James Carpenter Email & Phone Number

Atlanta, Ga, Us

Roswell, Georgia

Supervised a team of 4 analysts conducting reporting, internal and external audits, and ad hoc analysis.Collaborated with executive management, operations, accounting, and IT to identify opportunities and challenges to apply data driven insights using business intelligence.Coordinated with cross functional stakeholders to define scope, feasibility, goals, timelines, and success criteria for projects. Managed multiple simultaneous projects from initiation to closure phases in areas such as process improvement, software design, and report development. Developed and maintained custom reports and dashboards in Power BI using data sources such as SQL Server, Excel, and Sharepoint lists and libraries. Managed access and permissions in the Power BI app service. Developed customer software solutions using Sharepoint, PowerApps, Power Automate, and Power BI. Documented report and software specifications, providing guidance and training as needed.Conducted routine and ad hoc analysis on subjects such as performance, billing practices, regulatory compliance, and adherence to contracts and SLAs. Generate presentations for executive management and all levels of the operations groups based on audits and reviews.Engaged in client relations and customer service for clients during monthly client meetings, on-site reviews, and special projects. Acted as an SME regarding client performance evaluations and a variety of specialized topics including client requirements and system usage.

Roswell, Ga

Supervised the document production, reporting, and response process for external audits for more than 140 clients, as well as governmental agencies such as the OCC and CFPB.Collaborated with cross functional stakeholders to develop documentation such as policies and procedures, training documentation, and process change logs. Performed root cause analysis for issues discovered during audit process and generated process improvement plans. Developed processes and systems for both the Corrective Action Plan and Post Implementation Review process to verify and document process changes implemented by operational teams. Created a monthly meeting process with operational groups to review client performance evaluations, SLA and regulatory changes, and internal audit results. Acted as a liaison between operational teams and client oversight groups to facilitate performance improvement. Developed and deployed customized Excel reporting solutions such as dashboards and VBA automation to generate data driven insights into firm performance and improve efficiency. Conducted routine and ad hoc analysis as required on compliance and QA topics.

Roswell, Georgia

Lead a team of 7 specialists performing billing, document recording, lien monitoring, funds remittance, quality control, and reporting.Conducted billing operations, invoice review, verification of third-party invoices, and invoice submission. Supervised transactions for mortgage reinstatements and payoffs and remittance of excess proceeds for third party sales.Performed file level review for chain of title, document accuracy, compliance with regulatory requirements, billing accuracy, and compliance with client requirements. Coordinated with government bodies to obtain and record assignments, affidavits, and deeds.Provided monthly status reports to clients.

Cumming, Ga

Managed 20 employees across 8 departments.Provided customer service to ensure customer satisfaction.Reviewed daily sales and reconciled cash and credit/debit transactions. Maintained and updated employee schedule. Trained new employees in store policies and procedures.Conduct open and close operations for the store, ensuring facility security.Execute emergency handling procedures for inclement weather, power outage, and medical emergencies.

Assisted with the management of the county correctional facility. Maintained inmate accounts, property locker, and facility security logs. Ensured general facility security. Performed inmate transport operations, to include emergency medical and prison transfer. Entered and extracted information from the GCIC/NCIC database.

Physics And Mechanical Engineering, Junior

Psychology