Kimberly A Morris

ad0l9f@r.postjobfree.com

www.linkedin.com/in/kim-a-morris

Dallas, TX, 214-***-****

Audit Director – Operations

Results-oriented audit professional with over 15 years of experience in coordinating and leading complex audit initiatives, driving operational excellence, and ensuring risk mitigation. Proficient in collaborating with Senior Audit Directors to craft and execute risk-based Annual Audit Plans, identifying auditable entities, assessing risk, and determining audit cycles and strategies. Adept at resource allocation and expense management for forward-looking 12–18-month audit plans. Skilled in maintaining a Continuous Monitoring Program to track key risks, interfacing with peer banks to stay abreast of regulatory trends, and ensuring the adequacy of CAS resources. Proficient in conveying critical findings to relevant CAS stakeholders. Experienced in recruiting, hiring, and developing audit personnel in alignment with U.S. Bank HR and Corporate Audit Services Policies.

Proven track record in supervising Audit Managers, ensuring the delivery of high-quality audit work within set timelines. Expertise in planning audit engagements, reviewing audit reports, and overseeing board and committee reporting. Regularly engage with internal and external stakeholders, including senior management, regulatory agencies, and industry peers. Proficient in collaborating across the three lines of defense, integrating various internal audit subject matter teams to achieve comprehensive coverage of business products, services, and processes. Efficiently manage team workload to support high-risk areas as needed. Drive automation and data analytics initiatives within the portfolio. An agile and adaptive leader, ready to take on additional responsibilities as requested by Senior Audit Director.

Areas of Expertise

Cross-functional Collaboration

Stakeholder Management

Six Sigma Green Belt

Contract Drafting & Negotiation

Complex Data Analytics

Business Process Outsourcing

Outside counsel and vendor management

Change Management

Process Excellence

Employee Engagement

Strategic Leadership

Program Management

Staff Leadership & Development

Goal Setting: Performance and Team

User experience (UX)

Accomplishments

Leader in MSP, Managed Service Provider: Orchestrated remarkable success when moving companies offshore and developing Business Process Outsourcing. Adept leadership and technology skills where evident as seamless transitions have happened three times in my career with different companies. Hiring talented local professionals and establishing a robust communication and IT infrastructure to maintain connectivity across borders. Fostering a collaborative work environment that celebrated diversity and embraced local customs. Utilized strategic risk assessment and contingency plans which allowed the company to ensure a stable business presence in the new offshore locations.

While at Fannie Mae, oversaw escalations, which fostered the seamless operation of both the Office of the President of the United States and congressional offices, ensuring effective communication, collaboration, and execution of policies and initiatives aimed at stabilizing the housing market and mitigating the impacts of the housing crisis on the broader economy. Ensured liquidity was maintained in the marketplace throughout the crisis.

Managed a technology team of Analysts who were responsible for technical release management, scope and requirement documentation, user acceptance testing, report requirements, business object migration, data reporting and analytics, ad hoc reporting, internal access requests, End User Requirements, EUCs, and system release management. Owned all internal systems during a time of escalated change.

Oversaw operational risk and ensured controls were in place at all times. Identified, assessed, and controlled risks associated with the day-to-day operations. This includes the risks of human error, system failures, fraud, regulatory non-compliance, and other operational issues that can impact the organization's ability to achieve its objectives.

Have managed the payment of trillions of dollars in Real Estate Tax payments throughout the entire United States. Partnered with Mortgage Companies and Tax and Assessor offices in every U.S. state.

Career Experience

VP of Qualified Settlement Fund Operations, Archer Systems, Southlake, TX 07/2022-04/2023

Interacted with every department in the Company and developed relationships within the organization to create effective change. I was tasked with building a new MSP system to work with internal departments and clients in the US and India. Using effective workforce management, staffed the team in the US and India. Built a brand-new Quality Assurance team in India, providing quality control to the QSF Operations for the first time in the company's history. Excellent communications, program management, and stakeholder management abilities, including excellent persuasion and presentation skills

Directly responsible for 47 associates located in Vadodara, India

Develop executive and strategic communications including presentations, in an agile context.

