Brian Masters Email & Phone Number

• Leads the Pre-Sales Team in the development and execution of SaaS software demonstrations and solutions architecting for the Mortgage and Consumer LOS offerings.
• Support sales Team in opportunities ranging from $200k to $8-10 million
• Identification of client needs in the sales cycle from initial discovery to implementation
• Ensure systems are configured, tested, and optimized for sales presentations
• Manage the response to Requests for Proposal (RFP) processes and software to ensure on-time response and accuracy to maximize opportunities

Dallas/Fort Worth Area

The Origence team is leading the way for a new type of experience for mortgage lenders and consumers alike by connecting people, automation, inspired design, and intelligent thinking. www.origence.com

Dallas, TX

Specializing in the execution and negotiation of enterprise software solutions with Mortgage Cadence, an Accenture Company. Our offering is a end to end, SaaS based residential lending technology. Our solution provides a configurable LOS, Imaging, Document Prep, Borrower portals tied together with a proprietary Workflow engine.

Dallas/Fort Worth Area

Infrastructure & Sales Integration lead for the Fulfillment Platform Replacement effort. Successfully led the Team responsible for POS, Online Customer Portal, and Document Imaging integration. Lead sales technology efforts for Dodd-Frank TRID and ATR/QM. Liaison between the Home Loan Origination business leaders and Technology resources.

Dallas/Fort Worth Area

Process Design Manager for Bank of America’s Home Loans Retail Sales Organization responsible for process and productivity improvements that achieve maximum customer value and drive profitable growth. Responsible for all process design and project initiatives impacting productivity with a goal of reducing cycle times and improving customer satisfaction..

Dallas/Fort Worth Area

• Managed technology projects impacting the Home Loans Originations line of business. My goal was to ensure that the business received the maximum return on their investment through technology and process improvement.
• Led effort to successfully deliver the new POS to >1000 Bank of America loan originators
• Translated business needs of key stakeholders into executable requirements
• Identified and mitigated risks in the matrixed environment
• Ensured projects were delivered on time and passed UAT criteria

Plano, Texas

• FVP, CMD Technology June 2005 - April 2009Represented the interests of Home Loan Sales in the development and deployment of the iOriginate loan originations platform. Responsible for ensuring business needs through all.
• Successfully deployed the platform to over 3500 users
• Identified and documented business and technology requirements
• Created high level solutions and approved low level designs and technical specifications
• Developed deployment plans and training materials
• Managed relationship with key business stakeholders and partners including Sales Leadership, Legal, Product Leadership, Pricing, and Compliance

Dallas/Fort Worth Area

• VP, Production Manager June 2003 - June 2005Managed daily loan production of 50 loan originators focusing on purchase transactions from leads generated on Countrywide.com.
• Funded monthly volume exceeding $100 million
• Developed purchase call flow and follow up procedures that maximized lead conversion
• Handled customer escalations to ensure resolution and satisfaction
• Interacted with senior management to improve production, lead generation, and systems
• Reviewed production and tracked progress through daily reporting and coaching

San Antonio, Texas Area

• Supervised daily operations of the sales team responsible for the generation of first mortgages, home equity loans, and relocation services.
• Provided performance coaching and evaluation of sales team
• Determined customers highest value need and resolved customer issues
• Cross sold all appropriate banking and insurance services
• Participated as Beta team member for sales technology / CRM platform
• Acted as company liaison to private label business partner PHH Mortgage Services

Dayton, Ohio Area & San Antonio Area

Mortgage Loan Officer serving customers in the community