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• Conduct flux analysis for reports presented to department heads and board members

• 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