Customer Service Account Executive

Luis Rey ***** Coolidge Dr. McKinney, TX ***** Ph. # 214-***-****

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

Objective

Business Operations Analyst

Education

Dallas Baptist University

MBA/Finance

Dallas, TX May 2014

Southwestern A/G University

B.S. in Business Administration

Waxahachie, TX Dec. 2002

Certifications

BAC Six Sigma Certification Program

Certification Completed: Dec 2012

BAC Spanish Certification

Certification Completed: Oct 2009

Summary

Entrepreneurial business analyst with more than 20 years of leadership and superior customer service experience protecting service level agreements by identifying and monitoring projects in danger of missing projected time lines, identifies gaps in data, logic, or process. Mortgage underwriter for MHA and FHA loan modification, awarded top-salesperson honors at Federal Express, HSBC, and Nationstar, utilizes military and academic discipline to organize and implement projects with stable work history. Analytical strategist successfully navigates diverse applications and processes to ensure accuracy, legality and superior business operations. Excellent communicator fluent in Spanish as well as English, drives enhanced profitability. Experience

American National 10/01/15-Present

Insurance Agent determining client needs and financial situations by scheduling fact finder appointments to determine extent of present coverage and investments, ascertaining long term goals. Working with underwriting on the following products Personal and Commercial (auto, home, business, health and life) Retirement plans (IUL and Annuities).

Torchmark 4/15/15-7/1/15

Business Analyst Hispanic Marketing leading and planning implementation of projects. Facilitate the definition of project scope, goals and deliverables. Define project tasks and resource requirements. Develop full scale project plans. Plan and schedule project timelines. Track project deliverables using appropriate tools. Quality assurance and constantly monitoring and reporting on progress of the projects. Present reports defining project progress, problems and solutions. Implement and manage project changes and interventions to achieve project outputs. Project evaluations and assessment of results and accountable for consistent and timely communication of relevant information to cross-functional teams.

Bank of America/Countrywide 3/31/09 to 4/15/15

Business Analyst protecting service level agreements with vendors by identifying and monitoring loans that are in danger of missing projected time lines simultaneously identifying possible gaps in data, logic, or process. Performed control checkpoints with Excel to identify trends and provided research and analytics using Sequel. Assisted with ad hoc projects and served as liaison between production, reporting and management.

Briefly served as Retail Loan Officer soliciting business nationwide in an inside phone sales position. Originated loans with Fannie Mae, Freddie Mac, and Bank of America. Refinanced Making Homes Affordable Plan loans to avoid foreclosures. Selected to become an underwriter for MHA and FHA modification department.

Centex Home Equity/Nationstar Mortgage Dec. 2005-Mar 2009 Closed loans nationwide with B2B sales as a Wholesale Account Executive. Signed up broker shops to close loans with Nationstar. Collaborated with underwriting, processors and management to close loans in a timely fashion. Cold called mortgage companies and built a network of business contacts to produce loans on a continual basis. Serviced loans in loss prevention and REO financing. Worked together with buyer agents, listing agents, and asset management to sell foreclosed homes through FHA, Freddie Mac, and Fannie Mae financing. Residential Mortgage Loan Officer Apr 2005-Dec.2005 Senior Loan Officer for home purchases and refinances. Corresponded with Freddie Mac and Fannie Mae. Very efficient with Calyx/Point also using LP and DU. Worked on Conventional, FHA, and VA loans. Regularly mastering different programs and a continual familiarizing of all lender underwriting guidelines for customer needs. Worked with various lenders on conventional loans. Assisted in setting up relationships with different finance companies to broker loans. Worked with the Spanish mortgage team and participated in marketing new Bank locations through various events soliciting business from the Hispanic population. HSBC/Beneficial May 2002-Apr 2005

Senior Account Executive for Texas Home Equity Loans and various types of home refinances. Other responsibilities included auto-refinances and personal loans. Closer for Real-Estate, Personal, and Auto-Refinance loans. Proficient with real-estate documents and regulations. Certified Notary Public. Numerous branch and district top-salesperson awards. Branch Captain for insurance sales and captaincy for training new employees. Corporate Spanish certified account executive.

Fed Ex Courier Oct. 1995-July 2001

U.S. Army May 1989-Oct. 1995

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