David Lopez Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

• Monitored and processed large volumes of loan closings
• Updated data in multiple systems and performed reconciliations
• Worked closely with internal parties as well as the client to resolve trade issues
• Assisted with a variety of reports related to loan monitoring and closing
• Review funding memos for discrepancies prior to settlement
• Communicated with internal and external parties regarding loan closings, escalated when necessary

San Antonio, Texas, United States

• Working as Underwriting Associate, I am accountable for leading dynamic cross-functional underwriting teams and overseeing the smooth and confidential execution of projects. Also, I made sure we adhered to approved.
• Streamlined underwriting processes, resulting in accelerated application approvals.
• Achieved 95% accuracy and exceeded key production metrics.
• Selected for peer review, training, and procedural documentation for fellow underwriters.

San Antonio, Texas, United States

• Played a key role in ensuring smooth and compliant processing of account rollovers, contributions, loans, and distribution requests. Always made sure to follow regulatory guidelines to keep things running.
• Liaised with external stakeholders to facilitate timely updates required for request processing.
• Mitigated potential issues in trading operations by collaborating with cross-functional teams to devise preemptive solutions.

San Antonio, Texas, United States

• Successfully handled a variety of in-person transactions, always prioritizing strict adherence to policies, procedures, and regulatory laws. Expertly managed cash and negotiable instruments while keeping a keen eye on.
• Qualified members and played a pivotal role in account operations including opening, updating, and closing accounts.
• Implemented member qualification strategies, resulting in a significant increase in successful account operations.

San Antonio, Texas Area

• I took charge of keeping our bill of ladings system running smoothly and error-free, ensuring a seamless operation that directly boosted customer satisfaction.
• Ensured accurate and organized accounting records through the effective use of specialized software.
• Utilized QuickBooks for recording and documenting all relevant information pertaining to accounts payable transactions.

Corpus Christi, Texas Area

• I've had the opportunity to oversee the loan pipeline, focusing on streamlining processes for maximum efficiency and maintaining compliance at every step. My role involved constant communication with clients and.
• Orchestrated the transition of associated companies from Willow Bend to New American Funding.
• Improved loan processing, enhancing overall efficiency and maintaining compliance.
• Facilitated a seamless transition of associated companies, contributing to organizational success.

Corpus Christi, Texas Area

• I've had the opportunity to oversee the loan pipeline, focusing on streamlining processes for maximum efficiency and maintaining compliance at every step. My role involved constant communication with clients and.
• Orchestrated the transition of associated companies from Willow Bend to New American Funding.
• Improved loan processing, enhancing overall efficiency and maintaining compliance.
• Facilitated a seamless transition of associated companies, contributing to organizational success.

Master Of Business Administration - Mba, Business Administration And Management, General, 3.0

Relevant Coursework: Accounting for Decision Makers, Financial Management, Data-Driven Decision Making, Marketing

Bachelor Of Business Administration - Bba, Finance, General

Relevant Coursework: Capstone, Advanced Financial Management, Derivatives, Introduction to Econometrics, International Finance.