JUAN PEREZ
Dublin,CA
Summary
Dedicated Operations Professional committed to accepting and addressing challenges by embracing change and implementing improvements. Proven history of developing strategic initiatives, providing project management and offering results-focused interactions to foster growth. Adept at monitoring actions plans and initiatives to ensure alignment with corporate objectives. Offering 25 years of expertise in Financial Services settings to fulfill a leadership role.
Overview
22
22
years of professional experience
Work History
Assistant Vice President, Collateral Control Manager
Heritage Bank of Commerce Loan, Support
San Jose, CA
11.2021 - Current
- Oversee day to day operations of the Loan Servicing Support department
- Responsible for entire collateral, property tax, lien release, UCC filings, flood and hazard insurance, departmental projects, improvements and policies and procedures
- Manage loan portfolio, cash transactions, ACH payments, wires and general ledger
- Oversee business and service-related invoices through invoice management system
- Launched commercial credit card, collaborated on card applications and marketing material.
- Implemented onboarding, card management, rewards program, and product roll-out
- Manage dispute and fraud monitoring through Case Tracker
- Cultivate strong business relationships and manage performance with servicing vendors
- Conducted research into current industry trends related to marketing strategies for credit cards.
- Mitigated business risks through frequent threat assessments and proactive action plans.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Vice President, Tax & Escrow Manager
Wells Fargo Commercial Mortgage Servicing
Concord, CA
08.2017 - 01.2021
- Directed day to day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Identified problems and implemented solutions to better streamline operations.
- Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
- Managed KPI and vendor performance
- Improved borrower refund turnaround time by 30% on $2.5MM
- Developed policies and procedures on Forbearance servicing
- Lead business process mapping to identifying risk and implemented controls
- Implemented policies and standard operating procedures and managed quality, customer service and logistics.
Special Servicing Manager
Wells Fargo & Company
Concord, CA
07.2013 - 08.2017
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Analyzed business performance data and forecasted business results for upper management.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed completed work to verify consistency, quality and conformance.
- Assigned work and monitored performance of project personnel.
Assistant Vice President, Mortgage Team Manager II
Bank of America
Concord, CA
05.2011 - 03.2013
- Oversaw daily workloads and workflow for smooth operations.
- Motivated team members to consistently achieve or exceed performance expectations.
- Delegated work assignments and prioritized tasks.
- Set goals for performance and deadlines to comply with company plans and vision.
- Analyzed and measured employee performance, taking appropriate disciplinary action or recognition based on work performance.
- Supported senior leadership by reviewing and prioritizing strategic initiatives.
- Conducted quality reviews, providing coaching on call monitoring and case reviews.
- Developed suite of customized management production reports in Salesforce.
- Monitored workflow and submitted recommendations on operational improvements.
Vice President, Systems Operations Manager
Bank of the West, BNP Paribas
San Francisco, CA
09.2010 - 01.2011
- Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
- Provided valuable leadership for program team members and third-party consultants.
- Implemented and monitored internal control procedures.
- Answered questions from subordinate leadership on relevant regulations and policies.
Department Manager
Western Union
San Francisco, CA
01.2006 - 06.2009
- Oversaw and direct business activities in operations, facilities, and procurement services.
- Directed building surveillance, security programs, and disaster preparedness.
- Responsible for implementing departmental enhancements to improve production output and increase employee productivity.
- Modeled supportive leadership qualities, motivating staff to achieve department goals and promote staff participation and team building.
- Exercised discretion and judgment in managing fast-paced environment adapting to change with sense of urgency.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Analyzed business performance data and forecasted business results for upper management.
- Produced thorough, accurate and timely reports of project activities.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
Financial Operations Manager
Paymap Inc
01.2002 - 01.2006
- Managed product operations, collections/cash operations, and interface management departments.
- Developed a processing environment capable of servicing unprecedented transaction growth.
- Managed receivables and collection with corporate clients.
- Implemented loss prevention strategies for delinquent corporate accounts.
- Implemented process improvements contributing to cost savings and efficient staffing.
- Promoted and initiated competition between production teams.
- Monitored workflow and submitted recommendations on operational improvements.
Education
Business Administration and Management
Las Positas College
Livermore, CASkills
- Process Optimization/Improvements
- Training and mentoring
- Staff development
- Project and vendor oversight
- Performance monitoring and evaluation
- Business and Operations Management
- Procedure development
- Project management
- Quality assurance controls
- Process improvement strategies
- Client relationships
- Workforce Management
- Team Building/Leadership
Timeline
Assistant Vice President, Collateral Control Manager
Heritage Bank of Commerce Loan, Support
11.2021 - Current
Vice President, Tax & Escrow Manager
Wells Fargo Commercial Mortgage Servicing
08.2017 - 01.2021
Special Servicing Manager
Wells Fargo & Company
07.2013 - 08.2017
Assistant Vice President, Mortgage Team Manager II
Bank of America
05.2011 - 03.2013
Vice President, Systems Operations Manager
Bank of the West, BNP Paribas
09.2010 - 01.2011
Department Manager
Western Union
01.2006 - 06.2009
Financial Operations Manager
Paymap Inc
01.2002 - 01.2006
Business Administration and Management
Las Positas College
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