Michael Schroff Email & Phone Number

Los Angeles, Ca, Us

Newport Beach, Ca, Us

Plano, Tx, Us

BSA/PM/Super Administrator Contract resource for: • Encompass Loan Origination System, Wholesale/TPO Connect Broker Portal & EPC services integration • Business process reengineering & bug remediation• Special Projects: FHA for Non-delegated Correspondents, Wholesale Broker Self-disclosure, EPC servicesSpecific skills: • Agile Project Management and Product Ownership • Deploying, configuring and maintaining online/digital applications, • Developing customer & broker portals for loan origination• Deploying and maintaining business rules for customizations to loan origination systemIT skills & services pertaining to business operations: • Business process analysis & bug remediation• Agile/scrum project management (using Jira and Teamwork)• Writing BRDs & FRDs, User Stories and Test Plans• Bridging the gap between business & IT• Requirements Gathering• Process Analysis• Business Solution Design• Documentation• Communication• Testing and Validation• Change Management• Project Management• Continuous ImprovementIT skills & services pertaining to the mortgage & banking industry: • Encompass360 Loan Origination System Administration and related products• Configuration, support and maintenance of: Encompass Consumer Connect, TPO Connect, Encompass Partner Connect (integrated services)

Columbia, South Carolina, Us

AgFirst Farm Credit Bank is a $37 billion company and part of the nationwide Farm Credit system (GSE). AgFirst has been lending financial and business support to agriculture and rural America for more than a century, and provides wholesale funding, cutting-edge technology and a range of support services to local agricultural and rural lenders in 15 states and Puerto Rico. Role & Responsibility:Technical Business Analyst and Testing Manager specializing in Mortgage operations, Change Management, and Encompass360 LOS business application implementation.Key skills and experience: • Encompass LOS Administration, troubleshooting, defect reporting, and maintenance • Implementation Testing Manager (writing test plans and conducting QA/release testing) for deployment of integrations, services, custom applications and dashboards• Encompass Consumer Connect Borrower Portal requirements analysis, configuration/development and release management• Maintaining Encompass Reporting Database• Building User Dashboards to support persona pipeline management• Building and maintaining integrated (Vendor) services accounts for TQL Services (ie Credit Reporting, Appraisal and Mortgage Insurance Providers, Fraud/Flood services, Mavent Compliance checks, DU/AUS, Secondary/product & pricing, and MIN/MERS.)• Support and development of Retail and Wholesale workflows and channels• Managed product backlog using Microsoft Azure• Facilitated Testing and release of custom, integrated applications with Encompass• Participated on OKTA/SSO implementation for Encompass as Project Owner and QA/TesterKey results areas: supporting the implementation and testing of 7 Encompass instances for regional member associations. Product Owner for: Borrower Portal (Consumer Connect), Secondary Loan Programs/Product & Pricing (EPPS), Integrated Services, TPO Broker Portal, Borrower Communications/Email Campaigns, User Dashboards & Reporting Database.

Irvine, Ca, Us

A mid-sized, multi-state mortgage banker specializing in Forward and Reverse Retail lending, and Private Money funding/servicing with 20 branches and over $500M in annual sales. Role and Responsibilities:• Project Manager and LOS Super Administrator for Retail & Branch Operations, including support for Secondary, Marketing, Finance & Compliance departments. Special projects: • Encompass eClose & Simplifile integration and training (SME)• HMDA/NMLS MCR Compliance Reporting• New URLA 2020 implementation and training (SME)• Consumer Connect/POS portal development• Technical support for Secondary Operations & Pricing (Marksman)• Private Money Channel development• GinnieNet Automation for Post-Closing (GinnieMae pool loan sales/certification)• SharepointOnline/OneDrive Secure Document Delivery• e360 advanced programming, document categorization and loan program creationPrimary applications & tools: E360, ReverseVision, KensieMae, MSOffice & MSTeams, Smartsheet, Questsoft, Encompass Consumer Connect, Marksman Product & Pricing, GinnieNetKey results areas: managing projects to meet company objectives and regulatory mandates; implementing software to automate processes and reduce operational costs, maintaining Encompass configuration and Loan Program/Plan Codes, Business Rules, as well as Consumer Connect Site Administration.

