Keith H. Email & Phone Number

Denver, Colorado, United States

Handle the installation of defined contribution retirement plans during start up or conversion, including investment/feature changes, single employer plans and multiple employer plans.Create project plans to meet deliverable dates and timetables.Leverage time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle.Serve as primary point of contact for Transamerica during the installation process.Coordinate delivery of internal and external communications with plan sponsors, financial advisors and third party administrators. Consult with clients, attorneys, and legal counsel regarding plan provisions and technical issues.Manage relationships with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the installation process.Ensure plans are in compliance with federal and state legislation; identify and discuss non-compliance provisions or operational issues with plan sponsors, third party administrators and/or financial advisors.Review and analyze plan documents and enter provision information into multiple internal systems.Oversee and monitor record keeping set-up, allocation and first deposits, including the education, integration and mapping of payroll files/methods.Coordinate the preparation of documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.Oversee the creation and delivery of enrollment materials.Schedule education meetings for new clients and their plan participants.Reconcile wires received and provide allocation instructions to new fund line-up based on fiduciary instructions.Negotiate timelines for liquidation of investments and receipt of plan data from prior providers, taking into account compliance with SOX blackout and plan effective dates.Transition plans out of blackout and over to the on-going service team.

United States

- Act as liaison between customers, title company and origination team to facilitate questions or concerns about the closing process, including, but not limited to, change summaries and documents - Verify loan setup, structure and qualification to ensure automated underwriting and company guidelines are met- Serve as intermediary between settlement and funding teams- Coordinate and track important dates, including closing dates, contingency dates and loan lock expirations- Extensive communication with borrowers related to questions and concerns within the closing process

United States

- Performed quality control reviews of files prior to sending documents to escrow- Reviewed revised closing disclosure from escrow and made any necessary adjustments - Balanced loan documents with escrow to ensure accurate wire amounts- Reviewed final escrow statement for accuracy

Hillsboro, Oregon, United States

- Data entry, filing, document preparation, auditing and quality assurance- Efficiently met aggressive service levels while maintaining accuracy requirements and volume expectations - Responded to department specific questions while researching and resolving member issues - Communicated with third-party vendors, business partners and management team while ensuring all work aligned with company guidelines and regulations

Beaverton, Oregon, United States

- Answered inbound calls and made outbound calls for mortgage accounts that were delinquent by 45 days or more - Worked with borrowers on repayment plans to bring loans current - Assisted borrowers with loss mitigation options, including how to apply - Acted as the single point of contact for borrowers until their loans were current or approved for loss mitigation- Assisted corporate trainers by leading certain aspects of onboarding training per request, such as specific loan scenarios within the default realm

Portland, Oregon Area

- Researched and resolved outages (shortages/surpluses) that could directly impact investors- Facilitated regular meetings with insurers and investors to review asset performance, portfolio highlights and introduce new initiatives to drive performance improvement- Performed deep level investigations on general ledgers and resolved issues related to tracking

Portland, Oregon Area

- Regularly assisted in training staff on business processes- Examined existing processes and made suggestions about potential opportunities to make them more efficient - Reviewed, analyzed and resolved loan exceptions from end to end - Maintained business process documentation, desktop procedures and job aids- Verified the accuracy of information and data processed by internal departments and/or third-party vendors through internal quality checks- Reviewed all loan modifications to ensure eligibility- Executed loan modifications on all pertinent screens within BKFS MSP- Assisted in short sale funding- Assisted in training Bankruptcy department in bankruptcy cramdown execution within MSP- Worked directly with investor reporting and Fannie Mae in clearing shortages and surpluses related to loan modifications and transaction histories- Executed a multitude of SQL queries for quality control, execution and testing

Portland, Oregon Area

- Participated heavily in staff training initiatives - Performed a variety of activities related to filing initial claims, reconciling filed claim amounts and updating claim statuses - Acted as subject matter expert (SME) while performing duties related to claim filings - Proactively sought cross-training opportunities to gain further knowledge of all areas of the claims process- Cross trained on all claim types: Mortgage Insurance (MI), Investor (Fannie Mae / 571), reconciliations, supplemental- Extensive knowledge regarding invoices: property preservation, attorney, investor