LaNesha Lacey

ad4jh2@r.postjobfree.com

Cell:469-***-****

Summary

Sr Business Analyst with over 10 years of professional experience in the Capital Markets, Finance and Accounting, and Mortgage industry, who specializes in account reconciliation, risk analysis, eliciting documentation, configuring, and modeling user interfaces, cloud implementation, and enhancing policies and procedures for best business practices on new accounts and troubleshooting complex equations with simple solutions. Interpreting data, analyzing results, and producing reports in a professional setting.

Skills

Texas Certified Notary - Encompass 360 LOS - Optimal Blue-Black Knight

Microsoft and Google Business Suite Advanced Knowledge - Tableau Reporting

Microsoft Project/ Azure Dev – SQL- DevOps-SAP

Salesforce - Ad hoc Reporting/ Admin- DCC /DCRM

Atlassian JIRA- Visio- Azure

SDLC-SAP-SAAS

Blend POS/ Point POS/ Path LOS

JSON-XML

AP/AR- Account-Reconciliation

Power BI

FP&A-KPI Metrics and Improvement

Work Experience

Business Analyst- Change Management Team

Mr. Cooper Mortgage

August 2023- February 2024

Collect data and provide business analysis for projects assigned by project managers.

Meet with stakeholders to gather business requirements and approvals for future projects and provide deliverables and updates for each project.

Provide research, risk analysis, and document business requirements, user stories, use cases, user interfaces, defect management, and other product lifecycle specifications.

Leveraged Pivot Tables in Excel to summarize and interpret complex project data, providing valuable insights for stakeholders and supporting informed decision-making.

Along with DevOps help add and test new features and functionality, as well as test them before they are implemented, risk analysis requirements were provided to management.

Review reporting with management weekly for possible risks on pending projects and projects set in the pipeline.

Used Azure Dev Ops and IBM blue works for process mapping and to organize and accelerate development efforts. Assisted in wireframing to collect the business needs on new projects.

Senior Analyst

Homeward Mortgage

June 2021 to July 2023

Responsible for daily analysis and interpretation of market data and reporting to VP of Secondary. This includes reviewing mortgage interest rates and the US 10-Year Treasury Note to help forecast the daily rate sheets for HWM, as well as pricing for any, reprices throughout the day.

Utilized Agile methodologies to streamline processes, enabling swift response to market changes, and enhancing the efficiency of daily analysis and interpretation of market data.

Helped establish the secondary department for the start-up 7/2021 Managing the Lock Desk for Retail and Brokered Loans.

Completion of all incoming requests from loan officers, processors, and management. Maintaining training manuals regarding Secondary. Maintaining all new customer data submitted by the sales department in Salesforce.

Utilized V-Lookup and H-Lookup functions extensively to efficiently analyze and manipulate large datasets, facilitating accurate business analysis and risk assessment for projects.

Weekly testing of system configurations and manually validating reporting formulas/logic in Excel using raw data from various client data sources to either identify reporting errors in UAT testing, ensure any documented logic is accurate and improve documentation, or detect root causes of known data quality issues. Interprets data, analyzes results, and produces reports for specific needs of the department. This documentation was maintained in JIRA and used for risk management and risk analysis.

Weekly pipeline review and reporting on revenue loss/gains was conducted and used for risk management. Maintained reporting fir mortgage calculations that included v-look up, h-look up, and macro functionality.

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Engaged with VP of Secondary Markets to review new mortgage products and test them in UAT/Production environment, reviewed JSON, and XML files from various systems for testing and configuration of the PPE and LOS.

Admin and SME that ensured optimal performance of Optimal Blue and Encompass systems.

Reviewed KPI metrics for each department to determine which departments were most impacted by workflow changes, that were created each month.

Maintained and updated the DCC/DCRM dashboard for the sales department.

Team Lead

Home Point Financial- Remote

November 2019 to December 2020

Responsible for daily analysis and interpretation of market data and reporting to VP of Secondary. This includes reviewing mortgage interest rates and the US 10-Year Treasury Note to help forecast the daily rate sheets for Homepoint as well as pricing for any reprices throughout the day to ensure that pricing.

Implemented V-Lookup and H-Lookup functions in Excel to cross-reference and extract relevant data, enhancing the accuracy of market analysis and rate forecasting for the VP of Secondary.

