Marco Rivera

Marco Rivera Email and Phone Number

Director of Customer Support Design and Improvement at SWIVEL @ SWIVEL
Marco Rivera's Location
San Antonio, Texas Metropolitan Area, United States
Marco Rivera's Contact Details

Marco Rivera personal email

n/a
About Marco Rivera

Experienced Leader with a demonstrated history of working in the Financial industry. Skilled in Financial Risk, Software as a Service (SaaS), Fintec industry, Risk Management, Finance, Mortgage Lending, and Banking. Strong business development professional experience with leading multiple teams in a SaaS/Fintech company.

Marco Rivera's Current Company Details
SWIVEL

Swivel

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Director of Customer Support Design and Improvement at SWIVEL
Marco Rivera Work Experience Details
  • Swivel
    Director Of Customer Support Design And Improvement
    Swivel Aug 2024 - Present
  • Swivel
    Director Of Client Support
    Swivel May 2022 - Aug 2024
  • Swbc
    Director Of Client Support
    Swbc Sep 2021 - May 2022
  • Swbc
    Client Support Manager
    Swbc Sep 2018 - Aug 2021
    San Antonio, Texas
  • American Mortgage Consultants, Inc.
    Analyst
    American Mortgage Consultants, Inc. Jul 2018 - Feb 2019
    Remote
    • Review loan files for completeness and accuracy• Identify portfolio risks resulting from the client’s underlying business practices.• Determining and documenting loan performance.• Perform audits on client files and provide risk base analysis.
  • Credit Human
    Chattel Funding Manager
    Credit Human Nov 2017 - May 2018
    San Antonio, Texas Area
    • Accountable for the loan origination pipeline of the credit union for all US central region.• Oversee the performance of a team of data entry of applications received from retailers, ensure quality and performance of a processing team and also the auditing and funding of all loans.• Build relations ships with internal and external customers to ensure efficiency and create a great customer experience for all customers.• Train and help develop new and current employees to ensure quality and performance metrics are being achieved. • Handle all internal and external complaints associated with the loan origination portfolio.• Manage department budget and oversee the expense report while forecasting monthly funding to ensure company goal is in line with daily and monthly expectations. • Maintain active NMLS to assist loan officers in communication approvals and change in pricing of loans.
  • Wells Fargo Home Mortgage
    Executive Resolution Manager 2
    Wells Fargo Home Mortgage Apr 2017 - Nov 2017
    San Antonio, Texas
    Responsibilities:• Supervise workflow of incoming calls, written correspondence, and quality reviews to ensure all department performance goals are met or exceeded• Interface with other business lines and third party vendors as needed to resolve issues • Communicate and educate company and unit policy, procedures, and practices to our internal and external customers• Analyze workflow processes and initiate changes necessary to improve the unit's efficiency, reduce unit repeat contacts, and improve the customer experience• Maintain department focus on quality, workflow, and process initiatives• Assist staff by handling escalated issues including phone calls and research• Select, train, develop, and motivate staff to achieve departmental objectives• Recommend and make decisions on personnel related matters involving performance reviews, salary reviews, and hiring/terminating• Motivate and lead team members to achieve individual as well as team and department goals• Represent CCRG in cross-functional projects by assisting in reducing risk to the company.• Develop recognition programs to enhance teamwork, quality, and productivity throughout the department
  • Wells Fargo Home Mortgage
    Loan Administration Manager
    Wells Fargo Home Mortgage Jan 2016 - Apr 2017
    o Lead and oversee activities of a loan production and loan servicing within multiple business functions.o Responsible for loan processing, documentation, pre-closing/closing tasks, monitoring, loan servicing and Includes underwriting activities.o Ensures compliance with Wells Fargo, investor, legal, regulatory or business policies.o Responsible for hiring, coaching, developing and supervising exempt/non-exempt production, servicing, documentation, administrative support staff and/or senior Specialists.o Accountable for ensuring quality customer service provided to internal/external customers.o Develop and implement operational, servicing, or documentation procedures, methods and work systems. o May oversee quality control process and/or may assist with budget process.o Oversee a processing team of 8-10 team members.
  • Wells Fargo Home Mortgage
    Consumer Loan Underwriter Ii
    Wells Fargo Home Mortgage Nov 2014 - Dec 2015
    San Antonio, Texas Area
