Pete Sorgini Email & Phone Number

Dublin, Ohio

* Business Solution Development and IT Asset Management project: Delivers solutions to problems and closes organizational gaps where IT solutions aren't available, along with migration of business applications to more stable, IT housed applications* Leads non-regulatory solution development and run support for the Life, Annuity, and Retirement Plans lines of business, which entails working with PC and web-based tools such as .NET, MS Access, MS Excel, VBA, SQL, Business Objects, Monarch… Show more * Business Solution Development and IT Asset Management project: Delivers solutions to problems and closes organizational gaps where IT solutions aren't available, along with migration of business applications to more stable, IT housed applications* Leads non-regulatory solution development and run support for the Life, Annuity, and Retirement Plans lines of business, which entails working with PC and web-based tools such as .NET, MS Access, MS Excel, VBA, SQL, Business Objects, Monarch, and data files sourced from IT to enable business solutions* Projects Managed: Annuity Known Decedent Database, Client Direct Interview Database, Annuity Suitability Database, ITAM migration* Additionally, assists with business solutions for regulatory projects as needed Show less

Dublin, Oh

* Business Solution Development: Delivers solutions to problems and closes organizational gaps where IT solutions aren't available* Leads non-regulatory solution development for the Life and Annuity lines of business, which entails working with PC and web-based tools such as MS Access, MS Excel, VBA, SQL, Business Objects, Monarch, and data files sourced from IT to enable business solutions* Projects Managed: Annuity Known Decedent Database, Client Direct Interview Database, Income… Show more * Business Solution Development: Delivers solutions to problems and closes organizational gaps where IT solutions aren't available* Leads non-regulatory solution development for the Life and Annuity lines of business, which entails working with PC and web-based tools such as MS Access, MS Excel, VBA, SQL, Business Objects, Monarch, and data files sourced from IT to enable business solutions* Projects Managed: Annuity Known Decedent Database, Client Direct Interview Database, Income Products Claims Database, Retirement Products Claims Database* Additionally, assists with business solutions for regulatory projects as needed Show less

• Responsible for moderately complex business and/or systems process analysis, design, implementation, and operation. • Under minimal guidance, analyzes existing processes, procedures and methods to ensure and promote effective business and systems operations through standardization, improvement, simplification, discontinuance or other methods. • Creates process change by integrating new processes with existing ones. • Coordination and implementation of proposed process and… Show more • Responsible for moderately complex business and/or systems process analysis, design, implementation, and operation. • Under minimal guidance, analyzes existing processes, procedures and methods to ensure and promote effective business and systems operations through standardization, improvement, simplification, discontinuance or other methods. • Creates process change by integrating new processes with existing ones. • Coordination and implementation of proposed process and procedure enhancements between work teams and operational departments. • Responsible for day-to-day operations and execution of moderately complex processes, facilitation of key process events, and fulfillment of process deliverables. • Focus on process development or execution.• Projects Managed: Implementation of Call Quality initiative throughout Individual Protection, Inadvertent MEC process improvements, ALS Reinstatement process improvement, various regulatory projects Show less

• Provide system support for the Individual Protection lines of business by fixing system issues that arise due to defects on the front end application (Prefix)• Fixing reporting issues (re-running reports that failed to run, updating stored procedures, building new scripts for various business units) sent to various departments/customers • Building and generating ad-hoc reports for the lines of business• Building a test database to run census testing on new Private Placement cases… Show more • Provide system support for the Individual Protection lines of business by fixing system issues that arise due to defects on the front end application (Prefix)• Fixing reporting issues (re-running reports that failed to run, updating stored procedures, building new scripts for various business units) sent to various departments/customers • Building and generating ad-hoc reports for the lines of business• Building a test database to run census testing on new Private Placement cases to make sure the case will process correctly when actually entered onto Prefix, then generating reporting to be tested to ensure the system is processing transactions correctly• Answering any questions and/or correcting issues that arise in tickets via Ticket Tracker, our internal defect monitoring and tracking system for COLI, and through PPR (Production Problem Reports) Database for Individual• Projects Managed: Support for all Offshore business, including system issues, running of month-end/quarter-end/year-end reporting, generating builds on entire portfolio weekly, running ad-hoc reporting for internal/external customers, fixing any other issues that arose (October 2006 - February 2008); Rebuilding/adding enhancements to Welis WPD feed to include Future/Next Gen products for new illustration software implemented September 2009 Show less

