Alan Faddis

The U.S. Small Business Administration – Office of Disaster Assistance provides low-interest disaster loans to help small businesses and homeowners recover from declared disasters. ✔ Conduct daily outbound calls to disaster victim applicants to review eligibility and cash flow analysis to determine qualifications for a disaster loan. ✔ Process disaster business and home loan applications exceeding weekly production quotas >95%. ✔ Analyze applicants for risk prevention from ineligible properties and residency based on ownership, internet homestead status and damaged property occupancy. ✔ Analyze financial information determining creditworthiness and repayment ability. ✔ Train new hire Loan Processors on the internal system Disaster Credit Management System. ✔ Perform second level reviews on home loan decisioned applications by evaluating financial information to determine creditworthiness and repayment ability. ✔ Gained centralized online disaster recovery lending operations knowledge through hands-on experience conducting outbound calls to disaster victim applicants and SBA call training.

I am a Project Manager / Operations Project Manager / Process Improvement Manager bringing high-level optimization and management skills to directing changes in programs and systems. My passion is to help companies overcome obstacles by implementing process improvements to improve bottom line results, service level agreements, time to prepare reports or reconcile general ledger accounts. I have also applied this methodology to my personal life in my bike training regimen. Routes have been mapped using GPS along with biofeedback reviewed to ensure I maximize the benefit from each ride so I train intelligently. I apply this same logic when creating reports, reviewing processes to improve service level agreements and business intelligence. I am seeking a Project Manager / Operations Project Manager / Process Improvement Manager opportunity (full-time, part-time, temporary or contract) in the Dallas market area and would appreciate any advice or contacts you may be able to share. I look forward to connecting with you. Project Manager | Operations Project Manager | Process Improvement Manager | Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support | Account Reconciliations | Operations Management | Risk Management | Compliance Manager | Team Leader

✔ Performed behavioral interviews ensuring candidates met the qualifications to become a LEAD candidate.

✔ Facilitated group discussions pertaining to interviewing, networking and LinkedIn usage. ✔ Scheduled guest speakers to present topics that were relevant to attendee’s career search.

✔ Presented workshops on how to set up, leverage and utilize LinkedIn.

✔ Provided guidance to those in career transition on networking, interviewing and salary negotiations.

✔ Facilitated group discussions pertaining to interviewing, networking and LinkedIn usage. ✔ Scheduled guest speakers to present topics that were relevant to attendee’s career search.

One of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services with annual revenue of $83BN. Responsible for mentoring and coaching a Quality Assurance and Quality Control group to proactively ensure that systems and processes are in place to assess and report business performance against operational risk management priorities, meet regulatory compliance requirements and company policies while providing critical insight on opportunities for operational effectiveness and providing a higher quality customer experience. ✔ Implemented a quality review for expired home loan permanent modifications, reducing service level agreement from 7 days to 4 days resulting in a 43% improvement and producing an annualized savings of $400K. ✔ Engaged with multiple-department teams to implement processing changes reducing negative audit findings from 11 to 1 resulting in $120MM in incentive payments being reinstated from the prior year. ✔ Reengineered loan modification core processes generating a savings of $350K per year. ✔ Implemented new loan modification programs resulting in savings of $100K per year and increased throughput by over 100%. ✔ Managed and trained a staff of 21 operations professionals that maintained a quality score exceeding 98%. ✔ Forecasted monthly production headcount based on planned monthly volume. ✔ Analyzed monthly volume and forecasted production headcount variances. ✔ Analyzed variances in service level agreement metrics when not met. Project Manager | Operations Project Manager | IT Project Manager | Process Improvement | Operations Management | Risk Management | Compliance Manager | Team Leader | Metric Analysis | Reconciliations | Reporting | Ad-hoc Analysis | Financial Analysis

One of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services with annual revenue of $83BN. Responsible for managing the Adverse Action Quality Assurance and Quality Control group to proactively ensure that systems and processes are in place to assess and report business performance against operational risk management priorities, meet regulatory compliance requirements and company policies while providing critical insight on opportunities for operational effectiveness and providing a higher quality customer experience. ✔ Engaged with multiple-department teams to implement processing changes reducing negative audit findings from 11 to 1 resulting in $120MM in incentive payments being reinstated from prior year. ✔ Reengineered loan modification core processes generating a savings of $350K per year. ✔ Implemented new loan modification programs resulting in savings of $100K per year and increased throughput by over 100%. ✔ Managed and trained a staff of 21 operations professionals that maintained a quality score exceeding 98%. Process Improvement | Operations Management | Risk Management | Compliance Manager | Team Leader | Metric Analysis | Reconciliations | Reporting | Ad-hoc Analysis