Irvine, Ca, Us

The software development division of a nationwide Credit Union, dedicated to designing, building and delivering a new, cloud-based Mortgage Loan Origination System (to compete with ICE Encompass360). Primary Product & Project responsibilities (short-term contract assignment):• Product Owner within the Loan Origination Product Group, with varied responsibilities • Created Epics and Stories for new feature enhancements, including analysis & mockups• Performed Client Bug Remediation: troubleshooting application & customer environment bugs, issue prioritization & tracking, QA/Testing & Acceptance• Liaison to external Vendors (for preparing test scripts & bug identification/triage)• Liaison to Development, Integration & QA teams for: UI/UX, mortgage best practices, story elaboration, dev grooming/scope/points, acceptance criteria, releases and sprint planning• Participated on Agile teams: daily standups, backlog grooming & story demos, sprint planning sessions for software releases, retrospectives Primary applications & tools: JIRA, Origence LOS, MSOffice & MSTeams, Aha!Key results areas: managing/prioritizing product board and PBI's to meet development board sprint quotas & accepting stories for software releases, based on Customer feedback and market analysis.

Irvine, California, Us

A mortgage banking firm specializing in Non-QM/DSCR, Retail and Wholesale/TPO residential lending with over $200M in annual sales volume. Role and Responsibility:• Project/Product management, business system analysis, and solution architecture for both technical and non-technical projects• Supported Executive Team and Business Unit Leaders with projects for process improvement, digital transformations and revenue generation• Improved communication between developers, stakeholders and project sponsors• Managed developer resources (in-house, off-shore)• Developed and implemented best practices and PM methodology (elicit, understand, and document complex business processes, systems, and related business rules for software applications, decompose high-level concepts and information into detailed, workable deliverables)• QA/UAT: developed user test plans and support their execution to ensure that requirements and quality objectives are satisfied for product owners; provide clarification concerning business requirements throughout project execution• Liaison between Program Managers, Project Managers, Product Owners, Marketing, Support and IT teams as appropriate, facilitate inter/intra team communication and coordination, expand understanding of business domain, products, and processes• Technology & Software: Loan Origination/Encompass360, TPO Connect, Loan Scorecard, Hubspot CRM, Wordpress, Sharepoint, Business Intelligence/SQL Reporting, The Mortgage Office/Servicing• IT Support: ServiceNow (Samange) IT Service Request system and technical resource allocation• Marketing Communications: Hubspot CRM administration and Broker Protection Policy (E360 integration)Key results areas: Implementing project methodology for Operations, improving Wholesale Lending/TPO Broker Portal functionality and deploying Sales/Production reporting using SQL Server and MS Excel.

A nationwide residential mortgage lender with over $1B in annual sales volume. Areas of Responsibility:• Product/Project Owner for multiple, cross-functional projects to support strategic vision• Product Owner for 1 yr, $100K digital transformation/automation project for customer-facing Broker Approval Portal• Conducted daily stand-up meetings, product reviews and retrospectives with Agile Team and Software Engineers (managed Sprint planning, Epics, user stories, acceptance, backlog grooming, task priorities, story points/estimation, burn-down charts, blockers/impediments)• As BA, elicited requirements and provided alternative solutions/problem solving (identified value and dependencies, pain-points, gaps, system bugs and broken processes)• Facilitated MSDynamics365 cloud integration with LOS application; developed interfaces and translations, including data mapping & APIs for CRM system; • Supported Data Analytics, Business Intelligence & Power BI Team• Co-facilitated Correspondent channel and product launch & E360 optimization project(s)• Owned product issues and provided application support during implementation • Assisted with minor/major software releases; met criteria for Change Mgmt. approval • Developed wireframe/models/mockups using Visio, test plans, user scenarios, use-cases and test scripts; conducted UAT• Prepared Go-live plans and documentation for milestones and project close-out• Participated in IT/Strategy project planning and prioritization sessions• Used JIRA for tracking all system issues, stories, product backlog, and Sprint releasesKey results areas: Managing Agile Project/Product Management board and cross-functional team, upgrading MSDynamics365 CRM software for Wholesale Sales, and developing new Broker Approval Portal.

