Brian Perry Email & Phone Number

United States

• Develop and document business processes and accounting policies to maintain and strengthen internal controls
• Participate in month end close through analysis and reconciliation of 100+ unique custodial accounts
• Evaluate the servicing and main operating accounts to initiate cash flow between them to cover total daily financial activity
• Comprehensive cash flow projection analysis
• Research and implement best practices to improve internal and 3rd party audit results
• Collect and assemble financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities

• Directed Business Development operations and drove product management strategy within B2B market. Leveraged product and portfolio knowledge to develop market strategy
• Identified institutions and market sectors with potential for expansion of operations, networking with key partners and individuals to build awareness of company within key demographics.
• Wrote technical specifications and mockups tailored to clients' business requirements for product development team. Provided ongoing training, to position Sales team as product SMEs
• Conducted client stakeholder research to build the product roadmap, focused on intuitive solutions to promote existing and new client growth

Portland, Oregon Area

• Revamped performance standards to increase efficiency and facilitated growth in the area of purchase transaction appraisals
• Contributed to decreasing client's Lock to Fund time by 5%
• Increased Purchase Appraisal volume by 28%
• Partnered with IT to develop a new Appraisal Order Assignment system to automate the assignment process, resulting in faster turn times and ensuring higher quality appraisals by incentivizing top performers
• Developed a competitive price structure through an extensive analysis of regional appraiser and client demands in accordance with local regulations

Portland, Oregon Area

• Redesigned systems and reports resulting in more efficient processes effectively reducing turn times by 20%
• Reduced escalated issues from 20% of pipeline to 6%
• Developed tailored reports for investors and team members to assist them in their job functions
• Composed company policy & procedures, operations manuals and contracts ensuring State and Federal compliance
• Recruited and directed an appraiser team of up to 3,600 contract employees across the United States

Portland, Oregon Area

• Audit residential appraisals on a daily basis to ensure compliance with HVCC/AIR regulations
• Develop appraisers to amend and reduce report discrepancies and value errors
• Professional Appraisal Practice (USPAP) certified

Portland, Oregon Area

• Maintained a perfect Error Point Avg. while funding $800+MM in enforceable and salable mortgage loans
• I50% increase in client volume by developing relationships with brokers and credit unions in Oregon and Washington
• Established and maintained critical relationships with several important clients, including the branch's largest clients
• Primary contact for 1/3 of the loans financed through our office, helping clients manage the activity of their pipelines
• Collected and analyzed pertinent credit information to approve loans that meet both Provident and investor requirements
• Educated brokers and processors on new Federal regulations and changes in RESPA

Bend, OR