow sessions, demonstrations of using our proprietary loan Platform, and provided guidance through their on boarding process Show less



PPG Ice Rink

• Greater Pittsburgh Area

• Manager

  • Dec 2013 - Mar 2019

  ● Staff Management; including facilitating daily staff rotations, staff hiring and retention, training and support, payroll, and scheduling of over 90 employees ● Daily revenue reporting and cash reconciliation ● Provided a safe, family friendly environment while dealing with any customer needs or requests ● Staff Management; including facilitating daily staff rotations, staff hiring and retention, training and support, payroll, and scheduling of over 90 employees ● Daily revenue reporting and cash reconciliation ● Provided a safe, family friendly environment while dealing with any customer needs or requests



OneDigital

• United States
• Business Consulting and Services
• 700 & Above Employee

• Payroll Specialist

  • Feb 2018 - Oct 2018

  ● Processed daily payroll by serving as a liaison for 50 clients and over 650 employees ● Provided training to new and current clients to utilize payroll and time tracking software ● Analyzed and resolved client questions; ability to answer tax and garnishment questions ● Aided clients in adherence with compliance to wage and hour laws ● Assisted in preparation and recording of payroll journal entries, reconciliation of daily cash receipts, and quarterly tax reporting ● Processed daily payroll by serving as a liaison for 50 clients and over 650 employees ● Provided training to new and current clients to utilize payroll and time tracking software ● Analyzed and resolved client questions; ability to answer tax and garnishment questions ● Aided clients in adherence with compliance to wage and hour laws ● Assisted in preparation and recording of payroll journal entries, reconciliation of daily cash receipts, and quarterly tax reporting