Terry Wakefield work email
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Terry Wakefield personal email
A visionary and respected leader in financial services, known for leveraging technology to generate dramatic profits, including designing and building four different loan production infrastructures that produced over 3 trillion dollars in mortgages. Drove efficiencies and profit for industry leaders Salomon Brothers, Inc., Prudential Home Mortgage Company, Republic Savings & Loan, and The Wakefield Company, LLC. Entrepreneurial and innovative, on the forefront of technology, with a record of developing disruptive online infrastructures for loan origination and production, enabling premier companies to retain customers, provide an outstanding customer experience and excel in a hyper-competitive industry. Select Accomplishments• Led The Wakefield Company to partner with EMC to market Loan Builder®. • Developed Internet platform, increasing customer retention from 9% to over 65% for GMAC. • Key player in building the first toll-free, nationwide, centralized loan production facility in the US. • Reduced costs to 50% lower than industry averages, with twice the transaction velocity as competitors. • Instrumental in creating Prudential Home Mortgage Company, which subsequently sold for $1.4 B. • Launched Mortgage-Backed Securities Program and Negotiated Transactions Desk for Fannie Mae. • Managed the issuance of one of the first mortgage-backed bonds in history. BRI IQ Score - January 2020 - 148Core Competencies Growth Strategies • Automated Loan Production • Capital MarketsTechnology Innovations • Risk Management • Organizational RestructuringNew Product Development • Customer Experience • Process OptimizationTeam Leadership • Strategic Alliances • Intellectual Property • Mortgage IndustryMortgage Servicing • Mortgage Origination
Swirl Technology And Swirl Insurance Services
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Co-FounderSwirl Technology And Swirl Insurance Services Feb 2017 - PresentGreater Milwaukee AreaSwirl Technology is developing a digital platform to ease the burden of obtaining homeowner's, auto and mortgage credit life insurance for approved borrowers of mortgage lenders (pre-close) and mortgage servicers (post-close). Swirl Technology's digital platform includes: robust Process Architecture; best-of-breed business rules and business process management software; proven robotic automation; and, an advanced natural language conversation chat application. Swirl Technology's initial client is Swirl Insurance Services ("Swirl"). Swirl's COO holds WI licenses to offer homeowner's, auto and mortgage credit life insurance licenses in WI and IL. Swirl is in advanced discussions with a mortgage lender that produces approximately 15,000 closed loans in WI & IL. Swirl expects to issue 6,000 homeowner's insurance policies, 3,000 auto policies and 1,000 mortgage credit life insurance policies annually to this lender's approved mortgage borrowers. After Swirl has been operational for six months, Swirl Technology will demonstrate Swirl's operational effectiveness and pursue a dual strategy of facilitating Swirl's geographic expansion and licensing its platform to other Swirl-like insurance producers.
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PresidentSwirl Technology And Swirl Insurance Services Jan 2017 - PresentGreater Milwaukee Area
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President & CeoThe Wakefield Company, Llc 2003 - Present► Trusted advisor to C-level executives in diverse financial services and investment industries. ► Collaborate with client leadership to provide sustainable, scalable technology solutions while managing risk. ► Develop strategic partnerships to deliver outstanding customer service. Partner with Milliman, the largest actuary firm in the United States, coordinating client services. ► Provide game-changing intellectual property that creates efficiencies and reduces costs. ► Advise on operational restructuring, organizational structures, planning tools and tactics.► Deliver continuous process improvements as technology and human communication patterns evolve.
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President & Chief Executive OfficerCustomers Forever, Llc 1998 - 2003► Managed annual budget in excess of $10M and 100 people. ► Developed business plan for online mortgage loan fulfillment application for residential mortgage providers.► Obtained initial funding commitment of $21 million to implement this business plan.► Co-authored the functional description, production pathway, and mortgage automation pathway, which are the critical components of the TWC process architecture.► Achieved customer satisfaction levels of 98%.► Based on the first 2,500 units of production, achieved a 100% production quality rating.► Recommended and participated in a partial equity acquisition of GHR Systems, Inc. (GHR). GHR's loan origination and production platform supported over 5,000 loan originators.
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Managing Director & Vice President RolesPrudential Home Mortgage Company; Salomon Brothers, Inc. Aug 1982 - Dec 1994Greater New York City Area► Salomon Brothers, Inc., Vice President► Prudential Home Mortgage Company, Co-founder and Managing Director► Residential Services Corporation of America, Managing Director► Founder and President of Prudential Home Insurance Services
Terry Wakefield Skills
Terry Wakefield Education Details
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Finance, General
Frequently Asked Questions about Terry Wakefield
What company does Terry Wakefield work for?
Terry Wakefield works for Swirl Technology And Swirl Insurance Services
What is Terry Wakefield's role at the current company?
Terry Wakefield's current role is Co-Founder & President Swirl Insurance Services LLC.
What is Terry Wakefield's email address?
Terry Wakefield's email address is tw****@****llc.com
What schools did Terry Wakefield attend?
Terry Wakefield attended Utah State University.
What are some of Terry Wakefield's interests?
Terry Wakefield has interest in Golf, Travel.
What skills is Terry Wakefield known for?
Terry Wakefield has skills like Finance, Mortgage Lending, Banking, Loans, Investments, Executive Management, Mortgage Banking, Business Planning, Financial Services, Loan Origination, Strategy, Mergers And Acquisitions.
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Terry Wakefield
Edmond, Ok6nobleenergyinc.com, yahoo.com, uco.edu, globalhealth.com, ibm.com, ibm.com -
6globalhealth.com, nobleenergyinc.com, ibm.com, yahoo.com, ibm.com, uco.edu
2 +158022XXXXX
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Terry Wakefield
Dallas-Fort Worth Metroplex -
Terry Wakefield
St Louis, Mo2cxocollective.com, madronafoods.com9 +131439XXXXX
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