| Candidate Information | | Title | Services Consultant Customer Support | | Target Location | US-FL-St. Augustine |
| | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidatePROFESSIONAL SUMMARYExperienced and self-motivated professional with an expertise in project management, solutions development/implementation, personnel development, and process enhancement, as well as excellent communication and leadership acumen.Summary of Qualifications
Relationship-Builder Team-Player Stress-Resistant Self-Motivated Analytically Minded Problem-Solver Achiever Detail-Oriented Result-Oriented Strong Work Ethics Ambitious & Goal DrivenAreas of Expertise
Project Management System Conversions & Acquisitions Coordination System Software Support and Implementation Team Leadership Corporate Accounting Project Direction Pre Sales of SAP Banking Services Software SAP Implementation Banking System Software Pre/ Post Conversion Risks & Resolution Personnel AcquisitionPROFESSIONAL EXPERIENCENewbold Advisors, LLC - Clearwater, FL 2013 PresentSenior Financial Services ConsultantDeveloped documentation on Cash Processing, Investor Profiles, Investor Transfers, Loan Profile, and Escrow Payee set upProvided business requirements for Cash Processing, Investor Profiles, Investor Transfer, Loan Profiles and Escrow Payee set up.Developed tables for Interest on Escrow rules by state.Developed tables by state to identify Judicial and Non-Judicial states.Senior Financial Services ConsultantProvided training on GNMA MBS guidelinesBuild test plan and provided training using the Fiserv Servicing System for GNMA Investor set upEstablished Policies and Procedures for GNMA as well as FHLMC and FNMA IR servicingAssist with reconciling portfolios acquired from Subservice company on both a GNMA and Warehouse portfolioIdentified mortgage insurance and escrow funds held back on released portfolio of loansOCC 2012 2013Senior Financial Services ConsultantCreated flexible processes and procedures for a project with changing scope and requirements resulting in many of the processes being adopted directly as consortium business rules.Leadership to the assigned teams within the Risk Management unit, establishing BPR, Testing Scripts and analysis for remediation requirements on a 1.2m loan portfolio governed by the OCC.Worked with client teams on all cross mandates reporting to Sr. Vice President of Risk ManagementSAP American, Inc. - Miami, FL 2010 2012Senior Financial Services ConsultantProvide post-implementation support, as well as participated in the reconciliation between Banking Services (BaS7.0) through Bank Analyzer (BA) to General Ledger (ECC)) activity data; facilitated changes needed through External Translation Layer (ETL) and Bank Analyzer; developing testing case scenarios thus effectively supporting the QA effortsManaged team within the Banking Services unit leading the build and configuration of the Pre-Sale Demo, including a range of application (Collateral/Document Management/ Funding Syndication/Risk Management and Bank Analyzer).Enhanced the system software feasibility/efficiency through the creation and revision of multiple related business requirementsFiserv Lending Solutions - South Bend, IN 2001 2010Implementation Conversion ConsultantLed the Fiserv/Loan Servicing Platform (LSP_) implementation project for a number of banks and mortgage companies as a Project Manager; conveying business needs into tangible business solutions;Assist client with decisions relating to organization processes, capabilities, and key performance measurements/KPIs while securing resources and prepared budget estimates; developed tests and overall conversion project plan; facilitated testing facility; assessing and managing risk throughout all aspects of the business solution implementationFull accountability for a $14B portfolio, while directing the launch of a mortgage start-up company with an expected Loan Origination volume of $2M monthly; prepared budget estimates; reviewed contracts to utilize cost-saving opportunities.Cinocco Services Incorporated - Richmond, VA 1999 2001Principal Owner - Consulting CompanyLaunched and successfully operated own business, focusing on the provision of special services for the clients; managed customers projects to implement the new system software packages; sustained compliance with the established $1M budget within a 2-year periodFurnished comprehensive advisory and consulting by leveraging expertise in performance optimization and risk mitigation strategies; secured prospective relations with customers, including (Midland Loan Services, formerly Univest Financial Group, LLC) and Homeside Lending, Inc. n/k/a JP Morgan ChaseFirst American, Excelis - Dallas, TX 1998 1999Director, Customer Support, Consulting and TrainingSpearheaded and led a multi-diverse team of 30 professionals, ensuring effective provision of support for the Mortgage banking operations, as well as coordinated the integration of application software through resourceful collaboration with 15 clients.Assist with development of business requirements needed to meet newly establishedrequirements for the processing of Bankruptcy, Foreclosure and REO loan processingBank of America - Richmond, VA 1994 1998Vice President, System and Operation SupportConsolidated two Risk Management and Default Loan areas utilizing the Fidelity/LPS workstation; including all attorney fees, cost and invoice processing within all 50 states managing from Foreclosure through Real Estate Owned (REO) collections using the Best Practice guidelines.Consolidated various Investor Loan Portfolios under one HUD ID and one LENDER number during the acquisitions of company portfolios.Assigned as a Project Manager to coordinate the transition of Bank of America from Federal Savings Bank (FSB) to a National Thrift & Savings Association (NT&SA) charterManaged the acquisition of a $14B loan portfolio totaling 160K loans; reviewed and identified the Best Practice utilization guidelines as it relates to the Fidelity/LPS Servicing System, while directing a $5B company merger and closure operationsPrevious Employment
Vice President, Investor Relations, and Acquisitions - American Home Funding - Richmond, VA
Principal/Consultant - Cinocco Services Incorporated - Jacksonville, FLVice President - Alliance Mortgage - Jacksonville, FLAssistant Vice President - Security Pacific Mortgage Corporation - Denver, COAssistant Treasurer - Majestic Savings & Loan Associations - Denver, COTECHNICAL SKILLSSystems include Fidelity Information System (FIS) LPS Banking Solution, First American Excelis Solution, Fiserv (LSP) Banking Solution, SAP Banking (BaS7.0) and Bank Analyzer Solutions (BA) as well as SAP Methodology (ASAP7.0), Microsoft applications including MS Project and Power Point PresenterEDUCATIONUniversity of Northern Colorado Greeley, COContinuing Education Courses in Accounting and Finance - Metropolitan State College & Red Rock Community CollegeContinuing Education Courses Business Law - University of North Florida, Jacksonville,CERTIFICATIONS & TRAININGMortgage Banking Association Courses I & IISAP Certification Banking Services 6.0 & 7.0, ASAP Methodology 7.0, Bank Analyzer 7.0, Study Bank Analyzer 8.0AFFILIATIONS
National MBA Committee Member Virginia MBA, Committee Member Florida MBA, Panelist and Committee Member Florida MBA, Chairperson, 2 consecutive terms Colorado Mortgage Banking Panelist and Committee Member |
