Luis D. Email & Phone Number

Maintain an expert understanding of policies, procedures, and internal documents.Identify improvement areas for performance and work closely with internal stakeholders and site leadership to prepare solutions.Participate in weekly calibration sessions with relevant stakeholders to ensure consistent alignment on policy and process.Work on projects as requested by leadership.Perform Audits across multiple workflows and Lines of Business.Perform data analysis into problematic error trends, document, and report findings to leadership and key stakeholders.

Los Angeles, California, United States

Actively work in the Interest Rate Risk Management Operations team handling swap interest payments, preparing daily PeopleSoft FCM journal entries, generating change in notional reports.Inputting MTS outgoing wires, obtaining incoming wire confirmations.MTM reports, swap interest paid reports, updating client distribution list for settlement MTM notices, performing reconciliations.Reviewing daily ACH Bancontrol balance and downloading daily DTCC reports.

Brea, Ca

Irvine, Ca

Responsible for the day-to-day analysis, research and resolution of varied escalations.· Functions include administering defined procedures, analysis and report generation, andexception processing.· Coordinate the implementation of products/services and operational solutions.· Provide guidance to associates within own unit regarding procedural, technical and/or operationalchanges.· Work with inbound/outbound calls of customers with complex problems relating to HomeRetention that have been escalated to an Executive level.· Primary responsibilities are customer servicing and other loss mitigation or recovery activities.

• Actively managed and directed a staff of over 15 employees. Duties included being the focal point for their questions regarding unique files, systems training information, seller accommodation inquiries and complex loan issues. Actively participated and conducted employee counseling, interview and hiring, and recommendations for termination.• Responsible for the daily management of the Northeastern region operations. Duties included ensuring group performance such as meeting the required turn times, maintaining company’s loan quality and customer service as established under company’s policies and procedures.• Monitor file flow to ensure volume is processed in a timely manner and funding schedules are met while consistently looking for ways to improve performance, streamline procedures, processes and efficiencies.• Maintained a strong working relationship with Account Executives and provided assistance as necessary to finalize deals and successfully retain the customer. • Coached and mentored the next level of management to successfully cultivate appropriate succession of candidates for promotional opportunities.• Provided assistance in approving loan exceptions and establishing acceptable risk for the department to take when purchasing loans.• Worked with senior management on developing new policies and procedures for positive impact in operations implemented such changes.

Bachelor'S Degree, Business

Project Management Certification, Project Management

Associate Of Science - As, Business Administration, Management And Operations

International Business Skills Certificate, International Business