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Client Group Analyst
Underwriting Associate at Wells Fargo who reviewed loan timelines and strengthened quality assurance.
United StatesClient Group Analyst at AllianceBernstein
Conducted loan timeline research reviews and waterfall recalculations, identifying risks and recommending improvements. Served as a quality assurance partner and SME, providing coaching to improve compliance and process goals.
UnderwritingQuality AssuranceRisk ManagementLoan DocumentationWaterfall CalculationsPipeline ManagementSMECoachingComplianceAudit
Analyzed, reviewed, and decisioned loan results for loss mitigation options, ensuring compliance with investor guidelines. Conducted financial analysis on loan applications and managed pipeline status to enhance compliance and accuracy.
UnderwritingFinancial AnalysisUS GAAPBalance SheetIncome StatementTax ReturnsPipeline ManagementRisk AssessmentComplianceDecisioning
Interacted with bankruptcy attorneys and managed requests to amend proof of claims. Reviewed court orders and researched loan records to negotiate with attorneys and debtors, and created a tool template to aid the amendment process.
BankruptcyProofs Of ClaimJudicial OrdersLoan RecordsNegotiationSMEProcess ImprovementTool Development
Analyzed, reviewed, and decisioned short sale offers by partnering with Appraisal and REO departments to maximize net proceeds. Evaluated short sale documentation and maintained delegation signing authority while condensing reputational and financial risk.
Short SaleUnderwritingRisk ManagementAppraisalREOsCredit AnalysisInfosecDelegation
Responded to customer inquiries by partnering with CCRG and Office of the President to assist customers in foreclosure or at high risk for delinquency. Analyzed and solved complex operational and systems-related issues under limited supervision.
Customer ServiceForeclosureEscalation ManagementProblem SolvingOperationsSystemsCoachingProject Involvement
Completed customer inquiries with strong telephone etiquette and compliance conformity. Managed a pipeline of 73-230 loans in a call center environment, discussing cash incentives for liquidation through Deed in Lieu and Short Sales.
Call CenterCustomer ServicePipeline ManagementDeed In LieuShort SaleCoachingMentorshipComplianceQuality
Profile sourced from Himalayas.