Hi, I’m
JASON EGAN
Salt Lake City,Utah
Overview
30
years of professional experience
Work History
Highlands Residential Mortgage, Ltd.
VP, LOAN ADMINISTRATION & APPRAISAL SERVICES
01.2021
Job overview
- Company Overview: National mortgage lender lending in 30+ states (500-1,000 employees)
- Responsibilities:
- Process Design & Control
- Vendor Management
- Business Analysis (Lean)
- System Administration | Configuration
- Data Management | Governance
- Client Success Management
- Risk Analysis
- KPI/SLA monitoring & control
- Reporting | Monitoring
- Summary:
- My role encompasses all valuation-related, investor pre-purchase stipulations, and government insuring functions for the company. My responsibility is creating, implementing, and maintaining policies and procedures that will support our clients (originators), our counterparties (vendors), and our regulators (investors, GSE).
- Including, but not limited to:
- Overall strategic direction of business units
- Policies and Procedures
- SLA creation and management
- KPI creation & monitoring
- Reporting
- Process Control creation & implementation
- Escalation mapping
- Project & cost management
- Scalable staffing models and hiring policies
- Technology administration & integration
- Sales support for new branches
- Mentor and/or train my successor
Avenu Technologies, INC
VP, SHARED SERVICES
01.2018 - 01.2021
Job overview
- Company Overview: National data aggregator and real estate sales opportunity provider (< 50 employees)
- Responsibilities:
- Process Design & Control
- Enterprise Vendor Management
- Enterprise Business Analysis (Lean)
- System Administration | Configuration
- Data Management | Governance
- Project Management
- Client Success Management
- Systems Integration
- Sales Management | Support
- KPI/SLA monitoring & control
- Summary:
- As the Director of Shared Services, it was my responsibility to deliver management and governance over the ecosystem of the company and clients. I created and implemented processes and controls to track and measure activities and performance related to (not an exhaustive list):
- On-Boarding (clients & new hires)
- Termination
- Vendors (pricing, products, & performance)
- Financial | Investment reporting
Ken Garff Automotive Group
STRATEGIC ACCOUNT MANAGER
01.2018 - 01.2018
Job overview
- Company Overview: Regional automotive group building a focus on B2B Fleet auto sales (1,000 employees)
- Responsibilities:
- Vendor Management
- KPI/SLA monitoring & control
- Business Analysis (Lean)
- Process Design & Control
- Sales Management | Support
- Client Success Management
- Summary:
- I was brought in temporarily to create a Fleet Sales and Management group at a local Ford dealership. I developed processes and procedures as well as service level expectations that were needed to approach some of the nationwide automotive fleet buyers. Once completed, I was able to approach and secure several national accounts that utilize this dealership as a resource for fleet vehicles and service.
Seashine Financial, LLC
VP, INFORMATION SYSTEMS & CLIENT SERVICES
01.2016 - 01.2018
Job overview
- Company Overview: Financial Services, Consumer-Direct Mortgage company (
- Responsibilities:
- Enterprise Technology Strategy
- Enterprise Vendor Management
- Enterprise Business Analysis (Lean)
- System Administration | Configuration
- Data Management | Governance
- Budget Forecasting & Adherence
- Project Management
- Client Success Management
- Systems Integration
- SQL Development
- Sales Management | Support
- Process Design & Control
- Summary:
- As the VP of Info Services I was responsible for the tracking of projects, outsourcing or development, and on-time and on-budget completion of projects. As a startup company, we all wore many hats and to that end, I also managed all vendor products and services that were performed on behalf of the company. By creating performance expectations and clear, measurable reports to deploy to the vendors, was able to have low vendor turnover and high adherence to expectations.
Cardinal Financial, LP
DIRECTOR, PROCESS DESIGN
01.2015 - 01.2016
Job overview
- Company Overview: Financial Services, National Mortgage company (consumer-direct and retail) (>1,000 employees)
- Responsibilities:
- Vendor Management
- Business Analysis (Lean)
- Project Management
- Regulation Adherence
- SLA / KPI Adherence
- Enterprise Reporting
- Process Design & Control
- Intranet Author & Admin
- Summary:
- As the Director of Process Design, I governed and monitored enterprise processes and performance. This included mortgage applications (geography, type, amount, ETC), vendor performance, loan originator performance, automated tasks, and company intranet to name a few.
W.J. Bradley Mortgage
VP, SHARED SERVICES
05.2010 - 06.2015
Job overview
- Company Overview: Financial Services, National Retail Mortgage company (>2,000 employees)
- Responsibilities:
- Enterprise Valuation Fulfillment
- Enterprise Lead Management
- Process Design & Control
- Vendor Management
- International Outsourcing
- Budget Forecasting & Adherence
- Client Success Management
- Contact Center Management
- Summary:
- As the VP or shared services, I was responsible for management and governance of services across the company ecosystem. Directly responsible for the revenue and operation of the valuation management group, I managed roughly 2,000 national vendors that would complete nearly 4,000 valuations per month. My role was strategic as the data mining I performed led to decisions relating to the direction of the company, pricing, and products.
Education
Salt Lake Community CollegeSalt Lake City, Utah
Associates Degree
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Complex Problem-solving
- Client relationship building
- Strategic planning
- Results-driven
- Account management
- Operations management
- Documentation and reporting
- Risk management
- Process improvement
- Negotiation and persuasion
- Presentations
- Training and mentoring
- Staff development
- Performance monitoring
- Contract negotiation
- Industry best practices
- Staff training
- Customer and employee rapport
- Performance metrics analysis
- Metrics tracking
- Forecasting
- Policy and procedure development
- OKRs and kpis
- Cross-functional team leadership
- Operational leadership
- Operational management
- Staff management
- Procedure implementation
- Operations oversight
Summary
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Timeline
VP, LOAN ADMINISTRATION & APPRAISAL SERVICES
Highlands Residential Mortgage, Ltd.
01.2021
VP, SHARED SERVICES
Avenu Technologies, INC
01.2018 - 01.2021
STRATEGIC ACCOUNT MANAGER
Ken Garff Automotive Group
01.2018 - 01.2018
VP, INFORMATION SYSTEMS & CLIENT SERVICES
Seashine Financial, LLC
01.2016 - 01.2018
DIRECTOR, PROCESS DESIGN
Cardinal Financial, LP
01.2015 - 01.2016
VP, SHARED SERVICES
W.J. Bradley Mortgage
05.2010 - 06.2015
Salt Lake Community College
Associates Degree
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