Highly motivated professional with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal team skills. Seeking exciting new opportunities in project scheduling.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Assistant Project Manager
IES Communications LLC
Phoenix, AZ
10.2023 - 07.2025
Planned, designed, and scheduled phases for large projects.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Coordinated cross-functional teams to achieve project milestones within established timelines.
Coordinated cross-functional teams to resolve project issues and mitigate risks, enhancing collaboration and project outcomes.
Monitored project progress and adjusted Primavera P6 schedules and resources to address delays and mitigate risks, ensuring adherence to timelines.
Developed and maintained project schedules using Primavera P6 software to ensure timely completion of deliverables.
Generated labor, material, and expense tracking reports to support forecasting and align budgets across multimillion-dollar projects, facilitating informed decision-making.
Participated in customer and trade partner meetings to review project progress, mitigate schedule delays, and resolve trade coordination conflicts.
Assisted with tracking milestone completion and identifying risks affecting schedule performance and critical path activities.
Coordinated procurement, delivery, and tracking of materials to prevent downtime and maintain installation timelines.
Collaborated with cross-functional teams to identify dependencies and manage resource allocation effectively.
Small Business Underwriter
Wells Fargo
Chandler, AZ
04.2023 - 10.2023
Conducted in-depth analysis of business and personal financial statements to assess risk exposure and repayment capacity.
Analyzed financial data with underwriting software, ensuring adherence to company policies and reducing potential risks.
Evaluated risk factors and creditworthiness for loan applications to determine approval eligibility.
Evaluated collateral including equipment, receivables, and liquid assets to support credit decisions.
Delivered credit decisions and financial recommendations, enhancing client relationships and trust.
Senior Underwriter – Non-Conforming Jumbo
Wells Fargo Funding
Chandler, AZ
08.2019 - 04.2023
Audited and analyzed correspondent mortgage loans up to $1.65M, facilitating informed decisions for portfolio acquisition.
Conducted complex income analysis for self-employed borrowers and business owners.
Reviewed appraisal and title documentation to ensure sufficient collateral and regulatory compliance.
Identified risk factors and implemented mitigation strategies to protect portfolio performance.
Mentored junior underwriters, enhancing workflow efficiencies and elevating quality control metrics.
Collaborated with internal IT teams in focus groups to enhance underwriting systems and improve reporting tools.
Regional Business Relationship Manager
Wells Fargo
Chandler, AZ
04.2017 - 08.2019
Built and maintained strategic business relationships across assigned territories, driving customer engagement and retention.
Managed a portfolio of small business customers generating $7M to $10M in annual revenue.
Delivered commercial lending solutions including SBA, Commercial Real Estate, Treasury Management, and Equipment Finance products.
Cultivated strong client relationships by understanding business needs and providing tailored financial solutions.
Conducted financial analysis across credit, cash flow, and collateral to support lending decisions.
Monitored portfolio performance to identify growth and risk management opportunities, enhancing overall portfolio health.
Coordinated cross-functional teams to implement strategic initiatives that aligned with client expectations and business objectives, ensuring seamless service delivery.
Consumer Loan Underwriter III - Second Level Review
Wells Fargo
Chandler, AZ
01.2015 - 04.2017
Executed second-level compliance and quality control audits of underwritten loan files to ensure adherence to regulatory standards.
Validated income calculations, debt ratios, and credit analysis accuracy.
Assessed appraisal and title documentation for ownership verification and lien acceptability, enhancing accuracy of loan evaluations.
Applied fraud detection techniques to identify red flags and policy deviations.
Delivered targeted coaching and performance feedback to underwriters, fostering skill development and adherence to quality standards.
Consistently exceeded production and quality benchmarks.
Sr. Mortgage Underwriter
JP Morgan Chase
Tempe, AZ
02.2012 - 01.2015
Underwrote conventional and non-conforming loans up to $1M using Fannie Mae, Freddie Mac, and internal guidelines.
Restructured complex loan scenarios, reducing risk of loan fallout.
Calculated W2, self-employed, and rental income for purchase and refinance transactions.
Reviewed appraisals to assess collateral and ensure adherence to loan-to-value ratios.
Supported sales teams, processors, and external vendors to streamline operations.
Maintained top-tier production and quality ratings.
Education
Bachelor of Science - Business Administration
Arizona State University
Tempe, AZ
05.2000
Skills
Project scheduling
Scope management
Project oversight
Resource planning
Budget support
Project Reporting
Vendor coordination
Contract review
Oracle Primavera P6
Gantt Chart Reporting
Critical Path Awareness
Client relations
Certification
Oracle Primavera P6 Professional Advanced
The Knowledge Academy – January 2026
Oracle Primavera P6 Professional Fundamentals
The Knowledge Academy – January 2026
Oracle Primavera P6 Fundamentals
Alison Academics – December 2025
The Essentials of Oracle Primavera P6
Alison Academics – December 2025
Timeline
Assistant Project Manager
IES Communications LLC
10.2023 - 07.2025
Small Business Underwriter
Wells Fargo
04.2023 - 10.2023
Senior Underwriter – Non-Conforming Jumbo
Wells Fargo Funding
08.2019 - 04.2023
Regional Business Relationship Manager
Wells Fargo
04.2017 - 08.2019
Consumer Loan Underwriter III - Second Level Review