Newport Beach, California, Us

A research firm dedicated to financial market and asset-allocation analysis. (6 month contract assignment)Roles and Responsibilities: • Business system analysis and Agile project management of application development projects, for in-house research data and collaboration systems• Liaison between IT and the Market Research Business, building relations with key business unit leaders• Solution architecture: writing project proposals, wireframing & modeling, maintaining project plans, prioritizing projects & backlog, and coordinating releases (ie functional, development, infrastructure and/or compliance)• Administering MSDynamics365 CRM, Sharepoint, QlikView & QlikSense• Led Web app implementation of Confluence, JIRA and Smartsheet• Importing/updating CRM with customer information obtained via Website(s)• Atlassian Confluence & Axure Wireframing Trainer and SMETools & Platform: Sharepoint, JIRA, Confluence, MSDynamics365 CRM, Qlik, AxureKey results areas: Deploying new Sharepoint applications and Confluence collaboration pages for internal departments and services.

Los Angeles, California, Us

A California depository institution and residential mortgage lender. Role and Responsibilities:• Managed IT projects for enterprise application deployment• PM role was instrumental in allocating and scheduling IT department resources, collecting and tracking project deliverables per LEAN/Six Sigma/SDLC project framework, and satisfying compliance and audit requirements• Participated on solution architecture teams, eliciting business requirements, facilitating project meetings, and writing initial scope/charter documentationProjects included: • Altiris/Symantec Asset Management tracking and reporting for compliance• McAfee Secure Web Gateway for Data Loss Prevention and Web traffic routing• Ellie Mae Encompass E360 loan origination system • Risk Management/Risk AssessmentKey results areas: Meeting IT project goals, objectives and sign-off for: Data Loss Prevention (DLP), SaaS, Security, OCC Audit, Asset Management, per LEAN/Six Sigma operational excellence and methodology.

Aliso Viejo, Ca, Us

A nationwide residential mortgage lender with over $1B in annual sales volume. Role & Responsibility: • PMO Business Analyst supporting enterprise solution implementation, cloud migration/hosting and project/product management of mortgage lending applications and systems (LOS & CRM) • Eliciting business requirements from all stakeholders• Writing project documentation and functional specifications (BRD & FRD), facilitating project meetings, and providing analytics to senior management• Working closely with users, developers, vendors, and infrastructure team members to deliver business solutions• Participating in software design and code review sessions with developers, created test plans, performing smoke-testing with QA teams and facilitated rollout to users• Assisting with UI development, wireframing using Visio, mock-ups and prototypes for Web and mobile applications• Utilizing Microsoft Project and JIRA project management tools; Sketch & InVision for webapp wireframingProjects include: • TPO Broker Portal redesign for Wholesale lending, and integration with Encompass E360 and Optimal Blue SDK• Telecom IVR Skills-based, automated routing to Sales (Loan Officers), using Aspect Dialer platform• Microsoft Dynamics365 CRM implementation and upgrade for Wholesale and Retail divisions• Comergence API for NMLS Licensing and Compliance administration Key results areas: Performed Agile project management and business analysis for Mortgage Lending Division to deploy custom software packages, increase Wholesale/TPO revenue and reduce operational/processing errors.

Professional Services Consultancy delivering specialized Mortgage Banking and Financial applications. Projects & Services include:• Providing business process analysis and system optimization to increase efficiency and reduce processing errors• Calyx PointCentral system optimization and production support (configuration/administration/customization/development)• NMLS Licensing & Administration, Quarterly MCR/Compliance filings and Mortgage compliance • System architecture and consulting for AWS deployments• Online marketing, paid search, search engine optimization and affiliate marketing• Data Center Consolidation and RelocationEngagements:• Deployed Calyx PointCentral for Mortgage Banking, migrated legacy environment, implemented business rules and TRID compliance, developed custom forms and reports, developed process and procedures to on-board new Loan Officers, managed CFPB and NMLS regulatory and compliance filings (MCR) and licensing items• Advised clients on data center migration, hardware leasing and rationalization with AWS and Private Cloud Assessment, plus DR• Deployed marketing website for international, re-chargeable debit card program; supported CRM and email platform for sales organizationKey results areas: IT Solution and Hosting Strategy for Mortgage Banking, Software/Application development, AWS, DR, ERP, Cloud, SaaS, Security, SSAE 16, SOX, PCI, RFP, content management systems, search engines, database, Project Management, consulting, infrastructure, current state assessments, process reengineering, gap assessments, operating models, client presentations, business cases, financial management, technical architecture, Sales, CRM, NMLS, TRID, CFPB Compliance.

