Work Experience
Data Analyst, Project Coordinator & Auditor
Yardi Systems, Inc. & US Small Business Administration
- Created Power BI dashboards for internal executive and client use.
- Completed compliance audits on grant applications for Emergency Rental Assistance Program, Homeowners Assistance Fund, and Economic Injury Disaster Loans.
- Lead a team of 100+ fully remote case managers and loan officers to follow SBA guidelines as they support the Office of Disaster Assistance in the Economic Disaster Loan process.
- Allocated staffing resources: Project hour estimates, schedules, time off, guideline adherence.
- Achieved Level 1 FBI Fingerprint Clearance Card and Public Trust Clearance.
Loan Auditor & Loan Processor
Coconino Federal Credit Union & Cascade Financial Services
- Implemented Know Your Customer and Anti-Money Laundering policies.
- Audited 80-200 loans per month and advised loan officers of corrections.
- Processed Credit Union Direct Lending (CUDL) auto loans, communicated with dealers to complete loan packages and with funding department for underwriting.
- Processed mortgage loans for Federal Housing Administration, Veteran Affairs, and Conventional programs.
- Managed a pipeline of 35-40 mortgage loan files monthly.
- Customer service interactions with clients and vendors via email and phone.
Graphic & Website Designer
Freelance & GoDaddy
- Co-created users manuals for medical software company.
- Designed numerous forms, ads, proposals, training materials, and documents.