Stephanie Owens Email & Phone Number

Florida, United States

Jacksonville, Florida, United States

 The Client Services department develops strong & deep client/partner networks within the MSR Acquisition Agency Programs & across all lines of business. We anticipate client needs & develop appropriate solutions as well as establishing ourselves as a subject matter experts. Provide clients with an integrated view of all programs & processes, including implementation presentations & calls. Manage a diverse range of program campaigns, client agreements, seller approvals & general SLS initiatives including escalated servicing issues & boarding concerns. Handle all communication with clients as the primary point of contact for all MSR related matters. Undertake the preparation of relevant analysis of new MSR seller applications & reviews. Issue, Track & Monitor EPO invoicing & payments on a monthly basis.  Serve as the internal escalation contacts for all Operations & Collateral matters. Created & manage our Note Recertification process for sellers utilizing a document custodian other than BNY Mellon.  Oversee holdback funds release procedures for Tier 1/Bulk accounts. Work with internal groups on new program/product initiatives & how to integrate them into our platform in order to offer to our sellers.

Cmc Funding, Inc.

• Develops strong and deep client/partner relationships within the Capital Markets Cooperative Programs and across lines of business.• Specifically managing the relationship between the federal bank, its preferred financial institutions, and CMC Funding and its affiliates.• Anticipate line of business client needs and develop appropriate solutions.• Responsible for leadership of the account management team. • Creating and managing account management projects that benefit the company.• Established as a subject matter expert and strong client advocate for assigned businesses.• Responsible for training new account managers and developing training materials.• Responsible for creating and maintaining and creating training programs/materials for all the sellers. • Ensure all internal approvals are obtained as needed.• Responsible for maintaining communication with all stakeholders.• Coordinate the transition of client relationship from a sales responsibility to Account Management.• Participate in joint responsibility between sales opportunities and operations performance.• Maintain the highest level of customer service standards

Ponte Vedra, Fl

• Develops strong and deep client/partner relationships within the Capital Markets Cooperative Programs and across lines of business.• Specifically managing the relationship between the Federal Home Loan Banks, its preferred financial institutions, and CMC Funding and its affiliates.• Anticipate line of business client needs and develop appropriate solutions.• Responsible for leadership of the account management team. • Creating and managing account management projects that benefit the company.• Established as a subject matter expert and strong client advocate for assigned businesses.• Responsible for training new account managers and developing training materials.• Responsible for creating and maintaining and creating training programs/materials for all the sellers. • Ensure all internal approvals are obtained as needed.• Responsible for maintaining communication with all stakeholders.• Coordinate the transition of client relationship from a sales responsibility to Account Management.• Participate in joint responsibility between sales opportunities and operations performance.• Maintain the highest level of customer service standards.

Ponte Vedra, Fl

Managed the appraisal process beginning to end to ensure that all assigned appraisers followed the five day turn time to turn in their reports on or before the due date. I processed payments of appraisals. Spoke to clients on the phone and through email to solve any issues, concerns, or complaints. I was responsible for resolving conditions on reports. I also troubleshot issues with the orders through the system.

Traveled to Merrill Lynch offices around the United States and transitioned into the firm new financial advisors or financial advisory teams from opposing firms. Moved over all of their clients assets; cash, stocks, and bonds into newly opened accounts at Merrill Lynch.

Traveled to Merrill Lynch offices around the United States and transitioned into the firm new financial advisors or financial advisory teams from opposing firms. Moved over all of their clients assets; cash, stocks, and bonds into newly opened accounts at Merrill Lynch.During employment with Merrill Lynch, several awards were received including the coveted Employee of the Year award. Participation in instrumental projects, such as Six Sigma, was achieved. Consistent praise from the offices that obtained assistance was received on a regular basis through emails to my supervisors.

Promotion in a specialized position dealing solely with branch office clients in the western division who are $1 million and above in assets

More specialized position dealing solely with internal client accounts

Distributed funds from accounts belonging to clients under $1 million in assets

The responsibilities for this job are, but not limited to, for setting up approximately 400+ appraisal appointments per week and managing their progress.Participation in several projects designed to find better solutions to problems that would occur, such as projects involving frequently used computer programs, was achieved.