Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Evan Roberson

Vallejo,CA

Summary

Seasoned Loan Servicing veteran with a long history of being a bridge between the the line of business, back office, and technical teams. My focus on understanding processes and looking for opportunities to improve productivity, lower risk, and improve accuracy was been a constant over my career.

Overview

20
20
years of professional experience

Work History

Solutions Analyst III

JP Morgan Chase
07.2024 - Current
  • SME on Commercial Loan Conversions to various Chase platforms
  • Providing data support to hFRB and Chase partners in developing conversion processes
  • Providing ongoing hFRB portfolio support through process changes

Senior Analyst II

First Republic Bank
01.2009 - 06.2024
  • Provided SME and design support of almost every major Loan Servicing project over several years
  • Analyzed various processes and developed innovative processes to support various new loan products and processes
  • Acted as systems liaison with Vendor for maintenance, support and change requests
  • Developed Portfolio Monitoring Reports to assist Loan Audit in detecting portfolio anomalies
  • Worked with Loan Servicing Management on SOX Audit Controls, Loan Reporting, and various support tools and reports

Loan Servicing Manager

First Republic Bank
11.2006 - 01.2009
  • Managed Team of 8 members who boarded, serviced, and audited Commercial Real Estate, Business, and Eagle Loans
  • Modernized Loan Boarding, Loan, Audit, and Payoff processes from paper to data driven processes
  • Developed and documented loan audit process and SOX procedures for both Residential and Commercial loans
  • Supported various departmental improvement projects including Data Warehouse enhancement, insurance outsourcing, Merrill Lynch integration

Credit Mananger

Bank of Walnut Creek
08.2004 - 11.2006
  • Managed Team of four who processed applications, prepared credit packages for approval, documented, and funded commerical leases for both internal and broker clients
  • Developed integrated tool to manage pipeline reporting, approval, and document preparation to support growing volumes
  • Managed reporting, process development, and day to day operations through a period where sales volume tripled in 2 years

Education

Bachelor of Arts - Geography

UC Santa Barbara
Santa Barbara, CA
12.1995

Skills

  • Strong ability to communicate between LOB and Tech
  • Process Analysis & Improvement
  • Functional SQL skills
  • Development of Testing Scripts
  • Project Management

Accomplishments

  • 2020 Loan Servicing Employee of the Year
  • Played critical roles in several high profile projects

-2009 -2010 Bank of America Divestiture

-2012 Commercial Online Banking Deployment

-2014 Professional Loan Program (PLP) Boarding

Automation/CADDI interface

-2015 Student Loan Refinance Boarding Automation

-2018 Consumer Online Banking Deployment

-2019 Real Time Auto Pay Deployment

-2020 Eagle Personal Line of Credit Deployment

-2020 SBA PPP Boarding Process


Timeline

Solutions Analyst III

JP Morgan Chase
07.2024 - Current

Senior Analyst II

First Republic Bank
01.2009 - 06.2024

Loan Servicing Manager

First Republic Bank
11.2006 - 01.2009

Credit Mananger

Bank of Walnut Creek
08.2004 - 11.2006

Bachelor of Arts - Geography

UC Santa Barbara

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Evan Roberson