Samar Nicholson Email & Phone Number

Denver, Colorado

As VP of Analytics, led a team of Analysts in providing an overall perspective of the fair market value of the Mortgage Servicing Rights (MSR) asset given the current market conditions. • Managed, tracked, and monitored multiple projects related to departmental functions and goals. Continuously managed and tuned process flows.• Acted as point person for all initiatives related to changes/updates/ integration of modeling software. • Completed month end reporting for the department including revenue forecasting, monthly invoice reporting to Accounting, follow up and resolution on delinquent client accounts. • Coordinated monthly workflow and workload recasting to ensure employee satisfaction. • Worked closely with the Management Team to ensure cohesive working relationships. Acted as liaison between departments as needed.• Presented insight and recommendations to executive management for decision making and strategic planning.• Provided ongoing management for audit issues, portfolio management, vendor management, and regulatory bodies. • Hired, trained, managed and coached Analytics staff. Responsible for goal setting, one on ones, and yearly performance reviews.

Littleton, Co

Responsible for creating and maintaining a forecast used by several departments to determine the daily and monthly liquidity needs of the Bank. Gathered and analyzed information from several different business units in order to predict up to $1B of sources and uses of cash Assist management in analysis and determination of assets available as collateral used in executing borrowing facilities. Worked with Verification Agents in documenting compliance with terms of borrowing agreements Design and develop complex, quantitative analyses for departmental areas. Analyses include gathering, manipulation and interpretation of loan level transaction data (Escrow Advance, Recoverable Corporate Advance, Non-Recoverable Corporate Advance, P&I Advance, Cash Flows and Forecasts) Provide leadership and management follow through for operational units that are responsible for implementation of process changes. Anticipate obstacles to implementation, leverage resources to resolve issues to ensure timelines are met

Littleton, Co

Provided direct supervision of team of MBS Portfolio Balancers whose main job duty is to reconcile primary Servicer’s remittance reporting. Maintain various aspects of personnel, such as interviewing and hiring new employees, setting and reviewing performance objectives and performance reviews, performs corrective counseling, motivate performance, recommend terminations and promotions of employees. Supervise and direct the daily operations of the Servicer Balancing area, including establishing procedures, setting priorities, controlling work-flow, setting production and quality standards, while ensuring full compliance to all investor requirements Determine the disposition of complex and involved reconciling items in Servicer reporting, receivable lines and clearing accounts Manage process of creating and applying new policies and procedures which increase the efficiency of the department

Littleton, Co

Under strict deadlines and minimal supervision, responsible for ensuring that reports and remittances from Primary Servicers were accurate and received within timeframes established in the Servicing Agreement. Balanced up to 50,000 mortgage loans per month, and managed funds of up to $7 billion. Utilized various avenues of research to clear outstanding cash items, consequently applying funds of up to $50 Million monthly Reconciled a high volume of reports received from Primary Servicers in accordance with Servicing Agreements and Departmental Policy Established and maintained good relationships with Primary Servicers Completed daily processing of payoffs, ensuring that all necessary reports and funds have been received

Denver, Co

Educated clients on Schwab’s products and services, resulting in greater customer satisfaction and increased client assets. Oversight of customer retention and daily administration of assigned tasks. Worked in conjunction with other units to solve problems and handle issues. Maintained all client research requests and responses to technical and operational inquiries.• Contributed to team being awarded Chairman’s Club for the Year 2000 for achieving in the top 10% for customer satisfaction and client asset retention in the Denver call center.• Exhibited mastery of a new industry by successfully completing training and passing the Series 7 and 63 exams on the first try• Diffused potentially negative situations with clients and frequently received compliments for extra work to understand and resolve problems.• Proficiently translated complex financial concepts into easy-to-understand lay terms when interacting with clients.

Master Of Business Administration - Mba, Business Administration And Management, General

Bs, Psychology