PROFILE

Established Analyst and Financial Management Professional with over 11 years of Major Financial Institution expertise. Results-driven leader with excellent communication and interpersonal skills; a strong emphasis in Financial Analysis, Accounting and Reconciliation, and Processes and Controls. Proven history and success increasing profitability, improving performance, and cultivating productivity in sensitive, fast-paced environments and a highly competitive industry. Solid ability to rapidly assimilate new technologies and concepts to meet the demands of dynamic and diverse operational environments and customer satisfaction. Poised to transition solid background in the Financial Services and Mortgage industry to an Analytical Position with opportunities for growth and advancement that will benefit from my experience and leadership abilities. Capable of a wide range of assertive leadership roles.

AREAS OF EXPERTISE

Process Improvement/Processes & Controls

Client Relationship Management

Defining Project Priorities

Complex Analysis, Reporting & Forecasting

Interdepartmental Coordination

Operations Management

Decision Maker, Prioritize & Delegate

Managing Multiple Projects

Financial Reporting

Policies & Procedures, Compliance

Action Plans & Resolutions

Risk Analysis

PROFESSIONAL ATTRIBUTES

Strong analytical skills, business acuity, leadership qualities, and solid technical communication abilities

Demonstrates professional reliability, highly self-motivated with the ability to assume increased levels of responsibility, anticipates and meets needs to achieve outstanding results

Highly organized, with the ability to multi-task in a fast-paced environment, responds quickly and effectively to problems; adaptive to change, communicates effectively, building a sense of urgency

Articulate, diplomatic, persuasive; easily establishes rapport and credibility with people at all levels, works well with people from a variety of backgrounds and cultures

Successful approach to problem identification, assessment, resolution, and crisis management

Ability to work independently and take initiative in a team in order to meet larger team goals

Excellent proficiency in MS Office products, Mortgage Banking Applications, (LPS) Loan Servicing System, Phoenix Risk tracking database, and numerous software applications

Available to travel. Will consider relocation for the right opportunity

LICENSES/CERTIFICATIONS

Series 7 & 63, expired

EXPERIENCE

Mar 2006 - Current JPMorgan Chase, Lewisville, TX

Mar 2008 – Current Operations Manager I/Assistant Vice President, Mortgage Banking

Accountable for report creation, data mining, and relay of regulatory reports, including Reconciliation of Source Data, to U.S. Treasury reportable output.

Provided reports on a regular basis, apprised the MBEO office and senior management of operations on progress

Worked closely with auditors to ensure proper controls and processes were in place

Oversight of Home Affordable Modification Program

Led discussions with business partners to ensure timely reporting of modification activity to U.S. Treasury

Managed personnel to achieve completeness of team responsibilities

Responsible for Month End Close, Financial Analysis, Mortgage-Backed Securities, Equity, Financial Reporting, Financial Reconciliation, and Mortgage

EXPERIENCE (cont’d)

Mar 2006 - Mar 2008 Securitization Business Analyst

Worked with mortgage-backed securities traders to set up new securitization.

Forecasted principal and interest amounts for monthly reporting and remittance on securities using specified pooling and servicing agreement

Settled all security differences with the trade desk

Reconciled funding differences due to initial securitization and cleared any unpaid-balance differences

Worked closely with investors to resolve loan scheduling differences

Managed a portfolio of mortgage-backed securities valued at over $1B

Created and distributed monthly loan level remittance reports to appropriate trustee

Reconciled pool to security for schedule; scheduled portfolios to maintain actual unpaid principal loan balance and to meet requirements of Regulation AB

Analyzed remittance differences between investor reporting accounting reports and remittance reports to maintain cash in custodial account

Validated data from other departments and collaborated to resolve discrepancies

Jun 2005 - Jan 2006 Brokerage Client Services Trading Representative, Southwest Securities, Dallas, TX

Represented orders placed by Southwest brokers and correspondents with 3rd market dealers and makers.

Researched trade inaccuracies and made adjustments

Liaison between FAs and departments within the company to handle requests and resolve trade issues

Jun 2004 - Jun 2005 Client Service Trader, Fidelity Investments, Westlake, TX

Serviced client investment accounts.

Resolved complex questions regarding margin and trading issues

Assisted clients in selecting proper securities for their portfolio

Relayed tax information

OTHER RELEVANT EXPERIENCE

Nov 2003 - May 2004 Portfolio Manager, Executive Capital Management, Frisco, TX

EDUCATION

Dallas Baptist University, Dallas, TX

Bachelor of Finance degree

PROFESSIONAL ASSOCIATIONS

Former Member/Air Traffic Controller, USAF

ACTIVITIES/COMMUNITY

Enjoys international travel and workings on project cars

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