Analyst

• Apr 2023 - Present

Mortgage Professional

• Aug 2021 - Apr 2023

Mortgage Loan Processor

• May 2020 - Aug 2021

• Effectively managed a pipeline of up to 80 loans, with as many as 4 Mortgage Advisors concurrently, to ensure the best experience and turnaround time possible for the client throughout the mortgage process.• Monitored and revised closing dates, lock and expiration dates, and contingency dates leading to successful closing.• Placed orders through 3rd party vendors to receive necessary documentation to complete the mortgage loan process.

Business Operations Intern

• Jun 2019 - Jan 2020

• Interpreted reports generated by Workday Financials to ensure drivers were using the appropriate proportion of personal days to sick days. • Utilized SAP software to produce reports identifying duplicate client invoices. • Analyzed data generated by Omnitracs software to facilitate timely customer deliveries and communicate any changes to customers to decrease order cancellation rates and increase customer satisfaction. • Interpreted reports generated by Workday Financials to ensure drivers were using the appropriate proportion of personal days to sick days. • Utilized SAP software to produce reports identifying duplicate client invoices. • Analyzed data generated by Omnitracs software to facilitate timely customer deliveries and communicate any changes to customers to decrease order cancellation rates and increase customer satisfaction.

Risk Management Intern

• Dec 2018 - Jan 2019

• Created 2019 risk assessment for each trading group within the firm. • Initiated and designed a statistical report which incorporated each trading group's 2018 gross trading results to calibrate risk allocations for 2019. • Presented 2019 risk allocation projection reports to CEO of Global Trading. • Created 2019 risk assessment for each trading group within the firm. • Initiated and designed a statistical report which incorporated each trading group's 2018 gross trading results to calibrate risk allocations for 2019. • Presented 2019 risk allocation projection reports to CEO of Global Trading.

Shareholder Services Intern

• Jun 2018 - Aug 2018

• Reconciled cash payments to bank statements in multiple currencies. • Acknowledged customer issues and resolved their questions and concerns quickly and efficiently. • Liaised with internal groups and external clients to build a quality client relationship experience. • Reconciled cash payments to bank statements in multiple currencies. • Acknowledged customer issues and resolved their questions and concerns quickly and efficiently. • Liaised with internal groups and external clients to build a quality client relationship experience.