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.

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.

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.

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.

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.
• 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