Omar Esposito Email & Phone Number

Boston, Massachusetts, Us

Leading a team and tech-enabled platform focused on unlocking the wealth building power of homeownership.

Boston, Massachusetts, Us

Monett, Missouri, Us

Atlanta, Georgia, Us

As a member of Stackfolio's executive and founding team, I was focused on executing the company's go-to-market strategy, scaling and aligning all revenue-generating aspects of the business, and building long-lasting client relationships with financial institutions across the country. Also, played a critical part of our capital raising initiatives and M&A process that ultimately led to the successful sale to Jack Henry & Associates, a publicaly-traded leader in banking technology.

Atlanta, Ga, Us

Through direct collaboration and partnership with clients'​ C-suite management, Omar is responsible for designing and implementing customized funding and risk management solutions for FHLBank Atlanta’s more than 200 Georgia shareholder financial institutions. Highlights include:• Growing and expanding the Georgia territory’s business portfolio by more than 30%.• Enhancing the Bank’s profile in the state and financial community by being nominated and appointed to the Georgia Bankers Association Board of Directors and requested to join the Community Bankers Association of Georgia’s Associate Member Advisory Council.• Developing and Implementing the Sales Strategic Account Plan template, a tool aimed at helping management guide the group’s tactical activities and execution of sales strategic goals.• Communicating strategic and tactical solutions at various industry conferences, including the 2014 FHLBank Atlanta's Annual Member Conference which will be attended by over 100 clients, the Bank's executive management, and its Bank's Board of Directors.

New York, Ny, Us

• Customized position created by the SVP, Head of Sales which increased account coverage responsibilities from 9 to 43 member financial institutions. The added responsibilities represented an over 700% increase in business and 15% increase in average asset size from previous coverage responsibilities.• Appointed by the SVP, Head of Sales to reconfigure and enhance the Sales Calling Program. This program was the framework by which the Sales group drove business results and strategically delivered relationship management service to over 330 member financial institutions. • Directed the development and enhancement of financial and funding tools, models, and strategies used to identify and execute sales opportunities.• Spearheaded the prospecting of new members through proactive research and financial analysis, identifying more than 40 institutions eligible for membership.• Authored and collaborated on the production of internal and external Bank communications shared directly the with membership and executive management.

New York, Ny, Us

• Managed the Bank’s relationship with 9 member institutions and provided relationship management service to the Bank’s largest financial institutions• Developed and enhanced financial models that lead to over $700 million in new business and $900 million in retained business• Independently created 7 strategic tools and models that increased productivity and effectiveness of the Sales and Business Development Group• Collaborated with Marketing to develop and design a new strategic section of the Bank’s public website, the Member Resource Center

Atlanta, Ga, Us

• Priced and analyzed over $60 million in daily advance trade requests for Bank members.• Led 3 traders and guided 6 Relationship Managers to develop strategic alternatives for members to meet risk management and profit goals.• Created pricing and market-driven analytical funding models to improve efficiency and effectiveness of the Funding Desk.• Collaborated with various Bank departments to execute and fulfill member requests and inquires into collateral, safekeeping, and membership policies.

Atlanta, Ga, Us

Senior Operations Analyst / Operations Analyst II / Associate Operations Analyst:• Sole employee responsible for vital business workflow processes for Findur, the Bank’s new trading system.• One of four employees that trained 9 key business groups on operating critical job functions in Findur.• Researched, analyzed and prepared to lead part of Phase 2 implementation of Findur for the Liabilities and Swap portfolios.• Independently improved QRM monthly process productivity by converting 19 manual spreadsheets into 6 automated files.• Created automated management reports used to monitor over $150 billion of counterparty risk and assess more than $10 billion in Bank liquidity.• Developed validation for increased accuracy of management report measuring interest rate risk for $1.6 billion macro portfolio.• Analyzed and collaborated daily with several groups to ensure accurate data for $12 billion Funding Position report.• Programmed several key daily reports that led to reduced run time and enhanced team efficiency.• Consistently provided problem-solving solutions to management and colleagues to address their daily validation and complex business issues.

Zurich, Ch

• Priced and bid weekly on over $100 million in fixed rate loan pools using CS pricing model, curve and benchmark performances, and live market conditions.• Hedged, analyzed, and tracked profit and loss of the Conduit pipeline of over $1 billion in mortgage products.• Managed loan exceptions process by coordinating with clients, underwriters, and sales team for purchase of non-conforming loans. • Provided customer service through over 150 daily client communications to assist with product education, funding needs, and market updates.

Redwood City, Ca, Us

Mba, Finance

Bba, Finance And Computer Information Systems