Lisa Rhode Email & Phone Number

Mesa, Arizona, Us

Dublin 2, Ie

 Business Analyst within an Agile Scrum team – Translated business requirements into detailed user stories and acceptance criteria for software enhancement features. Involved in all sprint planning and backlog grooming. Act as product SME to answer questions from colleagues regarding current functionality, system inputs, process, and outputs for company software platforms.  Facilitated requirements gathering and collaborated with the Product Owner and developers to design options through a hybrid Agile methodology. Created thorough documentation detailing the specifications of each enhancement completed by the team including Functional Design Documents (FDD) and comprehensive User Guides. Applied mortgage/software industry knowledge to help continue process improvement and team communication. Troubleshoot issues and bugs reported by the client and escalate, as appropriate, to the Development team for resolution. Provided status on releases, bug fixes and enhancement requests to the client. Conducted live demonstrations of system enhancements to an internal audience as well as to the client - ensuring their understanding of the changes. Stay current with applicable laws and regulations pertaining directly to the specific mortgage products

Houston, Tx, Us

A valuable role reporting directly to the Senior Managing Counsel for Compliance. Testing, evaluating and revising processes, policies and procedures to ensure compliance with applicable state and federal laws and regulations, while mitigating risk.-Regulatory Compliance, Monitoring and Testing - Create and conduct audits and testing for compliance with federal laws and regulations such as RESPA, ECOA, GLBA, TILA, FACTA, HMDA, as well as state requirements.-Respond to external audits, including monitoring and testing action plans in an effort to mitigate risk -Present audits to impacted business units and management, providing summaries and analysis of deficiency findings and recommendations of corrective action.-Tailor solutions to mitigate identified gaps and provide detailed recommendations to the business.-Law Monitoring - Keep apprised of the latest changes in mortgage industry state and federal laws, regulations and case law.-Implementation Planning - Liaison with Counsel, Executive leadership and management to collaborate on analysis and solution implementation.-Conduct Compliance reviews and write/revise company documents such as policies and procedures, correspondence, forms, certifications, marketing and communications.-Work with IT department and business process improvement management to address system changes necessary for servicing functions to keep in compliance with applicable laws and regulations.

Houston, Tx, Us

Served as a liaison between the mortgage business units and the technology team. Responsible for understanding business requirements and challenges for internal clients, turning them into automated solutions.-Collaborated with business units and technology team to create solutions to process challenges and implement new solutions to comply with industry regulatory changes from HUD.-Mapped out business process flows, identified gaps and areas for improvement.-Recommended opportunities for process improvement, efficiencies, systems and procedures.-Created business requirements to implement system enhancements in company technology.-Developed and facilitated user acceptance testing for system enhancements.-Produced test cases and test plans to confirm functionality of system enhancements.-Provided analysis of manual or inefficient processes and re-crafted dynamic, efficient operations.-Served dual roles as both Project Manager and Business Analyst on various initiatives.

• Review and analyze litigations, providing recommendations on settlement options to executive leadership.• Analyzed, research, track and coordinate responses to allegations of customer fraud, elder abuse and complaints for all of Reverse Mortgage Servicing and Origination portfolio of 100,000 loans.• Manage 100% RESPA Compliance of customer complaint response times on monthly basis. • Collaborate with Legal, Risk, Compliance, Mortgage Fraud Investigations/Prevention, Corporate Security and Executive Leadership for case specific resolutions. • Executed tracking and resolution assistance on pending litigations and title claims• Facilitate monthly Governance routine, individual presentations of case analysis, litigation review, and trend reporting. • Developed and maintained current process flows and policies & procedures• Managed projects surrounding statement changes and initiatives with statement vendor• Wrote complaint correspondence letters for reverse mortgage servicing unit.• Analyzed case metrics, designed executive presentations, managed monthly Governance routine with Legal, Risk and Compliance partners.• Successfully cleared existing backlog of customer cases and realigned resolution workflows with regulatory SLAs.• Researched title, appraisal, application and closing documents to verify customer claims and allegations

• Managed Executive Customer complaints, creating customized responses and tracked data• Identified and reported suspicious transactions and enforced Federal Banking Regulations.• Performed quality review coaching and facilitated training.• Created and presented error trend analysis reporting and daily transaction processing logs. • Acted as legal liaison for department.• Managed escalations as a workflow coordinator and subject matter expert• Experience working with offshore teams managing projects, training and workflow coordination

Dallas, Tx, Us

Scrum Master Accredited Certification, Scrum

Certificate - Essentials Of Project Management, Project Management

Education record