Financial Analyst

BRIAN DUNN

***** ******** ********* #*, *** Angeles, CA 91607 H: 818-***-**** C: 310-***-****

************@*****.***

Summary

Results oriented professional desiring a Real Estate Analyst position. Offering research and analysis skills to

provide the company's customers with valuation analysis of their properties. Well versed in all aspects of

Accounting and Financial Management. Highly motivated individual who thrives in high pressure environments.

Strong Microsoft Excel, Financial Statement Analysis, Financial Reporting, Budget Forecasting, Lease Auditing

and Leadership skills, with great communication and interpersonal skills.

Experience

Remediation Analyst (Contract) 11/2017 to Current

Wells Fargo Bank Sherman Oaks, CA

Research, analyze the decisions of actions taken or loan documentation, files, or on-line transactions

through a review of individual or aggregate transactions, assessing compliance with contractual

terms/conditions, insurer guidelines, investor requirements and/or government regulations.

Responsible for comprehensive and highly accurate reviews including report preparation, analysis and

trending/insights of findings (including identification of fraud concerns) and proposes recommendations for

changes that can impact future loan quality and processing.

Determines appropriate course of remedial action, conducting investigative steps to fully identify the

issues, researching product information, terms, conditions, contracts, etc., creating correspondence as

needed, enacting responses, and processing complex and/or corrective transactions on-line (including

monetary and non-monetary actions).

Operations Analyst (Contract) 06/2017 to 11/2017

Bank of America Pasadena, CA

Analyzed, understood and interpreted loan documents.

Demonstrated thorough knowledge of loan accounting/reconciliation of general ledger debits and credits.

Researched and resolve differences on various systems; interest discrepancies, DDA, wire transfer

discrepancies.

Handled a variety of functions and/or transactions, invoice review including priorities that required

immediate attention.

Relied on experiences and judgment to plan and accomplish goals to perform a variety of tasks.

Utilized working knowledge of Microsoft Excel, Word, Power-Point with dual screens.

Financial/Credit Analyst (Contract) 12/2016 to 02/2017

Christian Community Credit Union/SDI Staffing San Dimas, CA

Analyzed the borrower's financial statements and performed an assessment of their continued ability to

repay loans.

Assisted in measuring the general creditworthiness of the borrowing members and assigned an

appropriate risk rating.

Responsibilities included the management of an assigned loan portfolio using client segmentation and

treatment strategy to build business relationships.

Acted as the primary point person for servicing loan members and monitored various loan and deposit

activities throughout the course of relationship management.

Tracked and collected loan conditions, including financial statements; assessed their continued ability to

repay.

Ensured loan portfolio was in compliance with MBL Policy.

CAP Analyst (Contract) 09/2015 to 08/2016

Citibank/Adecco Los Angeles, CA

Performed QA review of CAP closure documents to affirm that resolved items are being properly closed

(based on evidence provided), that there was evidence of sustainability (process/control can be executed

over time) and that documentation was clear and conformed to Internal Audit (IA) submission

requirements.

Managed queue of assigned QA items as they progressed through the QA process, including ongoing

resolution of questions and satisfaction of additional IA requests.

Supported and strived to improve IA interaction, BUSA controls communications, and recordkeeping.

Worked closely with CAP Coordinators and Compliance colleagues across BUSA to identify and raise

emerging issues and opportunities.

Trained and provided guidance to CAP Coordinators to foster high quality of closure memos.

Real Estate Analyst 1 (Contract) 01/2015 to 06/2015

Grandbridge Real Estate Capital /Adecco Los Angeles, CA

Accurately and efficiently produced required analyses of operational statements and related financial

statements of commercial income producing properties and sponsors, including identifying and

researching variances, normalizing, and otherwise adjusting the statements, per lender requirements.

Supported the analysis, underwriting and recommendation of various Borrower requests, including but not

limited to request for loan modifications, collateral releases, prepayment, maturity extensions,

sales/assumptions, and consent to tenant leases.

Analyzed and assisted in the processing of Borrower request for releases of funds from various reserve

accounts, included but not limited to reserves for replacing capital items, reserves for lease commissions

and tenant improvements.

Analyzed and supported the processing of proceeds from insurance loss claims.

Assisted in the accurate and timely maintenance of the company's loan servicing system data base

regarding the loan accounting records, collateral-related and borrower- related records and other relevant

records.

Financial Analyst 02/2013 to 12/2014

California Advocate Newspaper Fresno, CA

Developed daily, weekly, monthly reporting packages to effectively monitor the business.

Met with management to review the budget/ forecast variances and assisted in understanding financial

performance.

Prepared/Maintained financial models for reporting and analysis.

Assisted in the preparation of monthly and quarterly executive management presentations.

Conducted analysis of financial data, identified future trends, and assessed risks and opportunities.

Coordinated with all operating groups, including all levels of management to gather information to prepare

forecasts, budget and analysis.

Analyzed monthly results to ensure accuracy of financials.

Financial Analyst I (Contract) 08/2012 to 01/2013

Promontory Financial Group Orange, CA

Utilized various internal and external systems in order to evaluate OCC form complaint, conducted

file/document research and prepared a case write-up of findings.

Conditioned complaint and loan files for missing documentation in a clear, concise and respectful manner.

Reviewed servicer-provided customer complaint, mortgage loan documentation and decisions for

accuracy and Responsible for verification and evaluation of residential loans in response to borrower

complaint.

Reviewed and analyzed complaint and loan data as required by the scope of the review, which may

include verification of data against multiple sets of guidelines and following Federal, State, and agency

mortgage compliance regulations.

Underwriter/ILQA Analyst (Contract) 03/2012 to 08/2012

Bank of America Thousand Oaks, CA

Using BOA Smart Checklist procedure audited and confirmed Underwriters loan approvals on MHA

loans; which consist of evaluating the credit worthiness of the borrower and their ability to repay the loan.

Assessed the borrower's financial capacity, analyzed appraisals and credit reports and made

recommendations for approval or denial.

Worked with internal customers to establish and perform quality control, and assisted with analysis and

development of recommendations.

Interfaced with Underwriters in preparing loan packages for approval.

Reviewed the appraisal to determine that approval met Bank of America's Smart Checklist's standards and

was qualified for the loan requested.

Substitute Teacher 01/2005 to 03/2012

Fresno Unified School District Fresno, CA

Instructed courses at the high school and junior high school level while attending Fresno State University.

Implemented teacher's lesson plans, assigned students class work and homework, maintained classroom

discipline.

Education and Training

Corporate Credit Analysis

University of California, Los Angeles Los Angeles, CA, United States

MBA: Corporate Finance

California State University Fresno

Bachelor of Arts: Liberal Studies

California State University Fresno

Activities and Honors

CFA CANDIDATE LEVEL 1

FINANCIAL ANALYST CLUB WORLDWIDE

PRESIDENT'S LIST

DEAN'S LIST

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