Beverly Steele Email & Phone Number

Hopkins, MN, US

Minneapolis, Minnesota, United States

Responsible for driving digital transformation across Operations and ensuring exceptional client and employee experiences across all digital channels. Leverage data and research to tackle client pain points within the customer journey. Build a cross-functional coalition to tackle valuable problems worth solving.

Minneapolis, Minnesota

Leading the digital customer experience for consumer lending servicing. Working cross functionally to ensure strategic roadmap and development aligns with customer desires. Prioritizing initiatives and backlog that have the greatest benefit for external and internal customers.- Delivered over $42MM in benefits, or 1.8x spend- 4x digital user adoption.

Minnetonka, Minnesota

Plymouth, Minnesota

Lead a team of Analysts to identify and solution for operational enhancement opportunities Engage operations leaders to understand data and utilize it effectively Develop operational metrics and scorecard/KPI to track progress toward goals and standardsCollaborate with Sales, Operations, IT, Finance, Compliance, Risk, and HR to ensure recommended changes.

Minnetonka, Minnesota

Prepared and developed monthly financial forecast comparisons to ensure IT expenses and accomplishments align with Executive Management priorities and ideologies Collaborated with IT managers, business stakeholders, vendors and accounting to gather necessary intel for development of annual budgetPresented complex accounting and financial concepts to.

Minneapolis, Minnesota

• Prepare and provide analysis of short and long-term business forecasts
• Manage and support the financial & analytical components for merger and acquisition due diligence and build and maintain acquisition-related financial models (i.e. synergy and cost savings models)
• Preliminary analysis of financials/model generation
• Synergistic modeling
• Data room management/coordination (acquisition sales/marketing, operations, etc)
• Purchase agreement review, coordination, schedule support

Plymouth, MN

-Collaborate with domestic and international business units to prepare Consolidated Quarterly Balance Sheet and Income Statement Analytics, used for external auditing purposes and reporting disclosures-Assist in 10Q/10K processes by completing financial statements, footnotes, disclosures, MD&A and other financial data for external reporting-Support the.

Plymouth, MN

-Assist with preparation and execution of annual budget, quarterly forecasts, monthly and quarterly reporting-Act as resource for IT: perform lease vs. buy analysis on IT equipment acquisitions, manage vendor relationships, coordinate IT leasing process, monitor monthly invoices-Calculate NPV & IRR for IT capital projects, prepare appropriate documentation.

• Originate high-quality loans that meet Compliance and Regulatory Guidelines for FHA, VA and Conventional platforms
• Develop and maintain internal and external relationships with processors, underwriters, borrowers, realtors and builders
• Sustain knowledge of company products, policies and procedures
• Analyze financial implications for customers while integrating product knowledge to aide in their decision

• Managed relationships with 89% customer service results
• Interpreted and applied underwriting guidelines and policies, audited files for compliance
• Acted as primary point of contact for processing and closing in a fast-paced call center environment
• Prioritized and coordinated multiple tasks based on closing deadlines
• Assisted customers with corporate relocation transactions

Mba, Masters With Finance Concentration

Graduated Magna Cum Laude

Bs, Business Administration

Associate Of Applied Science, Credit & Finance