Rob Rosania, Cpa Email & Phone Number

Managed a team handling all banking for Fay Financial and affiliates, including 2,000+ deposit accounts and multiple lines of credit at 11 banks. Developed relationships with bank officers and management. Implemented GTreasury as a Treasury Management System to improve efficiency and reporting. Managed unclaimed property reporting for 26 business entities.

I initiated and led projects to improve financial and accounting processes, and minimize financial risk. Projects have improved data integrity, resolution of compliance and regulatory issues, and re-engineered the accounting for mortgage servicing expenses.

• Assisted multiple businesses by providing management and accounting solutions.
• Restructured banking and investment arrangements for a mortgage servicer to improve cashflow and ancillary income.
• Prepared business tax returns and financial statements for a software company.
• Developed and delivered training classes on banking operations and PC software.

Managed a team in Investor Accounting, with primary emphasis on mortgage loan sales to Fannie Mae and reporting on FNMA MBS pools. Automated the department's wire transfer process to improve efficiency in that area by 50%.

Managed multiple projects, including system enhancements and testing. Created and delivered presentations to management to drive project planning and action plans for implementation. Redesigned the system for home equity line of credit servicing to improve efficiency and reporting, utilizing a collaborative style to achieve buy-in and devotion of resources.

• Managed the servicing operations for specialty mortgage products and services including ARM loans, payment option loans, construction loans, escrow holdbacks, buydowns, balloon loans, military relief, loan.
• Consolidated three locations into one, reducing operating expenses by 25%.
• Automated tasks, reducing operating expenses 20%, improving accuracy 50%, and improving customer service by reducing total process/turnaround times from 3-6 weeks down to 1 week.
• Reorganized customer call routing to reduce customer hold time by 50%.

• Held this management position on a contract basis during a reorganization.
• Implemented account reconciliation software to improve efficiency of general ledger reconciliations, reporting, and financial controls, and tracking of key performance indicators.
• Retrained employees and eliminated a 3-month account reconciliation backlog.

• Directed the operations of several mortgage servicing departments including customer service/call center, taxes and insurance, payment processing, records, payoffs and releases.
• Implemented service level standards and better workflow in correspondence, improving 3-day turnaround rate from 50% to 90%.
• Outsourced selected functions and renegotiated existing vendor contracts to reduce operating expenses and improve customer service.
• Reduced customer service complaints by 50%.
• Developed company website to enable self-service by existing customers.

• Directed the operations of cash management, investor fund accounting, accounts payable, and escrow accounting.
• Analyzed changes to government laws and regulations, and then developed policies and procedures to implement compliance.

• Managed a department responsible for investor fund accounting and reconciliation, accounting, financial analysis, and reporting of securities investments, administration of trust bank accounts, and related reporting to.
• Created an automated bank reconciliation process.

• Responsible for general accounting, reconciliations, financial analysis, management reporting, and governmental reporting for this subsidiary bank.
• Automated generation of documentation for government reimbursement claims.

• Responsible for developing and implementing internal accounting controls for the loan operating divisions.
• Redesigned accounting entries from loan systems to speed reconciliation and clearing.

• Planned financial audits, supervised teams of accountants, reviewed internal controls, and developed relationships with clients.
• Business operations audited included insurance companies, wholesale/retail, HMO, manufacturing, engineering, employee benefit plans, and trust companies utilizing a variety of accounting software systems.

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