Todd McNair
Gastonia,NC
Summary
I am a precise dependable individual who is full of life. I work extremely hard but I also enjoy every single second of the day.
Overview
10
10
years of professional experience
Work History
Business Consultant Associate
Wells Fargo
01.2023 - Current
- Supporting negotiators in reviewing documents looking for errors and inconsistencies (ISDA, CSA, MRA, MSFTA, FIA-ISDA).
- SUPPORTS THE DERIVATIVE & SECURITY PRODUCTS GROUPS BY PROVIDING ESSENTIAL PARALEGAL SUPPORT TO THE COUNTERPARTY NEGOTIATORS
- CREATING AND TRACKING OF VARIOUS LEGAL AGREEMENTS RECORDS COVERING DERIVATIVES AND SWAPS FOR VARIOUS LINES OF BUSINESS; ASSIST IN MANAGING SHARED MAILBOX BY RESPONDING TO REQUESTS WHICH MAY INCLUDE RESEARCH TO RESOLVE ANY ISSUES OR FORWARDING REQUESTS TO APPROPRIATE CONTACT; AND MONITORING REPORTS TO ENSURE DATA INTEGRITY OF INFORMATION IN RECORDS IN SYSTEM OF RECORD WHICH MAY INCLUDE RESEARCHING ANY INCONSISTENCIES AND UPDATING RECORDS AS APPROPRIATE.
- FACILITATE THE FLOW OF INFORMATION AND TRACK RECEIPT OF INCOMING REQUEST WITH REGARD TO LOAN AND CREDIT SUPPORT DOCUMENTATION IN ADDITION TO ORGANIZATIONAL DOCUMENTS OF WELLS FARGO CUSTOMERS.
- MAINTAIN DATABASES TO ENSURE THAT THE STATUS OF RECEIPT OF PREREQUISITE DOCUMENTATION IS UP-TO-DATE AND MAY BE ACCURATELY RELIED UPON FOR REPORTING
Senior Business Execution Administrator
Wells Fargo
05.2019 - 01.2023
- Supporting negotiators in reviewing documents looking for errors and inconsistencies (ISDA, CSA, MRA, MSFTA, FIA-ISDA).
- CREATING AND TRACKING OF VARIOUS LEGAL AGREEMENTS RECORDS COVERING DERIVATIVES AND SWAPS FOR VARIOUS LINES OF BUSINESS; ASSIST IN MANAGING SHARED MAILBOX BY RESPONDING TO REQUESTS WHICH MAY INCLUDE RESEARCH TO RESOLVE ANY ISSUES OR FORWARDING REQUESTS TO APPROPRIATE CONTACT; AND MONITORING REPORTS TO ENSURE DATA INTEGRITY OF INFORMATION IN RECORDS IN SYSTEM OF RECORD WHICH MAY INCLUDE RESEARCHING ANY INCONSISTENCIES AND UPDATING RECORDS AS APPROPRIATE.
- FACILITATE THE FLOW OF INFORMATION AND TRACK RECEIPT OF INCOMING REQUEST WITH REGARD TO LOAN AND CREDIT SUPPORT DOCUMENTATION IN ADDITION TO ORGANIZATIONAL DOCUMENTS OF WELLS FARGO CUSTOMERS.
- MAINTAIN DATABASES TO ENSURE THAT THE STATUS OF RECEIPT OF PREREQUISITE DOCUMENTATION IS UP-TO-DATE AND MAY BE ACCURATELY RELIED UPON FOR REPORTING
Client Services Consultant (Dodd Frank/Paralegal)
DISYS (Staffing Company) Wells Fargo (Employer)
01.2018 - 05.2019
- SUPPORTS THE DERIVATIVE & SECURITY PRODUCTS GROUPS BY PROVIDING ESSENTIAL PARALEGAL SUPPORT TO THE COUNTERPARTY NEGOTIATORS
- CREATING AND TRACKING OF VARIOUS LEGAL AGREEMENTS RECORDS COVERING DERIVATIVES AND SWAPS FOR VARIOUS LINES OF BUSINESS; ASSIST IN MANAGING SHARED MAILBOX BY RESPONDING TO REQUESTS WHICH MAY INCLUDE RESEARCH TO RESOLVE ANY ISSUES OR FORWARDING REQUESTS TO APPROPRIATE CONTACT; AND MONITORING REPORTS TO ENSURE DATA INTEGRITY OF INFORMATION IN RECORDS IN SYSTEM OF RECORD WHICH MAY INCLUDE RESEARCHING ANY INCONSISTENCIES AND UPDATING RECORDS AS APPROPRIATE.
