ANTHONY BROOKS
Atlanta
Summary
Driven by analytical and problem-solving skills, I possess a solid understanding of financial markets and investment principles. Eager to learn and develop in this environment, I have the ability to quickly grasp complex financial concepts and apply them effectively. Proficient in data analysis and financial planning tools, I am ready to utilize and enhance my skills in financial analysis and client advisory roles, making a valuable contribution to your organization.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Participant Service Manager
Morgan Stanley
05.2022 - Current
- Having the ability to identify customer needs and determining the best investment solution for them
- Educated customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from
- Drove sales by engaging customers and identifying new opportunities to get them to our financial advisors
- Assist customers with account related requests such as money movement, account updates, and trade requests
- Strengthened client relationships by addressing feedback and implementing necessary changes.
- Resolved client issues promptly to maintain high levels of customer satisfaction.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
Business Operations QA Specialist
Time Warner
03.2019 - 05.2020
- Communicate and work closely with members of the leadership team to identify critical factors lending to the development of performance metrics
- Provide coaching, training, daily oversight, and reporting of business activities around installations and services
- Utilize CSG, ICOMS, Salesforce, and ARRIS resources to support and assist the execution of operational improvement projects
- Oversee and coordinate ongoing process management mechanisms including, but not limited to, process mapping, documentation, metrics, monitoring systems, and process control techniques to improve sustainment targets
- Analyzed test results for identifying areas of improvement.
Loan Review Analyst
Amerihome Mortgage
05.2015 - 03.2019
- Responsible for the final pre-purchase review of conventional, non-conforming, FHA, and VA loan files
- Ensured files contained all required documentation, met regulatory standards, and in full compliance with established governmental guidelines
- Verified accuracy of data between documents and Trid systems
- Ensured daily quotas of completed loans were met, while increasing efficiency and daily completion rate during tenure
- Developed and implemented special projects designed to facilitate training for new systems and process flows, increasing overall productivity
- Conducted comprehensive reviews to support decision-making processes.
- Improved document accuracy by meticulously analyzing reports.
- Evaluated case files for ensuring compliance with regulations.
- Streamlined review processes for increased productivity.
- Enhanced quality assurance, reviewing documents thoroughly.
Salesforce Administrator
Essia Health
02.2014 - 01.2015
- Assisted executive management in restructuring and organizing the company’s previous Salesforce systems to enhance company reporting and file completion rates
- Created dashboards and reports for the leadership team including sale flow pipelines, follow up meetings, and completed sales
- Regularly met with the VP of Marketing for review of sales ranking reports and pipeline updates
- Supervised sales representatives by providing training and support for the use of Salesforce
- Created newsletters regarding financials and company updates via Pardot
Assistant Operations Manager/ Settlement Associate Negotiator
Bank of America
01.2013 - 01.2014
- Trained and mentored new Settlement Associates
- Conducted weekly meetings about updated goals and company policies with staff
- Produced daily and weekly reports on file statuses to ensure timely compliance
- Handled escalated customer complaints to maintain high integrity and client satisfaction
- Worked closely with realtors, homeowners, and financial institutions nationwide to successfully complete short sale projects
- Validated and verified daily executive level reports for short sales processed
- Consistently met aggressive deadlines, surpassing goals, and establishing new benchmarks for work outcomes
- Awarded 'Settlement Associate of the Month' three times in result of closing the most loans within the short sale division
Education
Bachelor of Science - Business
California State University, Channel Islands
Camarillo, CA12.2012
Skills
- Microsoft Word
- Salesforce
- Customer service
- Process improvement
- Team leadership
- Conflict resolution
- Problem solving
- Quality assurance
- Communication skills
- Time management
- Analytical skills
Certification
SIE
Timeline
Participant Service Manager
Morgan Stanley
05.2022 - Current
Business Operations QA Specialist
Time Warner
03.2019 - 05.2020
Loan Review Analyst
Amerihome Mortgage
05.2015 - 03.2019
Salesforce Administrator
Essia Health
02.2014 - 01.2015
Assistant Operations Manager/ Settlement Associate Negotiator
Bank of America
01.2013 - 01.2014
Bachelor of Science - Business
California State University, Channel Islands
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