Patrick Bergmann Email & Phone Number

United States

Mclean, Virginia, United States

Remote

- Lead Change Management effort for Capital Markets Finance- Document business process changes impacting FR-Y, FFIEC, and liquidity-based Regulatory Reports via updates to Data Flows, Process Narratives, and various Risk Management artifacts- Work with business users to submit change requests to inform impacted teams- Work with business partners to stay abreast of database, logic, personnel, and other changes - Navigate quarterly attestation process for Database Owners and summarize areas impacted- Develop process improvements in reporting to simplify manual steps and improve readability- Run SQL queries to pull data from Capital Markets Operational Data Store (CMODS), All In Warehouse (AIW), and Busch database and utilize for reporting- Perform pricing analysis of Buy Up/Buy Down multiples from Fannie/Freddie to ensure accuracy- Developed and maintain Data Dictionary for CMODS database outlining critical fields, along with DB views, tables, and logic transformations.- Compile daily position reports in Excel and Access via manipulation of QRM Pipeline and Warehouse loan data and Hedge Population

Remote

Mclean, Va

- Pull data from various source systems, run SQL queries, and reach out to business areas to run/update Adequate Funding calculations, which monitors daily Trust account balance of over $30B and determines Guarantor loan amount, if necessary - Work with Investments Controller to monitor daily Trust cash activity in Securities and Funds Execution (SAFE) system via Cash Book reconciliation - Develop initial guide for setting up/breaking out new cash movement transaction types within PeopleSoft Cash Flow Forecasting tool, PeopleSoft Payment Gateway, and SAFE- Provide support for various TCAT functions including system access, training checklists, researching new products, and a liaison to key business contacts for subject matter expertise

Mclean, Va

- Oversee issuance of Freddie Mac Giants, MACRs, REMICs, and off –products via Settlement System GUI- Manage wired funds to/from Freddie Mac’s issuance account and work with commercial lenders to process DK’d funds and securities- Ensure data accuracy and communicate with other business areas to facilitate settlement of Multifamily K-, Q-, and M-Deals- Utilize Visual Basic programming through Excel macros to expedite repetitive, manual processes- Run daily reconciliations between funds received/sent and what is known in our All Systems Database (ASDB)- Work with business partners to ensure smooth issuance of cash PC’s and alert them of any errors- Tailor management reports to capture all securities issued each month and highlight and differences between trade amounts and loan pool amounts

Mclean, Va

- Query database of cash window loans to be pooled into mortgage backed securities- Communicate daily with cash window traders on portfolio inventory levels and best-execution scenarios- Receive traders' specifications and create loan pools in QRM Framework to be disclosed to Bloomberg- Settle Aladdin trades in QRM- Develop process improvements for team using VBA/MS Query

Mclean, Va

- Created and delivered reports in MS Excel using Oracle data, based on required specifications - Worked with Treasury to provide specific reporting deliverables for Making Home Affordable initiative- Worked closely with Freddie team to quality control cases each week, and contacted case managers for corrections- Designed and produced a data referencing guide for a key company technological initiative

Manassas, Va

- Provided support to accounting manager for government contractor- Assisted with input of accounts receivable/payable - Reconciled bank statements- Performed general administrative duties.

Master Of Business Administration (Mba)

Finance

Activities and Societies: Beta Alpha Psi, Intramural Softball, Intramural Basketball

Education record