power bi professional resume example with 7+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

As a highly skilled Power BI professional with a solid background in Mortgage Specialist, I offer a unique combination of technical expertise and industry knowledge. With a proven track record of leveraging Power BI to drive actionable insights in the mortgage industry, I am adept at transforming complex data into meaningful visualizations that enable informed decision-making. My meticulous attention to detail and ability to analyze loan metrics, credit reports, and financial data set me apart from the competition. With a passion for optimizing loan processes and ensuring regulatory compliance, I am committed to delivering exceptional results that positively impact the mortgage operations. As a strategic problem-solver and effective communicator, I excel in collaborating with cross-functional teams to meet business objectives and exceed client expectations. By harnessing the power of Power BI and my mortgage expertise, I am confident in my ability to make a significant impact and drive success in any mortgage-related project or role.

  • Power BI Desktop
  • Data Modeling
  • Data Transformation
  • DAX (Data Analysis Expressions)
  • Data Visualization
  • Report Development
  • Data Integration
  • Problem-solving and Troubleshooting
  • Collaboration and Sharing
  • Advanced Analytics
  • Strong Knowledge in Credit, Income, Asset and Collateral analysis
  • Analytical Problem-solving skills
  • Microsoft Office (Excel, Word, PowerPoint, Great research skills)
  • Desktop Underwriting (DU)
  • Loan Prospector (LP)
  • Automated Underwriting System (AUS)
  • Mortgage Systems (DDC, MDC, Encompass, N-power, Calyx)
05/2021 to Current
Power BI Professional Peoples State Bank Milwaukee, WI,
  • Developed interactive and visually appealing dashboards in Power BI, enabling stakeholders to gain actionable insights from complex data sets. I
  • Improved data visualization techniques resulted in a 25% increase in data accessibility and enhanced decision-making across the organization.
  • Designed and implemented automated reporting processes in Power BI, reducing manual effort and increasing report generation efficiency by 40%.
  • Utilized Power BI's advanced analytics capabilities to conduct in-depth data analysis and derive actionable insights. Identified trends, patterns, and outliers, leading to data-driven recommendations for process improvements, cost savings, and revenue growth.
  • Delivered comprehensive Power BI training sessions to end-users, enabling them to leverage the platform's capabilities effectively.
  • Provided ongoing support, troubleshooting, and guidance to ensure user adoption and maximize the value of Power BI across the organization.
03/2021 to 01/2022
Mortgage Certification Specialist Peoples State Bank Eagle River, WI,
  • Played a key role in ensuring compliance with mortgage regulations and industry standards by meticulously reviewing loan documents, verifying accuracy, and confirming adherence to legal and regulatory requirements
  • Achieved exceptional processing goals and consistently surpassed individual metrics while conducting in-depth research and swiftly resolving customer issues related to Fannie Mae, Freddie Mac, and Genie Mae.
  • Implemented process improvements to streamline the mortgage certification process, resulting in a 30% reduction in turnaround time.
  • Developed standardized templates, checklists, and workflows to enhance efficiency and accuracy, improving overall productivity.
  • Acted as a liaison between internal teams, mortgage lenders, and regulatory bodies, effectively communicating certification requirements, resolving inquiries, and providing guidance on compliance matters.
  • Conducted regular internal audits, identified areas for improvement, and implemented corrective actions, resulting in a 20% decrease in errors and enhanced overall quality.
01/2018 to 04/2020
Mortgage Loan Processor Mellon Bank City, STATE,
  • Maintained a track record of achieving high loan approval rates by meticulously reviewing loan applications, conducting thorough document verification, and ensuring compliance with lending guidelines.
  • Provided regular updates, answered inquiries promptly, and delivered exceptional customer service, resulting in a 30% increase in customer satisfaction ratings.
  • Processed residential mortgage loans (FHA, VA, Conventional, purchase, refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements.
  • Conducted meticulous analysis of critical financial factors, including loan-to-value ratio, debt-to-income ratio, credit reports, 1003 applications, income calculations, assets review, down payment sources, and supporting documentation.
  • Fostered strong working relationships with loan officers, underwriters, and other stakeholders to expedite the loan processing cycle.
01/2015 to 12/2017
Mortgage Loan Processor Wingspan Portfolio Advisors City, STATE,
  • Provided regular updates, answered inquiries promptly, and delivered exceptional customer service, resulting in a 30% increase in customer satisfaction ratings.
  • Proactively coordinated with borrowers, loan officers, and underwriters to expedite the approval process, ensuring timely closings and enhancing customer satisfaction.
  • Maintained a 98% accuracy rate in documentation and ensured compliance with lending guidelines, resulting in reduced loan errors and mitigated risk.
  • Effectively communicated with internal teams, borrowers, and third-party vendors to address inquiries, resolve issues, and maintain strong relationships throughout the loan process.
  • Demonstrated strong productivity, attention to detail, and the ability to manage a high volume of loans, resulting in increased efficiency and overall team success.
Education and Training
Expected in to to
Associate of Arts: Finance
El Centro College - Dallas, TX,

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Resume Overview

School Attended

  • El Centro College

Job Titles Held:

  • Power BI Professional
  • Mortgage Certification Specialist
  • Mortgage Loan Processor
  • Mortgage Loan Processor


  • Associate of Arts

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