William Conner Email and Phone Number

* Provide finance support to a top 5 Servicer. Areas of responsibility include P & L forecasting, researching variances, performing rate and volume analysis. Developed daily modelling scorecard for client to better track Service Fee income including isolation of variances and identifying root causes.

Consultant, Iberia Bank. * Responsible for design and creation of reports, dashboards and productivity scorecards including Operations, Underwriting and Risk. Spearheaded key projects for UAT process improvement and established tools to track and report on key loan inventories as identified by QC Risk.

Consultant, Home Point Financial. * Reporting into Chief Risk Officer and Chief Compliance Officer at Home Point Financial. Provide analysis and develop standardized reporting routines for key Risk Projects including Defective Inventory and Loan Remedies and Cures. Managed project for organization’s SOC 1 Type 2 with outside auditors.

Consultant, University Accounting Services• Review policies and procedures and provide recommendations for improved controls to satisfy anticipated audit requirements.

• Develop behavioural analytics and modelling to support finance organization including velocity, fallout and waterfall analysis of origination loan portfolios. Provide project, modelling and reporting support to key executive business partners in Risk and Operations working across multiple Loan Origination Systems. Established bench mark reporting for RESPA CURES, GFE, Underwriting, Processing, Sales, and Milestone/Loan Status monitoring. Extensive experience report writing on Ellie Mae Encompass platform.

Consultant, Stonegate Mortgage • Develop BPO Service Level Agreements and internal scorecard performance reporting. Performed review of department quality issues and implemented solutions focused on isolating root causes while improving data collection process. Prepare financial analysis for technology and business projects. Consultant, Process Designer, Bank of America • Remediate business process maps to current design standards improving accuracy and efficiency of flows. Review existing and proposed maps with management, and provide recommendations for creating new, consolidating or archiving flows. Develop scorecard reporting to provide management with a weekly updates demonstrating the team’s remediation progress. Consultant, Project Manager, Bank of America • Develop, implement, and manage a program to reduce the volume of open complaints inventory within Default Servicing Organization. Initiative includes the design and management of weekly incentive program for hundreds of employees. Design and manage reporting for default complaints pipelineConsultant, Report Developer, Bank of America • Managed the design and implementation of reports to ensure compliance with rules and standards. Responsibilities included defining requirements, building data-sets, and development of reports.Consultant, Desktop Facilitator, Bank of America• Responsible for working with business channels to submit revisions of desktop procedures into governance process. Managed change process with legal, risk, and business channels and obtained approvals as required by regulatory agency.

Project support to financial institutions seeking credit, debit, and merchant processing solutions.

Director, Vendor Management (2009-2011)• Managed third party vendor services including title, closing, flood, appraisal, and Business Process Outsourcing (BPO) solutions. • Created and managed vendor’s contractual performance via Service Level Agreement Reporting.• Implemented product solutions focused on reduced costs while improving customer service.• Work closely with Information Technology groups to develop requirements for system enhancements.Director, IT Finance (2008-2009)• Responsibilities included managing $200 million in annual IT spend. Prepared annual budgets and quarterly forecasts, coordinated month end closing, and managed reporting functions. Coordinated month end close, account reconciliations, and prepared variance analysis. Manager, Analysis & Reporting (2007-2008)• Worked for captive real estate services provider, Home Connects Lending Services, responsible for month end financial reporting. Coordinated annual planning for departmental budgets. Expense Director, Vendor Management (2005-2007)• Responsibilities included loan product analysis, contract negotiations, and implementation of new technologies, documentation, and managing 15 plus vendor relationships.