Robbie Wilson
Buckeye
Summary
Experienced with financial analysis, budget management, and team leadership. Utilizes these skills to drive efficiency and cost savings in financial operations. Track record of improving financial reporting and fostering collaborative team environments. Adds value by bringing a positive attitude and willingness to assist team members to increase the overall productivity and culture of the company. Willingness to learn and do whatever is needed in a role or position to improve production for a company
Overview
5
5
years of professional experience
Work History
Finance and Operations Manager
New MBT Inc.
01.2024 - Current
- Streamlined operational workflows to enhance efficiency and reduce turnaround times.
- Facilitated training programs for staff on best practices and operational protocols, enhancing skill sets.
- Assisted in preparing monthly financial statements, enhancing overall reporting accuracy.
- Reconciled multiple bank statements monthly with company records to maintain financial integrity.
- Covered company brokered loads to carriers and communicated updates to our clients effectively daily.
Financial Analyst
Boeing
07.2023 - 01.2024
- Conducted financial analysis to support budgeting and forecasting processes for Military projects.
- Supported month-end close activities by ensuring accuracy of financial statements to ensure parts were being charged to correct projects.
- Conducted financial analysis to support budgeting and forecasting processes.
- Collaborated with project managers to make sure projects were maintaining within budgets.
Closing Underwriter
Rocket Mortgage
12.2020 - 05.2022
- Worked with critical loans that were in the steps of completion by auditing and surveying the loan for any mistakes that were made in order for them to be cleared for completion.
- Examined and audited an average of 50-75 loans per day.
- Made trusted decisions with detailed notes that were high intensity, underwriting situations.
- Communicated with internal team members to assist with issues needing to be resolved day of closing.
- Became Purchase, self-employed, and schedule-c income trained.
Associate Underwriter
Rocket Mortgage
06.2020 - 12.2020
- Analyzed income, debts, liabilities, and assets of clients to determine if they are qualified for home loans.
- Worked with loan offers from folder received to final sign-off advising required documentation to meet investor guidelines.
- Achieved daily and weekly production goals for underwrites completed while maintaining my pipeline efficiently.
- Assisted team members with daily operations to increase team productivity and quality.
- Promoted within six months to prestigious Underwriting team of 14 members.
Education
Bachelor of Science - Finance
Arizona State University
05.2020
Skills
- Problem Solver
- Excel
- Communication
- Detail Oriented
- Time Management
- Teamwork
- Adaptability
- Leadership
- Competitor
- Positive
Timeline
Finance and Operations Manager
New MBT Inc.
01.2024 - Current
Financial Analyst
Boeing
07.2023 - 01.2024
Closing Underwriter
Rocket Mortgage
12.2020 - 05.2022
Associate Underwriter
Rocket Mortgage
06.2020 - 12.2020
Bachelor of Science - Finance
Arizona State University
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