Indirectly responsible for 23 associates located in Texas, Colorado, Florida, and California

Partnered with the Development Team to identify process enhancements

Created and documented new procedures for every position within the department

Created job descriptions for each newly created position and determined a salary structure for each position

Recruited and hired for 12 newly opened or vacated positions

Partnered with the Information Technology team to design, document and build a brand-new MSP workflow system called Archer Connect

Opened lines of communication with every department within the Company and began working together to improve communication and interactions within the departments

Completely revamped the offshore operations in India, hiring a new Operations Manager and increasing staff to meet the demands of the business

Strong technical and analytical aptitude. Demonstrated ability to identify areas for process optimization, process redesign, and reduction and lead from identification to execution.

Experience with servicing, collections, loss mitigation, customer complaints, and escalations.

Prepare and present portfolio health and performance to senior management, including areas of improvement, automation, and Loss Mitigation

Worked with Private Equity ownership

Sr. Operations Manager-Customer Contact Center, Opportunity Financial, Chicago, IL 01/2022-05/2022

Developed a brand-new nearshore customer contact team in San Jose, Costa Rica, consisting of 75 associates during the COVID-19 pandemic.

Developed and implemented a Project Plan for the largest initiative the company ever attempted

Hired an Account Manager in Costa Rica to manage the project. Initiated entitlements for all offshore staff and ensured compliance protocols were in place

Created Standard Operating Procedures for 24 different processes for two brand-new positions within the Customer Contact Center:

Application Advocate - Customer Facing; 25 associates

Loan Processor - Back Office; 50 associates

Developed the relationship with the new vendor and spent almost a month in Costa Rica creating and training the new Operations team

Managed the Quality Assurance team, with a $5M annual budget

Offshore Processing Manager-Originations, Flash, Mr. Cooper, Lewisville, TX 2020-2022

Developed a brand-new offshore processing unit consisting of over 300 associates during the COVID-19 pandemic, with all associates working from home. Worked with two vendors in three different locations, Bangalore, Pune, and Gandhinagar, in India. Responsible for the entire offshore operations with a personnel budget of over $2.2M a month. Developed and tested a brand-new MSP system called Boss Director which is now Mr. Cooper’s front-end system, servicing both clients and customers.

Initiated entitlements for all offshore staff, assigned skills in Boss Director, Mr. Cooper’s proprietary workflow system, Encompass, LSAMS, Aces, Apollo, FileNet, Valu-Trust, iAssist, and Citrix

BPO, Business Process Outsourcing, development in all three locations in India

Develop desktop procedures, DTPs, and checklists for each task required to move a loan through the entire origination process

Developed, tested, and implemented a brand-new in-house MSP application, Boss Director, which now sustains all originations at Mr. Cooper

Complete invoice reconciliation and approval for all offshore invoices

Negotiate all contractual agreements and statements of Work, SOW with offshore vendors

Ramped all offshore associates from a home environment in India

Approve final assessment of all offshore employees before allowing associates to “go live”

Created extensive reporting to monitor the offshore staff and ensure that all SLAs are being met

Developed relationships with Title Companies affiliated with Mr. Cooper so that escalations could be managed

a brand new “Captive” Origination Operations in Bangalore, India

Operations Manager/Vendor Manager/Accounting Manager, Lord Green Real Estate Strategies, Inc., Dallas, TX 2018-2020

Managed all activities related to sustainability operations and development of the company services including Accounting, Vendor Management, Operations Management, Payroll, Human Resources, Property Management, PEO partnership, and Employee Appreciation.

