Adam J. Haller, Cfa Email and Phone Number
Adam J. Haller, Cfa work email
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Adam J. Haller, Cfa personal email
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Why settle for doing just one thing, when there is so much to do?1) I am a unicorn amongst mortgage originators, as I am also CFA charterholder, always putting my clients first as they make their largest investment in a home.2) I am passionate about supporting the mission at Impact Makers, Inc. as the Director of Finance. This company proves that technology services companies can do well by doing good.3) I strive to help the next generation of finance professionals, through mentoring students and interns, to teaching as an adjunct professor.Licensed in South Carolina, North Carolina, and Virginia NMLS #2471465
Kind Lending | Nmls #3925
View- Website:
- kindlending.com
- Employees:
- 603
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Senior TraderKind Lending | Nmls #3925Raleigh, Nc, Us
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Director Of FinanceImpact Makers Jun 2024 - PresentRichmond, Virginia, UsImpact Makers is a growing management and technology consulting firm with a unique business model. I manage the finance and accounting function for the company. -
Mortgage Loan OfficerPrinceton Mortgage Sep 2023 - PresentEwing, Nj, UsLooking to become a homeowner or real estate investor? I am your mortgage guy. I put the needs of my clients first, finding the best mortgage solution for each family's unique situation.I joined Princeton for its exceptional service to clients, in the top 1% in customer satisfaction.Products include- Traditional: Conforming, FHA, VA, USDA- Non-QM: Investment properties, bank statement programs, ITIN borrowers- Jumbo- Construction and Renovation- And a variety of other programs to solve most housing finance needs -
Management ConsultantSensible Investments, Llc Jan 2012 - Present- Founded originally in 2012 to invest in distressed real estate and housing finance opportunities passively.- Made into full time role in 2019, offering independent consulting and independent contracting services.- Partnered with Trillium Square Advisors to consult for real estate investment trusts and developers.
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Adjunct FacultySkema Business School Jan 2024 - PresentBelo Horizonte, Dubaï, Lille, Montréal, Nanjing, Paris, Raleigh, Sophia Antipolis, Stellenbosch, Suzhou, FrLed international students in the Master of Science in Financial Markets and Investments (MSc FMI) program at Skema Business School at NC State University in two courses: Financial Reporting and Analysis II and Fixed Income Investments II. -
Home Mortgage AdvisorHomefactor Financial Apr 2023 - Sep 2023Providing mortgage loans, putting the client's needs first, to help them achieve their goal of homeownership. -
Svp Capital MarketsFirst Guaranty Mortgage Corporation® Jul 2021 - Oct 2022Plano, Texas, UsInvolved in all aspects of financial risk management for a large mortgage lender. Head of MBS trading. Started a interest rate hedge program for NQM using swap futures. Key decision maker on all settings for QRM MB framework implementation. Leadership during the most difficult era in the company history as it went through bankruptcy. -
Senior Hedge Account ManagerBlack Knight Jun 2020 - Jul 2021Jacksonville, Fl, UsOn the Compass Analytics team, consulting with banks and mortgage lenders to manage risks in mortgage secondary markets. -
Director Mortgage FinancePrime Mortgage Lending, Inc. Nov 2017 - Mar 2019Us- Assistant to the CFO with all aspects of financial management of a correspondent mortgage lender.- Led initiatives on mortgage pricing and risk valuation.- Automated bulk-bid trades in Secondary Marketing, to expedite process and reduce market risk. - Traded MBS position to hedge interest rate risk, with views on duration, convexity and portfolio beta.- Negotiated with vendors, warehouse banks, and investors, to optimize and reduce the cost to originate.- Implemented the loan level accounting system, AMB, Accounting for Mortgage Bankers.- Designed features for a SaaS fintech tool, MarginFactor, and directed spin-off into an analytics firm. -
Vice President, Bb&T Mortgage LendingTruist Dec 2015 - Oct 2017Charlotte, North Carolina, UsFinance and risk management in the secondary market for mortgage loans.Manage the analysis for the ‘held for sale’ portfolio of new mortgage origination, using QRM-MB.Lead initiatives to manage the exposure to risks during the origination, pooling, and sale of mortgage loans. Focusing on analysis of duration of portfolio of mortgages. Select and implement mortgage prepayment model, tuning to align prepayment rates and durations with market expectations. Oversee changes to risk practices. Complete "Model Documentation" to comply with Fed letter SR11-7. -
Avp, Bb&T Mortgage Lending, Risk Analytics ManagerTruist Jun 2012 - Dec 2015Charlotte, North Carolina, UsMortgage Banking Secondary Marketing. Oversaw the improvement of several processes that resulted in more effectively measuring the risk profile of the portfolio. Areas include profitability of mortgage origination, market move analysis, yield curve change impact to valuation, and hedge performance measurement. Collaborated with Model Risk team to verify the selection of model parameters. QRM-MB.