Irvine, California, Us

An SAP reseller of software, staffing, and professional consulting services, Cloud/Data Center Hosting and Managed Services. Responsibilities:• Supporting 8 customer accounts and managing $5.2M in projected sales for 2015. • Growing accounts and engagements by writing sales proposals, enhancing service delivery and being a "trusted advisor" • Assisted major customer to migrate on-prem data center to co-location facility, providing solution architecture assessment for private cloud and AWS hosting, including Disaster Recovery. Key results areas: IT Solution and Hosting Strategy for SAP Business One & ERP, AWS, DR, Cloud, SaaS, Security, Application Development, SSAE 16, SOX, PCI, RFP, client presentations, business cases, technical architecture. Sales. CRM.

Los Angeles, California, Us

Retail branch of a California depository institution and residential mortgage lender. Responsibilities: • Mortgage loan origination and processing for local Newport Beach branch of Banc of California • Managed sales pipeline for in-house mortgage brokers • Provided desktop support for Loan Origination System (Encompass and Optimal Blue)• NMLS and CA BRE licensed MLO

Mid-sized California Mortgage Banking firm and "delegated" underwriter for residential lending. Responsibilities: • Multi-functional role, spanning IT Operations, Sales and Compliance • Maintained sales pipeline for residential (retail) mortgage financing • System Administrator for Calyx PointCentral, DO/DU/LP, LoanSifter, OptimalBlue and Marksman rate/pricing applications• Co-managed IT infrastructure, desktops and user support• Supported company branches, broker affiliations and company/MLO licensing (NMLS administration) for CA, AZ and TX branches• Maintained TPO Broker relationships (Wholesale Account Executive)• Managed Bank-owned properties for re-sale and real estate operations• Filed NMLS Mortgage Call Reports and Financial Statements• Prepared and submitted Freddie Mac application• NMLS and CA BRE licensed MLO

Providing IT consulting and solution architecture for general purpose applications and websites. Key services: • Business analysis and project management • Website & Portal development, including video production for online/social media • Desktop support/engineering• Database development and administration• Networking • SEO

Chicago, Il, Us

A management consultancy specializing Legal Discovery and data retention. • Responsible for maintaining a custom developed Microsoft SharePoint application for managing Litigation "e-Discovery" matters.

A Management Consulting firm providing communication improvement programs and IT Professional Services to small and mid-sized companies. Responsibilities: • Supported company engagements for communication improvement initiatives, with technology such as Intranets, collaboration and knowledge management platforms, specifically on Microsoft SharePoint. • Project Manager and solution architect for global Architecture firm, primarily responsible for implementing new company intranet to facilitate better communication and information sharing within the enterprise. • Maintained internal company IT infrastructure, Windows server, SharePoint, and marketing Websites.

A multi-national Medical Device company with $1B in annual sales. (Allergan spin-off).SME, Solution Architect and Project Manager responsible for:• Deploying Web applications, software and technologies, including Intranet and Internet Web sites based on Microsoft SharePoint, Documentum WebPublisher and Kana Email Response. • Participated in IT system outsourcing and hosting project with Siemans Canada during Allergan/AMO divestiture and migration.

Dublin, Coolock, Ie

A Fortune 400 multi-national Pharmaceutical company with over $16B in annual sales. IT Sr. Systems Consultant (SME) responsible for enterprise systems development: • Allergan Employee Portal (AllerWeb); Company Website team member• Email response platform (KANA technical lead)• Enterprise search engine (Inktomi deployment technical lead)• Competitive Intelligence platform (Collabrashare technical lead and Collaboration Initiative team member)• Oracle database deployment (Oracle DBA)• Process Reengineering and business analysis & modeling specialist• Sharepoint System Administrator• SDLC co-author• SME for Web technologies within the company, and responsible for increasing user adoption of Web services. • Led Allergan's Intranet user group as the first Webmaster, a cross-functional team of 75 participants, world-wide.

Assistant to the IT Manager, supporting all department requirements and functions. Additional accomplishments:- Developed Service Request form and process- Developed process models for process improvement initiatives- Facilitated IT & Business Service Request Review meetings

Master Of Business Administration (M.B.A.), It, Consulting, Finance, Marketing

Bachelor'S Degree, Liberal Arts And Sciences/Liberal Studies