SUMMARY:

• Senior Project Executive with broad experience in project management, business analysis and mortgage operations/servicing. A strong team leader and contributor who can successfully manage multiple projects and rapidly transforming priorities in order to achieve project goals. Effective communicator with ability to build strong relationships with Clients and cooperation across project teams.
• Mortgage Operations & Servicing: Managed a billion dollar mortgage servicing portfolio, including Investor Accounting, Escrow Administration, Collateral Management, Customer Relationships, Loss Prevention. Led mortgage processing, closing and wholesale teams and oversaw high - impact projects supporting business goals.
• Team Leader: Experienced working closely with Project Managers to create project plans, define key milestones, identify and manage risk. Successfully evaluate the impact implementation will have on business operations and production systems and document new processes and procedures. Effectively manage resources and facilitate knowledge transfer. Successfully train and mentor teams to maximize productivity, and enhance business knowledge, project skills, and morale.
• Business Analyst: Successfully define project objectives, ensure they align with corporate strategy and identify Stakeholders required for project success. Ability to clarify high-level business goals and break them down into easily achieved, lower risk phases. Effectively translate requirements into business and functional specifications and prepare test cases to support testing of new functionality.
• Project Management: Experienced overseeing complex enterprise wide projects including requirements definition, planning and management, interacting with business sponsors and technical teams, communication of status, issues and risks and management of Go Live activities.
• Relationship Management: Experienced building rapport with clients by listening, communicating and delivering on commitments
• Joined the Impact Mortgage project implementing a customized origination system for one of the largest US Banks midstream. The project suffered from high number of outstanding defects and lack of client confidence. As Defect Manager, introduced a triaging process with the Client that was then expanded across internal teams. This focus ensured all teams were working toward solving the same set of issues. Daily escalation calls were introduced to tackle issues requiring closer scrutiny. Within three months overall outstanding defects were reduced by 33% and defects exceeding SLAs represented less than 5%. This refocus on defects was a key component in a revitalized relationship with the Client that resulted in additional business.
• Implementation and administration of eStatus program enabling members to access mortgage related information and documentation online. This supported a company-wide Go Green initiative, reduced administrative expenses and met member requests to reduce paper and mailings.
• Resolved multiple Investor audit and reconciliation issues outstanding for over three years. Resolution and the ensuing process improvements enabled the credit union to resume its relationship with the Investor, and continue selling loans.
• Core member of project team implementing Confidential ’s Global Commission System supporting over 4,000 payees worldwide. Implementation of this system vastly improved timeliness and accuracy of commission payments, eliminated manual processes, unified global activities and consolidated accounting and reporting processes.
• Enterprise Locking & Pricing System: Designed and supported AHM’s automated loan locking system which eliminated manual processes and enabled Sales to independently modify loan terms and immediately see the pricing impact. Implemented rules for applying Lender/Investor price adjustments and regional price differentials.
• Enterprise Commission System: Designed AHM’s enterprise commission system supporting over 70 compensation plans. System calculated base commission, volume bonuses, overrides, shares, draws and expenses. System handled semimonthly commission payments to over 3500 payees. Linked system via automated interface to ADP to facilitate payroll.
• Created risk-based pricing system used to anticipate the Investor cost of making exceptions to standard credit policy
• Directed multiple acquisition teams translating system requirements, data mapping and identifying process gaps and overlaps to ensure successful mergers.

PROFESSIONAL EXPERIENCE:

Confidential

Defect Manager

Responsibilities:

• Manage the defect remediation process for project implementing a custom lending platform for one of the largest U.S. banks. Work closely with Client and internal teams to validate, remediate, test and deliver fixes. Coordinate timing and content of defect builds. Facilitate meetings to discuss defects at tester level and lead daily status calls with Senior Project Executives.

Confidential

Business Analyst Team Lead

Responsibilities:

• Led a team of Business Analysts supporting custom software designed to enhance retention, ensure adherence to mandatory program guidelines and automate approvals via interfaces with SMDU and other client in-house applications.

Confidential

Mortgage Loan Servicing Supervisor

Responsibilities:

• Managed all servicing activities for Confidential loan portfolio, including payment processing, mortgage insurance termination, payment of taxes and insurance, preparation of annual escrow analysis, notification of ARM rate change, force-placed insurance. Insured compliance with federal, state and NCUA regulations as well as internal policies and procedures. Managed loan administration activities including: Investor relationships and reporting. Acted as liaison to IT, defining and prioritizing system changes, coordinating UAT, managing releases and .

Confidential

Senior Business Analyst

Responsibilities:

• Member of the Global Commission System project which implemented an enterprise-wide compensation, issue-management and reporting system. The application calculates and facilitates payment to a worldwide Sales Organization of over 4000 people supporting multiple business channels. Implementation responsibilities included creating BRDs; maintaining Requirements Matrix, developing Standard Operating Procedures (SOPs), interface mapping, testing, and legacy system conversion.
• Responsible for all post release production support activities including managing and prioritizing active issues and enhancements, reviewing change management and testing documentation, coordination of transports to testing and production environments.

Confidential

Sr. Business Analyst, Team Leader

Responsibilities:

• Led Business Analyst team through SDLC specializing in Secondary, Treasury and Accounting projects. Managed communications with stakeholders addressing project prioritization, agreement on requirements, setting delivery timelines and managing risk. Interfaced with Development and Quality Assurance teams on design, testing and project status.

Confidential

Product Manager, VP

Responsibilities:

• Developed and implemented products and programs designed to increase home buying among minority and low-income applicants as part of Bank-wide CRA effort. Tri-State Wholesale Operations Manager: Directed the Wholesale mortgage operation from intake through funding.
• Managed the performance of 50+ external law firms representing the Bank. Achieved superior quality and accuracy rates guaranteeing Investor purchase of loans. Implemented pipeline management techniques to improve application to funding ratios.