- FACILITATE THE FLOW OF INFORMATION AND TRACK RECEIPT OF INCOMING REQUEST WITH REGARD TO LOAN AND CREDIT SUPPORT DOCUMENTATION IN ADDITION TO ORGANIZATIONAL DOCUMENTS OF WELLS FARGO CUSTOMERS.
- MAINTAIN DATABASES TO ENSURE THAT THE STATUS OF RECEIPT OF PREREQUISITE DOCUMENTATION IS UP-TO-DATE AND MAY BE ACCURATELY RELIED UPON FOR REPORTING
QPM Specialist
SunTrust
08.2016 - 11.2017
- Ensures quality and productivity standards are met and improvements are made where necessary
- Conducts productivity reviews, best practices analyses, process improvement studies, organizational analysis, metrics development and service partnership agreements
- Focuses on workflow, client experience, reducing expense, and enhanced efficiency
- At Manager level, recommends and develops programs and metrics, partners with compliance and other internal areas to ensure all related requirements are integrated into processes as necessary, and oversees vendor relationships
- Oversees data integrity process, produces management reports, reviews and documents performance and quality trends; collects, analyzes and reports client feedback to all levels of management
- Conducts root cause analysis and escalates issues.
Claims Analyst
SunTrust
12.2013 - 08.2016
- This position exists to recover hundreds millions of dollars advanced on behalf of investors as well as insurance proceeds from Mortgage Insurance companies
- The incumbent must also be able to negotiate with and manage external vendors in order to rehabilitate properties and cure title defects under very compressed timeframes (30 days) in order to transfer assets to certain investors or severe penalties will be assessed
- Must have a detailed knowledge of the entire Default lifecycle (Collections, Loss Mitigation, Foreclosure, Bankruptcy, REO, Mortgage Insurance, Hazard Insurance, and Claims) and be able to reconstruct the history of a loan throughout that spectrum, then cross reference the timing and impact of each event against a complex and diverse set of investor and insurance company requirements in order to accurately prepare the Investor billing package under strict timeframes (as few as 30 days) in order to maximize the amount of dollars recovered and minimize the amounts of penalties assessed
- Analyze the history of our advances and exposure on the loan, cross reference it against the investor or insurer guidelines, and prepare an accurate and complete billing package of all recoverable expenses within the timeframes permitted
- Reconcile figures to the corporate advance workstation
- Follow up to ensure accurate payment is received.
Education
Bachelor of Science - Business Management
Liberty University
Lynchburg, VA01.2008
No Degree - Business Administration and Management, General
Hutchinson Community College
Hutchinson, KS01.2004
High School Diploma -
Thomas Dale High School
05.2003
Skills
- Customer Service
- Analysis
- Customer Satisfaction
- Data Entry
- Leadership
- Management
- Microsoft Office
- Microsoft Word
- Time Management
- Software Documentation
- Team Building
- Project Management
- Mentoring
- Analytical Skills
- Microsoft Access
Languages
English
Timeline
Business Consultant Associate
Wells Fargo
01.2023 - Current
Senior Business Execution Administrator
Wells Fargo
05.2019 - 01.2023
Client Services Consultant (Dodd Frank/Paralegal)
DISYS (Staffing Company) Wells Fargo (Employer)
01.2018 - 05.2019
QPM Specialist
SunTrust
08.2016 - 11.2017
Claims Analyst
SunTrust
12.2013 - 08.2016
Bachelor of Science - Business Management
Liberty University
No Degree - Business Administration and Management, General
Hutchinson Community College
High School Diploma -
Thomas Dale High School
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