Support Analyst Financial Services
Resume:
JOHN
FREDERICK
*********.*****@*****.***
Edina, MN 55436
Bold Profile
Skilled at overseeing complex, high-value technical projects with excellent planning competencies. Well-versed in building positive relationships with intradepartmental and interdepartmental stakeholders and outside customers and vendors. Strong data gathering, scope development and inventory coordination abilities. Organized with extensive knowledge and success in client education. Adept at mathematical accuracy and following financial regulations. Proven track record of providing financial services to clients while managing complex transactions.
PROFESSIONAL SUMMARY
WELLS FARGO - Senior Sourcing Consultant
07/2022 - Current
USBank - Third Party Operations Support Analyst
09/2019 - 06/2022
SLEEPNUMBER - Senior Logistics & Systems Analyst
10/2018 - 09/2019
WORK HISTORY
Developed Tableau and Excel dashboards to enable self-service analytics for the department
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Created and maintained weekly Gantt chart distributed throughout Sourcing department displaying every sourcing consultant, wealth management, office, and critical facility project through 2025
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• Working with Ariba, Tableau, Excel, and Oracle systems Negotiated multi-million-dollar roofing, elevator, leasing and construction contracts with outside vendors and brokers
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Year-to-date top-10 producer in contracts written and published for the entire department.
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Solely responsible for department-wide distributed daily, monthly, quarterly, and ad-hoc reporting of all aspects of third-party mortgage operations, a multi-billion-dollar operation within USBank
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Served as owner of 27 financial analysis reports dealing with mortgage applications, locks, fundings, and commissions for account executives, clients, and regions
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Work closely with forecasting monthly and yearly projections for national sales team
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• Handled monthly and yearly reviews of East and West sales regions Analyzing conventional, government, jumbo and HFA loans to assess potential for sales growth
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• Working with Excel, Access, and Power BI systems Since beginning of COVID pandemic have produced daily report at 6 A.M
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For daily pricing call to maximize potential department revenue and income.
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• Responsible for analyzing coding for proper payment with ODFL, SKILLS
Supplier Relationship
Management
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• Vendor evaluation
• Supply Chain Optimization
• Strategic Sourcing
• Procurement strategy
• Logistics Management
• Cost Analysis
• Pricing Analysis
• Inventory management skills
• Documentation skills
• Project Management
• Vendor Relationship Management
• Contract Negotiation
• Teamwork and Collaboration
• Problem-Solving
• Attention to Detail
• Multitasking
• Reliability
• Excellent Communication
• Organizational Skills
• Team Collaboration
• Relationship Building
• Adaptability and Flexibility
• Microsoft Office
• Team building
• Analytical and Critical Thinking
• Interpersonal Skills
• Analytical Thinking
• Strategic Planning
• Written Communication
• Data Analysis
• Financial Analysis
• Underwriting knowledge
• Regulatory Compliance
• Sales Forecasting
• Customer service-focused
• Loan Origination
Residential mortgage lending
regulations
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• Document Review
• Data Entry
• NMLS Registration
• Financial History Review
• Income Evaluation
• Application verification
• Terms Definition
• Financial transactions expertise
• Financial analysis aptitude
UNIVERSITY OF MINNESOTA
Minneapolis, MN
Bachelor of Arts: Journalism
NORTHWESTERN UNIVERSITY
Evanston, IL
Creative Writing Program
EDUCATION
3M - Data Analyst
04/2018 - 10/2018
USBANK - Private Client Associate/MLO/Personal Banker Minneapolis, MN • 10/2012 - 12/2017
UPS, XPO, DLS, among others
• Analyzing daily rescheduling for XPO loads
Closed loads and accepted tenders up 10% since takeover of those tasks with days to close load going down to an average of 1 day
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Handling weekly processes of unclosed loads, advance tenders, returns, and miscellaneous truck building
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• Working with Excel, Access, Smartsheet, and TMS BluJay systems Answering vendor questions and concerns regarding loads and shipments.
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Responsible for analyzing changes in SAP order processing, buying, and requesting
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Required to scrub a bi-weekly excel spreadsheet ranging up to 19,000 rows by attributing the correct products to the correct sourcing groups within the 3M hierarchy
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Designate proper vendors to use for certain products based on percentage of orders to and from companies, closest maintenance plant, or pricing.
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Responsible for generating over $20M total revenue through mortgages, home equity loans, home equity lines of credit, and investments
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Generated own network of realty, business, and investment contacts throughout Twin Cities
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Adhered to legal federal regulations (FINRA, SEC, CFPB, etc.) and strict internal guidelines
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Responsible for yearly audits of data privacy, security, and knowledge of updated federal regulations
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As MLO, managed two three-individual teams and reported to Region Manager
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• Go-to mentor for new staffing and potential promoted employees. REFERENCES
Greg Schiveley, USBank TPO Sales Support Analytics Manager, 617-***-****
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• Chad Falkenborg, Lendtrust Vice President, 612-***-****
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