Charles M. Email & Phone Number

Results driven with a background in Secondary Marketing and Capital Markets providing the unique expertise not only in all things mortgage banking as well as Corporate Finance, Operations, Business Strategy, Product Management, and Risk. A strategic and visionary Leader leveraging a 25+ year successful career in progressively higher roles executing targeted business initiatives that modernize lending programs, technology, reimage processes and transform experiences to stay ahead across diverse companies and operations. Recognized SME in mortgage banking and lending with and expertise in synergizing operations and business development channels, driving growth through working within the organization, improving processes, and project initiatives across all business channels and departments. Widely recognized for outstanding contributions as a critical Team Builder & Leader with a proven track record on identifying and improving:- Revenue Growth- Profitability- Lending Platform and Programs- Technology (Implementation and Development)- Client and Investor Relationships- Stakeholder Engagement- Operations- Business Development- Processes & EfficienciesNoted for re-engineered operations, key in building platforms from start up to recognized industry leaders, structuring transactions from off-balance sheet funding to hailed IPO, shattering revenue and production records as well as customer service goals, all associated SLA’s and KPI’s. Recognized for consistently exceeding expectations across the board, with marked recognition that has made companies and associated operations more profitable and better. However, on a personal note, what makes me most proud is a history of building such strongly bonded, cohesive teams that have flourished within an industry that has changed, evolved, contracted, expanded, and otherwise reinvented itself.

Listed skills include Mortgage Lending, Portfolio Management, Loans, Credit, and 21 others.

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  California State University, Northridge

  Economics