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• Resolved conflicts or escalated issues that arose during projects by collaborating with relevant stakeholders towards mutually beneficial solutions• Conducted post-project evaluations/lessons learned sessions to identify areas of improvement for future projects• Maintained strong relationships with clients/customers through regular communication regarding their needs/expectations• Prepared detailed reports/presentations summarizing key findings/results from completed projects• Served as the main point of contact for project-related inquiries or updates from internal/external stakeholders• Identified opportunities for cost savings or process optimization within projects through continuous analysis and evaluation- Assisting with Merger and Acquisition Transactions- GSE Loan Programs and Products relationship management and oversight- Overseeing and monitoring scorecards- Managing GSE program matrices- Lender Letter reviews with internal announcements for updates

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 detailed action plans and holding project owners accountable for deliverables• 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.• Briefed executive leadership every week on operations activities, collected feedback and incorporated new directives resulting from strategy meetings.

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• Acting as a liaison between investor, secondary lending, and servicer to be sure that all issues are taken care of prior and post-sale• Running cost analysis for third party vendors to ensure costs are relevant• Created training modules and documentation to train staff.• Overseeing all department tasks and employees and delegating duties as necessary• Managing the renewal, recertification, and on-boarding of new investors for the entire mortgage division• Managing escalated CFPB, FRS, and corporate consumer complaints with a focus on first contact resolution.• Created and updated financial reports on frequent basis to present information to leadership teams.

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 analyzing profit and loss on a monthly basis• 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• MSR valuation and amortization, 1098 tax statement processing and management• Accounting for over $1 billion in loans including Fannie Mae and Freddie Mac investor reporting