Chris B. Email & Phone Number

Richmond, Virginia, United States

Providence, Rhode Island Area

• Within Capital Markets Operations, led new capability, process engineering/reengineering and continuous improvement initiatives, ensuring that adequate change, risk and compliance management frameworks exist. • Managed all internal and external risk, regulatory and compliance engagements for the business. • Led a suite of Agile project teams in the new build of a products and pricing application, enabling more nimble and effective pricing and an enhanced customer experience. • Led project that successfully built and launched new purchased mortgage servicing rights initiative and hedging strategy for the bank, including all technology, policies and operational processes, enabling the initial purchase of $3.75Bn in servicing rights. • Led multiple integration workstreams related to the $550MM acquisition of the former Franklin American Mortgage Corporation.• Managed multiple vendor teams and engagements for performance and P&L impacts and facilitated third party risk and compliance oversight.• Reengineered Document Quality Control process, reducing cycle times and unit fulfillment cost throughout the loan originations process. • Built/productionized operations dashboards, enabling better visibility and actionable insights into operational processes.

Richmond, Virginia Area

• Within Mortgage Change Management, built, managed and produced staffing and productivity models for the business.• Led and facilitated monthly business line reviews for performance against KPIs, and collaborated with business leaders for remediation strategies. • Built ad-hoc reporting as required by the business.

Richmond, Virginia Area

• Within Mortgage Fulfillment Operations, managed transition to new underwriting platform, including the retirement of legacy systems, the build of new workflows, automation, AI and reporting. • Managed process design/reengineering projects and built reporting and analysis capabilities. • Built and implemented staffing and capacity models and dashboards for the business.

• Within Account Decisioning Operations, managed team in the Information Based Underwriting process.• Led automation projects to eliminate flow of over 2,000 applications per month into work queues. • Led project that successfully transitioned team to new imaged-workflow software.• Built and implemented all team metrics and team and Associate scorecards to better manage workflow and add transparency. • Reengineered multiple internal processes resulting in enhanced internal customer experience, decreased unit cost and lower handle times for items. • Realigned multiple work streams to more appropriate business partners.

• Managed costs and ensured operational efficiency for the Producer Services Compensation division. • Analyzed current processes, developed goals and action plans to address inefficiencies, and led reengineering projects. • Assisted with annual budget preparation for two cost centers. • Developed transactional unit cost. • Launched new monthly metrics to report on accuracy, timeliness and efficiency of the division, and facilitated leader decision-making on reengineering of processes. • Led project that migrated handling of returned checks and 1099s to electronic processing, reducing risk and decreasing cycle time. • Established metrics to assess financial risk of over $2MM in delinquent accounts, to determine account reconciliation issues and status of stale-dated checks, and led projects to increase controls.

• Directed staff of three accountants in all accounting functions, including journal entries, closings and account reconciliations for the Retirement and Protection Compensation division. • Successfully transitioned accounting team from a 27 to 15-day close, including over 60 account reconciliations, enabling quicker GAAP reporting. • Led project bringing escheat process into full compliance, mitigating risk exposure. • Managed projects that migrated handling of check stop-payments and EFT rejects to electronic processing, reducing risk and decreasing cycle time. • Developed model for allocating fulfillment costs across two cost centers, leading to better expense control.

• Entrepreneurial leadership was instrumental in the successful launch and growth of the Company.• Directed all fiscal and client service operations and developed Corporate website. • Negotiated contracts with insurance companies.• Directed all insurance and credentialing compliance activities. • Increased net revenue every year through expense control and negotiation of higher reimbursement rates. • Decreased patient intake expense and time through automation of the intake process.• Led project that automated patient database and operational workflows.

• Analyzed agency funding requirements, targeted feasible funding sources and published proposals, including programmatic budgets and financial projections. • Managed all funding compliance policies and operations. • Developed operating and capital budgets. • Analyzed agency financial statements and key ratios and published to funders. • Created outcome-based logic models for all programmatic areas, and trained staff on modeling and outcome measurement.• Landed in excess of $500M annually in grant funding from local, state and federal sources.• Administered project to automate all client/customer demographic and financial information, including metrics for reporting to funders.

Performed financial analysis on clinical research projects, including percentage of completion, margins, revenue and cost recognition and budget variances and reported status to senior project management.

Reconciled various general ledger accounts and prepared journal entries. Prepared financial reports and assisted with monthly closings. Automated reconciliation of general ledger accounts.

Performed all accounting functions. Assisted owners with long-range business and financial planning and advised them during the negotiation of the sale of the business and associated assets.

Managed staff of eight accountants in all accounting functions, including journal entries, closings and account reconciliations.Led project that converted customer remittance coupons to full statement generation.Increased collection rate on delinquent accounts. Automated handling of paper checks through MICR encoding and auto-endorsement.

Master'S Degree, Urban And Regional Planning

B.S, Business Administration