Resume

Contact:

Name: Jannah Muhammad

Email: info@mysite.com
URL:jannahmuhammaduxui.com

Skills:

Project Management | Account Strategy Management | Strategic Planning & Execution | Data Analysis | Sales Management | Process Improvement | CRM Marketing & Sales Strategies | Bank Regulations | Customer Engagement | Sales Training & Enablement | Team Leadership & Collaboration | Client Acquisition | Customer Service | Value Proposition | Excellent Communication Skills  

Technical Skills: Canva, SPSS, Encompass, Salesforce, Workday, Compensafe, Xero, Zoho, Podium, Microsoft Office Suite (Word, Excel) 

Education: 

Master’s of Science in Human Centered Design and Engineering, Diploma Expected May 2026| University of Michigan-Dearborn

Bachelor of Arts in Psychology, Graduated Aug 2019 | Mount Mary University  

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Professional Experience: 

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Sr Middle Office Specialist| S&P Global – Dallas, TX                                                                                       Apr 2024 - Present 

• Capture and validate syndicated loan trades, ensuring accurate details (amounts, rates, pricing, counterparties) are entered into systems promptly 

• Manage the trade lifecycle from execution to settlement, ensuring all documentation and approvals are complete. 

• Ensure compliance with regulatory requirements, internal policies, and credit risk management procedures for syndicated loans. 

• Track loan positions, exposures, and limits, escalating issues when breaches are imminent. 

• Generate regular reports on trade activity, loan positions, risk exposure, and cash flows for management and stakeholders. 

• Serve as the primary point of contact between front and back-office teams, facilitating smooth communication and issue resolution.  

• Assist portfolio managers by tracking syndicated loan portfolio performance, credit ratings, and covenant compliance.  

• Support system troubleshooting and suggest process improvements to enhance operational efficiency. 

• Contribute to special projects, such as regulatory changes or system migrations, ensuring smooth transitions. 

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Funding Manager | Maclean Financial – Dallas, TX                                                             Aug 2022 – Apr 2024  

• Optimize team productivity by creating and managing Excel spreadsheets to track critical information and project timelines. 

• Oversee implementation of innovative customer settlements process, resulting in 20% increase in customer retention rates. 

• Led project to onboard 36+ new lenders, revolutionizing funding to generate over $2M new revenue and secure $12M in financing. 

• Spearhead initiatives to boost lead generation efficiency, resulting in consistent increase of 50+ new leads daily; innovate strategies for targeted outreach and engagement, enhancing the conversion of leads to clients. 

• Develop strategies for credit process as project manager, successfully implemented across entire US division of company. 

• Identified critical business challenges and facilitated impactful solutions by indorsing and applying relevant system updates. 

• Maintain dashboards and reports within Zoho, providing stakeholders with real-time insights into key performance metrics. 

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Loan Coordinator Manager | Homefinity – Milwaukee, WI                                                                              Jul 2020 – May 2022 

• Disseminated all forms of communication to borrowers, internal/external vendors, ensuring accuracy and timely delivery. 

• Led cross-functional team of 100, including loan officers and assistants to research and implement effective email intake process. 

• Managed over 10 projects for the sales support team, overseeing project timelines, resource allocation, and deliverables. 

• Utilized Encompass to maintain and manage the electronic pipeline, ensuring accurate and up-to-date loan information. 

• Identified challenges and introduced solutions by updating systems and processes, improving efficiency and reducing errors. 

• Facilitated internal meetings for the sales support team, including agenda preparation and coordination of resources. 

• Implemented system updates and process enhancements, resulting in increased operational efficiency and accuracy. 

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Home Lending Advisor | JP Morgan Chase – Milwaukee, WI                                                                           Jul 2019 – Jul 2020 

• Demonstrated exceptional telephone etiquette, promptly processing calls and routing calls to appropriate departments. 

• Converted inbound and outbound leads into mortgage applications, leveraging persuasive communication and industry expertise. 

• Employed advanced Excel spreadsheets to manage diverse business portfolio, resulting in successful closure of over 100 loans. 

• Prepared preliminary loan packages for borrowers, including necessary documentation and information for efficient processing. 

• Ensured full compliance with government regulations in every loan origination, safeguarding customer and institution. 

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Universal Banker | U.S. Bank Corp. – Milwaukee, WI                                                                                         Jul 2018 – Jun 2019 

• Processed auto loans, mortgage, personal loans, and credit cards; opened personal, business, and investment accounts for clients. 

• Initiated and tracked incoming and outgoing federal cash orders, ensuring sufficient cash availability to meet customer demands. 

• Assisted customers with daily banking transactions and addressed their banking needs, offering personalized and attentive service. 

• Managed, ordered, and updated marketing materials in the branch to reflect the latest company promotions and offerings.