Confidential Confidential

  • Team Lead/Analyst
  • Plano, Texas 75093
  • Oct 17, 2017
Full time Financial Services

Personal Summary

Highly versatile, analytical, and results-driven professional with over 15 years of experience in financial analysis and business management; backed by solid background in auditing, underwriting, funding, and loan modification.

Equipped with proven expertise in providing guidance and support to clients; formulating financial plans and strategies; and executing process improvements to consistently achieve client goals and organizational objectives. Skilled at providing financial information through research and evaluation of financial statements, trends, and reports within time constraints. Armed with well-defined technical, decision-making, organizational, and communication skills. Recognized for demonstrating strong work ethic; providing first-rate customer service; and establishing positive rapport and working collaboratively with individuals at different levels of the organization.

Work Experience

Business Project Coordinator
Ally Financial
  • Expertly handle a wide variety of operational support, such as exception and charge-off processing; repossession review; extension testing; collection document maintenance; and insurance loss management

  • Utilize various systems to execute technical-based activities as well as to outline and maintain reports

  • Take charge of administering projects, monitoring progression of projects, and prioritizing tasks

  • Handle the preparation and notarization of affidavit paperwork as well as facilitate weekly and monthly reporting

  • Serve as point of contact to vendors to verify alignment of legal verbiage with company and state guidelines , as well as to in-house attorney to guarantee review of affidavits is executed by a team of eight people

  • Facilitate weekly conference calls with managers, lawyers, analysts, and team members

  • Communicate effectively with customers, attorneys, and vendors, demonstrating solid written and oral communication skills

Underwriter / Dealer Relationship Manager / Funder
Capital One Auto Finance
  • Performed diverse duties, including providing decision to applications nationwide; supervising an assigned group of dealerships; cultivating long-term relationships; reading bureau formats; and dealing with various systems

  • Conducted extensive analysis of credit data to identify the degree of risk and offer recommendation for approval or denial of credit extension based on set credit authorities

  • Guaranteed operation of all queues to acceptable service levels, as well as fulfillment of program and product specifications and guidelines from loan request

  • Carried out development and monitoring of monthly goals for dealers based on market penetration

  • Exhibited exceptional customer service and sales skills in cultivating relationships, as well as oral and written communication skills in negotiating contract terms

  • Held responsibility for solicitation, decision making, and securing of a full spectrum of retail offerings, sub-prime, non-prime, and prime

  • Worked collaboratively with dealers and customers regarding certain documents required to fund deals as well as the team to attain goals established for the department

  • Employed keen attention to detail in reviewing documents for fraud indicators and executed calculation and verification of customer’s income in compliance with guidelines

  • Earned promotion from buyer to dealer relationship manager for outstanding performance

Auditor, Loan Modification
MetLife Home
  • Identified income and repayment ability by reviewing and analyzing borrower documentation

  • Evaluated borrower hardship; examined housing expenses; and determined proper loan resolution

  • Conducted analysis of delinquency, modification scenarios, and proposals while providing recommendation on appropriate loan workout

  • Rendered consultation and advice to customers both through verbal and written communication, and identified debt and housing ratios by analyzing financial statements

  • Handled the implementation of rules and regulations, as well as amendment of company policies


Bachelor’s Degree in Business and Finance, Minor in Project Management
University of Phoenix