Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Speaker Presenter
Timeline
Generic

Gerard J. Herrling

North Port,FL

Summary

Senior manager experienced in all facets of financial service operations. Extensive background in Operations, Marketing, Mortgage Servicing, Business Development, Consumer Lending, Strategic Planning, Risk Management and Compliance. Experienced in developing and implementing products, policies and procedures. Organized and dependable candidate successful at managing multiple priorities.

Overview

43
43
years of professional experience

Work History

Mortgage Servicing, Investor Portfolios

GTE Financial
08.2021 - 04.2024
  • Hired to lead the conversion of an 8,000+ third party serviced mortgage portfolio from Cenlar to in-house servicing.

Mortgage Servicing Supervisor

United Nations FCU
02.2019 - 07.2021

Mortgage Loan Servicing Representative

Quorum Federal Credit Union
07.2016 - 08.2018
  • Recommended hire by the CEO to identify and correct outstanding shortcomings in the servicing of distinct segments of the credit union’s loan portfolio.
  • Direct and manage the daily activities of a team of loan analysts who "own" all post-origination aspects of a $700 MM loan portfolio including 1rst mortgages, HELOCS, specialty(medical ) lending and consumer credit.
  • Advise management in the development of a formal collections policy and procedure.
  • Maintained compliance with federal regulations, company policies, and industry best practices in all mortgage loan servicing activities.

Executive Vice President

Due Diligence & Analytics Professionals, LLC
02.2008 - 07.2016
  • Provide compliance, delinquency analysis and due diligence services of commercial, residential and installment portfolios for clients.

Credit Union Consultant, Principal

CarPort Consulting, LLC
12.2008 - 05.2016
  • Operations specialist
  • Advise CU Board and management on “best practices” methodology and new initiative development.

Senior Vice President, Deputy Chief of Staff

Municipal Credit Union
02.2004 - 11.2007
  • Direct reporting of Installment Lending, Real Property, Retail Branch and back office Operating Divisions.
  • Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
  • Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.

Vice President

Municipal Credit Union
11.1980 - 02.2004
  • Member Service Operations

Education

Credit Union Executive Society CEO Institute
01.2005

BS, Marketing -

New York University
New York, NY
01.1980

Skills

  • Risk Management
  • Compliance
  • Product development
  • Teamwork and Collaboration
  • Problem-Solving
  • Dependable and Responsible

Accomplishments

  • Conversion of 8,000+ third party serviced mortgage portfolio to an in-house servicing solution
  • Developed and presented EduLeader Program designed to educate CU Senior Executives

Affiliations

  • Board of Trustees, New York Credit Union Foundation, 2006 - 2012
  • Board Member, NYCUA, Metropolitan District Council, 2012 - Pres.
  • Board President, Loyola School Alumni Association, 2005 - 2011
  • Board Member (Emeritus), Loyola School Alumni Assc., 2011 - Pres.

Speaker Presenter

  • NYCUA, Under $50MM CEO Roundtable, 2014
  • World Council of Credit Unions Annual Conference, 2004
  • CUNA Mutual Discovery Conference, 2006
  • Federation of Community Development Credit Unions, 2011/2014


Timeline

Mortgage Servicing, Investor Portfolios

GTE Financial
08.2021 - 04.2024

Mortgage Servicing Supervisor

United Nations FCU
02.2019 - 07.2021

Mortgage Loan Servicing Representative

Quorum Federal Credit Union
07.2016 - 08.2018

Credit Union Consultant, Principal

CarPort Consulting, LLC
12.2008 - 05.2016

Executive Vice President

Due Diligence & Analytics Professionals, LLC
02.2008 - 07.2016

Senior Vice President, Deputy Chief of Staff

Municipal Credit Union
02.2004 - 11.2007

Vice President

Municipal Credit Union
11.1980 - 02.2004

Credit Union Executive Society CEO Institute

BS, Marketing -

New York University
Gerard J. Herrling