Max Levee Email & Phone Number

Baltimore, Md, Us

Columbia, Maryland, United States

Columbia, Maryland

Columbia, Maryland

- Senior Securities Analyst for mortgage product solutions under residential mortgage. Analyze and review complex private investment products including single family mortgages, HELOC’s, Auto’s and RV’s. - Investor Reporting: Prepare, review and provide clients and client participants with customized investor reports utilizing Interactive Portfolio Surveillance and access. Work with clients to develop and enhance reports based on client requests and requirements. Participate in Interactive Portfolio product demonstrations. - Database Processing Enhancements: Identify inefficiencies in loan processing and work jointly with technology support to construct improvements and create automations.- Ad Hoc Client requests: Research investor inquiries involving loan activity and reporting.- Lead Team Development: Interview, train and mentor new staff.

Columbia, Maryland

-Collateral Analysis – Analyze loan level transactional data for more than 25,000 loans including verifying interest and principal calculations as well as identifying trends and documenting reporting errors -Investor Reporting – Compile loan data for monthly investor reports and serve as the liaison between the investor and servicers -Loan Issuance – Review newly purchased loan data and coordinate with Issuance and Technology to onboard new loans -Technology Consulting – Work with database support to continually improve functionality and efficiency of databases with changing business environments -Aging Item Coordinator – Oversee the research, action and resolution of reconciliation differences for team -Mentoring – Train employees on processing methods and investor reporting -New Hire Training - Processing methods specific to individual mortgage servicers -Daily Cash Management -Research - Deal documents and mortgage agreements to ensure compliance -Various other special projects and initiatives

Fulton, Md

NMLS Individual ID #1201531Company NMLS #1043- Assisted veterans in lowering their monthly mortgage payments and consolidate debt - Provided superior customer service by guiding borrowers through the mortgage loan application process- Used analytical skills to build loan packages for borrowers that maximized savings and minimized future payments- Communicated with the borrowers throughout the entire mortgage refinance process by gathering all the necessary documentation in a timely manner in order to ensure the quickest closing possible- Passed the national CFPB S.A.F.E. Exam and licensing exams for 12 different states

- Reviewed and communicated tenant electric and water billings for over 10 properties with mall management teams(3-5 people) and made recommendations for more effective billings- Created and maintained excel spreadsheets for the calculation of tenant electric, water and HVAC utility settlements- Advised senior management in critical strategic decisions by creating forecasted revenue models for potential acquisitions- Researched, analyzed and reviewed tariff and rate schedules of multiple utility companies to assemble a utility budget for the portfolio of properties in excess of 100 million dollars- Participated in the creation of the processing database - transferred property utility information for all tenants into a new processing system. - Reconciled the billings from the new processing system with the output from the old system and implemented the new utility calculation system into the billing process

- Reviewed and communicated tenant electric and water billings for numerous properties with mall teams and made recommendations for more effective billings.- Coordinated meetings with mall teams to make sure that utility matters were handled efficiently- Created and maintained excel spreadsheets for tenant electric and water calculations for utility settlements.- Taught methods for creating calculation templates to manage utilities - Researched and reviewed tariff and rate schedules of multiple utility companies to assist with utility budget development.- Completed 19 credits at college with a 4.0 GPA while continuing to work over 20 hours per week.

Bachelor'S Degree, Business Administration - Finance

Business

Education record