Shana Marx Email & Phone Number

Metairie, LA, US

United States

• Advisory Board Member- Developed comprehensive project plans, including timelines, milestones, resource allocation, and risk management strategies
• Collaborated with stakeholders to define project scope, objectives, and deliverables while managing expectations throughout the project lifecycle
• Monitored project progress regularly through status meetings and reports, identifying potential risks or issues proactively
• Facilitated effective communication among team members by conducting regular meetings and providing clear instructions on tasks and responsibilities
• Identified opportunities for process improvement within projects by analyzing data/metrics related to quality assurance or customer satisfaction
• Ensured compliance with regulatory requirements or industry standards throughout the duration of each project

Greenville, South Carolina Area

• Take responsibility for the creation, design, and implementation of value-add business strategies and client campaigns that affect current operating practices and company policy
• Invoice and remittance review, monthly KPI and performance presentations with clients/investors/executives, identifying gaps and process improvements to reduce costs, leading multiple projects at a time through.
• Implement and manage process and procedures surrounding servicing of Government and GSE residential loans (FHA, VA, & USDA, GNMA, FNMA, FHLMC), as well as serving as the subject matter expert internally and externally
• Manage, coach, and train team of Portfolio Managers who manage key relationships with our clients as well as working with Internal Operational groups to outlay the expectations and goals of our clients
• Implemented robust policies and organizational structures to underpin successful expansion and drive continuous growth.
• Directed business development initiatives, including acquisitions and joint venture agreements.

Greater Memphis Area

• Managing servicing for over $1 billion in loans including FHA, USDA, conventional, VA and Fannie Mae/Freddie Mac/Ginnie Mae investor reporting
• Review and approve corporate advances for escrow and or collections activities to ensure proper handling and work with client and servicer to resolve issues timely and recoup funds
• Review monthly reconciliations and tests of P&I and T&I custodial accounts with the accounting department to insure timeliness and clearance of exceptions as required
• Ensured compliance with all applicable laws, regulations, industry standards.
• Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
• Review servicer retained loans (FNMA, FHLMC, GNMA) on a monthly, semi-annual, and annual basis for all servicing functions

Memphis, Tennessee

• Facilitate month end close in a timely manner including preparing and posting journal entries, AP/AR management and reconciliation, Financial analysis and statement preparation for 32 loan production offices including.
• Balance sheet monthly reconciliations as well as month to date and year to date analysis
• Reconciled company bank statements and bookkeeping ledgers.
• Running cost analysis for third party vendors to ensure costs are relevant
• Researching payments and accounts
• Acting as a liaison between investor and secondary lending to be sure that all issues are taken care of prior and post-sale