Chad Hodges Email & Phone Number

Greater Denver Area

• Facilitate communication between project stakeholders and IT development through both verbal and written channels
• Apply analytical skills to solve problems and find solutions that resolve current issues along with anticipating future needs
• Ability to analyze, prioritize, and translate business requirements into tangible action items
• Focus on managing project timelines to achieve required outcomes within the applicable timeframe

Greater Denver Area

• Managed and implemented high profile loss mitigation campaigns by utilizing client relationship skills and ensuring proper execution of each client’s loss mitigation goals
• Leveraged SQL and other internal resources to identify and refine campaign populations, leading to targeted campaigns that aligned with client needs
• Designed various loss mitigation offers (loan modifications, settlement offers, etc.) and worked with Compliance to ensure adherence with industry regulations and company standards
• Managed 404 Notification process including development of a new database, creation of notification templates (Conventional loans, HELOCs, etc.), and design of a tracking and invoicing process, resulting in increased.

Greater Denver Area

• Managed 25+ Analysts and five Team Leads across two states responsible for portfolio management and surveillance of over 600 Mortgage Backed Securities (MBS), in addition to HECM oversight and scripted mortgage.
• Developed, implemented and refined operational controls and team performance goals, improving business continuity and alignment with company objectives
• Utilized client service skills to effectively manage multiple clients and vendors, ensuring results and deliverable reporting exceeded expectations
• Developed client reporting requirements and worked with IT business partners to build reports, scripts, and other external audit procedures
• Meticulously monitored client revenue, margin and billing, making necessary staffing and procedural changes as required, resulting in a net profit margin exceeding 60%

Greater Denver Area

• Business Excellence Award – 4th quarter 2012; nominated by entire team for outstanding leadership, professionalism and dedication to the Operations department
• Management Award – 1st Quarter 2016; nominated by Operations Manager and Director for setting a standard of performance and leading development of department policies and procedures
• Created a quality management program focused on consistency, accuracy and effective training, which resulted in average Analyst quality exceeding 96% and production greater than 105% of goal
• Monitored daily Analyst KPIs and developed reporting metrics to better assess performance and ensure proper coaching and guidance as needed

• Managed development and performance for a team of six to eight Analysts, including regular coaching and semi-annual performance reviews
• Successfully navigated regular employee turnover, including many difficult situations requiring performance planning and disciplinary action
• Assisted many team members in obtaining promotions to various departments within the Clayton Organization
• Maintained team focus on exceeding company performance standards for value added, production, and quality

• Monitored MBS transactions (sub-prime collateral), leveraging industry knowledge and various servicing systems to diagnose and resolve 100+ servicing errors, saving investors nearly $4.5 million
• Facilitated mortgage loan repurchase process with loan originators as underwriting deficiencies and other pooling and servicing agreement violations were identified, removing hundreds of deficient loans from securities.
• Responsible for audit of borrower cash flow, prepayment penalties, mortgage insurance claims, origination fraud and compliance of technical servicing timelines in relation to foreclosure, bankruptcy and REO management
• Point of contact with various mortgage servicing counterparties as risks were identified; responsible for documentation of issues and verification of corrections or systemic changes
• Created and reconciled monthly client reports for each MBS ensuring accuracy and quality, and improving transparency for bond issuers and investors

Greater Denver Area

• Assisted customers with the maintenance of their retirement plan contracts, including trading and exchanging within funds, facilitating loans and withdrawals, and rolling assets over to TIAA
• Reviewed complex retirement plans and informed clients of important plan provisions, such as investment choices, income options, and general product knowledge
• Cross sold appropriate products to existing clients and increased assets under management by more than $1.2 million

• Serviced investment accounts for American Century’s most profitable and valued clients
• Strengthened client relationships by engaging in mutually beneficial dialogue
• Analyzed client data to provide proper investment portfolio diversification
• Resolved client problems in a prompt and accurate manner resulting in increased client satisfaction
• Communicated with clients in a face-to-face environment and via telephone
• Continually improved personal knowledge pertaining to mutual funds, stocks, bonds, retirement plans, college savings vehicles, and other investment related topics