SUMMARY:

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.

COMPUTER SKILLS / PLATFORMS:

• 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

WORK EXPERIENCE:

Confidential, Schaumburg, IL

Corporate Lead Manager

Responsibilities:

• 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

President

Responsibilities:

• 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

Responsibilities:

• 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

Responsibilities:

• 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

Responsibilities:

• 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