Jason B. Email & Phone Number

Kansas City, Mo, Us

Kansas City, Mo, Us

Overland Park, Ks

Managed communications and all aspects of transaction processing for a CRE portfolio, ensuring adherence to servicing standards and enhancing data accuracy. * Approve system-generated reporting, queries, and client deliverables for compliance, accuracy, and adherence.* Ensure adherence to internal policies, quality standards, and management direction.* Direct preparation of periodic reporting summaries, account reconciliations, and officer certificates.* Independently proof transactions (cash and non-cash) and initiate fund transfers as needed.* Generate or oversee source data and post transactions within the servicing system.* Design and build spreadsheet templates, financial models, and code Excel formulas, data tables, and macros.* Summarize research to respond to inquiries from borrowers, lenders, and other stakeholders.Analyze loan metrics, cash flows, amortization tables, and debt or collateral analysis.* Manage communication (oral and written) with internal and external clients regarding CRE loan servicing.* Assist asset managers and portfolio management team with reporting to clients.* Recommend process rationalization and efficiency initiatives.* Handle routine and exceptional client questions related to CRE loans.* Address and process exceptions and special project requirements.* Ensure accurate representation of borrower obligations in the servicing system.Identify and address provisions in loan and servicing documents that require exception processing.

Kansas City, Missouri, United States

Oversaw all servicing activities, including client billing, payment processing, escrow maintenance, collections, loan boarding, warehouse settlements, and service transfers.* Directed a critical project for Fannie Mae (FNMA) servicing approval within a stringent 6-month timeline, meeting all agency compliance standards by collaborating with a sub-servicing vendor.* Coordinated warehouse settlement wires, ensuring timely and accurate reconciliation of warehouse accounting ledgers, loan postings, and account reconciliations.* Monitored secondary lock expirations, resolved post-closing and post-funding issues, and ensured timely delivery of loan data to investors and loan collateral to warehouse lenders.

Overland Park, Ks

Managed a CRE Small-Balance Freddie Mac (FHLMC) loan portfolio, ensuring compliance with lender requirements through intensive loan servicing and monitoring.*Reviewed and analyzed loan requests involving fundings, curtailments, secondary financing, assumptions, parcel releases, maturity extensions, and loan modifications/workouts; provided recommendations to senior management, lenders, investors, and regulators on local transactions, and implemented the lender/investor's final decisions.* Performed intensive loan monitoring and servicing for loans not meeting lender/investor standards or recently returned to performing status after bankruptcy, default, or workout, including third-party inspections, comparable analysis, financial reviews, administering rehabilitation/repair agreements, and cash flow auditing.* Established and managed cash accounts, processed funds per cash management agreements, oversaw tax and insurance payments, administered irregular payment postings and outstanding escrow/reserve agreements, and ensured timely collection of all payments and compliance with loan documents.*Assisted in reviewing and analyzing insurance certificates for commercial properties to ensure compliance with loan documents and protect lender/investor interests.*Calculated and administered yield maintenance and prepayment terms, processed payoff requests, and ensured compliance with loan documents and lender/investor requirements.

Kansas City, Missouri Area

Delivered comprehensive data analysis and implemented actionable plans for loss mitigation, including loan modifications, forbearance agreements, deeds in lieu, short sales, and pre-foreclosure strategies. These efforts minimized risk while ensuring long-term compliance with regulatory, financial, and agency standards.*Coached two colleagues towards acquiring Federal Mortgage Loan Originator (MLO) licenses, effectively doubling the team's licensed specialists and enhancing review efficiency by 50%.*Guaranteed prompt and precise monthly reporting on the delinquency and default status of the VA loan portfolio, ensuring high standards of financial oversight and client communication.*NMLS # 332147 - Licensed in AL, AR, FL, GA, LA, NM, TN, VA, WI (Expired)

Kansas City, Missouri Area

Operated a 30-person loan shipping department across five critical areas: Secondary Markets, Agency Insuring, Post-Closing, Title Curative, and Mailroom, driving operational efficiency and strategic improvements.• Administered the construction, certification, and delivery of GNMA MBS pools, ensuring full regulatory compliance.• Analyzed and resolved variances in monthly GNMA investor reporting, ensuring accurate and compliant financial data.• Spearheaded policy and procedural reforms, reducing staffing needs by 50% and optimizing mailroom operations to boost efficiency.• Established a dedicated Title Curative department to address Reverse Mortgage title deficiencies;implemented system enhancements that improved communication efficiency, resulting in a 25% reduction in processing timelines for title resolutions.• Led a project team in transferring 18,000 reverse mortgages to investors, managing all phases anddemonstrating leadership in complex financial transactions.

Kansas City, Missouri Area

* NMLS # 332147 - Licensed MO, KS, TX, NJ, MD, NC, GA, AK, PA, OH (Expired)

Kansas City, Missouri Area

Overland Park, Ks

Kansas City, Missouri Area

Kansas City, Missouri Area

Bachelor'S Degree, Business Administration And Management, General

Marketing/Marketing Management, General

Activities and Societies: Soccer