Scott Thi Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

Monitor and process daily pledged mortgage collateral to ensure the timely and accurate application of newly pledged collateral and release of ineligible collateral.Research and document any collateral deficiencies as needed.Support programming mortgage collateral updates by mapping data fields to internal systems.Perform daily securities updates from various sources, including MERS and call reports, including running SQL queries and declaring data changes in corporate databases.Assist in entity mergers/acquisitions/terminations for system-wide synchronization.

San Francisco, California

Led the automation of paperwork and redundancy by Jira and Confluence, reducing manual work by 80%.Reconciled corporate reports across various bank systems with SQL and Crystal Reports, meeting reporting deadlines.Managed the submission of monthly and quarterly reports for the board, FHFA, SEC, and SOX compliances.Guided credit evaluation of member banks and credit unions, making decisions based on CAMELS ratings, BSA and AML programs.Evaluated vendor contracts to determine utilization level and conducted cost-based analysis, saving the company $500,000 annually.Acted as the main point of contact for the Credit & Collateral Risk Management Group.

San Francisco Bay Area

Handled 2000+ client inquiries, streamlined workflow for Product Manager and Technology Department with Confluence and JIRASuccessfully promoted Individual Development Accounts Program, providing financial assistance to local small businesses and home purchases for low-income communitiesGenerated weekly and annual reports on client savings metrics, providing visibility for leadershipActively participated in new product development, identifying risks and key factors for implementationWrote financial education blogs that were featured on other financial education websites, increased the traffic of company website and as a result, doubled accounts opened YoYStandardized income tax verification processes, revamped client-facing platforms, including website and user portals

San Francisco Bay Area

Met with clients to discuss their financial situation and identify options to meet their personal credit obligations.Counseled clients on personal and family financial problems, such as excessive spending and borrowing.Advised clients on debt management, bankruptcy, collection action, court judgments, credit education, credit reports, housing issues, consumer protection laws, student loans, wage attachments, etc.Analyzed clients' and creditors' ability to participate in debt management and determined its feasibility.Developed written action plans that outlined the best course of action to promote clients' best interests.Successfully maintained a 100% client retention rate by the third month of employment.