Katy M. Email & Phone Number

Sioux Falls, Sd, Us

Sioux Falls, Sd, Us

Florida, United States

• Led cross-functional teams to design, implement, and evaluate programs, ensuring alignment with organizational goals and measurable outcomes.• Managed program budgets, resource allocation, and financial tracking, ensuring cost-efficiency and compliance with industry standards.• Built strong partnerships with stakeholders, driving collaboration and program sustainability through strategic growth initiatives.

Tampa, Fl

• Lead cross-functional teams in executing complex tax operations projects, ensuring adherence to regulatory requirements and alignment with organizational goals.• Spearhead process improvement initiatives to streamline workflows, enhance accuracy, and expand operational capabilities.• Successfully led high-risk projects supporting private banking and wealth management, ensuring seamless execution while mitigating potential risks and aligning with organizational objectives.• Oversee the implementation and integration of tax technologies to support strategic objectives.• Collaborate with senior leadership to provide project updates, manage risks, and deliver actionable insights through data analysis.• Manage budgets, resources, and change initiatives to ensure successful project delivery and stakeholder alignment.• Conducted regular risk assessments and implemented control measures to identify and address vulnerabilities within operational processes, ensuring compliance with regulatory standards. Led initiatives to close operational gaps by developing and executing corrective action plans to mitigate identified risks effectively.

Plano, Texas

• In my initial three months as a Unit Manager, I improved the quality of associate calls by 16%, significantly enhancing our organization's overall performance.• I consistently improved associates' adherence to their schedules.• I led a team of 4 Unit Managers and over 65 associates in quality control and enhancement within the Servicing Line of Business.• I excelled in a high-volume, deadline-driven, and production-focused environment.• I handled escalated issues related to the quality review process of post-foreclosure sales.• I provided daily coaching and feedback to both associates and managers.• I created team and departmental performance reports utilizing Word and Excel.• I managed the employment interview and selection process.• I allocated and supervised team workflows across multiple teams.• I oversaw the execution of transactions and responses to customer, investor, or third-party inquiries.• I had an extensive understanding of the regulations pertaining to foreclosures and short sales.

Dallas/Fort Worth Area

• Managed a team of 20-30 associates in a call center for mortgage servicing. • Scheduled and oversaw workflow to align with departmental requirements. • Delivered counseling, coaching, and constructive feedback. • Ensured adherence to state and federal regulations and company policies to reduce losses and legal issues. • Performed performance evaluations. • Administered on-the-job training within the Home Retention Division. • Organized and implemented training for new employees.

Plano, Texas

• Evaluated loan risk through verification of loan application information.• Verified application information against loan criteria guidelines and standards.• Clarified risk by requesting additional information.• Identified and recorded application deficiencies required for rejecting mortgage loans. • Provided rejected application back to loan officer.• Responded to questions, queries, and request with suitable information. • Evaluated residential mortgage loans risk on timely basis based on sound underwriting decisions.• Provided prompt, quality service to originating branches and correspondents professionally.• Upgraded information on processing and underwriting systems to verify, add, delete or waive conditions.• Recommended areas of improvement to staff and loan officers.• Authorized to underwrite all conventional and jumbo loans to delegated authority.• Responded to product questions and scenarios with suitable answers.• Assisted with needs of Production Coordinators, Closers, Document Drawers and Funders.• Ensured compliance with underwriter market standards.• Assisted in training new underwriters and origination staff members.