Wes Bernard Email & Phone Number

Texas, United States

Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of client relationship, and the delivery of origination software product. Maintain contact with clients at an executive level focusing on the strategic nature of the relationship and accountable for creating and achieving the Client Plan..

• Managed overall client relationship and product for the Claims Maximization application (CMAX), including client inquiries, custom enhancements, system troubleshooting, monthly invoicing, ensuring client issues are.
• Implemented application for 7 new clients
• Created and managed 12 custom development Work Orders
• Developed training documents for new client implementations
• Created KPI’s based on contractual agreements and specific feedback given by clients
• Built playbook for Disaster Recovery testing

• Led the Investor Reporting and Investor Accounting teams in support of private and government-sponsored enterprise (GSEs) investors, including monthly reporting, remitting, accounting and reconciliation, in addition to.
• Received an adequate rating in the servicing examination from the Consumer Financial Protection Bureau (CFPB) taken in August 2015, and from the Office of the Comptroller of the Currency (OCC) in January 2016.
• Established proper controls for business requirements as recognized in investor audits and examinations.
• Implemented new Ginnie Mae reporting which delivered high-quality results following a new issuer audit.
• Maintained zero findings on Regulation AB audits.
• Obtained 92% in associate engagement scores in 2015.

• Headed the Investor Reporting Team, which involved monthly reporting and remitting of portfolios from Fannie Mae, Freddie Mac, and private label securities. Managed the advance facility that included a daily return of.
• Recovered approximately $700K by performing a historical reconciliation for all advances and unpaid principal balances from a new security deal.
• Created and introduced policies and procedures, as well as built out the sub-servicing reporting process.
• Facilitated the training and execution of offshore reporting responsibilities.
• Assisted the Bank Reconciliation Team in building a Test of Cash template and process.
• Wrote and executed the department’s key performance indicators (KPIs).

• Provided leadership to the Contract Recovery Team, consisting of billing prior servicers for curtailed claims from investors on newly acquired loans. Identified the recoverability of prior servicing errors by reviewing.
• Recovered approximately $3.5M in advances on acquired loans from servicing errors, a result four times higher than the previous year.
• Formulated an infrastructure for the Recovery Department, as well as department goals, policies and procedures, and KPIs.
• Vastly surpassed all monthly recoverable goals.
• Initiated an automated advance tracking by creating expense codes in the system platform and enhanced reporting for executives.

Coppell

• Managed the monthly reporting and remitting of the Investor Reporting Team for private and GSE investors. Directed the Private Label Offshore Team in India consisting of 15 associates, in addition to a team of 10.
• Developed and implemented automated QA process for the review of reporting file errors.
• Executed business development initiatives and user acceptance testing (UAT) of the Oracle reporting wrap system.
• Provided onsite training to the offshore Investor Reporting (IR) Team in India regarding the new reporting system.
• Improved work efficiency and decreased risk after developing and implementing audits and initiatives.
• Resolved over $20M in aged reconciliation outages, which included recovering $5M from investors.

• Directly managed the Investor Reporting Team, which involved reviewing and approving monthly reports and remittances for private label securities. Performed the monthly cycle cutoff in the reporting system to prepare.
• Attained the Employee of the Month as well as the Employee of the Quarter award in 2009.
• Earned the promotion to Assistant Vice President in 2011.