Loan Underwriter Data Analyst
Resume:
Tracy Bryant
Atlanta, GA
**********@*****.***
Overview
Results oriented accounting/finance professional with superior analytical and time management skills. Works effectively with all levels of management and communicates results clearly and concisely. Exceptionally fast and eager learner.
Professional Experience
Financial Administrator APD Urban Planning and Management – Atlanta, GA
August 2021 to Present
•Monitors financial metrics reports and creates staff budget templates to guarantee projects are running smoothly including audit reports and financial schedules for all projects.
•Process employees’ expenses in line with the company’s global travel and expense policy
•Create and maintain accounts receivables and account payables tracking logs
•Oversee and plan the financial related tasks of an organization reviewing and verifying the accuracy of all financial transactions of the company
•Assist in preparing proposals and reports or other project deliverables as needed
•Invoice and reconcile all projects for payment every month.
Handling Company cash and banking, including float and safe counts and financial processing
•Renew all business licenses, institute, and maintain state-specific registrations for projects
•Complete contractor tax forms
•Provide contributions to the preparation of proposals, reports, and other project deliverables.
•Participate in client meetings to ensure that assignment objectives are met
•Successfully managed 2.1 million dollars in federal funds for a relocation project. A relocation project was completed after tenant application fees, deposits, and rent were paid
GRA Underwriter Department of Community Affairs - Atlanta, GA
March 2021 to August 2021 (Contract)
Achieved accuracy and completeness in all documentation submitted
Stay up to date with all US Treasury needs regarding ERA programs
Communicate with Candidates through job-related online portals to resolve any issues that Rental Assistance Processors and Utility Specialists have been unable to address
Answered any questions from Finance concerning functions while making a determination of approval for an ACH payout.
Reviewed finished archives from different underwriters for compliance, confirmed earnings and calculated payments, fees, and utilities.
Crosschecked earnings and advantages in opposition to on-hand databases and/or statistics furnished by means of external sources such as the Department of Labor, EIV, etc.
SBA Loan Underwriter Northeast Bank - Boston, MA
January 2021 to February 2021 (Remote Contract)
•Acted as the SBA/Government Credit program generation asset for Commercial Banks.
•Requested tax and payroll documents to compute eligible loan amounts for borrowers.
•Acted as the primary channel for SBA qualification.
•Managed client requests for government loans and collected necessary information to ensure a full credit application was obtained.
•Compliance on multipart exchanges, suggesting and completing a survey of other Government Credit applications preceding to endorsement.
Data Analyst Barco - Duluth, GA
September 2020 to October 2020 (Contract)
•Compiled and validated data that supported performance improvement activities.
•Entered and formatted excel spreadsheet for submission into enterprise portal.
•Assisted managers find efficient systems and procedures.
•Located price listings for healthcare equipment and identified teaching hospitals from government data collection.
•Created training manual for new hires
•Risk factors and database objects were incorporated in Oracle 8.0.6
•Updated images and pricing for companies’ website.
Cost Accountant Pulte Group - Atlanta, GA
October 2018 to May 2020
Responsible for ensuring correct financial-related information on house closings. Reviewed HUD (Final Closing Disclosure) and final cost on homes to assure that all costs were valid and accurate before finalizing and closing the homes in Lawson.
•Safeguarded variances between actual and budget costs were accurately explained for auditing.
•Oversaw the month-end close process by updating master unit allocations, construction absorption and broker commission logs to meet deadlines.
•Assisted senior accountants and controllers with financial reporting. Reconciled job cost and general ledger accounts to provide monthly updates as it related to budgeted and actuals
•Processed check requests in Transact AP, created vendor setups, voided payments, lot transfers, submitted back charges to vendors and completed cancellations.
•Prepared and adjusted journal entries based on a review of the general ledger accounts
•AP, AR, accruals, fixed assets, depreciation, cash planning, lease accounting, and closing procedures.
Account Manager CIA Media Group - Roswell, GA
January 2018 to June 2018
•Provided valuable insights to marketing campaigns.
•Compiled monthly reports for clients.
•Maintained content for social media platforms i.e., Facebook, LinkedIn, YouTube, and WordPress.
•Managed Facebook and YouTube Ads.
•Handled client communication via email/telephone.
•Performed with accuracy images, video, and photos.
Sr. Treasury Associate Atlantic Capital Bank - Atlanta, GA
July 2017 to October 2017 (Contract)
•Carried out treasury department assistant duties.
•Built client profiles to convert data to new applications.
•Collaborated with management for bank account documentation maintenance.
•Organized and reported on all banking transactions from the previous day.
•Prepared necessary documentation for the bank.
•Verified BillPay, Wires, ACH drafts, and positive pay permissions.
•Resolved discrepancies in cash transactions.
•Maintained and updated client's access, registers, logs, and spreadsheets.
Education
Winston Salem State University, Winston Salem, NC
BA, Management Information Systems
Skills
Microsoft Office Suite including Advanced Excel (pivot tables, v-lookups, macros), Adobe Creative Suite, SQL, Salesforce, CRM,SAP, Oracle, Tableau, Lawson, WordPress, Yardi, Bookkeeping, Accounting, QuickBooks, Regulatory Compliance, Project Management.
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