Bart Adams Email & Phone Number

Richmond, Virginia Area

Adverse Action/Investor Testing Team Lead, AVP 4/2011-4/2013• Applied Dodd-Frank regulations to Adverse Action Centralization project• Prioritized order of LOB Centralization. Fully tested each LOB before assuming the workload• Managed Adverse Action team and hire/train new employees as Centralization expanded; project is still ongoing• Extensive Reg AB experience with Private mortgage-backed… Show more Adverse Action/Investor Testing Team Lead, AVP 4/2011-4/2013• Applied Dodd-Frank regulations to Adverse Action Centralization project• Prioritized order of LOB Centralization. Fully tested each LOB before assuming the workload• Managed Adverse Action team and hire/train new employees as Centralization expanded; project is still ongoing• Extensive Reg AB experience with Private mortgage-backed securities• Worked with Project Manager, CBRA/DORS, Compliance, Legal, and Audit Services to ensure compliance with Regulation B• Used ModTracker/RES to send Reg B compliant letters in communication with borrowers• Completed overhaul of CBRA/DORS reporting to fit within new Adverse Action scope• Cross-trained entire team on all Investors and systems to ensure timely compliance. SMEs trained other team mates• Installed a Quality Control process to maintain compliant status and data integrity Show less

Developed and maintained monthly test plans within Loss Mitigation and DORS/Analytics groupsDeveloped remediations for mortgage, consumer, HEloc, HEloan, credit card, and auto-rewriteReported quarterly Operational, Departmental, and SOX controls within Risk Control Self Assessment database Developed methodologies and processes that support policies and procedures for combined Default organizationResearched, recommended, implemented data related to Operational Risk… Show more Developed and maintained monthly test plans within Loss Mitigation and DORS/Analytics groupsDeveloped remediations for mortgage, consumer, HEloc, HEloan, credit card, and auto-rewriteReported quarterly Operational, Departmental, and SOX controls within Risk Control Self Assessment database Developed methodologies and processes that support policies and procedures for combined Default organizationResearched, recommended, implemented data related to Operational Risk trends.Ensured policy and procedures comply with State and Federal regulatory guidelines Assured timely completion of project within defined timelines, and quality standards Prioritized projects, resolve issues, and ensure project goals and requirements are met according to the timeline Show less

Glen Allen, Va

Monitored incoming phone calls for compliance with all federal and corporate regulations. Audited computer files for compliance and accuracy. Provided management with coaching material for their teams to assist with quality service to clients. Assisted clients who may be experiencing mortgage payment issues due to economic situations with workable solutions that meet FNMA and FHLMC guidelines. Assisted clients with payment plan options.… Show more Monitored incoming phone calls for compliance with all federal and corporate regulations. Audited computer files for compliance and accuracy. Provided management with coaching material for their teams to assist with quality service to clients. Assisted clients who may be experiencing mortgage payment issues due to economic situations with workable solutions that meet FNMA and FHLMC guidelines. Assisted clients with payment plan options. Trained associates on providing better quality service to clients Show less

Glen Allen, Va

Functioned as key change agent with an emphasis on compliance, auditing, and process improvement.Served as SME on Sarbanes-Oxley Rule 22c-2 project. Worked with legal counsel to verify and correct amendments to selling agreements. Developed new employee training program for analysts and auditors resulting in new hire retention rate increase.Trained new employees in compliance with Sarbanes-Oxley.Audit trades for accuracy to avoid monetary and regulatory risks.Audited… Show more Functioned as key change agent with an emphasis on compliance, auditing, and process improvement.Served as SME on Sarbanes-Oxley Rule 22c-2 project. Worked with legal counsel to verify and correct amendments to selling agreements. Developed new employee training program for analysts and auditors resulting in new hire retention rate increase.Trained new employees in compliance with Sarbanes-Oxley.Audit trades for accuracy to avoid monetary and regulatory risks.Audited mutual fund trades to ensure strict adherence to SEC rules and correct sales charges to end clients. Regulatory Team Auditor Audited credit department functions and reports daily.Increased internal SOX audit success rate by 100% by developing and administering FOCUS training program.Assisted in on-the-job and classroom training of new and existing employees. Show less

Richmond, Va

Managed site acquisition department on a project consisting of more than 100 search ringsFacilitated and negotiated leases Served as primary contact between client and carriers, management companies, and utility companies Built and maintained solid working relationships between departments to ensure efficiency and quality controlDirected upgrade to 3G technology in Fall 2001

Glen Allen, Va

Surpassed monthly quota by 137% increase in account salesProvided superior service and support for 160 accountsEffectively increased new business development in key areas

Richmond, Virginia Area

Operated as internal bank contact to effectively mediate customer concernsResearched, documented and delivered responses to internal and external reportsComputer Offset Press OperatorSynchronized printing materials and quality control functions while maintaining set production ratings Served on the Plant Accuracy Committee to evaluate and implement procedures with improved efficiencyManaged reporting databases to supply corporate plans for staffing and machine usage

Education record

Education record