Eric Lefevre, Cams Email & Phone Number

Performance of internal audit services, business process documentation and testing, business process review and validation, regulatory compliance and operational audits, and quality assurance reviews on residential and commercial loan files contracts

Glenside, Pennsylvania, United States

• Developed new processes and expertise to achieve average end-to-end loan processing times 15%-25% less than organization average, while leading efforts on Keystone Home Mortgage's most complex loan applications (e.g..
• Saved organization an estimated 10% in office expenses per quarter by leading the implementation of a digital enhancement to business operations by coordinating with scanning services and software companies to ensure.
• Synthesized raw data, analyzed results, and prepared detailed quarterly reporting of broker fees, loan product and property portfolio composition, and loan volumes to satisfy Pennsylvania Department of Banking and.
• Assisted in the development of BMC/Keystone Home Mortgage’s 2021 - 2023 Marketing Plan by coordinating with third-party marketing agency to deliver overall business plan and new marketing materials to executive.
• Established and maintained relationships with 500+ real estate agents, lenders, builders, and individual borrowers

Bloomsburg, PA

• Creates and presents reports on prospective equity investments, as well as current portfolio holdings, for the student run $77,000+ fund
• Prepared detailed equity analysis and research reports on Kinder Morgan, Proctor & Gamble and Verizon, which have recognized gains of 19%, 50% and 28% respectively for the portfolio
• Actively participates in Investment Group meetings and training sessions aimed to develop business acumen and financial analysis expertise

Bloomsburg, PA

• Lead Analyst for the Telecom Sector Team, which was responsible for approximately 5% of the total portfolio value within the Bloomsburg Investment Group
• Coordinated 5 team members on a weekly basis to ensure that all required portfolio activities were completed
• Analyzed broad-market and sector-specific information to determine focus areas for investment research within the team
• Developed Telecom Sector updates to provide an overview of emerging trends and proposed Telecom Sector Team strategy for the other sector teams within Bloomsburg Investment Group

• Sales/Investment Management
• Valued portfolio properties using cost, income, and sales data to prepare detailed property-level analyses
• Reviewed financial reports to monitor asset performance for the Property Management Department
• Created presentations for internal strategy sessions and supported Sales Manager with creation of external sales materialsTenant Representation
• Conducted, interpreted and presented market research on prospective new-business and relocation sites for Equity Retail Broker clients
• Interacted with contractors, landlords, and clients throughout the real estate management lifecycle to help ensure client satisfaction

Ambler, PA

• Executed daily operations of course maintenance which includes cutting, trimming, aerating, bunkers, and various miscellaneous tasks as assigned by management
• Presented course maintenance updates to management on a daily basis
• Identified and solved problems through critical thinking and communication ability, leading to successful project delivery
• Used troubleshooting skills to perform daily assignments when presented with defective equipment

Bsba, Finance, General

Activities and Societies: Bloomsburg Investment Group

Minor, Real Estate

Education record