Christopher Middlebrook Email & Phone Number

Irvine, California, United States

Responsible for delivering high quality and timely information to all business units across the organization to support wide range of complex initiatives including operation control, performance improvement, compliance, regulatory reporting and all other organization strategies.Duties include collecting and documenting report requirements, report prototyping, extracting, interpreting, analyzing and presenting data from multiple sources.Meets with business units to gather, analyze and determine complex reporting/data requirements using best practices and standard methodologies.Ask clear, appropriate questions when eliciting/clarifying information and communicates clearly and effectively in facilitation activities and follow-ups.Researches data sources and resolves data load/data transformation from different sources.Ensures accurate and timely delivery of ad-hoc reports, management reports, dashboards, data files or analysis according to business requirements.Continuously looks for ways to optimize report processes in order to increase efficiency and productivity; suggests process improvements worthy of implementation.Communicates and provides regular updates on development status to the business units.

Santa Ana, California, United States

Responsible for completing administration of assigned residential and commercial mortgage backed securities deals for various investment holders.Review trust agreements to ensure adherence to specific contractual and federal regulations.Process loan disbursements, insurance claims, account reconciliation, cash settlements and annual reviews for various mortgage bondholders.

Irvine, Ca

Research and resolve numerous inquiries from various internal departments with regards to day to day cash management on multiple investments funds. Responsible for resolving escalated challenges adversely affecting the operational support of all fixed income and derivative trading resulting in maintaining the minimum margin requirement for various investments accounts. Perform daily settlement verification on multiple accounts with various custodians and brokers ensuring that the clients are not left exposure for next day trading. Train staff members on margin call processing, fails resolution and account reconciliation assuring accurate daily processing of multiple investment funds. Deliver daily financial and margin activity reports to various investment managers accounting for the gains or losses on all portfolios.

Irvine, Ca

Accurate and timely processing of incoming/outgoing margin calls to various brokers.Researched and resolved trade discrepancies with the counterparties verifying fixed income and derivatives funds are align with the daily mark to market and collateral balance. Processed transfers of cash and securities for agreed margin calls with various counterparties.

Columbus, Ohio Area

Review and check loan applications and supporting deal documentation to ensure accuracy.Enter loan agreement data into the company’s system of record.Maintain completed activity log to verify daily production.

Columbus, Ohio Area

Interim supervisor in Mortgage Insurance/Private Investor unit.Serve as liaison between various mortgage insurers, investors, IT, senior management.Engaged various Lines of Business and External/Internal Partners to obtain updated servicing processes/guidelines.Align various report deliverables with contractual investor guidelines, internal policies and federal regulations. Develop standard loan reporting policies/procedures to maximize production efficiencies and quality. Provided training and assistance to other team members and performed various ad-hoc projects.

Columbus, Ohio Area

Audited financial packages to align information with corporate guidelines and policies.Collected, tracked, reviewed monetary transactions on delinquent accounts.Answered internal/external inquires pertaining to corporate transactions and investor guidelines.

Columbus, Ohio Area

Audited HUD loan curtailments to diagnose root cause of past due conveyances. Reviewed progress of delinquent accounts to ensure resolution obtained by internal/external partners. Reviewed progress of mobile home conveyance to Housing and Urban Development (HUD) and US Department of Veterans Affairs (VA).