Jeff Wise Email and Phone Number
Jeff is an accomplished senior leader with extensive experience in risk management (including governance and compliance) and mortgage services. Jeff has a proven track record in the development, implementation, and enhancement of comprehensive risk management frameworks encompassing credit, compliance, operational, and enterprise risk for mortgage companies. Jeff has also successfully led large scale mortgage services projects covering originations, capital markets and servicing. The nature of these engagements included operational excellence, backlog/volume support, risk management and regulatory compliance. Career achievements include: - Headed credit and operational risk management groups at four of the largest financial institutions in U.S. (all mortgage related). - Created and implemented enterprise, credit, fraud, and operational risk frameworks including scoring models, enhancing risk analysis, compliance, tracking and reporting at various U.S. institutions.
Opus Capital Markets Consultants
View- Website:
- newboldadvisors.com
- Employees:
- 148
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Business DirectorOpus Capital Markets ConsultantsTexas, United States -
Managing DirectorNewbold Advisors, Llc Mar 2024 - PresentDallas, Texas, United StatesNewbold is a professional services consulting company that serves clients in the Mortgage, Financial Services, Government, Healthcare, and other industries. From its founding in 2006, Newbold Advisors has been focused on serving the human capital needs of its clients, including:• Management Consulting – Project delivery and subject matter experts• Staffing – Individual contract placements• Talent Acquisition – Full-time employee placements• Operations Outsourcing – Small- to large-scale operations support -
Principal And Practice Leader - Governance, Risk And Compliance, Banking And Financial ServicesSolomonedwards Jun 2016 - Dec 2023Assisted various clients in enhancing and executing on all aspects of risk management frameworks, control design and effectiveness, testing and regulatory readiness and response, resulting in improved oversight and governance. Developed and enhanced risk practices related to credit, compliance, operational, enterprise and fraud risk management, covering key financial products. Led due diligence and implementation of risk related technology. -
Principal And Practice Leader - Mortgage Services Practice, Banking And Financial ServicesSolomonedwards Jun 2016 - Jun 2023Dallas/Fort Worth AreaAssisted mortgage lenders and servicers in re-engineering key operational processes, resulting in improved operational efficiencies and customer satisfaction/impact. Successfully managed projects to address large backlogs related to claims and modification/forbearance testing. Created operational risk management frameworks covering originations, capital markets and servicing. Deployed and oversaw large teams to support all aspects of mortgage servicing. -
DirectorSolomonedwards Dec 2012 - May 2016 -
Vice PresidentJpmorgan Chase & Co. Jun 2008 - Oct 2012Managed group responsible for remediation management, operational risk reporting and governance across default servicing function. Created and implemented centralized remediation process, ensuring that action plans and responses are comprehensive and accurate. Served as voting member of JP Morgan's operational risk subcommittee, and have acted as key contact for regulatory bodies. -
Managing DirectorBear Stearns Companies Jun 2007 - May 2008Managed all aspects of counterparty credit risk associated with correspondent, broker and warehouse lending channels. Designed and implemented enhanced risk scoring models and collateral monitoring processes for banks and mortgage banks. Managed EMC Residential Credit Risk Committee Process, including serving as as one of three voting members -
Senior Vice President/Co-Head Of Csc Credit Risk Management GroupCountrywide Securities Corporation Jul 2004 - Jun 2007Co-head of CSC Credit Risk Management, responsible for all counterparty credit risk activities related to capital markets activities for the broker-dealer. Developed and implemented multiple scoring models for various entity types, including depositories, hedge funds, and REITs. Implemented VaR based exposure calculation for all trading counterparties, and served as a member of Countrywide Capital Markets and Corporate Credit Committee. -
Vice PresidentWells Fargo Home Mortgage Jul 2003 - Jul 2004Developed, implemented and managed trading risk process for correspondent trading desk -
Manager, Credit Risk ManagementFannie Mae Sep 2000 - Jul 2003Manager within Credit Management Group, providing credit risk management oversight for all treasury/trading activities (MBS trading, liquidity portfolio, swaps desk, etc) -
Senior Financial AnalystFreddie Mac Jun 1996 - Aug 2000 -
Bank ExaminerOcc 1991 - 1996
Jeff Wise Education Details
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Finance
Frequently Asked Questions about Jeff Wise
What company does Jeff Wise work for?
Jeff Wise works for Opus Capital Markets Consultants
What is Jeff Wise's role at the current company?
Jeff Wise's current role is Business Director.
What schools did Jeff Wise attend?
Jeff Wise attended Virginia Tech - Pamplin College Of Business, Radford University.
Who are Jeff Wise's colleagues?
Jeff Wise's colleagues are Brook Brewer, Carl Craig, Chrissie (Bisagna) Thrash, Curtis Thomas, Mary Cox, Odilia Franz, Arturo Tomlin.
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Jeff Wise
Risk Analytics Director | Strategy | Cloud Analytics And Insights | Data Transformation Leader | Customer FocusedPlano, Tx6jpmorgan.com, wamu.net, citigroup.com, verizon.net, jpmchase.com, verizon.net1 (212) 2XXXXXXX
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