Applied Agile principles to improve the efficiency of processing daily lock-ins and handling various loan requests, promoting flexibility and adaptability to changing requirements.

Verify and confirm daily lock-ins from all channels Broker Wholesale, Del and Non-Del Correspondent, and Retail.

Process CalHFA Bond Loans through Encompass.

Process requests for extensions, re-locks, program changes, cancelations, and pricing exceptions.

Process lock reconciliations for loan acquisition.

Answer support calls and emails.

Provide technical support for pricing engine users.

Review pricing rate sheets with clients as needed for pricing verification and risk analysis by using Tableau Reporting.

Assist other associates with pricing and loan servicing-related issues and escalations on the Salesforce CRM environment.

Business Systems Analyst Team Lead

Calyx Technologies Dallas Office - Dallas, TX

August 2014 to June 2019

Lead within an agile team environment specifically maintaining all projects and client relationships.

Promoted to Team Lead 6/2017

Managed support cases on JIRA to ensure issues were recorded, tracked, resolved, and follow-ups are done promptly. Updated the Salesforce CRM with the necessary data for the Sales team.

Applied V-Lookup and H-Lookup functions in Excel to validate pricing rate sheets and reconcile lock-ins from various channels, ensuring accuracy and consistency in loan processing.

Analyzed data to provide reports on market trends and financial results for companies and industries using SQL queries and business analytics.

Identified potential clients, brokers, or other industry contacts to help grow business relationships.

Communicated with company executives to gather information about new products or services.

Leveraged Pivot Tables to analyze pricing data and identify potential risks or opportunities, supporting effective decision-making and risk management.

Responsible for responding to client system inquiries and support via email or phone by providing solutions to customer's technical issues by identifying the problem, providing answers, and guiding the customer step-by-step through corrective measures. Lead client-facing training while providing and maintaining user guides created for training. Training was completed with Executives and management teams based on the needs of the client.

Weekly reporting and daily Key Performance Indicators (KPI) to help drive the success of projects Provided product specifics on sales demos for potential clients, executives, and leadership, while answering any questions to help close deals.

Prepare, analyze, and manage new and existing clients pricing engine but not limited to creating custom rate bypass for cloud-based server while analyzing historical data to develop pricing models and account origination forecasts Tableau Reporting and SQL.

Maintained project deliverables and process in JIRA

Along with DevOps helps add and test new features and functionality, as well as test them before they are implemented, risk analysis requirements were provided to management.

Participate in client-facing requirements gathering sessions with business unit and end-user, document tend-user requirements for data capture, program functions, data quality, reports and analysis, and training.

Act as a functional expert on internal systems including intimately understanding the functionality in the system, how to translate business requirements into system changes, and the impact of changes to previously implemented releases.

Provide research, analysis, and document business requirements, user stories, use cases, user interfaces, defect management, and other product lifecycle specifications.

Document and maintain requirements and specifications throughout the software development lifecycle.

Review of technical documentation created by individual team members for training materials, technical marketing collateral, manuals, troubleshooting guides, etc.

Responsible for scheduling team meetings and maintaining manager expectations for work assigned and office day-to-day duties.

Escalated all issues to Technical Support for customers and partners that cannot be resolved by testing products, reporting results using Tableau Reporting, and providing recommendations that lead to customer solutions.

Direct Implementation of new products built out for each client based on the needs of the client.

Treasury Analyst - Cash Management

Bank of America - Fort Worth, TX

August 2013 to July 2014

Daily and monthly reconciliation of high-volume custodial and clearing accounts for Service-released loans. Coordinated with the treasury department to clear reconciling items following USAP/Reg AB and company guidelines.

Perform loan-level research and analysis as it relates to cash, tax, and or reconciling items and coordinate with various departments to ensure all items are cleared, by providing daily reporting.

Assist in the design, implementation, and documentation of department processes while using Tableau Reporting Power BI, interpreted data, analyzed results, and created reports for the department.

Assist with internal and external audits loan-level reviews under GNMA, HUD, VA, FNMA, and FHLMC guidelines. • Assist in locating process gaps along with writing and updating mortgage procedures, by providing reports and metrics.

Education

1.Bachelors in business administration

Strayer University, Present

2.High school Diploma

DeSoto High School 2004

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