 Responsible for identifying transfer defects and defining resolution action plans related to the release of 2.5MM loans from the portfolio in 2013. Managed the resolution of defects and issues, performed gap assessments, and partnered with appropriate teams to enhance processes and procedures. Facilitated sessions with business partners to determine gaps in existing processes and identify remediation needed to address risk and issues to include documentation, process changes, and… Show more  Responsible for identifying transfer defects and defining resolution action plans related to the release of 2.5MM loans from the portfolio in 2013. Managed the resolution of defects and issues, performed gap assessments, and partnered with appropriate teams to enhance processes and procedures. Facilitated sessions with business partners to determine gaps in existing processes and identify remediation needed to address risk and issues to include documentation, process changes, and governance adherence. Implemented sustainable, key processes and established strong working relationships with Strategic Portfolio Management, Mortgage and Affiliate Services, Technology and key 3rd party Servicers. Proactively monitored and tracked key deliverables for strategic service releases and engagement across internal and external teams to identify and mitigate potential risks. Assisted in the development of a critical milestone plan. Managed the updates and reporting to ensure the strategic initiatives were on track to meet contractual obligations. Show less

 Managed multiple initiatives / projects in the Business Process Management portal following an ITIL framework preparing them for hand off to the PMO for development. Validated new request to ensure they were realistic, measurable, achievable, and aligned with the overall strategy of the organization. Communicated with global counterparts to ensure goals and initiatives were in-sync at a worldwide level. Documented, reviewed and validated business requirements with subject… Show more  Managed multiple initiatives / projects in the Business Process Management portal following an ITIL framework preparing them for hand off to the PMO for development. Validated new request to ensure they were realistic, measurable, achievable, and aligned with the overall strategy of the organization. Communicated with global counterparts to ensure goals and initiatives were in-sync at a worldwide level. Documented, reviewed and validated business requirements with subject matter experts (SME’s) and stakeholders for accuracy and completeness. Prepared project initiation, business case, and requirements documentation, to be archived for access during the project lifecycle. Organized strategy sessions to review and initiate improvements to the IT Services Catalog as it moved to its second iteration in preparation for its marketing to the organization. Utilized Nimbus for mapping the baseline (as-is) and projected (to-be) processes effected by initiatives. Show less

 I was hired on a 3 month term to manage the implementation of a new vendor that tracks, monitors and initiates Forced Place Insurance coverage on a loan portfolio. Coordinate the implementation schedule with lines of business (LOBS) on the timing and relevance of functions that are changing along with setting expectations accordingly. Facilitate meetings with key stakeholders to analyze and determine any gaps in current processes that may be created by the project. Serve as the… Show more  I was hired on a 3 month term to manage the implementation of a new vendor that tracks, monitors and initiates Forced Place Insurance coverage on a loan portfolio. Coordinate the implementation schedule with lines of business (LOBS) on the timing and relevance of functions that are changing along with setting expectations accordingly. Facilitate meetings with key stakeholders to analyze and determine any gaps in current processes that may be created by the project. Serve as the liaison between the business partners, 3rd party vendors and leadership as it relates to the implementation and development of new processes attributed to the project. Elicit information from subject matter experts in order to understand, design, and document high level work flow diagrams. Track and monitor the progress of deliverables to ensure the integrity of the project schedule remains in order to meet the go-live date. Show less

 Facilitated meetings with multiple lines of business to gather necessary requirements for building an automated loan funding process that encompassed several software platforms. Created test cases for various loan programs and executed these test to ensure that all scenarios were captured and functioning properly. Identified and mapped the financial data so that journal entries could be created and posted to the general ledger automatically. Integrated the payroll software… Show more  Facilitated meetings with multiple lines of business to gather necessary requirements for building an automated loan funding process that encompassed several software platforms. Created test cases for various loan programs and executed these test to ensure that all scenarios were captured and functioning properly. Identified and mapped the financial data so that journal entries could be created and posted to the general ledger automatically. Integrated the payroll software (Paychex) into company proprietary systems automating this function and allowing a single employee to process payroll for over 500 employees eliminating the need for additional headcount. Acted as the liaison between Finance and the IT department for the development, testing, error resolution, and administration of the system post implementation.  Served as the Chief Signatory and System Administrator on company bank accounts and warehouse lines of credit. Supervised daily operations of $28MM in warehouse lines of credit ensuring wires were sent timely to fund mortgage loans and wires received were processed immediately removing them from the lines. Consulted with the compliance department to create, document, disseminate procedures and controls to ensure compliance with changing regulatory guidelines. Show less

 Oversaw the daily operations of the finance department to include accounts payable, accounts receivable, payroll and treasury. Identified and reduced financial exposure by implementing protocols to ensure the proper disbursement of funds from company accounts. Served as lead Finance Business Analyst in the development of the company ERP system which enabled the company databases to systemically transfer data into the accounting software (Solomon / Great Plains). Designed and… Show more  Oversaw the daily operations of the finance department to include accounts payable, accounts receivable, payroll and treasury. Identified and reduced financial exposure by implementing protocols to ensure the proper disbursement of funds from company accounts. Served as lead Finance Business Analyst in the development of the company ERP system which enabled the company databases to systemically transfer data into the accounting software (Solomon / Great Plains). Designed and mapped all of the data needed to ensure all journal entries were created and posted to the general ledger system. Branch recruiting increased by selling these systems integrations as it provided branch managers both financial transparency and guidance related to branch expenses using real-time data. Implemented scalable processes that allowed the company to experience significant growth in loan volume without hiring additional employees in finance. 1st Metropolitan grew to be the 2nd largest mortgage broker in the country while headcount in the finance department decreased Show less