• Construction and implementation of curtailment review reporting using Oracle Browser, Access, and Excel• Construction and implementation of Part A and B Missing Items and Charge-offs reporting using Oracle Browser and Excel macros• Response to all post-sale issues from attorneys and vendors via the FHA Claims e-mail inbox• Work on reconveyed loans, both to prevent reconveyances from occurring, and when they do, worked to obtain claim proceeds from HUD• Work on other special… Show more • Construction and implementation of curtailment review reporting using Oracle Browser, Access, and Excel• Construction and implementation of Part A and B Missing Items and Charge-offs reporting using Oracle Browser and Excel macros• Response to all post-sale issues from attorneys and vendors via the FHA Claims e-mail inbox• Work on reconveyed loans, both to prevent reconveyances from occurring, and when they do, worked to obtain claim proceeds from HUD• Work on other special projects as they come up Show less

• Mortgage operations auditing for Federal regulations (RESPA, Fair Credit Reporting Act, Regulation Z, Sarbanes-Oxley)• Process improvements and implementation throughout all of Default Operations• Use of MortgageServ servicing database to elicit information for reporting purposes• Use of Excel and Access macros to format and query data

• Reporting to ensure property preservation vendors are doing preservation and inspection work timely and accurately• Quality control reporting of property preservation vendors in several aspects: Risk Control reporting, Vendor Scorecard reporting, and Manager reporting• From these reports, issues are raised and escalated to improve the performance of the property preservation vendors• Projects Managed: Construction and implementation of Property Inspection Forecasting; Construction… Show more • Reporting to ensure property preservation vendors are doing preservation and inspection work timely and accurately• Quality control reporting of property preservation vendors in several aspects: Risk Control reporting, Vendor Scorecard reporting, and Manager reporting• From these reports, issues are raised and escalated to improve the performance of the property preservation vendors• Projects Managed: Construction and implementation of Property Inspection Forecasting; Construction of Vendor Scorecard in August 2003 (implementation in January 2004), Manipulation of SAS, Crystal, and COLD Reports (through Monarch) via self-built Access Databases Show less

• Handled day-to-day supervisory duties of department• Coordination of training and assigning of workload to staff• Assisted on integration of VA Loss Analysis function • Effectively managed department in absence of supervisor• Reviewed loss analysis worksheets for accuracy and completeness• Researched and analyzed "aged" loans• Involved in performing loss analysis on FHA, VA, and Conventional loans in order to evaluate losses to Chase, and through analysis… Show more • Handled day-to-day supervisory duties of department• Coordination of training and assigning of workload to staff• Assisted on integration of VA Loss Analysis function • Effectively managed department in absence of supervisor• Reviewed loss analysis worksheets for accuracy and completeness• Researched and analyzed "aged" loans• Involved in performing loss analysis on FHA, VA, and Conventional loans in order to evaluate losses to Chase, and through analysis, establishing reasons why losses occur and helping to prevent future losses to Chase• Analyzed "aged" loans and analyzed the accrued loss to Chase, as well as a breakdown of where losses occur • Recovered monies owed Chase either by vendors or through supplemental claims to the United States Office of Housing and Urban Development and the Veterans Association Show less

Eco, Business, Mathematics

Activities and Societies: Member of Sigma Phi Epsilon Fraternity - served as Guard, Brotherhood Development Chairperson, Alumni Events.

Diploma, College Preparatory

Activities and Societies: Soccer, In The Know, Math Club