SUMMARY:

Proven manager and consultant with experience in the financial sector and international trade. Performed strategic planning and team leadership for several firms in the mortgage industry. Subject matter expert in finance, contracts, strategic planning, budgeting, risk analysis, profit and loss, and business analysis. Experienced with marketing, presentations and public speaking, and serving in advisory roles. Excels as a team player and ready to take on new challenges.

SKILLS:

• Project Management Professional (PMP)
• Series 7, Series, 66, VA/DC/MD Insurance License
• S&P Levels Moody’s Mortgage Metrics MS Excel MS Word SharePoint MS Access

EXPERIENCE:

Confidential

Project Manager

Responsibilities:

• Create and maintain a project schedule for each assigned project, while listing all tasks/milestones required for successful delivery of the project within a timescale to allow transparency for current activities and preparation for future activities.
• Ensure all project schedules, major milestones, risks and supporting project artifacts are stored properly.
• Follow Communications Management best practices by developing a formalized Communication Management Plan to define how and when project communications will take place for all audiences impacted by the project.
• Conduct Stakeholder Communication by engaging with all stakeholders often, via a variety of modes (email, status meetings etc.). Routinely engage in ad - hoc status reporting to other parties such as senior management.
• Provide bi-weekly project status updates for all projects managed.
• Frequently present to the Project Review Board (PRB) with project status updates.
• Facilitate Agile execution
• Remove impediments for benefit of the project team progress and delivery of final product.
• Gather requirements, resolve problems, written and oral communications, oversee project team, and manage daily tasking.
• Responsible for creating and maintaining project schedules and plans of daily operational activities.
• Document project level processes and program-level governance to meet the needs of the customer

Business Analyst

Confidential

Responsibilities:

• Translated user business requirements to formal technical requirements.
• Worked with team lead to create project schedules.
• Worked closely with technical resources to map functional design to technical design.
• Created, executed and documented test cases/results.
• Mapped the requirements to test scripts and validated documented requirements, as well as current functionality against identified business processes and test scenarios.
• Worked with team to plan and manage deployment from Development to Staging to Deployment.
• Documented project level processes and program-level governance to meet the needs of the customer.

Confidential

Financial Advisor

Responsibilities:

• Consulted on and implemented investment and insurance strategies, as well as the development of financial plans for clients.
• Led an integrated support team that performed contract documentation, developed reports and presentations.
• Presented investment seminars and workshops, covering an array of investment topics.
• Prepared written reports and presentations regarding current market evaluations/investment strategies and distributed presentations to clients
• Composed oral reports and presentations (for both clients and internal staff) that required the clear dissemination of information through a combination of graphs, charts, tables, diagrams and context.
• Maintained ownership of the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Prepared daily recommendations for allocation of clients’ portfolios, including trade ideas and long-term investment plans

Confidential, McLean, VA

Structured Transaction Executive

Responsibilities:

• Managed the structured transaction bid process for Confidential bulk deals. Managing teams that; cleaned loan-level mortgage data, analyzed credit and operational risk, performed costing analysis, priced securities backed by the mortgages, settled and delivered securities, and managed the accounts looking for a bid
• Managed and supervised 5-6 rotational financial analysts.
• Successfully negotiated pricing and purchase agreements of agency-issued securities ranging from under $10 million to over $1 billion, and consistently met or exceeded ROE and PVA targets on total purchases in excess of $26 billion over 3 years.
• Acted as the primary contact for customers receiving structured bids from Confidential - from large Wall Street firms to community banks.
• Developed pricing, bid strategy and lead negotiation for the purchase of mortgage portfolios from originators and broker dealers. Priced underlying credit risk for structured mortgage-backed securities.
• Modeled prepayment, default and capital costs of whole loan portfolios to be securitized as Confidential Gold mortgage securities and run profitability analysis for each potential deal’s cost and its related guarantee fee.
• Prepared agency pooling and structure pools that met seller’s balance sheet targets with regard to coupon stratification, excess servicing, and maximize pools for any other geographic or credit attributes that attract a premium in the MBS market.
• Performed pricing analysis for using S&P Levels/proprietary cash flow models.
• Determined any credit, costing, or operational concerns to doing business with Confidential ; facilitated solutions and manage securitized transaction across all Confidential business areas.

Confidential

Account Management Specialist

Responsibilities:

• Served as a project manager responsible for the implementation of new initiatives and new products for all Confidential customers
• Performed as an integral part of the sales team associated with six of Single-Family Sourcing’s largest and most complex accounts responsible for assisting with contract negotiations, serving as the primary point of contact for lenders requiring technical guidance.
• Developed standard operating procedures and systems for regular monitoring of our client portfolios and efficacy of administrative controls. Evaluated Single-Family policy and procedures to determine effectiveness.
• Analyzed research and helped develop policy for Single-Family programs and procedures.
• Instructed clients on all Single-Family programs, requirements and procedures necessary to conduct business as a National Lender.
• Initiated, planned and conducted analyses in order to increase efficiency and productivity or to recommend business practice improvements.
• Worked intimately with the Marketing Department team to assist with the rollout of new products, programs and systems to clients.

Confidential, Rosemeade, CA

Account Executive

Responsibilities:

• Originated an array of mortgage products (conventional, government, non-conf, home equity) for both portfolio and non-portfolio customers.
• Designated appropriate loan products and programs for potential borrowers.
• Locked mortgage loan rates and assisted in all aspects of origination (locking, underwriting, closing and funding).
• Top five loan originator from .

Confidential, Calabasas, CA

Sr. Fixed Income Analyst

Responsibilities:

• Worked directly with traders and institutional sales reps in order to determine areas of opportunity and market trends
• Responsible for daily report distribution regarding pricing, spreads, OAS models, etc.
• Contributed to daily, weekly and monthly industry publications both for internal and external distribution.
• Collaborated with SVP of research as a project manager of various market-related topics, issues and ideas.