Jason Sosa
**** ***** **** **. **** Worth, TX ***82
817-***-**** cell, email: ********@*****.***
FINANCIAL PROFILE
Over 13 years of “Financial Industry Experience” with Mr. Cooper /Countrywide. Area of experience includes Default Investor Reporting, Auditing, Computer Programming and Management. Qualified by, offering great customer service, showing a proven record in exceeding monthly deadlines to comply with Investor Guidelines. Self-motivated, honest and dependable, outstanding communication, and presentation skills Core Competencies
• Achievement/Results Orientation
• Information Seeking
• Financial Analysis
• P & L Management
• Inventory Management
• Team Building
• Leadership Skills
• Customer Relations
• Project Management
• Interpersonal Understanding
• Problem Solving and Analysis
• Organizational Awareness
• Presentation and Writing Skills
• Analytical Thinking
• Work as Team Player
• Performance Improvement
Accomplishment and Skills
• Experienced in Microsoft Visual Studio, SQL Server Management Studio
• Experienced using HTML, CSS Templates, JavaScript, Bootstrap and Python
• Knowledgeable in Traditional Fannie/ Freddie, FHA, VA and Commercial Loans
• Familiar with Integration and Reporting Services
• Experienced using Microsoft Word, Excel, Power Point
• Experienced in UAT testing structure
Relevant experience
Mr. Cooper
Senior Business Analyst / Front End Developer Feb 2016- Present
• The main function is design, development, implemented and maintenance user acceptance UAT testing cases and plans.
• Conducted UAT testing to ensure that developed systems satisfied the needs of business clients as specified in the functional requirements.
• Utilizing change management strategies to share project benefits, increase awareness - prior to launch
• Creating a hybrid Waterfall methodology
• Implementing a structured test management approach to eliminate risks by proactively finding issues or defects and working with scrum teams to manage the backlog, update progress and deliver work product
• Developing excel-based risk reports and analytics
• Understand the structures, usage and sources of business data as well as the context in which it is utilized throughout the business, and can design and build these structures
• Analysis and assessment of business needs and cross-system impacts by offering full systems integration solutions
• Create dashboards that provide aggregate information regarding daily departmental operations, perform ad hoc analysis to identify potential issues
• Assist with maintaining the delivery of daily reporting by running SQL reporting scripts for daily distribution.
PennyMac Jan 2014-Feb2016
Senior Business Analyst / Investor Reporting
• Manage 25,000 loans and all Investors for Penny Mac
• Responsible for Default Reporting and Remitting
• Responsible for all Investor cut offs such as 1
st, 3
rd, 7th, 10
th, 15
th
and EOM
• Responsible for analytical support for the department
• Responsible for running and analyzing trials and expiations SQL reports for Investors; FNMA, FHLMC, USDA, VA and FHA.
• Monitor and send recurring reporting for key statistical information and performance metrics.
• Monthly monitor Delinquency Metrics which involves foreclosure status, aged loans and recommend loans that qualify for Mods
• Developing excel-based risk reports and analytics
• Initiate creative new reporting formats and views to clear outages Bayview Loan Servicing Dec 2011 - Dec 2013
Business Analyst II / Auditor
• Help to resolve minor transfer issues and handle research related to the set up of loans
• Responsible for reviewing, validating and correcting key data fields on loans before and after activation
• The ability to review and analyze collateral documents
• Identify and resolve servicing transfer issues and handle research related to the collateral or vesting of customer including lien position Countrywide Home Loans Jan 2005 – Nov 2011
Team Lead/Underwriter
• Knowledge in Payoff, Per Diem, Closing, Foreclosure, Bankruptcy, Insurances, Taxes, Payment Processing, Refinances and Home Modifications
• Operation and problem-solving so that the team can meets it required level of production
• Participates effectively in discussion, presents materials clearly and confidently
• Monitoring the team's performance on the floor to make sure they stay on schedule and meets their performances.
• Budget own and others’ time regarding project allocations and billing utilization targets
Education
• Tarrant County College Northeast Campus