Allen Sampson Email & Phone Number

United States

Manage counterparty review and collateral diligence teams within Mortgage Finance/Structured Products Group.

Charlotte, North Carolina

COMPANY American multinational financial services company with total assets of $1.927 TrillionOVERVIEWI support the Asset-Backed Finance Line of business, with a mission to direct the Counter Party Review process. Deal teams use the findings to structure operational strategies and mitigate financial risks for financial viability, infrastructure, and consumer protection.As a Liaison for Wells Fargo Lending Mortgage Company, I build and sustain relationships with 80+ high-valued C-suite decision-makers who own complex investment portfolios.I also lead cross-functional teams to execute credit solutions, including mortgage warehouse financing, mortgage servicing finance, and servicing advanced facilities.SPECIALIZATIONSFinancial advisory, structured finance, mortgage servicing, mortgage servicing rights valuation, and capital raising with a focus upon the specialty finance sector.ACHIEVEMENTS* Influenced strategic decisions to exit high-risk clients over ten years and earned favorable reviews by internal constituents and external regulators. * Innovated mortgage servicing finance operations, creating analytical models and providing the operational capability to deploy strategy into the marketplace.* Advanced firms' position and completed complex deals in a stressed market.

Charlotte, North Carolina

COMPANYBefore the Wells Fargo acquisition (2008), retail brokerage and institutional capital markets and investment banking firm.BACKGROUNDI moved to Charlotte, North Carolina, to lead trading for distressed junior lien assets flooding the market. The firm had inadequate tools to value junior liens for subprime mortgage services, so I created the structure to model the assets and accurately price them. The model was a valued tool used during the financial crisis. SPECIALIZATIONSDirecting nonperforming asset valuation and trading, mortgage servicing rights valuations trading, mortgage servicing advance and fee financing, REO and servicing advance facility structuring and management, mortgage servicer performance evaluations, mortgage operations management, and securitization cash flow analysis. ACHIEVEMENTS* Exited market on a break-even basis by trading junior liens and home equity lines valued between $75M to $100M.* Innovated risk strategy during the financial crisis; designed counterparty review work, implemented and piloted in field. Influenced stakeholders to exit two high-risk deals.* Built complex structured lending facilities to support turbulent markets, including bank loans and securities with new clients, directing cross-functional teams to prepare deals.

Sacramento, California

COMPANYOne of the largest financial holding companies In the U.S. with >$171B of total assets.STORYThis opportunity in this position was to learn how to build analytical models and pricing strategies to evaluate and price $500B UPB MSR offerings. Using SAS programming, I mastered designing, developing, and accessing large-scale databases to design modeling analytics and pricing strategies. I also developed multiple buckets costing mechanics for business unit operations to define pricing systems.I enjoyed leading deal teams while continuously building confidence with the models. One of the boldest, but most impactful decisions I made, was confidently terminating a Bear Sterns deal because the pricing was not workable.

Sacramento, California

I managed credit risk and loss profile for a $40BB subprime mortgage servicing division of First Union Bank.

No Code Ai & Machine Learning

MIT Remote AI and machine learning program with a business case purpose.

Commerce