• Manage and configure relational database schema on the MS Dynamics 365 platform • Collaborate with executives and software development team on Data Architecture decisions• Initiate company meetings to recommend more efficient ways to achieve company goals• Lead, train and mentor a team of data analysts• Architect migration plan and strategy with the client IT teams on projects over $1 million• Control scope creep on data related deliverables by steering projects in accordance with project plan, client expectations and product roadmap• Approve data analytics deliverables to clients• Develop MS Excel data validation, import and export tools• Analyze and evaluate large data sets from clients and make recommendations for migration and reporting

• Built financial models that led to accurate home loan modification decisions for 1000+ loans daily• Performed quantitative analysis of financial data to ensure loans meet various home loan modification program requirements, such as HAMP, Non-HAMP, FNMA, FHLMC, DOJ and FHA• Tested new production data sets for errors and worked closely with developers and program managers to resolve issues• Trained specialized team handling escalated home loans to use financial models• Created various reports of production progress data for senior management

• Responsible for modeling, calculating and the timely payment distribution of Mortgage-Backed Securities and Auto-Backed Securities using Intex, Wall Street Analytics cashflow modeling software and Excel spreadsheets• Analyzed Mortgage/Auto-Backed Securities’ legal governing documents such as Prospectuses and Pooling and Servicing Agreements pertaining to the bond structures, and consult with legal counsel on how to reconcile document inconsistencies• Managed and successfully implemented a project that automated the investor statement review process• Conducted monthly audits for Mortgage-Backed Securities serviced by outside parties• Created procedures for monthly processes, audit and SOX control purposes• Modeled and ran monthly compliance waterfall spreadsheets for Auto-Backed Securities to ensure proper cashflow structure• Developed macros to expedite data import from Oracle databases into Excel spreadsheets

• Assessed client database needs and developed project plan and timeline• Manipulated and imported large data sets of up to 5 million records into MS Access and ACT! databases • Trained individuals and groups on the use of databases, email blasts and reporting tools• Successfully implemented software solutions for teams of up to 100 users

• Developed business process models for departments with the purpose of improving productivity• Prepared financial presentations for budget review• Drafted status reports for projects over $1 million

• Provided support on bond portfolio management software for subscription-based clientele• Consultant for 20+ client accounts, responsibilities included regular follow-up, on-site visits, new user training and introducing new modules and updates• Developed expertise in bond math

• Provided Sales and Marketing Technology consulting, including software demonstrations• Created customized reports to track sales activities and client/prospect contacts• Streamlined business operations through standardizing sales processes and optimizing software use (merging databases, linking ACT! with QuickBooks, Outlook, and websites)