Jacqueline Perez Email & Phone Number

Brandon, Fl

Led a team of Business and Sr. Business Consulting Analysts and Assistant Vice Presidents (AVPs) within Bankruptcy (BK) and Loss Mitigation Retention Strategies (LMRS) Departments. Served as a critical resource in supporting, managing, and driving strategic initiatives for the departments. Prioritized and allocated resources for critical deliverables and projects, tracked deadlines for simultaneous launches. Facilitated meetings with department heads and senior management; providing status reports and outlining all deliverables and projects within the groups. Proposed recommendations; consulted with and influenced key strategic and tactical decisions across a wide variety of functions. Interacted with all levels of management; built and maintained strong cross-functional relationships with external and internal business partners to drive successful completion of business strategies. Assisted in the development and maintenance of policies and procedures affecting the departments.

Brandon, Fl

Department stakeholder for regulatory, statutory and organizational projects. Provided input on business and technical documents and wrote project change requests. Developed, executed and analyzed user acceptance and integration test plans for new release implementation and managed defect resolution. Developed training materials and facilitated training sessions across sites for impacted employees. Collaborated to ensure rollout announcements were distributed and understood prior to implementation. Facilitated post production activities and represented the business on project status calls. Ensured solutions implemented were effective based on end user feedback. Performed gap analysis and time studies, reported inefficiencies, and impending risks based on regulatory and statutory guidelines. Proposed solutions to improve efficiency, mitigate risks, and improve the customer experience. Shared best practices to leverage experiences for strengthening processes across sites. Developed pipeline reporting in conjunction with information technology to monitor the effectiveness of the modification process. Prepared and managed action plans designed to remediate process inefficiencies.

Brandon, Fl

Developed, executed and analyzed user acceptance and integration test plans for new release implementation, managed defect resolution, and post production implementation. Developed training material and facilitated training sessions for systems updates and process enhancements. Performed time studies and gap analysis exercises to identify trends and improve department efficiency.

Brandon, Fl

Prepared and mailed outgoing correspondence using mail merge process. Received and processed incoming correspondence such as validation of loan modification agreements prior to the application of the modification terms on the servicing system.

Tampa/St. Petersburg, Florida Area

Proactively contacted current Adjustable Rate Mortgage (ARM) customers facing an upcoming payment shock resulting from their initial interest rate change to assess preparedness and solicit modifications. Compared financials, expenses, and credit-worthiness to determine program eligibility.

Tampa/St. Petersburg, Florida Area

Maintained a portfolio of mortgage loans within 0 – 90 calendar days of delinquency. Contacted borrowers to cure delinquency, schedule payment arrangements, settle complaints or disputes while adhering to Fair Debt Collection Practices Act (FDCPA). Recommended optimal workout options to identify ways to meet financial obligations without borrowers getting further behind.