Tim R. Email & Phone Number

Charlotte, NC, US

Charlotte, NC, US

• POC w/ programs and projects to support assigned business area and ensure data quality and QA with Global Change policy and UEP FLU specific requirements
• Support management and enhancements of Change community of practice to guide PMs throughout the FLU in understanding and adhering to change rigor
• Challenge and influence stakeholders using analytical and critical thinking skills in support of Change Rigor
• Prepare / support and help FLU understand reporting / results

San Francisco, California, US

• Develop process and write procedures & user guides for customer remediation review process where issue trends are monitored and presented to leadership
• Develop weekly dashboard reporting of Procedures Team SLA performance
• Assist in writing operational procedures for Customer Remediation team, while meeting enterprise requirements

Charlotte, NC, US

• Developed materials and practices leading to consistent and clear messaging to Process Owners
• Led horizontal initiatives program that reviews process improvement ideas for over 265 processes and recommend technological tools to improve efficiency, reduce risk or allow customers to self-service
• Created extensive guide for Process Engineers and Process Design Consultants to provide consistent messaging and business acumen when leading Process Owners
• Completed Process Design Workshop training program to identify process waste by developing process improvement opportunities

San Francisco, California, US

• Assisted in the development & implementation of a quality control reporting program
• Design data collection process where data is collected, monitored and results provided to leadership
• Interviewed key stakeholders and created business requirements documentation for SharePoint developers
• Created extensive playbook for QA program, documenting data collection processes, leadership reporting, critical timelines and explaining SharePoint functionality

• Serving as a subject matter expert for the client’s PMO team to ensure that project managers are completing documentation and tasks in accordance with client leadership and regulator guidelines.
• Developed training deck and led “Lunch and Learn” for project managers around reporting fundamentals
• Assisted in the design of a Project Manager Playbook, serving as a resource to project managers covering how to use software, key timelines and protocol

San Francisco, California, US

• Provided analysis and credible challenge of project management team’s monthly status updates for corrective actions. Compiled data and reported overall project health to bank’s leadership and board of directors ahead.
• Adapted quickly to leadership’s reporting change requests while ensuring accuracy and timing targets for monthly status reporting are met
• Managed business requirements development, address partner questions and lead business testing of dashboards and reports as the business unit transitioned to a Tableau reporting solution
• Provide direction and leadership support to 2 direct reports in order to achieve results for complex data testing and reporting

New York, NY, US

• Served as liaison between operations teams and Internal Audit and Compliance teams. Served as subject matter expert by gaining detailed knowledge of audit issues or new regulation to ensure that corrective actions.
• Established a road map to lead consolidation of 4 failing business continuity teams, evaluated team member abilities to execute on a timely basis and develop tools leveraged for successful completion of quarterly.
• Established and maintained partnerships with Internal Audit and Compliance partners
• Developed roadmap for organizational change, gained leadership approval and implement changes resulting teams successfully completing quarterly assessments
• Organized complex quarterly business continuity tests and led all domestic locations to a successful completion of the tests
• Created procedural documents and extensive playbook for business continuity team

Cincinnati, OH, US

• Responsible serving as Business Project Manager to monitor risk and track budget
• Examined project spend and provided Program Managers with budget forecasts on a bi-weekly period
• Assisted Product Owners with writing business requirements and
• Documented and monitored risks in project management platform (Clarity)

• Over two separate projects, identified process improvements for the reverse mortgage and software provisioning. Outcome led to greater team efficiency by automating manual processes while reducing regulatory risk.
• Developed automated solution to send correspondence to borrowers, thus eliminating processor’s tasks and regulatory risk that correspondence is not sent to the borrower
• Wrote business requirements and conducted testing upon gaining thorough understanding of mortgage regulations
• Documented reverse mortgage application process flow and managed updating of procedural documents
• Examined software provisioning policies and procedures leading to the identification of areas of improvement

London, GB

• Served financial institutions in process improvement role within consumer lending. Assisted in the development of a third-party audit process and enhancement of an underwriting process.
• Assisted a leading lender to develop third-party vendor review program to comply with Corrective Actions. Developed and deployed web-based tool to be utilized by the client for audit purposes. Responsible for writing.
• Created reporting to allow management to pull real-time vendor audit results
• Conducted employee training and testing, leading to development of employee efficiency and proficiency dashboards
• Partnered with client PMO to map mortgage underwriting process resulting in an estimated $300K cost reduction

Wayne, PA, US

• Assigned to manage appraisal process for FDIC-owned real estate assets. Responsible for vendor oversight to ensure assets are appraised in accordance with agency guidelines.
• Enhanced real estate appraisal data for government owned assets to eliminate instances of multiple appraisals being completed on a property
• Monitored third-party appraisers to verify that government guidelines were met and vendors met documented service level agreements

New York, NY, US

Served as consumer credit subject matter expert, responsible for the evaluation of client’s portfolio on behalf of a client or auditors. Transitioned to a project management office role to provide detailed budget reporting of a large, international audit spanning four separate countries. Received recognition from the firm for efforts and dedication to.

Conducted mortgage loan reviews at client offices for insurance policy compliance. Led portfolio reviews at over 40 different institutions. Consulted with banks to provide strategy regarding foreclosure portfolio.

US

Responsible for maintaining book of business with over $65 million in loan annually while maintaining delinquency rates within the required 2% of proceeds

Masters, Business Administration

Bachelor, Business Administration And Organizational Development