Mark Perry Email & Phone Number

United States

• Consulted with business unit managers on compliance matters, providing valuable insights and guidance to ensure adherence to regulatory requirements.
• Demonstrated timely and thoughtful regulatory expertise, addressing business initiatives, line of business guidance requests, internal and external audits, and regulatory examinations.
• Proactively ensured compliance by assessing existing processes and procedures, recommending enhancements that effectively manage and mitigate risk for the business.
• Developed and communicated recommendations that supported adherence to regulations, industry best practices, and the CRM program, fostering a culture of compliance.
• Maintained an up-to-date knowledge of laws, rules, and regulations relevant to the business and/or CRM, staying informed about recent regulatory focus areas.
• Designed and delivered compliance training programs, equipping employees with the knowledge and tools necessary to fulfill their compliance responsibilities effectively.

Worked with store manager to lead and train a team of employees to reach their full selling potential Motivate sales team to meet and exceed set sales goals Complied with all operational policies in relation to policy hand bookHandling of customer proprietary informationHandling of various customer escalations using conflict resolution and problem solving.

• Provided comprehensive compliance consulting and advisory services to diverse stakeholders within the mortgage company, including administration, sales, marketing, claims, attorneys, accountants, and regulatory agencies.
• Analyzed and interpreted mortgage regulations, such as RESPA, TILA, and HMDA, to facilitate the development of compliant policies and procedures within assigned product and functional areas.
• Created and maintained reports and metrics for trend analysis, supporting data-driven decision-making and proactive compliance measures in the mortgage company.
• Developed and updated internal manuals, documentation files, and regulatory records on complex mortgage-related subjects, ensuring accuracy and adherence to compliance standards.
• Actively pursued professional development by attending mortgage industry seminars and continued education programs, incorporating the latest regulatory updates to enhance the compliance program.
• Designed and delivered compliance training sessions and presentations for business partners, focusing on complex mortgage compliance topics such as loan origination, underwriting, and fair lending practices.

• Conduct telephonic interviews with applicants in a quiet, professional environment, free from interruptions and distractions.
• Receive calls from the CSR area to initiate and complete telephone interviews with Long Term applicants.
• Utilize pre-determined follow-up questions to ensure a thorough collection of data during the interview process.
• Provide concise and accurate documentation of the client's history based on the information gathered during the interview.
• Accurately record history and lifestyle information that is essential to the Underwriting process, following pre-determined and scripted follow-up questions.
• Tactfully refocus applicants who stray from the subject matter, ensuring the interview remains on track.

Met and/or exceeded performance objectives, ranging from; sales goals, customer satisfaction and team engagementCreated personalized service solutions for every customer Daily balancing of cash floats and managing store inventoryMotivate sales team to meet and exceed set sales goals Training team based on his/her individual learning style

Worked in a fast paced environment.upsold and bundled items for customersRight fit and had conversations to find what best fit customer needs.Met and exceeded daily and monthly goals set by the company.