JULIA D. ROGERS

Washington, D.C. 20009 juliarogrs@gmail.com (434) 517-1337

https://www.linkedin.com/pub/julia-rogers/19/203/818

Client Relations, Problem Solving & Analysis

Meticulous financial professional who undertakes complex projects beyond job role, consistently meets challenging deadlines and delivers distinguished results. Applies strong communication and problem-solving skills to create collaborative working relationships, striving to achieve mutually beneficial results. Operates with a consistently sound sense of urgency, and thrives in fast-paced, results-driven environments. Core competencies include:

Client Relations ∙ Communication ∙ Acute Attention to Detail ∙ Problem Solving ∙ Financial Services ∙ Federal Compliance ∙ Quality Control ∙ Operative Efficiency ∙ Writing & Editing ∙ Innovation ∙ Product Development &

Testing ∙ Project Management & Governance ∙ Operational & Financial Analysis

Professional Experience

FANNIE MAE ∙ Washington, DC ∙ October 2014 – Present Largest source of residential mortgage credit in the United States secondary market, supporting today's economic recovery while providing reliable, large-scale access to affordable mortgage credit in all communities across the country. Project Analyst IV ∙ Enterprise IT Strategic Initiative / Office of the CIO (February 2015 – Present) Support Director of Project Management within the Office of the CIO, interacting with senior executives, program leads, project managers, and analysts to ensure Strategic Initiative (SI) program is on track to meet Enterprise goals and needs.

• Liaise between VPs, Enterprise Portfolio Management Office (EPMO), Financial Analysis & Planning (FP&A) office and program teams to ensure smooth communication and the enablement of informed decisions

• Develop executive-level presentations around Enterprise IT SI funding requests, briefings, organizational changes, strategy and the like

• Generate analytics for a $106 million portfolio of projects; identify trends in budget over- and underruns, risks, issues and status while ensuring all forecast and data is entered accurately on monthly basis

• Support the Enterprise IT Steering Committee, producing and analyzing materials to enable informed decisions

• Manage the Enterprise IT SI Integrated Project Milestones Plan, which is reported to the executives/management committee and captures a holistic view of the portfolio, status of projects, and key dependencies

Project Analyst IV ∙ Operations &Technology, Project Management Office (October 2014 – February 2015) • Produced and distributed reports around project release capacity, project approval matrix metrics, risk threshold

framework scores, collecting and analyzing data to support transparency and informed actions

• Participated in regular in-depth, collaborative meetings with the O&T business unit leadership and executives, EPMO and FP&A to facilitate accurate flow of information and guidance between various aspects of the Enterprise

NEW ENGLAND FEDERAL CREDIT UNION ∙ Williston, VT ∙ February 2013 – October 2014 Largest Credit Union in Vermont, serving more than 90,000 members with more than $1 billion in assets, dedicated to providing superior service by pioneering new and innovative banking practices. Mortgage Loan Processor Responsible for processing loans, achieving 100% compliance accuracy while maintaining NEFCU, investor and MI guidelines and helping to meet department goal of $500 million in loans closed. Utilize in-house, federal, and MI financial software systems to provide utmost service and flawless mortgage processes. Provide support and coverage for numerous departments, as needed, and actively participate in Innovation Team to develop new products and services.

• Elected 1 of 3 chosen every 2 years by superiors to be active member of Innovation Team, which meets biweekly to brainstorm, develop and implement original products and standards of operation, serving as pioneers among competitors

• Frequently conduct large-scale research regarding operational deficiencies, track and compile data to generate reports for senior management

• Serve as consultant and editor of new marketing campaigns, product releases and templates for borrower/client communication

• Improved several operational processes company-wide by identifying opportunities, researching market trends and proposing feasible and attainable resolutions

• Closed over $61,550,000 in loans since commencing full-time employment

• Successfully took over and managed pipeline exceeding 100 loans, while achieving over 90% “Exceeds Expectations” in survey results and closing most loans during that fiscal year among peers

PRIVATE NANNY/TUTOR ∙ Tampa, FL (Full-Time 2011-2012) ∙ South Boston, VA (Part-Time while working with BOA 2010) ∙ Charlottesville, VA (Part-Time while attending UVA 2006-2009) BANK OF AMERICA ∙ South Boston, VA ∙ Tampa, FL ∙ April 2010 – May 2011 Leading financial institution, partnering with more than 57 million individuals, businesses, and communities, dedicated to improving the financial lives of customers and clients of all backgrounds by achieving their financial goals. Professional Teller Processed personal and commercial financial transactions with utmost professionalism and efficiency, maintaining knowledge of federal and industry regulations and products, providing recommendations and referrals to clients.

• Responsible for submitting weekly progress report to manager and direct supervisor identifying inefficiencies and opportunities, making recommendations for improvement strategies

• Practiced 360 degree training, coaching peers on best practices and procedures

• Successfully identified and reported a handful of suspicious banking activities, which led to deeper federal investigations of fraud and money laundering

• Consistently exceeded referral goals and maintained top scores in accuracy CLARKSVILLE WATER SPORTS, INC∙ Clarksville, VA ∙ Summer 2006 (while attending UVA) Largest local full-service boating facility, services including boat/part sales, repairs (mobile and in-house), rentals, storage and more. Assistant Office Manager Responsible for all front of house functions, managing main and sister business offices, serving as liaison between clients and service manager/owners. Scheduled and managed all work orders, sales, rentals, inventory, and budgets, working closely with manager and owners to ensure highest level of operating efficiency.

• Revamped entire office structure and used creative business strategies to reclaim approximately $24,000 in delinquent work orders in first month of employment and at age of 19, turning struggling business into a profiting one

• Single-handedly created filing system for over 900 client files which is still in use today, increasing operational efficiency and functionality

• Worked closely with managers and owners, responsible for reporting deficiencies and determining effective solutions for all tiers of business model

EDUCATION

Bachelor of Arts in English UNIVERSITY OF VIRGINIA ∙ Charlottesville, VA ∙ 2009

TECHNICAL SKILLS

Proficient in Microsoft Suite: Mastery in Excel ∙ Word ∙ PowerPoint ∙ Outlook ∙ Business Objects ∙ In-house Lending, Appraisal, Financial Software Applications and Databases ∙ EPPM ∙ DU ∙ Adobe Systems ∙ Social Medias ∙Photoshop

Internet Applications ∙ Adept in Mac and PC Systems

ACTIVITIES

When not at work, I enjoy traveling and exploring new places, hiking, reading, experimenting with recipes, and anything involving my 4-year-old chocolate lab, Milly