Ken Dorman Email & Phone Number

Baltimore, Maryland, United States

Baltimore, Maryland

• Manage Institutional and Wealth management teams while overseeing the performance and day-to-day functions of external vendor team.
• Work closely with Desk Traders and Senior management to effectively forecast year over year growth in the business and maintain a clean portfolio to obtain goals.
• Reconcile trade discrepancies and loan breaks (principal, interest, fees).
• Review and approve HFI and HFS bulk loan trades for Institutional and Wealth Management traders.
• Liaise with counterparties, external agent banks, various internal groups (primary origination, controls, client onboarding, legal counsel, financial controllers, BU), and third party vendor support.
• Analyze business processes to identify inefficiencies and uncover control gaps.

Bethesda MD

Assisted in providing business analysis, project support and participation of initiatives and special projects.Organized department’s SharePoint site and network drives.Coordinated and supported Relationship Manager client communications and updates to service related issues.Reviewed complex complaints to determine root cause and propose.

Columbia Maryland

Mentored junior analysts to be more efficient and effective on proper legal document review and compliance standards. Project leader for Wholesale banking remediation processes to meet corporate requirements. Project leader for Wholesale Records Management project, specifically coaching a project team to identify, update and establish retention policies.

Columbia, Maryland

Provided securities investor reporting in compliance with the requirements of the product specific Indenture, Private Placement Memorandum, and investor-defined guidelines while analyzing various client’s quantitative portfolio data, legal documents and other investment materials with great attention to detail.Cut labor-intensive processing by over 35% by.

Charlotte, North Carolina Area

Provided full-service banking as an advisor to high net worth clients and oversaw a portfolio of complex packaged-product account relationships. Consulted with clients regarding their personal and business needs, utilizing excellent communication skills to recommend sound financial solutions and services to help meet those needs. Provided investment.

Plymouth Meeting, PA

• Commissioned high quality loans by building relationships with realtors, builders, financial professionals, bank partners, past customers and other nontraditional sources, while providing excellent customer service.
• Analyzed detailed financial and lending data, matching customer needs with an appropriate loan program and level of risk.
• Complied with federal, state and local law as well as company policies in relation to Fair Credit, Equal Housing Opportunity, Truth in Lending and Home Mortgage Disclosure Act relating to the mortgage application.
• Developed highly effective personal cold calling sales techniques to offer various loan products to potential clients and exceed monthly goals month over month by 20%.
• Led initiative to develop new processes with management and loan officers to increase sales.

• Increased mortgage loan portfolio by developing business contacts; attracting mortgage customers; completing mortgage loan processing and closings for clients while staying current with all new Mortgage Principals.
• Attracted new mortgage loan applications by developing relationships within the community, specifically with the real estate community; while making sales calls to prospective customers.
• Implemented innovative sales techniques to generate new leads and follow through with processing and closing procedures.
• Developed excellent time management skills, which allowed efficient processing of loans from start to finish, consistently reaching and exceeding monthly goals by 10-20%.
• Mastered knowledge of mortgage rates and underwriting guidelines in order to successfully process loans and advise clients on most beneficial financial plan.