Established production and quality control standards, developed a budget, and implemented cost controls

Organized and managed invoicing, reconciliation, collections, banking deposits including incoming wires, quarterly close, vendor payment and management, employee payroll, and maintain QuickBooks for two separate company files

Completed an RFP to find a PEO to manage payroll and Human Resources which I oversaw

Managed the $2.16M payroll budget for 24 full-time employees

Conducted RFPs and hired all new vendors to ensure efficient operations of the facility

Trained and ensured all assigned employees were aware of and complied with company, government, and customer policies, procedures, and regulations, including writing and delivering the employee handbook

SVP Operations, Accumatch Property Tax Intelligence, Dallas, TX 2015-2018

Planned and managed a Real Estate Tax Operations business consisting of 25 associates in Dallas, Texas, and 35 associates offshore in Bangalore and Mysore, India. Partnered with IT to build a proprietary MSP workflow system from the ground up, utilizing matching technology to automatically apply parcel numbers to real estate tax lines using back-end logic. Additional responsibilities included: Vendor Management, Payroll, Human Resources, Client Manager, Sales, Bookkeeping, Business Process outsourcing (BPO), and Employee Appreciation.

Built the company infrastructure from the ground up, taking a core IT system and building it out into an interactive

MSP workflow system that ultimately drove all aspects of operations and customer management

Successfully offshored 80% of internal work to an Indian company and managed the relationship

Using my extensive network, I personally hired all but four of the twenty-five internal staff members

Transitioned the Payroll Processing and Human Resources to a 3rd party vendor, PEO, and set up all the rules governing the Company, including healthcare benefits and 401K.

Managed the $1.75M payroll budget for 25 employees and over $200M in tax payments in 2017

Conducted demos in person and online, of Accumatch’s products to prospective clients

Created extensive job descriptions for each position, built Vision, Mission, and Values for the Corporation, and wrote and delivered the employee handbook

Fannie Mae, Addison, TX

Director of Operations 2012-2015

Hired to direct the Escalations Team during the financial crisis; working with The Office of the President of the United States and Congress as well as Mortgage Servicers nationwide to resolve high-profile foreclosure cases, Obama Administration

Directed strategy execution and day-to-day operations for the business unit monitoring customer performance to safeguard company assets and mitigate operational and financial risk

Implemented Clarifier, a third-party MSP workflow product to improve and streamline the operations

Oversaw servicing activities to ensure compliance with company servicing and selling guidelines

Monitored internal controls and initiated efforts to increase operational efficiencies

Chaired the Internal Networking Committee

Business Transformation Manager 10/2011-7/2012

Managed a staff of 8 Data Analysts who were responsible for technical release management, scope and requirement documentation, user acceptance testing, report requirements, business object migration, data reporting, and analytics, ad hoc reporting, internal access requests, End User Requirements, ORM, and system release management. I owned all internal Fannie Mae proprietary systems during the housing crisis. Prioritized updates to systems to meet the heavy workload of all system updates as required to meet demands.

Created and managed the Business Transformation Team for Credit Loss Management within Mortgage Operations for the National Property Disposition Center

Completed Operational Risk assessments of all internal systems and each internal department

Completed RFPs for 3rd party vendors to help build workflows and system enhancements as needed to build a new MSP workflow system which was rolled out to all Mortgage Companies that Fannie Mae partnered with

Collaborated with the National Servicing Organization and Special Assets teams to train and mentor servicers for the advance funding project. Provided management reports to monitor service compliance as requested

Partnered with Internal Audit to ensure compliance at all times

Created dashboards and provided reporting tools to monitor billions of dollars of Servicer expenses

Additional Experience

Pre-foreclosure 571 Claims Manager, Credit, Fannie Mae, Dallas, TX

Sr. Operations Manager, First American Commercial Real Estate Tax Service, Irving, TX

Sr. Operations Manager, Transamerica Real Estate Tax Service/AEGON, Dallas, TX

President, Eldorado Estates West HOA, Little Elm, Texas

Education

Bachelor of Arts with a Major in English and a Minor in Education

The University of Tampa, Tampa, FL

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