Jacob Glatz, Mba Email & Phone Number

Texas, United States

https://www.newswire.com/news/loanbeam-and-freddie-mac-further-streamline-the-process-for-lending-to-21230788Designed and delivered APPSolute Transcripts, a simple and streamlined way for our customers to order, track, and process tax transcript requests on IRS form 4506-T. • Market and Competitive Analysis• ROI Analysis• Pricing • Proof of ConceptJacob managed the scope, budget, offshore software development team, vendor partnerships, testing, pricing and delivery of this new web-based mortgage automation product from start to finish and delivered on time and under budget.

Dallas/Fort Worth Area

• Identify process and technology improvement opportunities and implement solutions.• Communicate with multiple levels of the organization and external partners including strategic planning, and relationship management. • Managed team responsible for implementing CMS, a collateral valuation workflow solution offered by FNC / CoreLogic. This successful partnership included the design and implementation of the following custom features: -- Reuse of previously ordered valuation products. Annual cost saving $8 million. -- Expanded business capabilities, provide values for portfolio of reverse mortgages (HECM). -- Improved risk based product ordering decision tools and functionality. -- Enhanced invoicing and reporting capabilities• Provide software production support capabilities to valuation department

Dallas/Fort Worth Area

• Created processes to categorize low risk properties and decrease the cost associated with their valuation• Developed and implemented a system to identify high risk property conditions and value influencing factors• Actively develop the technical, analytical, and leadership skills of team through one-on-one coaching and assigning projects that leverage current strengths, introduce new topics, promote teamwork and empower analysts to interact with leadership from different functional units • Managed project that identified and corrected process inefficiencies resulting in $1.2 million in annual cost savings

Dallas/Fort Worth Area

• Risk lead for valuations department, assessed risk for various systems and processes, evaluated controls, coordinated response to audit and operational incident related inquiries, communicated results to corporate leadership• Managed automated valuation process and tools to ensure that high risk assets were given greater levels of manual scrutiny than lower risk assets.• Implemented a new business intelligence tool that allowed users at various levels of the organization to quickly and easily interact with and consume vast quantities of complex data, and reduced the resources needed for report development and management• Assembled diverse, effective team that provides reporting solutions and actionable analysis to support decisions in the production, operations, and quality control divisions of the valuation department• Managed relationship between information technology and business users, resulting in accurate requirements gathering and report sign off within aggressive software development life cycle timelines

Dallas/Fort Worth Area

• Performed market analysis and presented actionable findings to Directors, VPs and SVPs of multiple business units• Developed volume forecast and simplified headcount model to support accurate budget projections• Designed monthly reporting package and presented metrics to valuation department directors and VP• Analysis that led to a balance of valuation products that managed risk and met budget requirements• Cross departmental projects at the request of VP including analysis of joint ventures and REO disaster insurance coverage

• Improved financial modeling to more accurately forecast exposure to repurchase risk• Analyzed the repurchase process to provide senior management with reports that clearly illustrated the volume and nature of repurchase requests• Created workflow management tools, and suggested process improvements that resulted in tighter controls, improved analytics, and greater efficiency of the repurchase and document request processes

• Analyzed, validated and optimized financial reports and models for review by Chief Financial Officer and Chief Executive Officer - Assessed existing reporting structure and exposed inadequate and inaccurate data - Developed and implemented improved reports to provide more accurate and relevant data, enhancing the strategic decision-making process• Assisted the Senior Vice President of Strategic Partnerships by managing the inventory portfolio and joint marketing agreements, resulting in increased cash flow and new business growth

• Redesigned business processes, resulting in cost savings, improved Sarbanes-Oxley controls, and increased efficiency of monthly financial reporting  - Analyzed current-state and future-state financial controls to ensure adequate control of desired future-state financial processes  - Mapped business processes of current-state and desired future-state financial processes - Facilitated decision-making and project planning to implement desired future-state processes. • Served as project manager for Lean Six Sigma pilot project to improve vendor payment processes in Accounts Payable • Served as team lead and business process subject matter expert for multiple business units

• Mapped business processes for the Carlyle group and Hawaii Telcom• Executed comprehensive test planning and supported retail software rollout for Cingular Wireless• Analyzed and documented business systems and processes to support vendor selection for ERP software at Thomson Legal and Regulatory, facilitating assimilation of acquisitions• Gathered requirements to facilitate University of Texas Medical Branch’s upgrade to PeopleSoft Financials version 8.8• Audited financial metrics reporting and analyzed retail operations for Qwest Communications • Conducted quality assurance testing for American Honda Finance• Performed system integration and certification testing for SBC Long Distance• Renovated status reporting system for software testing activities

Mba, Finance

Activities and Societies: Omicron Delta Epsilon - International Economic Honor Society

Bs, Economics

Activities and Societies: Jazz Band