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Avp, Suntrust Mortgage, Financial Analyst, Capital MarketsTruist Feb 2010 - Jun 2012Charlotte, North Carolina, UsAnalyze market price changes to determine why modeled performance varied from actual.Validated rate sheet pricing margins and the data inputs to the product profitability reporting system.Managed counterparty risk. Daily netted MTM positions with trading counterparties. Required analyzing positions, writing wire instructions, and trading collateral to cover trades.Supported middle office with settling swap remittances, reconciliations, rate-lock pull-through, etc.
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Avp, Suntrust Mortgage, Profitability Analyst, Capital MarketsTruist May 2008 - Feb 2010Charlotte, North Carolina, UsSupport the traders in Secondary Marketing with investment analysis on coverage and exposure. Created a method to rank third-party originators on how efficiently they exercise their options.Tracked risk in spread products (ARMs and non-agency), using a value at risk framework.Designed tracking database to provide insight on the profitability of new mortgage origination.Researched information for corporate ‘key performance indicators’ to support Strategic Finance.
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Senior Financial Analyst, FritFederal Reserve Bank Of Richmond Sep 2004 - May 2008Washington, Dc, UsDesigned forecast models for capital investments in information technology projects. Supported Federal Reserve strategic planning, including: reducing costs, analyzing cash flows, and setting effective budgets. Became a key contributor in effectively managing the monthly financials for the Information Technology function of the Federal Reserve. -
Manager, Global Business Reporting & AnalysisMeadwestvaco Oct 2000 - Sep 2004Richmond, Va, Us- Worked to align business unit activities as Westvaco underwent its merger with Mead.- Oversaw the annual goal process for both the domestic and international sales force.- Solved working capital issues, recovered past due accounts reducing write-offs from $400k to ~$0. -
Operations AnalystMeadwestvaco Nov 1997 - Sep 2000Richmond, Va, UsWestvaco Worldwide, Operations Analyst and Supervisor- Provided info to support international offices. Implemented the first global IT network for Westvaco.- Analyzed country risk, and researched global economics for management and the Board of Directors.- Worked with the US Dept. of Commerce, indirectly resulting in a new facility in Moscow, Russia.
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Financial AnalystMeadwestvaco May 1996 - Nov 1997Richmond, Va, UsFinancial Analyst in Treasury team- Member of team managing a portfolio of $100 million in cash and liquid securities.- Supported the Brazilian subsidiary in managing its portfolio in compliance with investment policy.- Global macroeconomic analysis for the CFO and CEO. Financial statement analysis of peers.
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Financial AnalystIbm Brazil Jul 1995 - Dec 1995Armonk, New York, Ny, Us- Moved funds from Brazil to USA, working through the rules of the Brazilian Central Bank for funds repatriation.- Found funds from incorrect accounting during hyperinflation before the Real plan. Analyzed interest rates. -
InternBnp Paribas Feb 1993 - Apr 1993Paris, FrIntern in Foreign Exchange and Mortgage departments at large European bank.
Adam J. Haller, Cfa Skills
Adam J. Haller, Cfa Education Details
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University Of South CarolinaInternational Business -
College Of CharlestonEconomics
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College Of CharlestonSpanish
Frequently Asked Questions about Adam J. Haller, Cfa
What company does Adam J. Haller, Cfa work for?
Adam J. Haller, Cfa works for Kind Lending | Nmls #3925
What is Adam J. Haller, Cfa's role at the current company?
Adam J. Haller, Cfa's current role is Senior Trader.
What is Adam J. Haller, Cfa's email address?
Adam J. Haller, Cfa's email address is ha****@****hoo.com
What schools did Adam J. Haller, Cfa attend?
Adam J. Haller, Cfa attended University Of South Carolina, College Of Charleston, College Of Charleston.
What are some of Adam J. Haller, Cfa's interests?
Adam J. Haller, Cfa has interest in Ms Access, Powerpoint, Advanced Ms Access Database Designing, Visio, User Of Sap R3, Lawson, Proficient In Excel, Sas, Qmf, Database And Spreadsheet Development.
What skills is Adam J. Haller, Cfa known for?
Adam J. Haller, Cfa has skills like Financial Analysis, Financial Modeling, Finance, Analysis, Portfolio Management, Investments, Management, Capital Markets, Forecasting, Risk Management, Financial Reporting, Microsoft Excel.
Who are Adam J. Haller, Cfa's colleagues?
Adam J. Haller, Cfa's colleagues are Nora Singharath, Melissa Kelly, Alessandra Ford, Lynne Harper, Ariane Schultz, Liam Vaughan, Lanisa Wilson.
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