John Geertsema Email & Phone Number

Dallas/Fort Worth Area

2019 to 2023: Partnering with Risk and Home Lending Operations senior management to deliver 2,000+ RCSA control procedures that satisfy an ongoing Mortgage Servicing Consent Order with the OCC. Managing a team of 40+ resources across seven workstreams that are providing various consent order deliverables within a multiyear program. Partnered with a top.

Dallas/Fort Worth Area

• Providing strategic advisory services for Tier 1 and Tier 2 US banks to transform their business through digital solutions and process optimization
• Exceeding individual and team revenue goals of by leading a team of 70+ consultants
• Project work includes technology focused projects including: platform transformation, workflow automation, RPA, data and integration, data warehousing, SDLC assessment, PMO, and IT strategy roadmap.
• Successfully implemented proof of concept data and information integration hub for global auto manufacturer and lender delivering scalable, cloud based solution focused on principles of low latency, tool agnosticism.
• Assessed non-bank mortgage lender’s SDLC processes, resulting in recommendation to go agile, implement DevOps, and quality engineering tools and best practices.
• Partnered with loan origination executive management team composed of business and technology leads to develop 2018 and 2020 strategic vision utilizing automated decision rules management and automated business.

Dallas/Fort Worth Area

• Partnered with Top 5 US Bank’s loss mitigation business and technology leaders to design loss mitigation workflow and key performance metric reporting.
• Collaborated with technology team and business representation to design data and document solutions to evidence compliance with new TRID guidelines by developing a business information reporting tool and data dictionary.
• Led a Tier 1 Canadian Bank’s requirements team to estimate build effort and develop a roadmap to consolidate multiple business channels to an enterprise online sales platform.

Dallas/Fort Worth Area

• Designed, developed, and implemented a Top 5 US bank’s regulatory reporting department at the request of senior default analytics management.
• Co-produced the reporting for DOJ / National Mortgage Settlement credit reporting and Servicing Metrics reporting utilizing Agile methodologies for a Top 5 Us Bank in accordance with the DOJ / Office of Management.
• Instituted a data governance program for a Top 5 US Bank across IT, MIS, and Mortgage Operations in response to OCC Consent Order Article 8.

• Managed and oversaw the loss mitigation efforts of two servicers (Chase and Citibank) with commercial loan portfolios totaling $9B (10,000 loans).
• Worked with servicer asset managers by coordinating and executing while ensuring compliance with investor guidelines and servicer contracts.

• Coordinated and resolved client related issues as they relate to hazard insurance claims, defaults, insurance, and processing of claims.
• Managed five clients that accounted for greater than 30% of company’s monthly recoveries.

• Managed daily oversight of three RMBS / CDO by complying with trust indentures through the setup of waterfalls for payments to noteholders and the completion of three monthly reports.

• Managed a $50 Billion loan portfolio by teaming with repurchase claims and underwriting departments to reduce risk exposure and implement process improvements

• Developed and implemented new processes and procedures between Litton, WMC, and their investors to improve efficiency, communication, and quality control measures.

General Agency licenseSeries 7 and 62

Series 7 and 63 licenses

Bachelors, Business Administration, Finance

Masters, Business Administration

3.8 GPA Teaching Assistant for the Department of Finance