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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx |


Profile of Qualifications


         Detail-oriented, results-driven professional possessing 15+ years of operations management, process improvement and analytical experience in the finance industry.

         Demonstrated ability to exceed expectations within roles possessing increasing levels of responsibility.

         Recognized for the ability to maintain strict regulatory compliance throughout all daily operations.

         Skilled in identifying inefficiencies and developing innovative solutions to significantly boost performance.


Key Achievements


         Developed and implemented innovative strategies to collect / clear $2.5M in fees / escrow.

         Reduced outstanding releases from over 600 to less than 100.

         Succeeded in leading specialty ARM team to achieve 0 late closings for 9 of 12 consecutive months.

         Recognized for utilizing strong analytical problem-solving skills to successfully clear a $14M backlog in affiliate billing.

         Succeeded in utilizing MS Excel and Access to create end to end fee reconciliation process.

         Strategically converted and boarded 100K+ loan portfolios.




   Leadership & Development

   Accounting & Finance


   Regulatory Compliance

   Business Control


   Data Analysis

   Continuous Process Improvement


Professional Synopsis


Bank of America 2009-Present

Assistant Vice President | Sr. Operations Consultant, Plano, TX (2013-Present)

         Recipient of multiple merit-based promotions due to strong leadership and organizational abilities.

         Continually maintain quality control throughout all operations; thoroughly review data to ensure strict FCRA compliance.

         Demonstrate a strong attention to detail while performing in-depth complaint analysis and accurately documenting complaint volume.

         Utilize excellent organizational abilities to compile key data, create monthly presentations and relay pertinent information to appropriate parties.

         Strategically identify systemic failures and discrepancies; design knowledge-based solutions to ensure prompt remediation.

Intermediate Financial Analyst, Richardson, TX (2011-2013)

         Maintained strict adherence to all state and federal guidelines while conducting in-depth analysis of financial data.

         Associated duties included ad-hoc reporting, reconciliation of affiliate company fees and promptly resolving billing discrepancies.

Business Support Lead II (2009-2011)

         Leveraged strong leadership skills to oversee daily activities of 4 team members responsible for developing innovative solutions for on boarded and service released loan issues.

         Utilized excellent communication abilities to collaborate with project management team to successfully map loan data to servicing platform.


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx |


Chase, Fort Worth, TX 2009

Bankruptcy Auditor

         Utilized top-notch analytical skills to successfully reconcile fees, audit corporate advances and maintain strict adherence to company policies.

         Succeeded in clearing backlog of 300 second lien write-offs.


Countrywide, Plano, TX 2001-2009

Reconciliation Analyst (2007-2009)

         Revamped existing processes to significantly increase efficiency throughout internal fee clearing operations.

         Exemplified excellent organizational abilities while conducting in-depth reviews of fees and performing thorough research of funds.

         Duties included fee reconciliation, resolution of disputes and creation of detailed fees due reports.

Bankruptcy Senior Specialist | Team Leader (2003-2007)

         Assumed key leadership position focused on management of loans throughout bankruptcy process.

         Ensured strict regulatory compliance throughout all operations while redesigning existing processes to increase efficiency.

         Closely monitored performance of bankruptcy team and implemented individualized action plans as necessary.

Previous Roles: Foreclosure Specialist (2002-2003) | Senior Acquisitions Specialist (2001-2002)




Bachelor of Science in Accounting, University of Texas, Dallas, TX


Technical Proficiencies


Excel: V-lookups, Pivot tables, Formulas, Server and Database Linking

SQL Server: Query Creation and Joins

Access: Database Development, Tables, Queries and Server Linking

PowerPoint: Deck Creation


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