Rosemarie Monzon Email & Phone Number

San Mateo, California, United States

Managed process improvement and automation efforts for Home Lending Retail Sales and Fulfillment reporting and analytics. Served as a liaison between business and development teams. • Identified new business requirements to support strategic initiatives. • Provided project management support on all process/tool changes from initiation to completion.• Developed and enhanced performance dashboards to efficiently track results and trends related to key initiatives by collaborating with business units and technology groups.• Optimized and enhanced Portfolio Retention eligibility and pricing program tools resulting in a 29% lift in eligibility and increase in loan amendment acceptance rate from 78-79% to 80-85% range.• Coordinated the integration of Customer Relationship information into the loan origination system to enable automated relationship pricing by working with various business lines and teams (technology and legal) to set up business rules and data feeds required to calculate assets under management.• Tracked and shepherded over 80 project deliverables to meet required changes to COVID-impacted home lending processes and reporting.• Implemented Change Management, Issues Management, and Risk Management processes for the Loan Amendment process which resulted in improved administration and governance of the program.• Received Shared Success Awards for partnership with Diverse Segments and for project management support on Portfolio Retention initiatives.

San Mateo, California, United States

Led report development and automation efforts to support performance tracking and analytics on homeownership growth strategies. • Delivered changes by providing project management support on all reporting and technology initiatives and collaborating with cross-functional teams. • Coordinated the development of new dashboards to track performance in diverse segments against internal goals at various levels. • Automated and consolidated over 800 reports for the Retail and Correspondent channels resulting in improved operational efficiency and reduction in time spent on manual reporting.• Spearheaded database infrastructure changes which improved reporting and analytics capabilities, and consistency across teams within the organization.• Authored competitor research studies that resulted in the expansion of Consumer Lending products/programs that would benefit first-time homebuyers and low to moderate income borrowers.

San Mateo, California, United States

Coordinated process and technology updates to support enterprise-wide partnership initiatives. Provided business analysis and project coordination by collaborating with cross-organizational teams to plan and implement solutions for reporting and analytics on Partner Programs.• Orchestrated enhancements to Relationship Management and Reporting tools required for the national expansion of Wells Fargo Home Lending and Wells Fargo Advisors (WFA) partnership program and Private Mortgage Banker -Wealth Management alignment strategy which significantly improved the assignment and activity tracking process.• Simplified the intra-company referral process from Home Lending to Community Bank which resulted in an adoption rate of 80% and increase in referrals from 35% of mortgage applicants to approximately 50%.• Managed partner referral process and tool migrations for more than 20 markets which resulted in smooth transitions and minimal issues during Wachovia to Wells Fargo Bank conversions.• Received Team Excellence Awards for Referrals Made Easy project and for Wells Fargo Advisors Expansion project.

Oakland, California, United States

Served as a liaison between loan administration business units and technology groups to achieve business goals though technology solutions. • Facilitated cross-organizational meetings, producing business requirements, test plans, test scripts and other project artifacts. • Developed and maintained Business Continuity documents, including Pandemic Plan, and facilitated business impact analysis and risk assessment sessions with various departments.• Improved tracking of actions taken to address service issues escalated by loan customers and captured data for root cause analysis.