Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexander Rusli

TX

Summary

Senior Consultant with ~10 years of experience in financial services with focus in mortgage lending, capital markets corporate banking. Successful track record of delivering significant cost efficiencies by leading large-scale digital transformations to top lenders/ FIs and servicers by standing up effective program management and governance, completing holistic risk assessments and mitigation plans, and identifying key opportunity for operational efficiencies across people, process and technology. Alex has strong industry knowledge and expertise, technical and analytics skills and business acumen to consistently deliver positive and tangible results.

Overview

7
7
years of professional experience

Work History

Senior Assocaite

PricewaterHouse Cooper (PwC)
09.2021 - Current

Strategy, Credit Risk and Financial Analysis

  • Completed risk assessment for a top mortgage lender which included analyzing credit policy and procedures in accordance with regulators and identified opportunities to mitigate potential risk while streamline operational processes end to end
  • Completed holistic assessment for a top mortgage lender and provided strategic recommendations to streamline operational process via automation, mitigate high risk items, and drive long term profitability
  • Delivered a comprehensive and dynamic financial model for a top 10 bank which was utilized to assess long term profitability of a program that is at risk of significant losses over 5 years

Mergers & Acquisitions/ Program Management

  • Led Transaction Banking divestiture workstream on $8B deal coordinating transaction activities between senior management and enterprise leadership. Resulted in divesture of Transaction Banking products, operations, and portfolio with minimal impacts to customers’ day-to-day treasury management banking capabilities
  • Successfully managed the execution of a Purchase and Assumption Agreement for the buyback of a commercial banking business (approx. $250M purchase), overseeing all bank activities to meet legal obligations.
  • Led sale of $1.2M scope increase for additional PwC support through post-divestiture activities (this work lead to an additional extension for 6-months support from PwC)
  • Partnered with client to develop strategy for management of large corporate accounts between close of acquisition and buyer’s migration including cross-entity interaction model and processes to minimize impacts to customers’ day-to-day banking experience which resulted in target deposit balance transfer back to seller of over $3B


Strategic Initiatives Program Manger

CoreLogic
01.2019 - 09.2021
  • Drove $7.5M in year savings by delivering overarching strategic roadmap for CoreLogic Real Estate Tax Payment Service (RETPS)digital transformation initiative (DigitalTax Platform)
  • Led effort to conduct research and benchmarking to quantify and define the value proposition/ ROI associated with expansion initiatives which include new product offerings and internal operational enhancements
  • Tracked and managed project status and financial ROI for 5-10 key strategic projects/ programs that have many intersection points and dependencies – weekly status reports, issue and risk management, resource management, go live readiness, cutover execution, etc.
  • Implemented 450 + external clients onto the DigitalTax Platform Payment Decisions tool within targeted timeframe driving client self-service
  • Generated and distributed variety of reports (status, risk, financial etc.) that cater to a wide variety of audiences- operational,management, executive and board room

Business Analyst

AmeriHome Mortgage
01.2017 - 01.2019
  • Drove $1.2M in cost savings by implementing LOS automation resulting in reducing fulfillment turnaround times by 10%
  • Strategic lead for non-delegated operations identified areas for process improvement, manage key vendors/ third party providers, and served as liaison between business, vendor, and executive stakeholders
  • Managed client relationship for approximately 100+ delegated correspondent clients
    SME for investor guidelines (GSA and Jumbo Non Conforming products) and internal overlays; Review, report and track issues, conditions clearings until resolution (asset/loan level)
  • Translated specific business requirement into user stories for internal developers and external vendors (Ellie Mae) to build enhancements/ customizations to LOS underwriting, trade desk, compliance, etc.

Education

Bachelor of Arts - Economics

Baylor University

Skills

    Mortgage Lending Credit Policy and Procedures

    Credit Underwriting

    Financial Modeling

    Program Management

    Microsoft Excel (Advanced)

    Mergers and Acquisition

    Transaction Banking

    Corporate Bankruptcy

    Banking Operations

    Payments

Timeline

Senior Assocaite

PricewaterHouse Cooper (PwC)
09.2021 - Current

Strategic Initiatives Program Manger

CoreLogic
01.2019 - 09.2021

Business Analyst

AmeriHome Mortgage
01.2017 - 01.2019

Bachelor of Arts - Economics

Baylor University
Alexander Rusli