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Corporate Lead Manager Resume

Schaumburg, IL


Accomplished manager with experience in accounting, financial reporting and analysis, operations, oversight, and systems. Skilled in fixed income and asset management with specialization in mortgages and portfolio management. Excellent people - manager and ability to drive change and improve operations.


  • Design and development of computer databases and use of databases for report generation
  • Informix
  • Microsoft Access, Excel, Word, PowerPoint, Visual Basic, .Net Framework
  • Unix, Crystal Reports
  • Oracle Business Objects, WebFOCUS


Confidential, Schaumburg, IL

Corporate Lead Manager


  • Developed and implemented strategic resolution plan for assets including 50 failed banks with $17 billion in assets
  • Created automated reports with over 400 bank failures with losses and recoveries and graphic visuals with over $700 billion in assets
  • Identified weaknesses in securities processing and recommended process improvements to improve controls over trailing securities payments
  • Re-engineered Receivership Oversight process and redesigned Receivership Status Reports for presentation to monthly Receivership Oversight Committee
  • Contributed complex financial analysis to Senior Management Oversight Committee
  • Member of CRC-1 and CRC-2 for resolution of assets up to $25 million

Confidential, Cary, IL



  • Successfully transitioned company focus from microfilming to scanning technology.
  • Implemented scanning technology using KOFAX VRS and Confidential scanners
  • Installed business server utilizing Microsoft Small Business Server
  • Converted single-user QuickBooks system to multi-user server based accounting system
  • Managed 50 + employees

Confidential, San Francisco, CA

Senior Vice President


  • Developed C - level management relationships at banks and other financial firms to source profitable mortgage trading transactions.
  • Negotiated and re-engineered $100 million in FHLMC MSRs with resulting profit of $1 million
  • Coordinated portfolio purchase/sale closings

Confidential, Riverwoods, IL

Vice President


  • Managed transition of Confidential from San Francisco to Confidential Illinois
  • Developed loan-level inventory system and barcoded all $4.0 billion invested in Confidential portfolio.
  • Working with company president and board-of-directors, assisted in disposition of non-strategic assets at above plan levels.
  • Established daily portfolio mortgage for portfolio loan products in conjunction with Treasury and Secondary Marketing.
  • Designed Secondary Marketing Asset Allocation System to hedge secondary marketing pipeline and delivery
  • Managed up to 100 employees in multi-state offices

Confidential, St. Louis, MO

Staff Vice President


  • Created Treasury Simulation Game for Confidential Management Education
  • Created mortgage pricing models including Confidential and prepayment assumptions
  • Managed loans serviced by others
  • Managed Unix based systems support and database for portfolio management department

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