Jason Reed Email & Phone Number

California, United States

Los Angeles, California, Us

(Assigned to an online gaming company)Worked with accounting and finance stakeholders to produce data that drives understanding of business performance.Scripted data captures for all financial data requests from finance, operations, and external auditors.Developed process improvements and automation of data collection and presentation.

Hanover, Md, Us

(Assigned to a national bank)Created Stored Procedures in MS SQL Server to migrate ESG Data

Long Beach, California, Us

Developed new reporting and migrated existing reporting into MS Power BI.Developed Book of Business reporting using data provided by insurance carriers.Worked on a team project to develop database tables for consolidation of data provided by various insurance carriers, including:—Establishing data definitions of data provided—Designing table structure for consolidated data—Developing ETL script to normalize data across carriers—Identifying, siphoning, and reporting on data that can not be used

Emeryville, Ca, Us

Supports Post-Close Review, Quality Control, and Policy Servicing departments' data needs. Leverages operations experience and provides data insight to support these groups.Develops and distributes reports on ad-hoc and recurring bases through:--DOMO interface--designing automated distribution methods--leveraging I.T. distribution methods--manual distributionDevelops and maintains large analytic data sets, performing ETL on internally and externally sourced data.Performs recurring and ad-hoc certificate reconciliation activities.Compiles data to support external reporting, including various recurring regulatory filings.Provide analytics, insight, and opinion on trends and issues affecting National MI, its customers, and the mortgage industry. Interfaces as needed with Operations, Policy Servicing, I.T, Marketing, Finance, and Credit Policy to ensure sound business and data decisions are made.Contributes industry knowledge and technical guidance to junior level staff.

• Set underwriting department guidelines and procedures to ensure mortgage loans met investor and government requirements• Trained and audited work of 10-15 underwriters and processors• Verified all loans are underwritten to meet investor guidelines and compliance requirements• Implemented conversion from paper documentation to electronic documentation• Built reports to measure productivity performance and creating more efficient and streamlined processes

• Developed the Sub-Servicing Reporting packages used for Sub-Servicing clients. Mined data from system database to generate Executive and client reporting packages.• Revamped the Executive MSR Reporting package. Restructured existing reports by developing more efficient processes and more accurate and meaningful metrics. Created new, more robust reports.• Developed QC procedure for inbound data from subservicing clients.• Developed Sub-Servicing P&L model used to evaluate price structure for Sub-Servicing bids.

• Managed purchase flow and bulk mortgage loan trades of averaging over $1Billion per month.• Developed EDI QC procedure to reduce deficiencies. Was recognized in a company-wide News Item for unprecedented work in this area.• Mastered Electronic Delivery Interface (EDI) specs and was the point person between internal I.T. dept, investors' I.T. dept., and investors' operations teams to resolve and data or image doc deficiencies.• Reconciled Price variances by evaluating loan quality, data quality, investor turn times, and staff turn times.

• Performed quality control audits of underwriting and closing/compliance documents.• Scored loans and provided feedback to Origination. Resolved non-compliant deficiencies.• Underwent formal underwriting training.• Performed a special project of auditing all underwriting and funding training guidelines and procedure materials. Identified and wrote up over 50 items to be changed to ensure training materials remained consistent with actual practice and current requirements.

• Managed the closing operation for a wholesale branch funding $20MM per month • Prepared closing packages for signing. Reviewed closing documents to verify compliance with internal, investor, and RESPA/TIL guidelines.• Sent all branch outgoing wires for loan fundings• Trained and provided support for other loan funders in the region• Performed Quality Control audits of loan closing packages generated from other wholesale branches.• Was a top 10 lifetime performer in production of docs drawn and loans funded at the time of promotion to Mortgage Loan Auditor. Was consistently among the company leaders in audit error rate.

Drove a fixed route RTS bus serving the Five College community while obtaining Bachelor's Degree.