Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeff Matsuda

MCKINNEY,TX

Summary

Transformational executive with over 20 years of experience in driving strategic initiatives and enhancing project management. Expert in aligning action plans with corporate objectives to promote growth and efficiency. Committed to fostering collaboration and delivering impactful results through effective leadership.

Overview

22
22
years of professional experience

Work History

AVP Strategy and Analytics

Rocket
Detroit, MI
06.2020 - Current
  • Onboarding and leadership of teams based in Detroit, Dallas, and India
  • Balance Sheet and Investor Guideline reviews resulting in remediation of Client facing issues and over $10M in annualized P&L.
  • Prepared presentations and materials for executive meetings and team updates.
  • Collaborated with stakeholders to maintain consistent service across Rocket channels.

AVP Finance

Mr Cooper
Dallas, TX
03.2015 - 06.2020
  • Responsible for the forecast and management of assets including Reverse Mortgage draws, buyout inventory, and advance management including cost of funds and float on cash held for investment.
  • Manage adjustments to financed bank lines and find solutions in areas of high liquidity utilization.
  • Included structured finance products to manage liquidity on inactive reverse mortgages through liquidation.
  • SoX compliance for models determining the loss reserve for the Reverse Mortgage business.

Finance Manager - Structured Finance

Mr. Cooper
Dallas
02.2014 - 03.2015
  • Managed $100M in structured finance PLS MSR excess fee agreements.
  • Analytical and Operational platform to support internal and external investments.
  • Focus on EVA and Capital Management initiatives.

Senior Analyst - Finance

Mr. Cooper
Dallas, TX
11.2012 - 02.2014
  • Build out of an FP&A analytical platform for the company’s Ancillary Businesses.
  • 5x pre-tax earnings growth in areas of direct support
  • Analyzed mortgage servicing data for Mr. Cooper customer accounts and portfolio trends.
  • Reviewed loan files for compliance with investor and servicing guidelines.
  • Prepared reports supporting delinquency, escrow, and account reconciliation activities.

Early career roles

Aurora Loan Services / Nationsar
Denver, CO
02.2005 - 11.2012
  • Transaction Analyst - customized reporting and oversight of Clients’ inventory assets.
  • Investor Reporting I & II - quality control and remediation of servicer reporting to trustees and bond payments.
  • Operations Specialist- responsible for the cash management of over 500 custodial accounts including over $5B in monthly remittances.
  • Servicer Balancing Specialist- responsible for reviewing servicer remittances to ensure they are in line with the governing loan agreements and the Servicing pass through agreements determined by the security instrument.

Education

Bachelor of Arts - Business Administration - Finance

Colorado Technical University
Colorado Springs, CO

Skills

  • Balance sheet analysis
  • Liquidity management
  • Financial modeling
  • Forecasting techniques
  • Complex problem solving
  • Team building and collaboration

Timeline

AVP Strategy and Analytics

Rocket
06.2020 - Current

AVP Finance

Mr Cooper
03.2015 - 06.2020

Finance Manager - Structured Finance

Mr. Cooper
02.2014 - 03.2015

Senior Analyst - Finance

Mr. Cooper
11.2012 - 02.2014

Early career roles

Aurora Loan Services / Nationsar
02.2005 - 11.2012

Bachelor of Arts - Business Administration - Finance

Colorado Technical University
Jeff Matsuda