Adam Haggard
Princeton,TX
Summary
Results-driven finance professional with over a decade of experience in capital markets, financial operations, and risk management, currently serving as Director of Capital Markets in the mortgage industry. Proven track record of managing complex budgets, leading cross-functional teams, and implementing data-driven strategies to optimize financial performance and compliance. Adept at overseeing multi-million-dollar cash flow, executing process improvements, and ensuring adherence to regulatory standards—skills directly transferable to public sector financial operations. Skilled in financial reporting, audit coordination, system implementation, and staff development, with a strong commitment to operational excellence, fiscal responsibility, and long-term strategic planning. Excited to bring private-sector financial discipline and analytical rigor to support the goals and operational integrity of a school district environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Capital Markets Director
Delmar Mortgage
05.2022 - Current
- Increased profitability, developing comprehensive pricing strategies based on historical performance and market forecasts.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Improved pricing model accuracy for better decision-making in the Secondary Market, utilizing advanced financial analysis techniques.
- Maintained strong relationships with investors to ensure optimal pricing and liquidity for mortgage loan sales.
- Provided training sessions for team members on best practices in financial analysis and market research related to Secondary Marketing activities.
- Assisted in the development of hedging strategies to mitigate interest rate risk, protecting company profits from market fluctuations.
- Optimized loan sale execution with detailed analysis of investor guidelines and market conditions.
- Increased profitability, developing comprehensive pricing strategies based on historical performance and market forecasts.
- Implemented process improvements that streamlined reporting and data analysis, ultimately driving better business decisions in Secondary Market operations.
- Conducted scenario analyses to forecast potential outcomes under various market conditions, facilitating proactive planning measures.
- Streamlined operational processes to increase efficiency in the trade execution of mortgage loans.
Senior Secondary Analyst
Guardian Mortgage
08.2018 - 05.2022
- Analyzed complex financial data to support budgeting and forecasting efforts, enhancing strategic decision-making aligned with organizational goals.
- Led the implementation of financial software systems, improving cross-departmental efficiency and accuracy in reporting and reconciliation processes.
- Monitored risk exposure and cash flow trends, applying analytical rigor to ensure fiscal responsibility and support long-term financial planning.
- Identified and executed process improvements that streamlined internal reporting cycles and enhanced the accuracy of financial data for leadership review.
- Utilized advanced data analytics tools to track financial performance, uncover trends, and support operational cost-efficiency initiatives.
- Developed and delivered customized financial reports for senior leadership, providing clear, actionable insights for decision support and regulatory compliance.
- Reviewed and interpreted financial compliance standards and investor requirements, ensuring adherence to policy while maximizing financial performance.
Account Manager
Optimal Blue LLC
04.2016 - 08.2018
- Worked with mortgage companies to implement pricing strategies to better simulate their business model.
- Performed daily tasks for customer including margin/markups updates, product/product tree updates, custom eligibility/adjustment rules, product overlays, and pricing troubleshooting.
- Provided new customers with a comprehensive review of optimal blues configuration, and lender site.
- Utilized outstanding communication with all customers, employees, and third parties.
- Set up weekly meetings with customers to optimize that customers site content.
Education
Bachelor of Science - Clinical Studies-Psychology
Texas A&M University-Commerce
08.2008
Skills
- Cash Flow Analysis
- Budget Planning & Forecasting
- Financial Compliance
- Internal Controls & Procedures
- Audit Coordination
- Policy Implementation
- Strategic Capital Planning
- Team Leadership
- Reporting & Analytics
- Adaptability & Time Management
- Advanced Excel & Modeling
- Decision-making
Accomplishments
- Collaborated effectively in cross-functional teams.
- Supervised team of 3+ staff members.
- Trained or mentored new employees or colleagues.
Certification
Fork Lift Certified (2004)
Assistant to the Superintendent (Construction)
Provided summer support to the Site Superintendent on construction projects, assisting with site inspections, contractor coordination, and project documentation from 2003 to 2007.
Timeline
Capital Markets Director
Delmar Mortgage
05.2022 - Current
Senior Secondary Analyst
Guardian Mortgage
08.2018 - 05.2022
Account Manager
Optimal Blue LLC
04.2016 - 08.2018
Bachelor of Science - Clinical Studies-Psychology
Texas A&M University-Commerce
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