Marshall Georges Email & Phone Number

Irving, Tx

Coached, motivated, led, and developed 6-person team focused on responding to investor file requests and resolving repurchase/monetary claims based upon contractual breaches of representations and warranties. Directed oversight in $60M in claims monthly, validating repurchase/monetary claim amounts and issuing wires to pay investor claims.Key Contributions & Accomplishments:• As a Subject Matter Expert (SME), consistently ensured claims that were filed against counterparties adhered to… Show more Coached, motivated, led, and developed 6-person team focused on responding to investor file requests and resolving repurchase/monetary claims based upon contractual breaches of representations and warranties. Directed oversight in $60M in claims monthly, validating repurchase/monetary claim amounts and issuing wires to pay investor claims.Key Contributions & Accomplishments:• As a Subject Matter Expert (SME), consistently ensured claims that were filed against counterparties adhered to applicable contractual terms and contractual timelines.• Diligently managed the overall workflow of vendors, ensured proper vendor management and timely resolution of matters.• Drove development and implementation of strategic policies and procedures to streamline workflows effectively.• Led the team that recovered $288M in claims with $41M in average annual claim recovery , averaging 2.2K in annual claims processed.• Performed aggressive risk reduction and management by reviewing and monitoring claims, agreements, contracts, and overall contractual terms/obligations. Show less

Irving, Tx

Served as an Executive Leader charged with directing a 4-person team that reviewed life insurance policies and processed loan foreclosures. Proactively reviewed client contracts, ensuring compliance with client contract deliverables and requirements.Key Contributions & Accomplishments:• Established and launched processes that ensured the firm’s loss claims were filed and processed appropriately.• Drafted and implemented policies and procedures, in addition to training and… Show more Served as an Executive Leader charged with directing a 4-person team that reviewed life insurance policies and processed loan foreclosures. Proactively reviewed client contracts, ensuring compliance with client contract deliverables and requirements.Key Contributions & Accomplishments:• Established and launched processes that ensured the firm’s loss claims were filed and processed appropriately.• Drafted and implemented policies and procedures, in addition to training and development, and ensuring a streamlined operational process.• Performed report generation, presenting data-driven reports to senior management that impacted business decisions. Show less

Boca Raton, Fl

• Managed team which resolved claims based upon contractual breaches of representation and warranties• Created team which validated claim amounts and had wires issued to pay claims • Developed process and procedures to streamline workflow and to limit claims filed against Morgan Stanley. Prior to the installation of this new processes we were unable to properly track the department’s workflow, ensured that valid claims were being filed against the firm, and ensured the firm paid the… Show more • Managed team which resolved claims based upon contractual breaches of representation and warranties• Created team which validated claim amounts and had wires issued to pay claims • Developed process and procedures to streamline workflow and to limit claims filed against Morgan Stanley. Prior to the installation of this new processes we were unable to properly track the department’s workflow, ensured that valid claims were being filed against the firm, and ensured the firm paid the correct amount on the claims filed against it.• Reviewed firm’s numerous contracts and ensured that department complied with the terms of the contracts• Provided training to new members of the Post Resolution Department regarding Morgan Stanley’s claims processes Show less

Juris Doctorate

Bachelor Of Arts - Ba, Political Science And Government