Summary
Overview
Work History
Education
Skills
Timeline
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Megan Straub

Megan Straub

Pottstown,PA

Summary

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
  • On-board new vendors

Closing Disclosure Review Desk Manager - Call Cent

Ally Bank/ Green Tree / Ditech
07.2017 - 01.2018

Managed staff of 3 staff members.

  • 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
  • Managed Staff time off requests

Education

High School Diploma -

Mercy Vocational High School-
Philadelphia, PA
06.2003

Skills

  • Problem-Solving
  • Time Management
  • Critical Thinking
  • Detail-Oriented
  • Decision Making
  • Management Team Building
  • Performance Evaluation and Monitoring
  • Quality Assurance

Timeline

Fund Manager

Citco
08.2023 - Current

Post-Closing Delivery Manager

Finance of America Mortgage
05.2019 - 04.2023

Closing /Funding Manager

Ocwen Homeward/ PHH Mortgage
01.2018 - 05.2019

Business Outsource Operations Manager

Ally Bank/ Green Tree / Ditech
07.2017 - 01.2018

Closing Disclosure Review Desk Manager - Call Cent

Ally Bank/ Green Tree / Ditech
07.2017 - 01.2018

Funding Manager

Ally Bank/ Green Tree / Ditech
10.2014 - 07.2017

High School Diploma -

Mercy Vocational High School-
Megan Straub