Amman, Jordan
Experianced finance and consulting industry professional, specialized in business development, data insights and analysis with extensive experience in business intelligence and CRM adoption. Skilled in conducting complex analyses, optimizing workflows through automation, and leveraging data visualization tools to drive strategic decision-making.
CRM business development strategy and insights for Audit clients. •Conducted complex analyses for leadership strategic decision-making, including win rates, market research, revenue growth, and competitive landscape assessments for key clients, providing actionable insights for market leaders. •Built and customized multiple Alteryx workflows, Salesforce and Power BI dashboards, implementing automation to optimize workflow efficiency, streamline diverse analytical processes and enhance decision-making with data visualization. •Acted as a Salesforce champion launching Salesforce initiatives, organizing and executing quarterly virtual training sessions, upskilling over 250 team members in PwC’s 2024 Financial Year. Ran adoption and active license reporting, monitored platform updates, addressed ad-hoc inquiries, and ensured data integrity across all territories. •Managed and developed diverse initiatives and long-term strategies for proactive engagement and innovation. Assisted with formatting content and creating visually appealing presentations in line with PwC branding. Developed and implemented diverse communication plans to key clients and senior stakeholders. Supported with client agility, channel restriction and client targets and rotations. •Collaborated with colleagues from across the Middle East firm and globally, to proactively address pressing issues, contributed to the central Assurance newsletter, ensured smooth coordination, thorough review and project quality output. •Led the onboarding and upskilling of new team members, contributing to a stronger workforce.
•Maintaining Seller eligibility with Government Agencies and Investors. Ensuring compliance with fair lending laws by completing State Audit Exams. •Completing Investor Recertification Applications for monthly, quarterly and annual compliance review and submission. •Developing client relationship management to expand product offering and supports Agency, Warehouse Lenders and Investor Eligibility Requirements. •Reviewing Investor Seller Guides, Underwriting Guidelines and Product Grids. As well as to analyzing loan data to validate accuracy against regulatory reporting requirements. •Create easily digestible investor guideline matrices for Sales and Operations staff consumption. •Responsible for perfoming all analytical functions within the company, such as pipeline audit data reports, production data and pricing comparison using Excel and Power BI. •Assisting executive leadership, underwriting and sales management on all product/ investor related issues.
• Analyzing secondary market conditions and trends for pricing of first mortgages on a daily basis. Updating company’s offered pricing according to current market conditions. • Reviewing, processing, locking, extending, revising, and accepting mortgage interest rate lock requests and effectively communicating confirmations with loan officers and sales managers, using multiple LOS’s and Pricing Engines including Encompass and Optimal Blue. • Collaborate with investors to make changes to joint mortgages and analyze changes to ensure both premier’s and the other investors’ guidelines are met. • Continuously monitoring and communicating locked pipeline activity, as well as to managing configuration of programs in Optimal Blue and Encompass. • Researching pricing requests and providing support to loan agents during pricing scenarios on the company’s lock policy to ensure the most cost-effective way to close loans. •Creating pipeline audit data reports and delivering them to upper management as needed. •Performing analytical functions to enhance the saleability and execution of loan files.
• Acting co-manager in the Data Content and Research Analysis field, where I served as a subject matter expert in data research, compilation and collection activities for the Middle East & Africa region. Review identified adverse media, upon established risk, compliance and due diligence categories such as Anti Money Laundering, Corruption & Bribery, Sanctions & Exclusions. • Identifying risk data sources related to State-Owned-Entities, Politically Exposed Persons, and relevant Sanctions & Watchlists monitoring and updating. • Supporting Regional Manager in providing guidance and training to the Research & Content Analysis teams. Maintaining team efficiency by strategically delegating daily activities. Meeting team Quality Assurance Process, by evaluating, verifying, checking and reviewing data input into organisations Database, Compliance Screening and monitoring output.
• Supporting a major automotive company in its supply sector. • Independent processing of over 2800 export shipment orders. • Notifications to customers & partner carriers about shipment information, status and Order acceptance by phone or e-mail, along with daily & weekly customer statistical reporting (shipment status updates) and customer feedback. • Handling, managing of operational conflicts, customer complaints, general correspondence with customers, subcontractors and partners. • Creating, tracking and finalizing of orders in a forwarding software. Worked on different Softwares (Including: SAP, Intrac, MyPanalpina and L.Base).
• Recruiting new employees. • Negotiating with suppliers on new products. • Making sure sales targets are attained & Monitoring sales performance. • Maintaining proper inventory control. • Delivering first class customer service and advising them on products.