1st Coast Business Advisors collaborates with and provides guidance and direction to Executive and Line of Business leadership in solving their critical business, operational and technical challenges.Expert Services: Professional Services · Team Building · Financial Services · Business Process Re-engineering · Process Improvement · Program Management · Business Transformation · Change Management · IT Strategy · Financial Analysis · Business Strategy · Operational Risk Management · Asset Servicing

I co-led PwC's Advisory lending practice, while championing solutions for corporate, commercial, small business banking, residential & consumer lenders, servicers, investors & technology service providers. I was responsible for delivering significant value to clients in programs that focused on executing business process redesign, system selection, implementation and integration, performance benchmarking, organization design & optimization, & operations & product strategy. I showcased expertise across the entire banking value chain & delivered impactful client successes. I oversaw strategic relationships with software service providers in the residential lending and servicing industry and commercial loan accounting industry. I functioned as a Trusted Business Advisor and Program Director for numerous clients.Representative Accomplishments:• Led top five bank in orchestrating development of Target Operating Model (TOM) encompassing all lines of business within wholesale lending organization. • Steered technology selection and operational model creation for Missouri-based bank, facilitating and executing a targeted Banking as a Service (BaaS) strategy. • Directed a leading regional bank in selection and deployment of Commercial Loan Origination System. Spearheaded program office management, vendor selection, application requirements development and management, and deployment planning for clients• Planned, directed & delivered consultative projects totaling $5M+ annually.• Established and nurtured business vendor relationships, yielding approximately $2M in revenue for five consecutive years.• Actively participated in team and individual consultative sales, contributing to annual revenues exceeding $5M.• Surpassed targeted margin contributions of 28% along with ensuring staff exceeded targeted utilization goals of 80%+.• Consistently achieved annual professional services revenue targets.

In my role as Senior Vice President and a member of the Operational Leadership Team, I guided & directed core default financial operations leading invoice processing, securitized and loss mitigation claims, loan loss analysis, loan reconciliation, and default resolution organizations. I managed an operational budget of $80M annually and led staff of approximately 1,000 professionals across six geographic locations in the US and Asia.Key Accomplishments:• Led development of proprietary Claims Workspace integrating invoice processing and recovery claims for residential mortgage investors, resulting in $5M annual expense savings.• Reengineered the invoice processing, claims management and loan loss analysis operations placing emphasis on improving controls while maximizing financial recovery opportunities. Improved reimbursement and recovery timeliness and completeness in excess of 50%.• Improved organizational SLAs by 20 days across all lines of business and third-party service providers by enhancing vendor satisfaction and reducing operational costs by $2M+ annually.• Developed Risk and Control Self Assessments (RCSA) for all lines of business, leading to improved audit assessment and adoption across Mortgage Default Services, with operational savings in excess of $500K annually.

Vice President of Single Family Operations accountable for servicing a portfolio of ~18 Million active loans valued at $3.0 Trillion, Servicer/Vendor expense reimbursement of $4B annually and oversight of a staff of 400 professionals in three operational locations.Key Accomplishments• Led the initial operational re-engineering of the Single Family Investor Reporting, Bond Administration and Credit Loss Management Organizations identifying savings of approximately $8M. • Directed the business work stream associated with the development and deployment of the Servicer Investor Reporting (SIR) system replacing the legacy application, LASER. • Participated as the lead business architect, developed and deployed the organizational and operational structure necessary to support the needs of the Federal Government’s Making Home Affordable Program.• As lead business operations Subject Matter Expert, established the operational design for the future state/target state operating model.• Responsible for ensuring agreement of loan level and pool level data for all MBS securities including the calculation and issuance of pay-down factors for all MBS securities.• Engaged and managed the relationships of ~1,500 active servicers with emphasis on Mega Servicers and Top 100 Servicers.

National Practice Leader and Managing Director for a team of consulting professionals that provides comprehensive consulting services to organizations operating within the financial services sector. Specializes in consumer and mortgage loan origination and mortgage asset servicing operations. Involved in consulting engagements with an international base of financial services clients that include benchmarking review, due diligence, operational diagnostics, and transition and integration management issues.