JEFFREY STOCKAND
**** ******* ** / **** *****, Texas 76109 / 682-***-**** cell / ************@*****.***
An accomplished and visionary professional, with a strong educational background in Finance, Operations Management, and Marketing,
seeking a highly stimulating Analyst position…who quickly grasps new ideas and concepts with proven abilities in strategic planning,
organization, and implementation…who has exceptional proficiency and familiarity with Microsoft Office Suite software…and who
possesses solid written and oral communication skills.
EDUCATION
Texas Wesleyan University Fort Worth, Texas
Bachelor of Business Administration May 2013
Emphasis on Finance
• Accomplished champion-status in “The Business Strategy Game” via Business Capstone class competing in the Global Marketplace
• Achieved highest yield and revenue in Investment Banking STOCK/TRAK Global Portfolio Simulation project
• Completed 12-credit hours in Operations Management, Intermediate Accounting I & II, and Marketing in Advertisement
BUSINESS EXPERIENCE
Microsoft/Invenio - Business to Business Software Management Irving, Texas
Business Analyst Oct 2009 – Jan 2010
• Managed expansion of Microsoft Volume Licensing Agreements via solution-selling sales structure
• Conducted business level communications to maximize organizational budgets pertaining to volume licensing
• Managed SharePoint collaboration, Business Intelligence, and virtualization of server and client infrastructures
• Collaborated with chief-level executives and managers of IT in developing deployment strategies and road mapping
• Developed/Maintained accounts within corporate territory managed mid-market accounts, state and local government, Department of Defense,
and Civilian United States Federal Government Agencies
Bank of America - Mortgage Compliance Center Fort Worth, Texas
Quality Assurance Analyst Jun 2009 – Oct 2009
• Ordered/Reviewed titles to determine who held senior lien position to Bank of America
• Contacted senior lien holders to determine loan status / updated the AS400 system
• Filed title searches for analysis and future data pulls
• Ordered/Reviewed origination files for Bank of America Junior liens to determine the senior lien holder
• Wrote letters to mortgagers to request information on their senior lien in preparation for foreclosure
• Contacted mortgagers directly to determine who was their senior lien holder if recent sale
• Reviewed/Updated loans that were on the senior lien exception report
American Homefront Mortgage - Mortgage Loan Origination Company Austin, Texas
Office Manager/ Logistics and Financial Analyst Aug 2004 – May 2009
• Managed technology, operational risk programs, and processes for evaluation of market trends
• Managed/Directed loan officers in identifying and recommending alternatives pricing and loan-structuring
• Partnered with cross-functional internal and external teams to identify process gaps and redundancies
• Developed/ Maintained key strategic alliances with external business partners
• Defined/Implemented processes, policies, procedures and tools to monitor compliance risks
• Executed project cost tracking, cost center creation, and hierarchy maintenance, purchase requisitions, and variance analysis
• Provided expense, sales, revenue, and headcount information in business case preparation proposals
• Directed the monthly budget and expense forecast process; prepared quarter-end financial reports and flux analysis
Ameriquest Mortgage - Mortgage Loan Origination Company Houston, Texas
Senior Loan Officer/Team Lead/SME Nov 2002 – Jul 2004
• Assumed responsibility as loan documentation & compliance Subject Matter Expert for office
• Collaborated with borrowers, lenders, and title companies throughout the closing process
• Prepared loan closing documents, analyzed all documentation for accuracy and potential problems
• Reviewed/Resolved title and appraisal issues
• Conducted/Reviewed credit profile performance evaluations
• Analyzed documentation for soundness and accuracy as well as identified risk issues and potential fraud
CORE STRENGTHS & SKILLS
Strengths: Customer Relations - Result Driven - Database Management - Strategic Thinking & Execution - Time Management - Leadership -
Teamwork - Detailed-Oriented - Self-Motivated - Sound Decision Making - Systematic Record Keeping
Skills: Exceptional proficiency & familiarity with Microsoft Office Suite - Excel Formulas; Possesses strong written and oral communication skills;
CRM Databases; S&P IQ Capital; SAP; Vlookups; Macros; Queries; and Pivot Table