Brian S. Stalcup is seeking an analyst position where he can utilize his education and 20 years of experience in financial analysis, reporting, and project management. He has extensive experience generating reports in Excel and other programs, managing margin accounts, confirming trades and payments, and preparing cash flow reports. Stalcup also has experience creating schedules, forecasting call volumes, and monitoring phone queues as well as experience in mortgage underwriting, loan processing, and post-closing auditing. He has a B.A. and M.B.A. in Business Administration and is proficient in Microsoft Office, Hyperion, and other financial reporting tools.

1. Brian S. Stalcup
Objective To obtain an analyst position that will allow me to utilize my education,
work experience and organizational skills.
Experience
1995 to March 2015 PHH/Cendant Mortgage Mount Laurel, NJ
Analyst (Capital Markets) - 5 years
 Generated Hyperion and Excel reports for Accounting and Capital
Markets.
 Managed the day to day operations of all the margin accounts (20+
counterparties).
 Margin calls to banks on a daily basis.
 Daily trade confirmation process of all trades (pipeline, servicing, etc.).
 Confirmed monthly interest payments for all the margin accounts.
 Confirmed monthly pair off payments (30 yr, 15 yr and GNMA
settlements).
 Prepared cash flow reports for Accounting which included monthly
interest and pair off payments.
 Monthly trade reconciliation.
 Special Projects (i.e. Report Automation).
Junior Analyst (Capital Markets) - 2 years
 Generated Brio and Excel reports for Accounting and Capital Markets.
 Confirmed derivative trade payments.
 Update derivative confirmations in Access.
 Prepare and send servicing hedge wires to Accounting.
 Upload and designate pipeline and servicing trades into Power Seller.
 Special Projects (i.e. Wet Loans).
Associate Reporting Analyst - 2 years
 Generated Centre-Vu and Excel reports for PLS LPC, PLS Sales, RE
LPC, RE Sales and Command Center management.
 Analyze real time and historical data.
 Keep reporting current on the Command Center internet site.
 Audit reporting to ensure data integrity, and timeliness of delivery.
 Resolve and identify any problems with reports.
Telephone: (856) 304-3130
E:mail: b_stalcup@yahoo.com
400 Kingston Drive
Cherry Hill, NJ 08034

2. Associate Scheduling Analyst - 2 years
 Created schedules in Blue Pumpkin for all Logos and RE LPC.
 Generated Centre-Vu and Excel reports for Logos and RE LPC
management.
 Forecasted phone volume, handle times and service levels for Logos
and RE LPC on a weekly basis.
 Maintained the Blue Pumpkin database for Logos and RE LPC on a
daily basis.
 Created staffing profiles for Logos and RE management.
Call Specialist / Traffic Analyst - 2 years
 Monitored real-time phone queues for ALD and Sales.
 Generated Centre-Vu and Excel reports for ALD and Sales
management.
 Updated team player skills, personal assistance numbers, coverage
path changes and agent groups.
 Sent out Blue Pumpkin schedules to ALD management.
Management Assistant - 3 years
 Managed private mortgage and pool insurance inventory.
 USAA home loans contact. – Equity lines of credit
 Special projects included Y2K team, move requests, HMDA errors, etc.
Mortgage Associate/Team Associate - 3 years
 Set up files for loan officers when documentation package arrives from
customers, and update corrections in computer system.
 Trained new employees the procedure of setting up files for loan
officers.
 Special projects included clearing audits for loan officers and
distributing reports to managers.
Post Closing Auditor - 6 months
 Verified documentation in file before it went to tax set up.
 Updated computer system with correct information.
 Trained new employees how to audit closed files and update the
computer system.
Education Rowan University Glassboro, NJ
 B.A., Business Administration.
 M.B.A., Business Administration.
Computer Skills Microsoft Excel, Word, Power Point, Access, Hyperion, QRM, Centre-
Vu 9.0 & 11.0, Blue Pumpkin, Activity Manager, etc.
Interests Football, softball, computers, automobiles, music, fitness.
REFERENCES FURNISHED UPON REQUEST