Management Manager

Carlos Alvarado

**** * ******* ***. **** ***, Chicago IL 60656

Home: 312-***-**** – Cell: 312-***-**** – ******.*.**@*******.***

Summary

Organized Analyst who effectively identifies and resolve complex issues. Thrives in fast-paced and ever changing business

environments. Expert operations analyst, extracting data from multiple sources to summarize it for management team. Match

capacity to volume. Excellent communication and presentation skills. Solid experience in all phases of check processing, as

well as retail banking. Exceptional problem solver, driven to success with strong interpersonal and negotiation skills . Boundless

energy, capable of adopting a number of roles simultaneously; swift an d agile. Proven record for producing positive results.

Highlights

MS Office Guru Teamwork Tool solution developer

Detail oriented Multi-task Leadership

Budget / forecast Communication Very analytical

Work well under pressure Never lose focus Accounting

Accomplishments

From 1999 to 2006 corporation achieved $14MM savings and reached 42% improvement due to teamwork on multiple

process improvement matching capacity to volume in Technology Operations line of business.

Received Highest Icon Award from Bank One on “Float Improvement Project” (2003).

Received Award from JP Morgan Chase “I’m Playing My Role / Results + Behaviors = H igh Performance Culture” (2004).

Experience

Trust Fund & Analyst Services Provided complex ad-hoc reporting request for senior management. Performed loan mortgage

April 2012 to October 2013 modification as well as daily payoff. Prepared monthly business review for department.

Bank of America Prepared Basel II reporting. Identified multiple process improvement . Capacity analysis.

Improved all department procedures. Created an automated tool to save over 40 hours work.

Regional Analyst AVP Provided Financial analysis, budget, forecast, and complex ad-hoc reporting for senior

Dec 1998 to Dec 2009 manager and site managers. Prepared monthly business review for site and region, as well as

JP Morgan Chase scorecard with multiple KPI metrics. Gap analysis. Created several automated MS Access / Excel

tools to improve performance and productivity for sites managers. Worked closely with project

manager to match capacity to volume on Optimization project at national level.

Float Analyst Manage all inbound/outbound cash letter (air and ground transportation) for Chicago site

Dec 1997 to Dec 1998 operations. Created a new tool to improve float and liquidity. Provided budget, forecast, and

Bank One expense report to management team. Provided ad-hoc reporting for senior management.

Courier contract.

Accountant III Responsible for Student Loan portfolio accounting. Prepared commercial loans non -accrual

Sep 1995 to Dec 1997 monthly reporting for senior management team. Monthly accrual. Ad-hoc report for

First Chicago / NBD management team. Responsible for loan participation accounting portfolio reporting.

Accountant II Responsible for multiple general ledger reconciliations. Created new MS Excel model for all

1993 to 1995 general ledger reconciliation. Prepared multiple bank reconciliation. Ad-hoc report for

First Chicago Bank supervisor and management team. Worked closely with conversion team.

Accountant I Responsible for multiple general ledger reconciliations. Prepared multiple bank reconciliation.

1989 to 1993 Worked closely with customer services on issues related to lines of credit accounts. Ad -hoc

First Chicago Bank report for management team.

Investor Accountant Responsible for mortgage general ledger reconciliations. Prepared multiple bank reconciliation.

1986 to 1989 Prepared investor reporting on loans sold to secondary marketing. Ad -hoc report for supervisor

First Chicago Bank and management team. Worked closely with loan origination officers on any mortgage issues.

Education and Training

BA in Economics, 1981 - GPA 3.2 Managing Operations Course - 2001

San Martin de Porres University - Lima Perú Advance Management System - Boston, MA

Gallup Training for Executives, 2006 Investor Master Servicing training, 2012

JP Morgan Chase training – Chicago, IL Bank of America training – Chicago, IL

Technical Programs

SAP, SAR, CLAS, HOGAN, SBO 2000 (Mortgage), CAS, EiStats, Cognos, ORBS, CaDocView, SAS, Monarch, ForecastX, Essbase,

Crystal Reports, Advance MS Office Suite: Excel, Word, PowerPoint, Access, Project, Visio.

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