Brian Masters Email and Phone Number
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Understanding Client Needs / Delivering SolutionsThroughout my career in financial services I have focused on understanding client needs and then finding the best solution possible given the resources available. My 14 years in loan production as Mortgage Loan Officer and Sales Manager, has given me a unique perspective on technology, process, and project integration. Expertise:Business & Technology Transcendence / Sales Management / Integration of Multiple Complex Projects / Process Design / Program & Project Management / Systems Analysis / Learning Design / Procedure Development / Risk & Regulatory Compliance
Origence
View- Website:
- origence.com
- Employees:
- 25
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Safe Solution Train EngineerOrigence Jun 2022 - Present
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Vp - Sales EngineeringOrigence Apr 2020 - Jul 2022Leads 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
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Vp, Business DevelopmentOrigence Jul 2019 - Apr 2020Dallas/Fort Worth AreaThe 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
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Vp, Enterprise SolutionsMortgage Cadence Jun 2016 - Jun 2019Dallas, TxSpecializing 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. -
Senior Vice President, Program Manager - Global Technology & OperationsBank Of America Aug 2013 - Dec 2015Dallas/Fort Worth AreaInfrastructure & 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. -
Senior Vice President, Process Design Manager - Retail Mortgage SalesBank Of America Jun 2010 - Aug 2013Dallas/Fort Worth AreaProcess 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. Partnered with various groups including Technology, Compliance, Risk, Product Management, and Pricing to ensure seamless deployment of their key initiatives within the Home Loan Originations business.
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Vice President, Senior Service Delivery Manager - Originations TechnologyBank Of America Apr 2009 - Jun 2010Dallas/Fort Worth AreaManaged 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
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Fvp - Consumer Markets TechnologyBank Of America Jun 2005 - Apr 2009Plano, TexasFVP, 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 phases of the project.• 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
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Vice President, Production ManagerBank Of America Feb 1998 - May 2005Dallas/Fort Worth AreaVP, 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• Interviewed, hired, trained, and coached Loan Officers
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Senior Sales Representative, Real Estate Services - Usaa Federal Saving BankUsaa Apr 1995 - Feb 1998San Antonio, Texas AreaSupervised 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 -
Account Executive / Loan OfficerNorwest Mortgage Oct 1993 - Apr 1995Dayton, Ohio Area & San Antonio AreaMortgage Loan Officer serving customers in the community
Brian Masters Skills
Brian Masters Education Details
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Business
Frequently Asked Questions about Brian Masters
What company does Brian Masters work for?
Brian Masters works for Origence
What is Brian Masters's role at the current company?
Brian Masters's current role is SAFe Solution Train Engineer.
What is Brian Masters's email address?
Brian Masters's email address is br****@****nce.com
What is Brian Masters's direct phone number?
Brian Masters's direct phone number is +146976*****
What schools did Brian Masters attend?
Brian Masters attended Wright State University.
What skills is Brian Masters known for?
Brian Masters has skills like Mortgage Lending, Banking, Management, Sales, Mortgage Banking, Credit, Loans, Loan Origination, Risk Management, Process Improvement, Credit Analysis, Residential Mortgages.
Who are Brian Masters's colleagues?
Brian Masters's colleagues are Jeri Wilson, Don Eitner, Rachel Walters, Riley Beason, Sam Clark, Jonathan Vieyra, Julie Huynh.
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Brian Masters
President Of Hope Coffee Inc. | President Of Create Hope | Adjunct Professor At Criswell CollegeDallas, Tx7createhope.us, caminoglobal.org, caminternational.org, hopecoffee.com, caminternational.org, hopecoffee.org, criswell.edu2 +121432XXXXX
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Brian Masters
Director Of Cloud Engineering @ Fidelity Investments | Building Innovative Cloud SolutionsRaleigh-Durham-Chapel Hill Area2goarmy.com, applied-insight.com -
💥Brian Masters
Brand Master | Creative Mind | Learner | Doer | Husband & Dad | Cancer Fighter/SurvivorOgden, Ut3gmail.com, bluerocket.us, studio7ut.com2 +180160XXXXX
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