Tara Ulis-Marocco Email & Phone Number

Anaheim, California, United States

• Supporting all departments within a mortgage servicing division.• Built relationships with all departments and management teams to provide training support.• Created a new hire program to set a foundation for new employees.• Partnered on Life of a Loan through servicing program for employees.• Create and manage curriculum plans to align with CFPB regulations for new hires.• Facilitate monthly systems and new hire training sessions.• Work with Saba LMS Training System as a super user to create curriculums, courses, classes, rosters, reporting and assignments.• Manage projects for new systems or processes within different departments, such as Back in the Black and Ephesoft.• Design job aids, presentations, training videos utilizing Microsoft Word, Microsoft PowerPoint, RISE, and Camtasia.• Mentor department subject matter experts to act as an extension of the training team.

Pasadena, Ca

• Work with the line of business to develop and present a new hire training program to assist with meeting the business needs for competency and excellent employee performance.• Coordinate with management to identify line of business needs, process gaps and performance initiatives.• Collaborate with employees to evaluate that the training was successful and identify any areas that need additional focus.• Communicate with the lines of business the training calendar as published on a monthly to quarterly basis to ensure the line of business is getting the training as required.• Created an end to end process flow for processing of USDA Loans.• Coordinate travel to align with training calendar for effective training at various locations within California• Prepare and submit expenses from travel that require reimbursement.• Participate in various project assignments to add value for process improvements and additional training possibilities.

Corporate Training, Instructional Design, Policies and Procedures for the Legal and Legal Third Party Management Office (TPMO). Working with Managing Directors, Attorneys worldwide, Legal Management and Support Staff.• Performed project management and analysis for OCC Action Plan requirement. Included training deliverables plan with requirements, resources and dependencies.• Overhauled existing training program, redesigning to align with a corporate standard for consistency and compatibility for use with virtual training courses and on demand LMS system. This new training program was very well received by our Corporate Audit Team and Managing Directors.• Managed training program progress and needs through the creation and tracking through a Training Program Scope and Plan.• Managed the Legal Department Owned Policies and Procedures ensuring annual reviews completed on time and posted within the policy repository and corporate intranet sites for access by employees. Managed through Policy portal reports converted to excel spreadsheet reporting.• Converted existing policies to a new corporate standard format for consistency across the Legal Department which correlates to the corporate standards.

Chatsworth, Ca

Corporate Training within the company Corporate Training Department. Working with the Default Servicing and Mortgage Operations groups.• Performed project management and analysis for upcoming training initiatives directed by government initiatives as well as management to ensure compliance• Coordinated projects from development through implementation.• Assisted with the creation of training materials working with instructional design department to ensure material is up to date.• Plan training meetings, from training material to training locations and set up• Conduct training courses for Operations staff (processing and closing), Collections Call Center, Modifications and REO staff to be in compliance with job processes.• Partner with management and staff to evaluate process gaps and training needs• Knowledge of the operations processing and vendor systems (CLOSR, Real EC, Infosource)• Thorough working knowledge of Microsoft Office Packag

Partnering with the REO Department within Default Servicing, working with Senior Management, Asset Managers and Asset Specialists.• Plan training meetings, from training material to training locations and set up• Conduct training courses to REO staff• International Business travel to conduct training and produced training documentation.• Create documentation for processes and procedures within the REO department.• Knowledgeable with the REO process so as to be a go to person with questions or issues.• Strong system knowledge from MSP, LPS Desktop and Supplier systems.• Participated in LPS Desktop system conversion training within California.• Partner with management and staff to evaluate process gaps and training needs.• Create spreadsheets for tracking needs within the department.• Selected to work the new Broker/Agent selection project.

Promoted to work with the North Los Angeles Area Manager to support area staff, such as Branch Managers, Sales People and administrative support staff. Decreased ramp up time for new hires by creating a training program for newly hired employees thus increasing production resulting in more profitability to the company.Planned Events, such as Sales Rallies, meetings or trainings.Analyzed needs for training within the Area. Created training materials for training courses as well as conducted the training. First line system software support for management, sales and administrative support personnel in troubleshooting issues or questions. Created spreadsheets and compiled monthly database reporting for the area. Ensured 100% participation from all employees attending compliance training courses as required within government regulations to avoid government imposed penalties. Highly knowledgeable of products and programs to assist with questions or issues, absences or coverage gaps. Mortgage Application System Rollout to the Web- I was selected to be on the project team for the new mortgage application system that the company created on a web based environment. I tested the system and provided feedback for improvement. I implemented the training rollout to the company.

Collaborated with the Area Manager to expand a newly created CRA group of Sales Personnel to ensure the focus of low to moderate income borrowers and areas.Championed the area in problem resolution for client issues to save all deals.Coordinated training courses, meetings and events for the area.Aided clients to ensure proper fit of the type of home mortgage, conventional or government, addressing any issues or questions. Proactively processed all loans throughout the entire transaction to ensure on time closings. Managing multi-million dollar pipelines.Compiled Area Reporting spreadsheet for tracking of monthly and annual numbers.

Processed new loan files, underwrote file to ensure compliance with products and programs. Worked in a bank branch for a year in sales, customer service, teller work, balancing branch, and atm.