    o Experience with income analysis includes exposure to reviewing Self employment, Corporate, and Partnerships tax returns and experience with layering risk and evaluation.o Thorough understanding of underwriting policies and procedures, including investor guidelines and regulatory updates.o Ability to handle confidential material in a professional, highly ethical manner.o Excellent verbal and written communication skills and possess a high degree of attention to detail.o Strong interpersonal skills to build and maintain professional relationships with clients, customers, and co-workers.o Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.o Experience in talking with the borrower about loan decisions.o Able to work in a production/flexible environment
  • Wells Fargo Home Mortgage
    Work Director
    Wells Fargo Home Mortgage Sep 2013 - Nov 2014
    San Antonio, Texas Area
    o Provide coaching/mentoring/development to team members needing improvement within site (bottom 15%)o Assist managers with teams and help improve productiono Analyze credit documents and provide solutionso Knowledge of the Underwriting, Short Sale, Foreclosure, and Processing Processeso Conduct report audits to determine areas of opportunity at department level and improve overall productivityo Part of the Quality and Compliance committee / DSQM committee which helps to identify and reduce compliance risk to the institutiono Conduct peer reviews on team members files prior to being submitted to underwriting and provide coaching if neededo Assisted managing teams while managers were out which can be for couple of days or weeks, duties include same as a regular manager (teams of 6-11 team members)o Engaged with other leadership teams across central region to assist with quality and compliance, Central region Newsletter and underwriting
  • Wells Fargo Home Mortgage
    Home Preservation Specialist
    Wells Fargo Home Mortgage 2011 - 2013
    San Antonio, Texas Area
    o Provide mentoring to HPS1/ New hire to help develop quality and performance o Manage special projects that allowed the department to meet company and government requirements.o Handle loans escalated to management o Work on event loans (VA and FHA) and work closely with underwriters to decision loans promptly o Work on daily reports for team and department on out of stander loans and identify trends.o Peer review loans for HPS1’s before they get submitted for review to underwriters to insure minimal returns for missing informationo Also still complete all of regular HPS1’s responsibilities o Managing a loan portfolio of borrowers seeking a solution to their financial hardships o Direct point of contact and work extensively with borrowers over the phone during workout process (Modification, Short Sale, Repayment Plan, Deed-in-lieu)o Compiling a complete file to submit to underwriting, analyzing housing, credit and income information, identifying and recommending options for our borrowers o Reviewing and adjusting collection portfolios to reduce delinquent/problem loans within framework of company or investor guidelines exclusively
  • Encino Financial
    Mortgage Loan Officer
    Encino Financial Sep 2008 - Nov 2009
    San Antonio, Texas Area
    • Loan Origination for FHA, VA and conventional loans.• Review income documentation for accuracy and determination eligibility.• Seek new customers by building relationships with realtors and customers. •Provided credit decisions based on investor guidelines and communicated to customers of approvals or decline.
  • State Farm
    Property And Casualty Specialist
    State Farm 2006 - 2007
    San Antonio, Texas Area
    • Saleso Bring in new business (home, auto and commercial policies)o Phone and outside sales• Customer serviceo Assist current/new policy holders with any questions regarding policieso Take payments and applications.

Marco Rivera Skills

Loans Finance Financial Risk Mortgage Lending Banking Credit Loan Origination Credit Analysis Underwriting Risk Management Portfolio Management

Marco Rivera Education Details

  • San Antonio College
    San Antonio College
    Associate Of Arts (Aa)
  • Salinas High School
    Salinas High School
    High School Diploma

Frequently Asked Questions about Marco Rivera

What company does Marco Rivera work for?

Marco Rivera works for Swivel

What is Marco Rivera's role at the current company?

Marco Rivera's current role is Director of Customer Support Design and Improvement at SWIVEL.

What is Marco Rivera's email address?

Marco Rivera's email address is ma****@****wbc.com

What schools did Marco Rivera attend?

Marco Rivera attended San Antonio College, Salinas High School.

What skills is Marco Rivera known for?

Marco Rivera has skills like Loans, Finance, Financial Risk, Mortgage Lending, Banking, Credit, Loan Origination, Credit Analysis, Underwriting, Risk Management, Portfolio Management.

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