Dolores (Lori) Maes
Email: abo24k@r.postjobfree.com
Address:
City: San Jose
State: CA
Zip: 95126
Country: USA
Phone: 408-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
Energetic, results-oriented team-player eager to bring my strong administrative skills to a growing company that needs top-level support.
Educational Background:
High School Dipolma from West Valley College, Saratoga CA 1/2001 to 12/1984 (Paralegal)
Job History / Details:
Career Overview
Energetic, results-oriented team-player eager to bring my strong administrative skills to a growing company that needs top-level support.
Skill Highlights
Report development
Administrative support
Schedule management
Legal administrative support
Meets/exceeds goals
Project planning
Team liaison
Attention to detail
Meeting minutes
Executive presentation development
QuickBooks
Staff motivation
Employee training and development
Insurance processing
Executive Management
Letters and Memos
Lotus Notes
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
GMail
Concur
Adobe
Acceliam
Creative Problem Solving
Core Accomplishments
Operations
Collaborated with teams and departmentsResearch:
Investigated and analyzed client complaints to identify and resolve issues.
Data Organization
Improved office organization by compiling quarterly budget reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions.
Customer Service
Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
Administration to ensure smooth work flow and efficient organization operations.
Performed administration tasks such as filing, developing spreadsheets, faxing reports, photocopying collateral and scanning documents for inter-departmental use.
Payroll Assistance
Assisted with payroll preparation and entered data into cumulative payroll document.
Employee Management
Liaised with HR department to establish employee benefits, training, payroll and termination procedures.
Accountable for all operations of busy office, including [areas of responsibility].
Calendaring: Planned all meetings and travel for CEO.
Facilitated onboarding of new employees by scheduling training, answering questions and processing paperwork.
Professional Experience
March 2011 to Current
Veloce Technologies Sunnyvale, CA
Executive Assistant to CFO, CDO & four Vice Presidents
Planned and executed all aspects of office headquarter move. Including setting up break rooms, conference rooms, seating charts, telecommunications & security. Purchasing furniture, plants, art, etc.
Improved communication efficiency as primary liaison between departments, clients and vendors. Processed all PO's
Oversaw daily office operations for staff of 60 employees.
Oversaw inventory and office supply purchases.
Implemented Human Resources tasks such as verification letters, immigration & VISAs, job postings, interviewing, NDA's, organization charts, employee benefits, i.e. Medical, Dental, VSP & Cobra. Assisted new hires and interns.
Oversaw Payroll and documented PTO
Organized outside catering on a daily basis for lunch and dinner
Planned off site Holiday Party, Halloween Party with carving contest, beer bashes
Education
West Valley College Saratoga, CA
Paralegal
Secretarial Certification/SER
Notary
Candidate Resume - Alfred Gentile
Contact Information -
Email: abo24k@r.postjobfree.com
Address:
City: Turnersville
State: NJ
Zip: 08012
Country: USA
Phone: 856-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
Executive level VP or Director managing a financial group of 5-50 associates.
Educational Background:
Bachelor's Degree (BA,BS) from Rutgers University, Camden NJ 9/1982 to 5/1986 (Dual major Accounting and Business
Administration. Began work in public
accounting and then internal audit.
Passed CPA exam but never got certified
as experiece did not transfer from PA
to NJ.)
Job History / Details:
Al Gentile 856-***-****
4200 Northern Cross Blvd.
Haltom City, TX 76137
FINANCIAL SERVICES - OPERATIONS - COMPLIANCE
OPERATIONAL MANAGEMENT - ANALYSIS / PROJECTIONS - P&L PLANNING / BUDGETING
PROJECT/VENDOR MANAGEMENT - COMPLIANCE / AUDIT - PROCESS IMPROVEMENT
TEAM LEADER / RELATIONSHIP MANAGER / FIRM, FAIR & EFFECTIVE MENTOR - QUALITY
A diversified team oriented Executive possessing in-depth knowledge of Mortgage Servicing Operations Management and over 20 years in the financial services industry. Experienced in operational and project management with demonstrated ability to lead, develop, and manage multiple servicing functional areas including Investor Accounting/Reporting/Reconciliation, Master Servicing, Modification Booking (HAMP/Capitalized/Deferred), Service Release, Compliance/Audit (USAP, Reg AB, SOX) and Treasury wire desk operations. Investor Relationship Manager successful in coordinating with management to maximize performance and minimize risk for investors. Specialize in process improvement, cost reduction, and organization building including motivating others at all levels in the achievement of individual and team organizational goals. Experienced in system analysis, conversion, migration and Capital Markets sales and repurchases. Excellent contract negotiator, vendor manager (on and off-shore) and legal liaison to interpret service agreements, PSA's and respond to trustee/investor/auditor questions.
