Lance Perry Email & Phone Number

San Diego, California, United States

• Manage day-to-day operations to enhance business efficiency • Production reports, track expenses, manage invoices, and reconcile accounts to ensure accurate financial records.

Santa Clara, California, Us

• Collaborated with business leaders to gather requirements and create technical documentation. • Built a Power BI dashboards reports replacing locally managed excel spreadsheets.

Mountain View, California, Us

• Owned all funnel metrics, analyzing new vs. returning users, conversion ratios by sub-product, and year-over-year trends. • I served as a thought partner, gathering requirements and creating technical documentation for product developers to identify key touchpoints. • I played a key role in Intuit's migration from legacy WebSdk to the Segment beaconing platform. • I regularly managed A/B tests, analyzing results and creating weekly Google Slides presentations.

• Created a centralized Data Mart where data has been normalized and documented. This Data Mart now is the main data source of all reporting and dashboards throughout the origination.• Developed a Quick Pricer rate calculator in excel which was the model to develop a Web base Quick Pricer. Lead the development process from start to finish.• Report developer, automating the reporting structure needed by management, sales, and operations.• Developed all queries needed for reporting needs using SQL, modifying them as needed, and indexing for optimization.• Created pipeline/workflow reports using SQL with drill throughs, giving management the ability to get details they need and see key production indicators on loan level basis.• Connecting all reports and metrics to a centralized dashboard for high level management and easy access to loan level data. • Configured the Pricing, Eligibility, and Compensation Grids for the Mortgagebot loan origination system (LOS). Also, created the pricing, eligibility, etc. rules for the LOS resulting in correct pricing when locking loans.

San Francisco, Ca, Us

• Developed and refined operations process around existing business systems and new software applications.• Transformed and quantified raw information into business intelligence for strategic decision making.• SQL server conversion queries and temp tables.• Produced and documented procedures use by the team

• Updated loan origination systems by aligning with enhancements made to line level workflow and regulatory changes.• Developed CTA monitoring report with SQL reporting for Warehouse lending allowing management to easily monitor loans and create transparency where there previously was none.• Developed process for creating and auditing SSRS reports and SQL queries that standardized how they were written, including training manual and guidelines which was adopted and implemented across enterprise.• Recruited and built top performing analyst team capable of addressing complex business needs.• Process Champion for all of the Chief Lending Officer business units, taking the lead on completing process maps and procedures aligned with company policy such as establishing standard template for uniformity, as well as instituting controls to comply with SOX regulations.• Spearheaded workflow report creation using SQL data to guide decision making and increase management visibility to improve pipeline oversight.• Managed development of new workflow reporting specific to TRID as part of TRID transition team, collaborating with production staff to plan necessary LOS changes to accommodate new regulations.• Led new technology projects and contributed to development of FY budgets for multiple business units. • Collaborated on development of effective strategic plans for various business efforts including Income Property Lending, Single Family Lending, and Commercial and Industrial Lending. • Took the lead on reporting, including market analysis reports for Consumer Direct call center, and maintaining important dashboards to provide valuable information readily.• Vendor management

• Improved SQL, SSRS, Report Builder, and related skills through additional, individual training, rising to be among top SQL writers in company.• Created pipeline/workflow report for IPL with drill through reports, giving management ability to get details they need and allow management to track and see key production indicators on loan level basis.• Liaison between project management team and IPL group for development of CLOS origination system for IPL.• Led new technology projects and contributed to development of FY budgets for multiple business units. • Collaborated on development of effective strategic plans for various business efforts including Income Property Lending, Single Family Lending, and Commercial and Industrial Lending. • Took the lead on reporting, including market analysis reports for Consumer Direct call center, and maintaining important dashboards to provide valuable information readily.• Created, managed, and maintained crucial reports and dashboards, helping key decision makers to have near instant access to valuable data which could be used to guide business direction.

• Automated loans in process report, first in Excel then using SQL once CLOS system came online which freed up time to focus on other projects and reduced work redundancy.• Created PIM (Price Indicator Model) using Excel which allowed user to input parameters of deal and Excel model would automatically calculate rate base on inputs.• Ordered and analyzed credit report for Income Property Lending Business, overseeing data entry, minor reporting, and HMDA analysis.

El Cajon, Ca, Us

Bachelor Of Science (Bs), Statistics

Associate Of Arts And Sciences (Aas), Mathematics