Roman Walsh, Msf, Mba Email and Phone Number
Roman Walsh, Msf, Mba work email
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Roman Walsh, Msf, Mba personal email
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Experienced Underwriter with a demonstrated history of working in the financial services industry. Skilled in Coaching, Sales, Team Building, Management, and Software Documentation. Strong finance professional graduated from Pacific University.
Corevest Finance
View- Website:
- corevestfinance.com
- Employees:
- 104
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Vice President Of UnderwritingCorevest Finance Dec 2022 - PresentLake Oswego, Oregon, United States -
Underwriting ManagerCorevest Finance Feb 2019 - Dec 2022Lake Oswego, Oregon, United States -
Adjunct FacultyPacific University Oct 2015 - Oct 2021Hillsboro, OrDuring fall term instruct an excel workshop;Assistant for Finance and Accounting courses;Utilize moodle. -
Compliance Underwriting AnalystAmerican Mortgage Consultants, Inc. Apr 2017 - Jan 2019Portland, Oregon AreaAnalyze loans for completeness and accuracy;Knowledge of and familiarity with current mortgage and compliance laws and regulations;Determining and documenting loan conditions and communicating requirements and/or determinations;Detail-oriented with ability to plan ahead and budget time appropriately;Move between projects to ensure goals/deadlines are met. -
Jr. Underwriter IiiBank Of America Nov 2011 - Sep 2016Hillsboro, OrLeadership of team responsible for setup of fulfillment for loan applications;Run and review reporting to ensure team daily goals are established and goals are metCollaborate with senior leaders to meet divisional and regional objectives;Developed standardized verbiage that was established for use across multiple sites;Develop a trusted relationship with vice and assistant vice presidents to work with clients of high net worth and public visibility; Review loan applications and supporting documentation to determine creditworthiness and condition for additional documentation as required to support lending decisions;Clearing conditions and issuing changes to the terms on previously approved loans;Verifying conditions of approval, including client income calculations and asset documentation;Resolve title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens;Processing of subordinations;Resolve appraisal disputes;Coordinate closing activities;Maintain a high level of customer service by being proactive in communication with clients, banking center associates, realtors, and others;Focal point of communication with customer and sales force to ensure smooth processing and closing. -
Underwriter - EscalationsSeterus, Inc. Sep 2010 - Nov 2011Beaverton, OrMaintain assigned loan portfolios to ensure production goals and performance standards are met or exceeded;Analyze the customer financial conditions and collateral values, identifying the most appropriate workout strategy, and provide appropriate recommendations to achieve solutions;Investigate, resolve and respond to escalated customer complaints, inquiries and disputes in accordance with established procedures and in compliance with RESPA;Utilizing LPS, PACER, NACA, and Fannie Mae HSSN systems to serve high risk and escalated customer needs; Prepare and refer files for liquidation with respect to established policies and procedures;Provide training and continued development of loss mitigation process to peers and superiors; Maintain and nurture working environments with management and peers through exhibiting professionalism and composure in a fast paced and evolving workplace;FDCPA certified.
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Store Operator7-Eleven Jun 2010 - Sep 2010Richland/Kennewick/Pasco, Washington AreaCreate and implement product marketing strategies to introduce and promote 7-11 and its partners to the customers and the community;Monitor and perform daily banking activities while adhering to cash management policies; Develop and introduce sales plans through thorough analysis of financial reports which identify sales and expense control opportunities;Set standards and model behavior for optimum customer service; Recruit, train, develop, and motivate store associates. -
ManagerStarbucks Coffee Company Sep 2007 - Jun 2010Cornelius, OrOversee operations of the working floor before/during/after business hours including strong customer service and delegation of duties amongst partners;Order and receive daily and weekly shipments of product to achieve a profitable balance of the in-store inventory;Deploy partners to appropriate positions to achieve company goals that include speed of service and high standards; Cash Management that requires strict adherence to guidelines for recording, accuracy, and security;Reviewing P&L statements to identify areas of strength and weakness and implementing strategies to resolve issues; Project Management of store organization and setup of daily, weekly, and seasonal displays for maximum allure; Train new employees to develop skill sets that adhere to the strict standards by which Starbucks is known;Development of marketing strategies to heighten partner moral and increase sales in specified areas. -
Real Estate BrokerRemax Equity Group, Inc. Oct 2006 - Feb 2008Hillsboro, OrProject management skills utilized to complete overlapping projects, open/close of contracts, and promotion activities;Produce and process legal documentation meeting critical deadlines that utilized sources from RE/MAX, lenders, brokers and title companies;Comparative Market Analysis for homeowners on both local and national levels;Develop personal and professional marketing plans;Building lasting client relationships through purchasing and selling processes.
Roman Walsh, Msf, Mba Skills
Roman Walsh, Msf, Mba Education Details
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Master Of Business Administration (Mba) -
3.86 -
Business, Marketing, Entreprenuership
Frequently Asked Questions about Roman Walsh, Msf, Mba
What company does Roman Walsh, Msf, Mba work for?
Roman Walsh, Msf, Mba works for Corevest Finance
What is Roman Walsh, Msf, Mba's role at the current company?
Roman Walsh, Msf, Mba's current role is Vice President.
What is Roman Walsh, Msf, Mba's email address?
Roman Walsh, Msf, Mba's email address is ro****@****ail.com
What schools did Roman Walsh, Msf, Mba attend?
Roman Walsh, Msf, Mba attended Pacific University, Pacific University, Western Oregon University, University Of Oregon.
What are some of Roman Walsh, Msf, Mba's interests?
Roman Walsh, Msf, Mba has interest in Volunteering, Mentoring, Financial Investments, Camping, Oregon Ducks, Sports, Movies.
What skills is Roman Walsh, Msf, Mba known for?
Roman Walsh, Msf, Mba has skills like Banking, Customer Service, Leadership, Sales, Management, Finance, Loans, Team Building, Training, Real Estate, Outlook, Marketing.
Who are Roman Walsh, Msf, Mba's colleagues?
Roman Walsh, Msf, Mba's colleagues are Maanas Tammara, Rachel E. Adams, Saritha Bhumani, Corine Goddard, Catherine Yazhuk, Trang Doan, Elliott Kirkpatrick.
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