Tara Mosier Email and Phone Number

- Wrote, organized, and maintained company documentation using Microsoft Excel, Visio, Word, PowerPoint, Confluence, Jira, Adobe Acrobat, LucidChart- Identified risk in account balancing process, gathered requirements, wrote the required system logic, determined the optimal UX, and wrote extensive BRD for a new daily balancing module- Created SaaS training program and software user guide implemented over a 6 month period- Used data analysis in Excel to created and automate a detailed Monthly Business Review report including audit finding commentary and corrective action reports to give visibility into the performance and health of portfolios to stakeholders- Created workflows for intra-departmental and client facing processes including monthly reconciliations, loan repurchase processing, loan modification resolutions, and new product offerings- Led initiative to backlog, prioritize, document, monitor, and test operations process enhancements by scheduling and leading weekly meetings with staff, SQL developers, and leadership, keeping a detailed file of backlogged projects that included scope, impact, assignees, and risk analysis, creating timelines and workflows, and following up on progress, implementation, and testing- Audited existing company documentation, P&P, and controls for alignment with investor guides, client contracts, and SLAs- Acted as SPOC for client audit requests and account updates- Managed access requests and maintenance for staff and clients- Organized meetings to gather business requirements, communicate policies and controls, establish SLAs for new or existing processes, and follow events for corrective action reporting- Conducted QC on system modules to make sure data flow and automation was functioning as expected- Managed Account Recon Analysts in compiling and reviewing 1000+ audit ready account reconciliation packages monthly - Balanced and confirmed GL, PI, TI, 203K, Loss Draft, and payment clearing account transactions

- Conducted reporting, remitting, and reconciliation functions for FNMA portfolios by completing: Daily and Interim LAR reporting confirmation, Daily and monthly remittance verification, Daily P&I custodial account balancing, Daily reporting exception clearing and monthly Test of Cash and Schedules 1,2,3 reconciliation, EOM and Schedule 3 A/A Shortage/Surplus reconciliation- Collaborated and communicated with clients regularly via email or video call to develop new deliverables, inform them of FNMA compliance or SLA changes, and resolve loss mitigation and special loan exceptions involving Payment Deferral, Flex Modification, ARM, and SCRA mortgages- Spearheaded the development of a new Daily Account balancing module

- Taught virtual courses in Mathematics for Elementary Teachers and Elementary Functions (trigonometry) using Zoom, Blackboard, MyOpenMath, LaTex, and ALEKS- Led Elementary Algebra and Applied Algebra II Support Lab within the Math Marvels grant serving first generation, low-income students- Assisted Math Marvels coordinators in writing the grant proposal spring 2021

- Developed and implemented math course curriculum for grades 9-12 including Multivariable Calculus, AP Calculus, Pre-Calculus, Finite Mathematics, Algebra II, and Math Literacy- Created the Math Literacy course in collaboration with the International Department for ELL math students

- Assisted in special needs classrooms for students with severe disabilities, helping students with academics, safety, and medical needs- Trained in safety, feeding, and medical protocols

- Instructed and assessed students grades K-12 in specialized math curriculum- Processed incoming customers, completed monetary transactions, and assisted in the organization and execution of daily activities

- Tutored college students of varying skill level in a variety of courses