Nicholas Poulos Email & Phone Number

Troy, Mi, Us

Pontiac, Michigan, United States

- Created a Power BI data model to automate oversight tests and visualize adherence to government and investor guidelines for our sub-services, expanding testing to the entire servicing portfolio instead of a small sample.- Developed efficient Power BI data models that eliminate redundant data retrieval for reporting.- Transformed and visualized data in Power BI.- Collaborated with stakeholders to understand their needs and propose innovative solutions.- Built and maintained self-service data marts.

Pontiac, Michigan, United States

- Executed outright trades with external investors, handling a weekly volume of $500-$750 million.- Utilized SQL Server to extract data for ad hoc analysis.- Enhanced reporting efficiency by writing custom SQL queries, reducing or eliminating the need for Excel transformations.- Collaborated with the Data Engineering and Analytics team to enhance profitability reporting.- Conducted research on lock action history to identify client misuse, generating reports for the sales team to facilitate broker training and reduce hedging costs.

- Collaborated with the application development team to build or update logic for mortgage products.- Partnered with underwriting, risk, and legal teams on underwriting guidelines, overlays, and compliance matters.- Coordinated with operational teams to ensure readiness for product updates and new launches.

- Traded cash commitments with Fannie Mae and Freddie Mac.- Collaborated with the trading team to maintain optimal hedge positions.- Structured daily pools to balance liquidity and achieve best execution.- Optimized inclusion of high balance loans within the 10% de minimus threshold.- Streamlined trade entry process in QRM, reducing daily workload from 4 hours to 15 minutes.

Birmingham, Mi

Southfield, Michigan

Bsba, Finace

Activities and Societies: Vice President of Financial Management Association

Education record