Eric Fan

Eric Fan Email and Phone Number

CEO and CFO @ Tracy, CA, US
Tracy, CA, US
Eric Fan's Location
Tracy, California, United States, United States
Eric Fan's Contact Details

Eric Fan work email

Eric Fan personal email

Eric Fan phone numbers

About Eric Fan

Services We offer:Advisory Board Position / Turn Around Specialist from Net Loss to Net Profit within 6 months / Angel Investor / Real Estate Single and Multi Family Investor.Outsourcing Services:• QC Services (Pre and Post), Underwriting, Post Closing, Accounting, and Support ServicesGSE Applications:• Assist independent mortgage bankers to submit successfully to FNMA, FHLMC, and GNMA applications• Provide assistance in meeting GSE applications and submissions from start to finish• Implement Pre Funding QC process, analysis, trending, and vendor management reports• Assist clients in meeting GSE requirements on QC GNMA Delivery - Mortgage Loans Securitization:• Overview for mortgage loan pools securitization • Training of staff in GNMA mortgage loan delivery• Initial certification, pools settlements, and final certification of mortgage loan pools• Assist in GNMA, FNMA, and FHLMC applications submissions with complete delivery readiness• Develop mortgage servicing plan - interim, sub servicing, and complete servicing• Provide mortgage servicing oversight and recruit appropriate staffing Financial Reporting:• Interim CFO services• Monthly preparation and review of corporate financial package and branch reporting• Provide assistance in MBFRF reporting format• Develop strategic business plan, forecast, and fund raising transactions• Prepare KPI statistics, breakeven analysis, and treasury management Secondary Marketing:• Conversion from "Best Effort" to "Mandatory / Hedging" in Secondary Marketing execution• Assist in hedging partner selections, strategic broker dealers, and correspondent investors relationships Others:• Conduct servicing oversight on client’s sub servicer with on-site review• Complete internal audit reports for clients to meet GSE requirements• M&A preparation for company’s strategic position for sale

Eric Fan's Current Company Details
Controller Consulting Services, Inc. (CCS, Inc.)

Controller Consulting Services, Inc. (Ccs, Inc.)

CEO and CFO
Tracy, CA, US
Eric Fan Work Experience Details
  • Controller Consulting Services, Inc. (Ccs, Inc.)
    Ceo And Cfo
    Controller Consulting Services, Inc. (Ccs, Inc.)
    Tracy, Ca, Us
  • Controller Consulting Services, Inc. (Ccs, Inc.)
    Ceo & Cfo
    Controller Consulting Services, Inc. (Ccs, Inc.) Jan 2007 - Present
    Specialize in GSE applications process, GNMA loans delivery, Interim CFO, mortgage servicing oversight audit on subservicer, internal audit report for GSE, Pre Funding QC preparations meeting GSE requirements, Underwriting Services, specialize recruiting for mortgage servicing manager, and secondary marketing execution. Experienced mortgage banking executive with over 28 years of financial accounting, secondary marketing, operation, and warehouse lending. Servicing clients as their interim CFO in multiple industries such as mortgage banking, pre-IPO software, and manufacturing. Experienced with branch financial statements & KPI reporting, board presentation materials, strategic business plans, and fund raising transactions.Managed offices in San Francisco, CA, Kuala Lumpur, Malaysia, and Kochi, India
  • California International Bank, N.A.
    Bank Director
    California International Bank, N.A. May 2017 - Apr 2019
    Actively participate in monthly board meetings, executive decisions, strategic plans, management oversight, and business partner to the regulatory agencies.
  • Summit Funding Inc.
    Chief Financial Officer
    Summit Funding Inc. Jan 2012 - Jan 2013
    Responsibilities include administer the Company’s warehouse lines, financial projections for raising debt and capital, cost benefit analysis, corporate external reporting package, strategic planning, cash management, mortgage servicing, loan securitizations, assist capital market transactions, legal review of agreements, and corporate policies and procedures.
  • Pacific Union Financial
    Senior Controller
    Pacific Union Financial Jan 2011 - Jan 2012
    Participated in GNMA and FNMA deliveries, performed mortgage servicing with sub servicer, and strategic growth of the Company.Experienced in SFAS 156 Accounting for Servicing of Financial Assets, SFAS 157 Accounting for Fair Value Measurements, and SFAS 91 Accounting for Nonrefundable Fees and Costs Associated with Originating or Acquiring Loans.
  • Megastar Financial
    Corporate Controller
    Megastar Financial Sep 2009 - Nov 2010
    Denver, Co, Us
    Responsibilities include preparing the Company’s monthly financial package for thirty branches, corporate external reporting package, annual pro-forma financial plan, break-even analysis, warehouse compliance reports, corporate income tax reporting for 40 states, annual HUD recertification submission, and external financial audits. Participate in Company‘s strategic growth with branch expansion. Recruit and manage five direct reports in a finance department.
  • Bwc Mortgage Services
    Evp Finance
    Bwc Mortgage Services Sep 2003 - Dec 2006
    Us
    Responsibilities include preparing the Company’s monthly financial statements, annual pro-forma financial plan, break-even analysis, and eight net branch financial statements. Coordinated and administered mortgage bank activities including secondary marketing, underwriting, funding, and closing department. Managed warehouse facilities and correspondent relationships with investors. Participated in Company‘s strategic growth with branch expansion. Coordinated internal and external financial audits. Managed three direct reports in a finance department.
  • Zino Mortgage
    Corporate Controller
    Zino Mortgage Jan 2001 - Sep 2003
    Responsibilities include preparing the Company’s monthly financial statements, pro-forma financial reports, break-even analysis, and capital budgeting on new startup branches. Managed warehouse facilities and investors purchased flow on correspondent relationships. Prepared Company’s financial statements to reflect SFAS 91 - Accounting for Nonrefundable Fees and Costs Associated with Origination Loans. Coordinated annual audit to meet HUD and warehouse lenders requirements. Managed two direct reports in a finance department
  • Vivant Corporation
    Controller
    Vivant Corporation 1999 - 2000

Eric Fan Skills

Mortgage Banking Mortgage Lending Loan Origination Loans Mortgage Servicing Financial Analysis Credit Credit Analysis Refinance Fha Residential Mortgages Underwriting Gnma Va Loans Wholesale Retail

Eric Fan Education Details

  • California State University, Fresno
    California State University, Fresno
    General
  • National University
    National University
    Accounting
  • Oklahoma State University
    Oklahoma State University
    Finance
  • Kpmg
    Kpmg
    Mastering Of Acquisitions And Buyout
  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Executive Education On Merger And Acquisition

Frequently Asked Questions about Eric Fan

What company does Eric Fan work for?

Eric Fan works for Controller Consulting Services, Inc. (Ccs, Inc.)

What is Eric Fan's role at the current company?

Eric Fan's current role is CEO and CFO.

What is Eric Fan's email address?

Eric Fan's email address is fa****@****hoo.com

What is Eric Fan's direct phone number?

Eric Fan's direct phone number is +140822*****

What schools did Eric Fan attend?

Eric Fan attended California State University, Fresno, National University, Oklahoma State University, Kpmg, University Of Minnesota - Carlson School Of Management.

What are some of Eric Fan's interests?

Eric Fan has interest in Practitioner Chinese Martial Art, Practitionerchinese Martial Art, Yang And Chen Style, Classical Feng Shui, Tai Chi, World Eagle Claw Kung Fu.

What skills is Eric Fan known for?

Eric Fan has skills like Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Mortgage Servicing, Financial Analysis, Credit, Credit Analysis, Refinance, Fha, Residential Mortgages, Underwriting.

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