Accomplishments:-Automated and documented Secondary Market price download process via BPA Server 9 network automation software. As a result, significant amount of manual hours was shifted from a data gathering process to other projects.Responsibilities:-Responsible for Business Process automation and maintenance utilizing various tools.-Implement client's mortgage products and pricing on EnterpriseLOS loan origination system.-Serve as Subject Matter Expert on EnterpriseLOS product and pricing functionality.-Provide Secondary Market pricing services to select clients.

Served as Subject Matter Expert for Carrier Payment system.Proposed, planned, implemented and measured enhancements to Carrier Payment system.Reconciled freight payment issues and provided accurate recommendation for manual payment.Enhanced and maintained various databases utilized by Transportation department for rate sheet generation, cost calculation and contract storage.Automated manual processes using SQL, VBA and Business Objects.Created process documentation and train new hires on roles and responsibilities of Transportation department (Engineering & Freight Payment).Provided accurate cost analyses based on management needs within short periods of time and under minimal direction.Created, validated and submitted freight transportation pricing grids to Pricing department for customer pricing semi-annually.

Completed weekly corporate forecasts for Transportation costs.Provided explanation of changes between actual transportation costs and budgets (weekly, monthly and quarterly).Created annual macro and micro budgets for Transportation department.Identified trends in root causes of additional spending and proposed opportunities for cost reductions.Communicated budgets to all levels of management in the field and corporate office.Created and automated reporting based on management needs.

Created and maintained business processes within Mortgage Division of M&I, a part of BMO Financial groupDocumented procedures for future referencing and training of employeesAutomated current manual processes utilizing Visual Basic/Crystal Reports ProgrammingDeveloped and maintained internal databases for various tracking functions as requested by upper managementCreated and analyzed ad hoc reports for use in management decision makingEstablished and communicated core elements within the new projects for IT implementationProvided recommendations as a Business Expert for new mortgage product developmentParticipated in financial analysis to sell loans through most profitable channels availableReviewed and approved pricing concessions on individual loansProvided recommendations on pricing of the loans based on loan criteriaAudited processes and procedures on an ongoing basisServed as Pricing Department supervisor in the absence of managementSupported day to day operations within Pricing/Secondary Market DepartmentEvaluated daily mortgage rates and provided recommendations on Bank’s profit margins

Calculation of NAV for M&I Sponsored Mutual FundsAccount reconciliationDeveloped Year-End Financial Reports for M&I Sponsored Mutual Funds.

Performed monthly audits and generated financial reports for management.Participated in weekly coaching sessions of the staff.Developed employees by serving as a role model and leading by example.Provided exceptional customer service.Worked within a team to meet monthly goals.Created new, and maintained old relationships with clients.