Stephanie Morales Email & Phone Number

Pasadena, California, United States

• Hire #4 for fintech startup company. Operated in fast-paced, client-focused environment which grew to over 40 employees.
• Oversaw team responsible for pricing loans. Led weekly huddles with internal stakeholders - Tech, Customer Success, and Operations teams. Implemented new processes and procedures and addressed automation proposals and.
• Sourced talent to fill growing business needs by conducting interviews, onboarding new employees, and facilitating all training courses within the operations and capital markets departments.
• Orchestrated, in conjunction with the Chief Operations Officer and Sales, creative strategies for long-term sustainable scalability via the deployment and implementation of third-party platforms, resulting in improved.
• Formulated framework, logic, and validations for data fields alongside technology team; researched business issues and solved bottleneck constraints with respect to poor technology utilization and backend coding.
• Analyzed data via SQL and converted into digestible format allowing executives and C-Level officers to make sound business decisions that aided in reducing market exposure by 5%.

Pasadena, California

• Organized execution of million-dollar loan purchases by pioneering and carefully improving the transaction process between lenders and investors resulting in liquidity for lenders and financial prosperity for investors.
• Produced reporting analysis of company’s positioning on prices and rates against competitors and provided insights to management resulting in repositioning of our product offerings.
• Led high stakes project by overseeing internal and external parties in the execution of our platform buildout and created weekly progress reports to distribute to executives, resulting in the timely completion of the.
• Performed routine quality control testing of Loan Acquisition System (LAS), ensuring proper functionality which reduced risk of error for counterparties.

• Expanded client network by generating new leads and marketing company services to lending institutions, resulting in enhanced online visibility and business development while increasing brand awareness.
• Coordinated and conducted new hire training courses for individuals and groups by providing follow-up coaching and mentoring which aided in internal professional development.
• Supervised a team of five specialists in identification of account issues, account reconciliation, and lender-relationship management.
• Conducted business analysis and provided insights through presentations to C-Level officers that supported the evaluation of future objectives and strategic plans.

Master Of Business Administration - Mba

Courses completed in Strategic Management, Marketing for Managers, Organizational Leadership, Business Analytics, Microeconomics, Insight.

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Alpha Phi Sorority - served as Director of Finance for my chapter.