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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
1 of 3
Brandy Sims
8604 Fox Chase Lane
Charlotte, NC 28269
704-492-8372
E-mail: simsbrandy@yahoo.com
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
2 of 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)
3 of 3

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PM Resume (3)

  • 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 1 of 3 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 2 of 3
  • 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) 3 of 3