Key Skills:
* Operational Management - Managed operational areas in excess of 30 FTE. Skilled in operational process review and development. Developed and managed budget and cost controls, functional strategies, policies and procedures, performance/compliance standards and quality KPI/KRI reports, staffing models, career development and incentive programs.
* Project/Vendor Management - Over 20 years of project/vendor management experience. Managed numerous automation, migration and conversion initiatives resulting in expense reductions and increased efficiency. Led initial vendor selection through RFP, pricing/contract negotiation, product implementation, SLA development, as well as ongoing performance and relationship management.
* Servicing/Sub-servicing/Master Servicing - Responsible and knowledgeable for over 200 individual investor servicing agreements ensuring servicing was in compliance with specific required Loan Servicing processes. Educated various internal departments and served as relationship manager with investors/trustees.
SELECTED PROJECTS AND ACCOMPLISHMENTS:
* Led both GSE and Private investor reporting relationships as well as a staff of 14 FTE's including (Fannie Mae, Freddie Mac, Ginnie Mae, private securitizations, HELOC's and third party owned sub-serviced portfolios. Maintained overall client relationship at the Executive level and maintained top level results and feedback resulting in additional service fee income from third party asset owners.
* Developed full process automation using a centralized wire database providing controls and audit verification capability. Managed a 3 FTE Control Group utilizing the centralized wire data base for submission/approval of all wires and tracking of deal level P&I advances. Saved the parent Morgan Stanley thousands in float by efficiently recovering millions of outstanding advances on a daily basis. Ensured and provided reporting that new P&I advances were accurately made and tracked for each investor monthly.
* Consolidated and led a 5 FTE Centralized Modification Booking unit in support of the Federal Home Affordable Mortgage Program (HAMP) in full compliance with all Treasury guidelines including changes required based on ongoing Treasury Directives that were issued in support of the program. Unit also performed HELOC billing corrections and post board modification audits. Managed offshore vendor for modification audits.
Al Gentile
* Recovered $80 mm of excess funds in custodial accounts by interpreting security deal documents and
determining advances were over funded and had never been recovered over life of each security. Oversaw a 20 FTE team of contractors for a six month period to reconcile and prove out the legitimacy of parent's ability to recoup non-invested custodial funds back onto its balance sheet.
* Increased revenue by implementing oversight function for third party issued securities including master servicing, back up servicing and bond administration. Generated a $400,000 excess profit by exercising call rights permitted in security servicing agreements. Optimized balance sheet by coordinating closely with Capital Markets and Treasury to transfer assets to off balance sheet facilities.
* Assumed management for an off-site REO accounting group acquired as part of a Specialized Servicer in Connecticut. Lead conversion of their expired licensed accounting MAS90 system to MAS200 and negotiated better pricing. Served instrumental role in building third party master servicing fee based business (educated sales staff, ensured legal docs contained appropriate disclosure, attended conferences and meetings with clients as subject matter expert)
* Reorganized investor accounting division by consolidating redundant sites and relocating division to a single location in less than 90 days, with no disruption to daily operations. Migration resulted in a head count reduction from 19 to 15, while simultaneously improving throughput and quality.
* Managed issuance of first and second lien residential private label mortgage backed securities with combined issuance amounts of over $43 Billion. Coordinated underwriter, legal, rating agency, accountant, trustee and internal operational and servicing departments in pricing, client and accountant's due diligence, preparation of prospectus and other legal documents (pooling and servicing agreement, 8-K), and deal closing logistics. Restructured the GECMSI Capital Markets system to allow the flexibility to simultaneously issue five separate securities.
WORK HISTORY:
10/09 - Pres. Saxon Mortgage Servicing, a Morgan Stanley subsidiary Fort Worth, TX
Vice President, Investor Accounting
2006 - 2009 Popular Mortgage Servicing Inc. Cherry Hill, NJ
Vice President, Investor Accounting
2001 - 2006 GMAC Mortgage Horsham, PA
Director, Master Servicing/Investor Reporting
1991 - 2000 GE Capital Mortgage Services Cherry Hill, NJ Vice President, Mortgage Securitization
1989 - 1991 GE Capital Mortgage Services Cherry Hill, NJ Senior Auditor, Internal Audit
1988 - 1989 Goldenberg/Rosenthal Philadelphia, PA
Senior Auditor, Public Accounting
1986 - 1988 Rudolph Palitz & Co. Plymouth Meeting, PA
Staff Auditor, Public Accounting
EDUCATION:
Bachelor of Arts, Accounting and Business Administration Rutgers University, NJ
Software Skills:
Proficient in Microsoft Office, Excel, Word, Access and Outlook. (LSAMS, Fiserv and MSP platforms)