Client Service Coordinator
Responsible for assisting advisors in servicing clients including gathering and analyzing client data, preparing financial plans, transaction processing, asset and practice management.
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@freddiemac.com
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Basia Mccarthy is listed as Banking Professional based in Seattle, Washington, United States. AeroLeads shows a work email signal at freddiemac.com and a matched LinkedIn profile for Basia Mccarthy.
Basia Mccarthy previously worked as Client Service Coordinator at Ameriprise Financial Advisors and Strategic Initiative Director at Freddie Mac. Basia Mccarthy holds Business Administration Classes from University Of Washington.
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Open expressive style in developing, communicating and maintaining client relationships. Expertise in mortgage acquisitions and distributions; third party originations; and risk management. International work in: project management, change management and diligence managementSpecialties: Business Development; Operational and Enterprise Risk Management; Product Acquisition and Distributioin; Correspondent and Third Party Credit; Due Diligence and Resource Management.
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Responsible for assisting advisors in servicing clients including gathering and analyzing client data, preparing financial plans, transaction processing, asset and practice management.
Build, direct, coordinate and manage an internal framework for the Enterprise Risk division ensuring efficiency; establish policies, goals, objectives and procedures; manage a division budget of $17 million with 76 employees.
Partner with Sales to assist Credit Risk Management Teams in increasing productivity while mitigating risk; perform site due diligence reviews that identified and addressed severe findings that assisted in a specific plan of action; provide QA for validity of risk assessment information.
Liaise with Compliance and Trade Support for the Broker Dealer and Bank concerning the credit risk management process across the Company; partnered with Legal to create Responsible Lending Standards to ensure compliance; initiated processes for documentation deficiency notification validating all documents were in place prior to executing trades.
STATE SIDE: Coordinated and managed all due diligence activities; worked with client to develop pipeline of existing accounts.UNITED KINGDOM: Manage all human transition from current business model in terms of processes, performance expectations, redeployment and logistic issues; developed and implemented a Change Management Plan; negotiated acquisition contract with client Solicitors; assisted in developing strategies for a retention program within the UK market place.
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Basia Mccarthy is listed as Banking Professional.
AeroLeads has found 1 work email signal at @freddiemac.com for Basia Mccarthy.
Basia Mccarthy is based in Seattle, Washington, United States.
Basia Mccarthy has worked for Ameriprise Financial Advisors, Freddie Mac, Washington Mutual, Inc., and Gmac-Rfc.
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Basia Mccarthy holds Business Administration Classes from University Of Washington.
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