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Work experience


JP Morgan Chase & Co
  • Prepare and analyze documents.
  • Achieve and maintain all departmental cycle time, service, and volume standards.
  • Adhere to compliance and program guidelines.
Mar 2009Jun 2010

Client Needs Analyst

Oxford Lending Group, LLC

Carry out functions ensuring quality of current customer initiatives consistent with company and regulatory compliance. Additionally, improved business performance and efficiency through research and development that included implementation of a customer management software. Mentored and advised team members to enhance overall core competencies and structure of the team.

Feb 2001Mar 2009

Sr. Business/Financial Analyst

Buckeye Financial Network, Inc.

·  Timely and accurate financial statement analysis for CEO and internal stakeholders to drive sustained profit improvement.

·Creation and maintenance of operating/capital budget and forecasts in line with company strategic vision.

·Evaluate strategic initiatives by identifying and mitigating risk through analysis of potential and existing client relationships and market factors, including governing legal agreements and regulatory laws.

·Utilize six sigma methodologies to develop and implement process flows and control charts to mitigate risk and streamline business processes.

·Oversee successful implementation of new and improved business processes.

·Lead, coach, and mentor team members in a variety of analysis processes and procedures.

·Weekly business performance reporting (Clarity, basic SQL, SharePoint).

·Monthly pro forma financial impact analysis of strategic company initiatives to drive increased sales of 8% per quarter.

·Maintenance of long-range financial model including business development, leadership review, margin and expense improvement.

·Monitor sales performance and identify risk trends in order to evaluate variances and provide ad hoc data analysis to upper management.

·Championed various team projects directed to enhance customer experience and satisfaction. Gathered requirements to streamline business processes and solve complex issues following project management methodologies approved by the Project Management Institute (PMI).

·Assisted in the development and implementation of a training and career development model.

Sep 1999Jan 2001

Branch Manager

Allied Mortgage Capital Corporation

    Administered day to day operations with responsibility for marketing, clerical, accounting, budgeting, and human resources functions; responsible for profit/loss performance; ensured compliance with local and national laws governing industry; secured and maintained licensing of all sales personnel; recruited and trained sales, administrative and management staff.

    ·Led branch to profitability within 2 months and improved revenues each month thereafter; branch received Star Status within first 6 months in operation; facilitated via strategy securing business from CPAs, realtors, and insurance companies.

    oEnabled additional funds allocated to marketing budgets and office resources (expanding production and building branch presence throughout market); included marketing budget increase from $2,000 to $5,000 per month.

    ·Cumulative improvements and enhancements included accounting program (maintaining control of revenues and costs); business origination program (assisting with pipeline management follow up); advanced telecommunications system (providing autodialing feature and doubling new customer applications).

Nov 1997Aug 1999

Branch Manager

FirstPlus Financial Services
  • Managed office of up to twenty salespeople and support staff for high volume lender
  • Identified key areas for sales improvement to lead branch to top Midwest volume producer
  • Expanded multi-tasking procedures for staff to cut expenses to bolster marketing budget
  • Developed and maintained relationships with outside representatives and executives to enhance opportunities and productivity
  • Responsible for adherence to federal and state laws regarding lending practices
  • Promoted and presented monthly homeowner education seminars to local public


Nov 2010Dec 2010

Six Sigma Green Belt

Aveta Business Institute
Jan 2009May 2010

Master's Business Administration

Sep 1989Jun 1993

Bachelor's of Science


Current Skill set
Six Sigma Certified, Green Belt, License Number 5003498610068, 2010 Project Management Certification (PMP), Candidate 2011 Proficient in Microsoft Word, Excel, Publisher and PowerPoint Clarity, basic SQL, SharePoint, Crystal Reports Strong analytical, organizational, and administrative skills Proven sales ability to secure clients and maintain trust Efficient and effective ability to gather, interpret and conduct analyses Strong interpersonal skills Highly effective negotiation skills Mastered oral and written communication skills Ability to adapt to diverse corporate environments within any industry Proficient in project lifecycle and project methodologies Proven ability to gain extensive knowledge of industry-wide policies and procedures


I enjoy golfing, visiting the ocean, and spending quality time with my family.