Mortgage Loan Operations Analyst
Resume:
Jason R. Williams
**** ***** ******* 281-***-****
Humble, TX 77346 ********@*****.***
Professional Summary
Finance professional with proven experience looking to obtain a challenging position learning new technologies and skills; while utilizing my previous experiences to work cross-team to meet company goals and objectives increasing shareholder’s profitability.
Summary of Qualifications
Self-motivated, detail-oriented, efficient and organized professional with extensive experience in accounting systems. Extremely proficient in Microsoft Office (Excel Macros), Right Angle, Endur, PeoplSoft, Rightship, and World- Check, and Bankers Accuity.
15 years’ experience in Natural Gas, Crude, Refine Products, NGL, Propane, and Financial settlements, pricing, confirmations, and actualization.
10years’ Experience working in team projects reviewing, developing, and implementing internal controls that adhere to company policies.
Education/Licenses
Texas – SML Mortgage Loan Originator License 2023
Texas Southern University
Bachelor of Business Administration with a concentration in Finance Graduation: December 2007
Jesse H. Jones School of Business MBA
Master of Business Administration with a concentration in Energy Finance Graduation: Summer 2012
Texas – SML Mortgage Loan Originator License 2023
Vitol Inc. 2013-2022
Senior Trade Analyst – Crude/Natural Gas
Inventory analysis-verification and validation of volume and value of tank storages and in-transit activities
Timely and accurate settlement/invoicing of sales, purchases, transportation, storages, and various ad hoc costs
Reconciled monthly crude movements-volume valuing $1B
Issue resolution with front, middle, and backoffice teams as well as external customers
Tracking, application, and reconciliations of open AR and AP items
Aid and assist with year-end audit
Macquarie Energy, Houston, TX Downtown 2009-2013
Senior Crude/Refined Products Operations Analyst
Invoice, reconcile, and process monthly physical settlements for Crude, USLD, and other refined products. Managed Special Refinery Deal in Canada, which involves daily creating and tracking a physical inventory position report for our storage/waterborne cargoes delivered to the refinery.
Gather proper documentation for demurrage claims and prepare invoices for counterparty in a timely manner. Pay any Ancillary fees accrued with shipments
Verify and execute deal confirmation within 24 hours of the deal agreement. Prepare Vessel Vetting files and checklist for Trading and Business Credit using Rightship vetting system.
Track, retain, and prepare for endorsement documents such as Bill of Ladings, Letters of Indemnity, and quantity and quality documents. Retain all Vessel Vetting, Charter party agreements, Customs, and Vessel Shipping documentation in SharePoint.
Created an end of the month inventory storage/waterborne reconciliations in Right Angle system. Sequent Energy Management, Houston, TX Downtown 2008-2009 Natural Gas Scheduler
Pipelines: Gulf South, NGPL, Trunkline, Sabine Hub, Sabine Pipeline, Jefferson Hub, and Egan
Nominate gas on various pipeline EBB's, have all spreadsheets and Endur accurately matching the EBB, and verify invoices for all transactions on pipelines.
Monitor and schedule natural gas term and spot transactions on assigned pipelines, tracking all scheduled gas in Excel and our Endur accounting system daily. Working directly with all traders and other schedulers to coordinate and balance pipeline volumes daily.
Prepare operational reports for billing and work with schedulers, traders and accounting personnel to prepare and verify end of month profit and loss reports.
Execute daily the ability to work very diligently and multitask in a fast pace environment by meeting all scheduling deadlines, and demonstrate proven attention to detail by eliminating mistakes while scheduling across interconnecting pipelines.
ASSOCIATIONS
Vice President of H.O.S.T.S (Help One Student to Succeed) 2007- Present, Habitat for Humanity participant 2006- 2019.
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