Summary
Overview
Work History
Skills
Timeline
GeneralManager

THERESA CHASE

AVP Investor Services
Wills Point,TX

Summary

Executive Summary: Mortgage Loan Servicing professional with over thirty plus years of experience in the field and a proven ability to lead team members through challenging projects, boost customer relationships, and enhance both customer and employee retention. Seeking an opportunity to leverage leadership skills in a formal management role. D

Overview

35
35
years of professional experience

Work History

Mortgage Investor Services

First United Bank
Plano, TX.
01.2019 - Current
  • Report and remit on various GSE and private investors.
  • Work with Accounting team to transfer the PI and TI account reconciliations.
  • Responsible for reconciling and clearing outages on all GSE and private investors.
  • Process loan modification changes in BKFS.
  • Repurchase loans as required by investors.
  • Perform construction loan rollovers in BKFS.
  • Reconcile and process COVID Mods in BKFS.
  • Train newly hired staff on the role of investor reporting.

AVP FHLMC, AVP Reverse Mortgage

MR. Cooper
Coppell, TX.
03.2013 - 01.2019
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Delivered feedback to decision-makers regarding employee performance and training needs.
  • Accomplished multiple tasks within established timeframes.
  • Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
  • Process Investor Reports for GNMA, FNMA, and various private investors.
  • Set up a bank reconciliation process for all above investors.
  • System conversion for Reverse Mortgage Loans.
  • Work with IT on creating a MIP application to perform a monthly reconciliation of drafted MIP by HUD.
  • Create and perform the process for Reverse Mortgage write offs, repurchases and make wholes.
  • Work closely with all Reverse Mortgage business units on cash movement and cash disbursements including claim filing from HUD and FNMA 571.
  • Responsible for Loss Draft processing.
  • Approval of Loss analysis from the investor perspective.

AVP Operational Controls, Investor Reporting

Homeward Residential
Irving, TX.
06.2005 - 03.2013
  • Manage a staff of 15 to 30.
  • Train and perform yearly employee evaluations.
  • Responsible for bank account conversions when required.
  • Set up new investors and payee codes in BKFS.
  • Perform Due Diligence for new Acquisitions, and conversion.
  • Responsible for the system conversion from LSAMS to BKFS.
  • Ensure that all settlements are completed for service released or newly acquired investors.
  • QC 100% GNMA, FNMA, FHLMC, Private MBS pools and Special Servicing investors.
  • Reconcile and process FNMA 571 claims, make wholes and repurchases as requested by Investor.
  • Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
  • Increased workflow by analyzing data and maximizing opportunities for improved productivity across several areas.
  • Established performance goals for department and provided methods for reaching milestones.
  • Identified opportunities to improve business process flows and overall departmental productivity.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.

AVP Escrow Administration Manager

MR. Cooper
Coppell, TX.
09.2001 - 07.2005
  • Investor Reporting Manage the Investor Reporting/Accounting Department to ensure that all reporting guidelines are met.
  • Responsible for overseeing the reporting and remitting processes for S/A and S/S securitization reporting and FNMA A/A reporting, and all P&I and T&I bank reconciliations.
  • Special projects have included the clean up of Delinquent Interest Advances on the S/A securitizations, FNMA P&I and T&I reconciliations, and loan boarding for a small S/S securitization portfolio.
  • Responsible for departmental budget.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.

Skills

Staff Management

undefined

Timeline

Mortgage Investor Services

First United Bank
01.2019 - Current

AVP FHLMC, AVP Reverse Mortgage

MR. Cooper
03.2013 - 01.2019

AVP Operational Controls, Investor Reporting

Homeward Residential
06.2005 - 03.2013

AVP Escrow Administration Manager

MR. Cooper
09.2001 - 07.2005

Similar Profiles

CREATE PROFILE
THERESA CHASEAVP Investor Services