Customer Service State University

Brian Dunn MBA

***** ********** ****. #***, ****** City, CA 90232 310-***-**** ************@*****.***

I am proficient in real investment analysis software; Argus DCF 15 and Argus Enterprise 11. I have a Masters of Business Administration with an emphasis in Finance. I have advanced proficiency in Excel Financial Modeling creating: Pro Forma, NPV, Equity Multiple, IRR, DCF and cash flow analysis models using Excel or Argus software. Advanced user of Microsoft Word and PowerPoint. I am highly organized with high attention to detail and excellent follow through. I possess strong written and oral communication skills and work well independently. I have the exceptional ability to meet deadlines in a fast paced team-oriented environment and will effectively manage time and work load.

EXPERIENCE

Citibank-Bannamex/Abacus Los Angeles, CA 9/2015- Present (Contract)

CAP Analyst

Perform QA review of CAP closure documents to affirm that resolved items are being properly closed (based on evidence provided), that there is evidence of sustainability (process/control can be executed over time) and that documentation is clear and conforms to Internal Audit (IA) submission requirements.

Manage queue of assigned QA items as they progress through the QA process, including ongoing resolution of questions and satisfaction of additional IA requests.

Support and strive to improve IA interaction, BUSA controls communications, and recordkeeping.

Work closely with CAP Coordinators and Compliance colleagues across BUSA to identify and raise emerging issues and opportunities.

Train and provide guidance to CAP Coordinators to foster high quality of closure memos.

Grandbridge Real Estate Capital /Adecco - Los Angeles, CA 1/2015- 8/2015(Contract)

Financial Analyst I

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 supported the processing of proceeds from insurance loss claims.

Supported the collection of delinquent loan payments.

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.

Identified suspected Borrower breaches of loan document requirements, and report to superior members of the department.

California Advocate Newspaper – Fresno, CA 2/2013-12/2014

Financial Analyst

Built fully-integrated financial statements projection models

Developed the overall budget and managed expenses within the budget

Negotiated terms of funding and promoted all aspects of discourse between C-Level executive

Prepared monthly bank reconciliations and necessary Journal Entries’ to reconcile the statement to the General Ledger

Promontory Financial Group - Orange, CA 8/2012 – 1/2013 (Contract)

Financial Analyst I

Utilized various internal and external systems in order to evaluate the 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

completeness Validated servicer computations of borrower’s indebtedness, financial condition and refunds/remediation

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

Validated system-generated exceptions using system provided guidance to determine compliance

Entered data in proprietary case management system and compares with servicer system of record

Bank of America - Thousand Oaks, CA 3/ 2012 – 8 /2012 (Contract)

Underwriter/ILQA Analyst

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. .

Assisted team in gathering and organizing data that helps track, report and manage internal control gap issues and mitigation plans.

Extensive use of AS400.

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.

Responsible for regular statistical reporting and undertaking audits to ensure compliance with control procedures, as well as working with internal QC/QA partners and business partners.

Fresno Unified School District - Fresno, CA 1/2005- 3/2012

Substitute Teacher

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

Completed daily reports and evaluations of significant events of the day

Merrill Lynch

Financial Advisor 6/2004-4/2005

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives

Analyzed credit posture, evaluated financial position and credit worthiness, for existing small businesses portfolio account

Expert in customer service skills dealing with clients and general prospects via telephone and in person

Morgan Stanley

Financial Advisor 7/2002-6/2004

Prepared and interpreted for clients’ information such as investment performance reports, financial document summaries, and income projections

Developed strategy for marketing to new prospective clients

Expert in customer service skills dealing with clients and general prospects via telephone and in person

Analyzed credit posture, evaluated financial position and credit worthiness, for existing small businesses portfolio account

EDUCATION

UCLA Extension

Using ARGUS and Spreadsheet Programs for Commercial Real Estate Analysis, 2016

Investment Banking Institute

Financial Modeling and Valuation Analysis, 2013, 2015

California State University Fresno, Craig School of Business

Master of Business Administration, 2011

California State University Fresno

Bachelor of Arts in Liberal Studies, 1999

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