Robert Klassen Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

Oklahoma City, Oklahoma, United States

Oklahoma City, Oklahoma, United States

Provide due diligence services by reviewing and analyzing commercial and residential loan portfolios held for sale by financial institutions. Documents reviewed include notes, mortgages, appraisals, broker opinions, tax histories, environmental studies, and escrow analysis.

Dallas/Fort Worth Area

Established program goals and assignments for client services support team to perform pre/post-sale product support; demonstrate product capabilities; integrate/evaluate trial data; develop reports, charts, graphs, tables; implement strategically designed dashboard pages. Routinely loaded, inspected, and validated data for over 400 Private Sector CMBS and GSE Debt Securities.

Dallas/Fort Worth Area

My responsibilities included managing relationships with financial institutions which had purchased the assets of failed banks, reviewing and approving shared-loss claims, overseeing annual compliance reviews, developing portfolio analysis tools, and serving on task forces and user acceptance teams.

Dallas/Fort Worth Area

My responsibilities included overseeing payroll contractors who were responsible for hiring and retaining failed bank employees through the receivership process and ensuring that invoices were correct and complied with terms of the contract(s).

Dallas/Fort Worth Area

The Asset Marketing Branch of the Division of Resolutions and Receiverships is responsible for Structured Transactions secured by performing and non-performing Real Estate Loans and ORE. Proprties types include SFR, CRE, and Residential or Commercial ADC.

Receivership Assistance Contractor for Federal Deposit Insurance Corporation

Responsible for developing and managing information services and streamlining operations.Developed MS Access Based Gross Margin Analysis System (GMAS) which improves accuracy of gross margin (GM) calculations, increases effectiveness of accounting personnel, and streamlines reports.Devised MS-Excel-based Candidate Job Application which imports information from proprietary applicant tracking system and enhances personnel consultant’s ability to perform successful… Show more Responsible for developing and managing information services and streamlining operations.Developed MS Access Based Gross Margin Analysis System (GMAS) which improves accuracy of gross margin (GM) calculations, increases effectiveness of accounting personnel, and streamlines reports.Devised MS-Excel-based Candidate Job Application which imports information from proprietary applicant tracking system and enhances personnel consultant’s ability to perform successful interviews.Replaced existing Managed Services Vendor resulting in higher service levels. Show less

Member of senior management responsible for Systems & Infrastructure and Corporate Risk Management. Accountable for accurate bond modeling/pricing/hedging; determination of actual versus expected bond equivalent yield; systems design, user acceptance, testing, and implementation. Also responsible for Corporate Insurance; Terrorism Insurance, Environmental Insurance; Facilities; Disaster Recovery; Risk Issues Analysis. Recruited, trained, and supervised 4 direct reports and 16 indirect… Show more Member of senior management responsible for Systems & Infrastructure and Corporate Risk Management. Accountable for accurate bond modeling/pricing/hedging; determination of actual versus expected bond equivalent yield; systems design, user acceptance, testing, and implementation. Also responsible for Corporate Insurance; Terrorism Insurance, Environmental Insurance; Facilities; Disaster Recovery; Risk Issues Analysis. Recruited, trained, and supervised 4 direct reports and 16 indirect reports. Managed development of VB.net and MS SQL Server 2000 based underwriting system for analyzing commercial mortgages and underlying commercial real estate properties and managed development of web site using ASP.net.Performed due diligence/site inspections on multifamily, retail, office, lodging, healthcare, self storage, and other facilities. Show less

Responsible for facilitating process re-engineering work groups.Developed tools to analyze workflows, identify bottlenecks, and measure productivity at Parkland Hospital System (NNICU).Designed/Evaluated productivity measurement tools for Johns Hopkins Hospital System (Bayview Business Office).

Responsible for establishing pricing and evaluating servicing rights for Commercial Mortgage Backed Securities, securing servicing engagements, responding to requests for proposals (RFPs) from FDIC, RTC, rating agencies and other private ventures, and new business development with Minority and/or Women Owned Enterprises (MWOBs). Managed branch office in Newport Beach, California with primary contract coordinator duties for FDIC and new business development with law firms, property management… Show more Responsible for establishing pricing and evaluating servicing rights for Commercial Mortgage Backed Securities, securing servicing engagements, responding to requests for proposals (RFPs) from FDIC, RTC, rating agencies and other private ventures, and new business development with Minority and/or Women Owned Enterprises (MWOBs). Managed branch office in Newport Beach, California with primary contract coordinator duties for FDIC and new business development with law firms, property management companies, and MWOBs. Responsible for initiating and administering the analysis of the portfolio of loans and owned real estate, which were deposited in the special asset pool after the failure of twenty of the twenty five banks that comprised the majority holdings of MCORP. Performed loan reviews and first portfolio review of a captive venture capital subsidiary. Successfully completed commercial bank credit training program. Show less

Evaluated GM data centers which were merged into EDS’ information processing centers (IPCs). Responsible for lease vs. buy decisions for acquisition of mainframe systems for EDS IPCs. Analyzed field requests for Finance Committee approval.

Developed proprietary financial models for analyzing the financial condition of major electric utilities, rural electric cooperatives, small and major telephone companies, and water companies. Prepared and defended oral and written testimony in rate cases which determined reasonableness / fairness of rates of return on equity and overall cost of capital. Evaluated reasonableness of fuel contract escalation clauses for major electric utilities.

Msba, Finance

Research Assistant for the Texas Tech School of Banking, operated the Stanford Bank Management Simulation (SBMS), and extracted financial.

Bba, Finance

Activities and Societies: Student Senator ENMU-R, Blue Key, Phi Beta Kappa, Sigma Nu Recipient of Cowboy Bell Scholarship

Education record

Activities and Societies: New Mexico Boys State, National Honor Society, Octagon Club - Founding President, Student Rotarian, Band, Chess.