Experienced consultant providing advisory services for organizations using NetSuite.Utilizing my diverse background in project management, financial services, system installation/management, and business process improvement to aid clients in system implementation and enhancement projects.

Previously MUFG Union Bank, N.A. acquired by U.S. Bank in December 2022Provide management oversight and coordination of servicing transfer activity for inbound and outbound mortgage loan transfers. Lead the Union Bank servicing teams and related counterparties through the transfer process, while ensuring compliance with program, investor, and regulatory guidelines.- Coordinated the transfer of over 100,000 loans ($28.6B principal balance) to support the Bank’s customer acquisition and loan portfolio balancing strategy. - Developed program oversight and control activities to execute servicing transfers within prescribed agency and CFPB guidelines, contributing to servicing rating recognition by S&P and FNMA.

Now Axos Financial, Inc.Provided management oversight for BofI Federal Bank loan servicing operations (residential and commercial). Operational oversight includes investor accounting/reporting, GL reconciliations, post-closing operations, loan maintenance, customer service, loan sale and servicing transfers, and financial control management.- Managed servicer approval and coordinated servicing system enhancements and processes/procedures to support investor reporting for Fannie Mae, Freddie Mac, Ginnie Mae, and private investors. Supported a $645M investor servicing portfolio.- Coordinated the setup and implementation of new bank lending products, including business requirements gathering, compliance analysis, servicing system setup, and related operational support (e.g., GL interfaces, customer notices, and management oversight reports).

Provide business process consultation and project management oversight in accounting operations. Lead project teams in accordance with PETCO’s project management methodology including: identification and documentation of business and technical requirements; project planning, scheduling, and reporting.

Managed a staff of 7 Operations analysts, including a wire desk manager and staff, with emphasis on accounting accuracy, financial controls, issue resolution, and project management.

Provided a full range of audit and consulting services to the Corporate and Investment Banking division of Wachovia Corporation. Duties included: performing regular operational and financial audits, risk assessments, evaluation of business unit controls, recommending changes, and reporting results.

Served as a mortgage loan consultant, while supervising a staff of four loan officers. Responsibilities included: assisting clients with mortgage products, performing credit and financial analysis, and ensuring underwriting compliance.