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Manager Management

Location:
Irving, TX
Posted:
February 19, 2015

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Resume:

**** ********** *****, *** ******, TX ***** ***********@*****.***

(Cell) 972-***-****

PROFESSIONAL PROFILE

Mortgage Servicing

Manage the monthly processes completed for reporting and remitting to

investors pursuant to their servicing agreements; ensure reports and

remittances are accurate and are delivered within specified timeframes to

all investors, trustees and internal customers. Complete monthly manual

billing for variable rate bond loans and providing invoices to borrowers.

Update system of record with the necessary information from manual billing

of interest and fees. Perform monthly portfolio reconciliation; track and

resolve investor discrepancies and monitor servicer's performance to

validate adherence with contractual obligations.

Fannie Mae

Cash/MBS 6.3 billion - 1347 loans

Bond Loans 543 million - 43 loans

Freddie Mac

Cash 1.1 billion - 189 loans

Bond Loans 368 million - 60 loans

Warehouse Lenders

/ CDO reporting 1.1 billion - 114 loans

Management / Administrative

Manage the bank reconciliation process for all investor related demand

deposit accounts (custodial PI/TI and reserve accounts), general ledger

accounts and corporate related general ledger accounts. Ensure the

accounts are properly maintained as instructed within the investor/company

guidelines. Elevate account balances monthly to Corporate Recon Control

Department. Prepare and delivery requests for information reports as

needed. Ensure policies and procedures exist for all processes and that

they are current at all times.

Manage a staff of 12 employees ensuring compliance with company standards

in areas of loan delivery, investor accounting and investor reporting.

Provide support daily to the staff for the purpose of problem solving,

developing new processes and in building effective relationships with other

internal/external customers, etc. Ensure the employees are aware of any

and all investor requirements changes; track reporting and remittances due

monthly to internal and external customers; prepared monthly management

reports.

Mortgage Production

Review closed loan files for integrity pursuant to investor, state and

federal guidelines and or regulations; partnered with team members to

ensure loan files are properly documented to meet internal and third party

standards; served as liaison between the production center and external

parties to loan transactions during post closing phase of workflow, i.e.,

title insurance companies, closing agents, property insurance providers,

loan service providers, recorders, etc.; ensured loan accounting process is

complete including proper posting of check disbursements and receipts.

Prepared loan file documentation for delivery to external parties for

retention and third party review; provided support to staff members to

ensure loan quality, compliance and secondary marketing functions within

organization; resolved document issues identified during investor purchase

review that impacted the servicing and/or selling of loans; met custodian

and investor requirements and time frames; monitored both servicing

released and retained loan deliveries to various investors such as FNMA,

FHLMC, GNMA.

Received files from wholesale brokers; reviewed loan documentation for

compliance with guidelines; completed loan funding process; prepared daily

interest rate price sheet; assisted in tracking and coverage of the

warehouse pipeline and updated weekly position report.

Technical

Advance Microsoft Excel, Access, Word, Business Objects, Brio, Recon Plus

Servicing Platforms

Strategy, Datalink (FISERV), Excelis, Rate and Price Management System

(RPM), GFS

EMPLOYMENT HISTORY

C III Capital Group, Irving, TX, 11/06 to present - Investor Reporting,

VP Portfolio Management

Washington Mutual Bank, Irving, TX, 9/03 to 11/06 - Investor Reporting

Manager II

Saxon Mortgage, Ft. Worth, TX, 1/99 to 9/03 - Investor Accounting

Acquisition Manager

Amaximus Lending, Ft. Worth, TX, 8/98 - 1/99 - Assistant Underwriter

Colonial Savings, Ft. Worth, TX, 5/96 - 9/98 - Marketing Assistant,

Wholesale Funder

First Nationwide Mortgage, Dallas, TX, 9/95 - 5/96 - Accounting Specialist

Mellon Financial Services, Denver, CO, 5/83 - 9/94 - Loan Delivery

Supervisor

References available upon request

Terri J. Alfred



Contact this candidate