The candidate has over 10 years of experience in project management and financial services. They are seeking a supporting role in project management utilizing their skills in areas like scope, schedule, risk management, and change controls. Technically proficient with tools like Microsoft Project, Excel, and SharePoint. Previous experience includes roles as a mortgage loan officer, business analyst, and loan document analyst where responsibilities involved facilitating loans, requirements gathering, testing, and providing support. Educated in business administration with project management and notary public certifications.
1. Profile
Experienced, analytical professional with experience inthe financial industry looking to transitionandobtainasupporting
role in Project Management.
Areasof Expertise:
Project Management
• Scope • Status Reports • Change Controls
• Schedule • Risk Management • Lessons Learned
• Waterfall method
Technologies
• Microsoft Project • Outlook Calendar • Excel Formulas
• Microsoft
PowerPoint
• Sales Force
• SharePoint
• Excel Pivot Tables
• Leads 360
• Loan Prospector
• Excel Macros
• Encompass
• Desktop Underwriter
• Core/LPS
Business
• Financial
Income/Assets
• Prioritization • Excellent communication
skills; oral and written
• Administrative
• Excellent Customer
Service
• Multi-tasking • Operating Budget
• Go-Getter • Self-Starter • Team Player
Professional Experience:
2/2015 to present SunTrust Mortgage - Mortgage Loan Officer Charlotte, NC
Mortgage banking institution for residential customers
• Facilitating a high volume call center inbound calls generating $13 million in sales in pipeline
• Counseling, origination and closing of mortgage loans to residential customers
• Liaison for contact for inquiries and issues for customer
• Monitoring and managing loan fulfillment from beginning cycle to end cycle
• Tracking and disposition of sales leads and pipeline using Sales Force CRM software and MS Excel
• Delegation and assignment of processing and underwriting tasks to internal departments to
ensure timely completion
• Overseeing vendors to facilitate orderly document processing and timely completion of tasks
• Collaboration with IT helpdesk for troubleshooting with system operations
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Brandy Sims
8604 Fox Chase Lane
Charlotte, NC 28269
704-492-8372
E-mail: simsbrandy@yahoo.com
2. 1/2010 to present: Elizabeth House (Non-Profit) Foundation - Founder and Project Coordinator,
Charlotte, NC
Preventive Healthcare Initiative free Health Screenings including cancer, heart disease for families without
insurance, education and support
Project Management-Event Coordinator (Volunteer)
• Execution and planning of revenue generating events for community organizations
• Implement marketing strategy for health fairs using PowerPoint Presentations and Social Media
• Coached and trained teams to aid them in meeting and exceeding client goals
• Maintained vendor relations and business partnership development to increase involvement and ensure
high quality assurance- Using SAP to generate Purchase Orders
• Launch creative strategies to increase, facilitate and track attendee traffic and lead retrieval. experience;
improved online interactive communication tools; allowed for online scheduling of visits with national office,
online updating member preferences, and viewing leadership profiles
• Implement practices to ensure direction, motivation, resources and effective communication to maximize
event planning and execution
• Strong Communication with Sponsors/Stakeholders in regards to planning, execution, managing and
monitoring of projects
• Strong MS Excel use for Budget and Accounting practices MS Outlook use for scheduling of meetings
7/2012 to 1/2014 Wells Fargo Home Mortgage - Loan Document Analyst –Subject Matter Expert Charlotte, NC
• Acted as Senior Loan Document Processor and liaison between lender, legal department and third party
vendors
• Managed, monitored and controlled the life cycle from beginning to end of loan process in a pipeline;
average of 50-60 loans per month.
• Coordinate verification of income and asset distribution for follow-ups
• Strong customer service and resolving of processing issues
• Scheduling of meetings through Microsoft Outlook
• Processed, closed, and analyzed compliance for loan productions
• Strong analytical review of documents and data keeping of confidential records
• Strong communication with 3rd
party vendors (Title Order, Appraisal,4506-T, Payoffs, Subordination)
• Subject Matter Expert(SME) working in collaboration with SME’S and PM’S for Core Origination
Software on Special Project Team-IT Support Pioneer Team
04/2008 to 8/2012 Greene Financial Services –Business Analyst
Delivering and leveraging analytics throughout the solution development lifecycle to ensure the optimal
development, implementation, integration, user acceptance, and performance of company systems
Identifying business needs, assessing the impact of system or process changes, eliciting and
documenting requirements, and providing insight to ensure requirements are translated into workable
business solutions
Responsible for conducting user acceptance testing (UAT) and providing post implementation support
to business stakeholders and end users to ensure solutions meet the prescribed business requirements
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3. Tracks and fully documents changes for functional and business specifications
Writes detailed universally understood procedures for permanent records and for training purposes
Provides technical assistance in training, mentoring, and coaching professional and technical staff
Create Business Requirement Documents/Business Solution Documents for respective Business users
Fluent in Traditional “Waterfall” methodologies.
Education
2010 – 2013 Business Administration and Management –Associate Degree
AIU University
Certifications:
2014 Project Management Plus Certification Course Completion 40 PDU / CEU
Notary Public Certification valid through 09/2018
NMLS Licensed since 2004
Special Projects:
Co-Chair of Wells Fargo Women’s Team member Network in
Community Outreach- 2012-2014
IT Support (SME) for rollout of Core Origination Software on Special Project Team;
Pioneer Team (2012)
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