Bryce Roberts Email & Phone Number

Salt Lake City, Ut, Us

- Cash flow models- Investor Reporting - Created Tableau instance from the ground up- Led data visualization and analytics initiatives - Housing Market analysis

As Business Intelligence Analyst at HomePace, I worked with the Investments (Capital Markets) team to create dashboards and models that analyzed housing market conditions in order to pinpoint company offerings and provide insights to investors. I owned the data visualization process for all departments, and using the Domo software I designed and automated dataflows to create dynamic, engaging dashboards that enhanced operations and investment capabilities. Tools included:- Excel (Vlookup, Sumif, Pivot tables, index/match, etc)- Domo (data visualization, data management/data flows)- SQL (data management/data flows)- Python (web scraping/automated importing of data)

- As Head of Quality Control I managed the underwriting and closing QC process, auditing files to ensure accuracy and compliance to customers and investors- Built the QC process, working in collaboration with Underwriters and Executives to develop SOPs and tracking dashboards to ensure consistent, scalable audits- Partnered with Product, Marketing, and Operations, using SQL queries to analyze data for automation and process improvement projects- Managed a team to determine the process, design, and execution of a large-scale audit, reviewing internal systems to maintain the integrity of the portfolio. This project required training and coordinating new hires, forecasting FTE hours, and ongoing communication with internal and external stakeholders

Houston, Texas, United States

- Project Manager for a nationwide portfolio of 400 commercial properties- Managed relationships with commercial borrowers to ensure timely completion of all required property repairs or large-scale renovations- Maintained Fannie Mae compliance throughout extensions, escrow disbursements, and completion

Lehi, Utah, United States

- Responsible for re-engineering existing policies, procedures, and processes to support improved operational practices - Utilized SQL to gather data and create business cases, compiling the data in Excel to disseminate to VPs and stakeholders- Used LucidChart to create a customer journey map, from pre-approval to post-issuance, focusing on eliminating defects, increasing originations, and reducing friction- Designed process flows to highlight areas of opportunity, directly resulting in a 10% reduction in unnecessary call volume during the early days of Covid-19.

Lehi, Utah

- Responsible for risk mitigation at origination to address red flags on applications and lower risk for the company and investors- Performed security verifications to confirm the identity of callers in order to identify and prevent fraud- Reported fraud on $1mil+ in personal loans- Trained new fraud agents and was responsible for QC-ing their work to confirm their readiness to enter production- Worked with Product and Engineering on UAT within the company system to test new underwriting procedures

Lehi, Utah

- Underwriting personal loan applications using a proprietary system- Responsible for end-to-end management of the underwriting process- Analyzed borrower documentation to maintain compliance with state, federal, and company requirements

Houston, Texas

- Monitored the CMBS real estate portfolio for potential deficiencies or defaults, providing analysis and reporting to investors and portfolio managers- As part of quarterly reporting requirements, analyzed thousands of income statements for commercial properties nationwide- Annual site inspections of 100+ properties, coordinating complex scheduling with property managers

Houston

- Helped coordinate national conventions and client gatherings along with the Events team- Created several posts for the company blog and social media platforms- Conducted a data extract project for the Research department involving millions of properties nationwide.