Michael Biggar Email & Phone Number

• Managed custom client advisory projects by creating and driving timelines, overseeing data modeling and analysis, and finalizing client deliverables.• Assisted with presenting and discussing the results of custom advisory projects with clients.• Supported client relationship management activities as a secondary contact for questions as well as potential revenue-generating opportunities.• Subject matter expert in mortgage compensation for regional banks and credit unions.• Supervised summer interns (2020-2021) and a group of 4 analysts (starting Nov. 2020).

• Compiled, modeled, and analyzed compensation data to assess competitive positioning and identify material trends or anomalies.• Drafted client deliverables containing the full analysis detail as well as a summary of key findings and recommendations.• Supported annual publication of the largest U.S. bank compensation survey by marketing to prospective firms, assisting participants with data submissions, and finalizing client outputs.• Trained new analysts as part of the onboarding process and mentored more junior analysts.

• Conducted a risk assessment of borrowers to evaluate their ability and likelihood to repay.• Interpreted credit requirements and collaborated with other underwriters regarding potential exceptions.• Mentored loan processors to enhance their understanding of credit requirements and ability to provide excellent customer service.

• Served as the primary contact for borrowers after an initial loan application was submitted.• Obtained and organized the pertinent documentation and information needed to satisfy credit requirements.• Quarterbacked the overall loan process and coordinated with relevant internal and external parties to ensure all steps were completed and applicable deadlines were met.• Designated processor for specialty New York CEMA refinance transactions.

Wells Fargo Home Mortgage (Temporary)

• Analyzed and serviced mortgage escrow accounts for accuracy and compliance.• Flagged accounts for notice to borrowers of monthly mortgage payment changes due to escrow adjustments.

• Provided administrative support to over 130 employees.• Coordinated with other administrative staff to process mail and support general office operations.• Assisted with the preparation and logistics for meetings, seminars, and special projects.

• Prepared the daily bank deposit for accounts receivable and processed monthly expense reports.