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