Performance-oriented Manager with strong track record of success in team leadership, quality control and training. Seeks every opportunity to improve team knowledge and boost results. Manages high-volume work with high-quality standards.
Overview
9
9
years of professional experience
Work History
Fund Manager
Citco
08.2023 - Current
Developed strong relationships with clients.
Reduced risk exposure through strategic asset allocation and diversification of investment portfolios.
Perform loan servicing activities such as general loan maintenance, remitting incoming funds, tracking all loan balances draws and pay downs in excel.
Handing incoming client inquiries and request, while providing exceptional customer service.
Maintain accurate and up to date client records in our servicing system.
Prepare and deliver reports on loan servicing status to the management team.
Post-Closing Delivery Manager
Finance of America Mortgage
05.2019 - 04.2023
Manage a staff of 17
Manage the business relationships between Finance of America and investors
Manage the day-to-day operations for investor delivery
Manage the day-to-day operations Scan and Collateral team
Manage pipeline movement and addressed escalated issues
Mentored staff to improve performance
Serve as backup for all Post-Closing teams in Directors absence
Cover for all team members when on PTO
Completed daily file assignment
Manage team shared mailbox
Prepared and delivered monthly one-on-one performance evaluation with employees
Develop and implement procedure guides
On-board new Investors
Handle delivery of electronic final docs to end investors
Delivery all servicing documentation to sub servicers.
Manage due diligence clearance and document delivery for all bulk trades and securitizations.
Closing /Funding Manager
Ocwen Homeward/ PHH Mortgage
01.2018 - 05.2019
Manage a staff of 10
Monitor Closers performance against established SLA’s
Establish policies and procedures for improved workflows
Worked closely with internal Compliance and Risk teams to audit vendors to minimize risk exposure to the company and develop company policies and procedures
Draft and delivered coaching and corrective action documents
Trained offshore initial Closing disclosure team
Work closely with internal Post Closing team to reduce findings
Manage the Wiring Desk to ensure files are disbursed properly
Deliver monthly scorecards to 2 title vendors
Update current closing process to better align with TRID requirements
Update documented policy and producers and Checklist to be published to all areas
Business Outsource Operations Manager
Ally Bank/ Green Tree / Ditech
07.2017 - 01.2018
Manage the business relationships between Ditech, title, settlement, mortgage closing, Closing Corp and flood vendors.
Monitor vendor performance against established SLA’s
Worked with the vendors to identify and implement best practices
Developed and implemented vendor scorecards
Manage 13 vendor mortgage closers, 2 team leads, with daily closing volume of 65 closings per day, approximately 50% of the daily company closing volume
Conduct weekly calls with each of the vendors to provide updates and review challenges and opportunities
Act as a liaison between Ditech and the vendors
Handle title and closing escalations
Establish policies and procedures for improved workflows
Work closely with internal Compliance and Risk teams to audit vendors to minimize risk exposure to the company and develop company policies and procedures
Managed and supervised the day-to-day operations at call center
Maintaining the call center employees and infrastructure and hiring the new agents for call center.
Completing time assessments to ensure that organizational goals and targets are being met.
Guided representatives through issues and deescalation tactics.
Handled all escalated issues.
Preparing reports and analyzing call center data to improve processes, ensure resources are properly allocated, and maximize efficiency and customer satisfaction
Funding Manager
Ally Bank/ Green Tree / Ditech
10.2014 - 07.2017
Managed staff of 15 funders
Managed pipelines, and addressed escalated issues
Prepared and delivered monthly one-on-one performance evaluation with employees
Drafted and delivered coaching and corrective action documents and yearly performance reviews
Mentored staff to improve performance
Worked with new hires to get them through their ramp up period
Attend weekly conference calls with title vendors to discuss files with issues that would delay disbursement