One of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services with annual revenue of $83BN. Responsible for financial and trend analysis as well as reporting for Bank of America’s Mortgage Retail Sales Division human capital, driving over 70% of the overall division cost structure. ✔ Analyzed and resolved differences in sales hires between PeopleSoft Human Capital Management and BofA’s incentive compensation system. ✔ Created and generated monthly reports for the human capital metrics included in the overall Consumer Markets Division Balanced Scorecard used for evaluating division and management performance. Key metrics included turnover, net change in headcount and sales staff with greater than two years’ experience. ✔ Managed and trained a team of 2 senior financial analysts. Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support | Team Leader

One of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services with annual revenue of $83BN. Responsible for financial and trend analysis as well as reporting for Bank of America’s Mortgage Retail Sales Division human capital, driving over 70% of the overall division cost structure. ✔ Analyzed sales changes in headcount to identify gross hires, terms and position changes by division and region. ✔ Analyzed and resolved differences in sales hires between PeopleSoft Human Capital Management system and BofA’s incentive compensation system. ✔ Automated headcount reporting resulting in a savings of $75K per year. ✔ Designed exit interview reporting process to record findings from voluntary terminations as to the reasons for leaving Countrywide. ✔ Updated Compensation Transmittal Forms for new hire analysis on sales personnel. ✔ Designed PeopleSoft Human Capital Management SQL queries as needed by peers. Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support | Team Leader

Value-Added-Reseller of Systems Union software, and related implementation and support services with 5 employees. Responsible for implementing, modifying and training clients on SunSystems financial software. ✔ Implemented general ledger accounting system to meet financial customer requirements. ✔ Trained financial end users on ledger accounting to use full potential of system. ✔ Tested and implemented third-party financial software for additional requirements required by customer. ✔ Migrated financial data to SunSystems financial software. ✔ Automated Journal Entry process to reduce time required to enter journal vouchers. Financial Systems | Provided Financial Support

Software company offering trusted identity and secure transaction technologies that make those experiences reliable and secure. Reported on financial activity and administered SunSystems financial software. ✔ Designed customized financial revenue reports for Initial Public Offering filing of $86.4MM. ✔ Created utilization reporting for internal professional services to ensure maximum profitability. Increased resource utilization by 25% and increased service revenue by $6MM annually. ✔ Designed and implemented Direct Deposit in SunSystems general ledger for employee expenses reporting resulting in annual savings of $120K and minimized payment delays. ✔ Designed automated monthly financial budget reports resulting in a savings of $100K per year. ✔ Administered upgrade of SunSystems financial general ledger from Btrieve to Microsoft SQL resulting in a savings of $180K annually. Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support

Global leader that developed next-generation technologies, for both service provider and enterprise networks, to support multimedia and business-critical applications. Analyzed, forecasted, budgeted and reported on a $10MM line of business results and ensured accounting processes and controls were in place on a $15MM system implementation. ✔ Designed customized spreadsheets for Project Accounting to summarize headcount, allocations, and trend monthly spending for timely analysis. ✔ Designed management-reporting package to show better/worse than budget and forecasts to allow business units to meet their financial objectives. ✔ Prepared financial budgets and forecasts which included P & L, Balance Sheet, and R & D projects for a business unit with $10MM in revenue and $15MM in R & D expenses. ✔ Ensured that all appropriate controls and journal entries were created on a new $15MM system implementation through design review workshops and system testing. ✔ Analyzed new business information system to ensure financial requirements were met. ✔ Determined enhanced system specifications to meet requirements of the business. Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support

A $60MM installer and service provider to businesses for small key systems to large PBX telephonic switches. Led physical inventory controls and recording on $60MM in revenue. ✔ Designed program tools that increased work efficiency in reconciling accounts, generating $75K savings per year. ✔ Prepared financial schedules associated with the sale of a product line. ✔ Performed all financial controls involved in physical inventories: Documented processes, pre-audited warehouses and reconciled inventories to the general ledger. ✔ Prepared ad-hoc reports to help analyze the business and improve the close process. ✔ Prepared analysis of inventory, revenue, costs of goods sold, and purchase price variance. Financial Analysis | Financial Systems | Process Improvement | Financial Reconciliations | Financial Reporting | Variance Explanations | Ad-hoc Analysis | Provided Financial Support