Financial Analyst

Qualifications Profile

Highly analytical and motivated professional, offering hands-on experience in business administration, finance, and portfolio management honed from educational background and work experience.

Professional Experience

Figure Technologies, Reno, NV

Mortgage Loan Processor May 2020– Sep 2020

Keenly assessed loan application packages, encompassing credit, income, assets, disclosures, as well as required documentation from the customer and third parties in support of the loan approval decision

Took charge of submitting full loan packages to registration while administering review and maintaining clear processing conditions within the lock period

Ensured proper and timely finalization of TILA-RESPA Integrated Disclosure (TRID)-compliant change of circumstances (COCs), closing disclosures (CDs), and loan estimates (LEs), which covered state-specific disclosures

Customer Success Associate Sep 2019– May 2020

Handled the processing of various loans, such as home equity loans, student loan, and mortgage refinance

Stayed abreast of company’s financial products

Earned the Customer Success Associate (CSA) of the Month award for demonstrating excellent performance

H&M, Reno, NV

Sales Associate Jun 2018– Apr 2019

Initiated multiple transactions in a fast-paced environment with multiple internal and external guidelines while providing excellent customer service to new and repeat clients.

Took charge of following up with customers to ensure proper addressing of technical issues

Nevada Wolf Shop, Reno, NV

Cashier Customer Associate May 2017– Sep 2017

Fulfilled customer service and stocking duties

University of Nevada–Reno, Reno, NV

Orientation Guide/Leader May 2016– Sep 2016

Acted as student leader and role model for new students at the University of Nevada Reno

Provided guidance to incoming students and their families

Education

Master of Business Administration with Emphasis in Finance

In Progress (Expected Completion Date: Dec 2020)

University of Nevada–Reno, Reno, NV

Bachelor of Science in Accounting: Dec 2018

University of Nevada–Reno, Reno, NV

Parliamentarian, Kappa Alpha Order–Zeta Delta Chapter Member, Beta Alpha Psi–Iota Chapter

Contact this candidate