Energy Operations Travel Consultant

WILLIAM R. TECHANCHUK

**** ***** ***** ****: 203-***-****

Virginia Beach, VA 23456 ******@*****.***

CAREER SUMMARY

Excellent communication and organizational skills.

Passion for people and their growth in all areas of life.

Highly motivated, team player, relationship oriented.

Customer Service driven & highly professional.

WORK EXPERIENCE:

VA Wholesale Mortgage LLC

10/2020 – Present Operations

Assisting Loan officers within brokerage with operational needs and pipeline management

Trained in processing, closing of loans for local brokers as well as brokers in TN, MI

Work directly with Managing Partners to begin a new operational process and checklists for processing of loans and overall management of daily operations Fairway Independent Mortgage Co

12/19 – 7/2020 Renovation Draw Specialist

Managed pipeline of 70 renovation projects providing guidance on the project and the process flow of payments.

Worked remotely utilizing Instant Message and Zoom to communicate with colleagues and for training

Provided timely communication to clients regarding their project, its status, and answering any questions concerning their construction work.

Worked with contractors regarding their work and their timeliness as well as inspectors for the work completed.

Provided timely payments of draws and fees as well as close out of completed projects. Movement Mortgage LLC

12/14 – 12/19 R enovation Draw Team Lead

Team Lead and Coordinator for the Renovation Draw Team to support all renovation loans within Movement nationwide.

Successfully on-boarded new draw software in 2018 providing online access for clients.

Managed the transition from one pipeline per team member for the draw side of the projects to a dual pipeline approach of onboarding contractors pre-closing to managing the draw project till its completion.

Created new processes and procedures to monitor the progress of the renovation projects and also follow up on projects that are behind schedule to get them to completion in a successful manner.

Team also is responsible for navigating the borrower through the hiring and firing of contractor during disagreements and problem renovations.

Coordinate with FNMA and FHA to ensure the proper closing of all completed renovations.

Ensure timely responses to all draw requests and emails, phone calls, and payment of draws and invoices for every renovation.

Hudson’s Luxury Building Boutique

3/14 – 12/14 D irector of Sales

Responsible for the sales and customer service side of this small business in Hampton Roads.

Specialized in the sale of Windows and Doors and made on site visits for estimates and customer service related issues that arose

Helped re-establish relationships with builders and architects to help generate new business.

Spread headed the largest bid on windows for the company with the renovation of the Old Cavalier Hotel on the oceanfront.

WILLIAM TECHANCHUK

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New American/Movement Mortgage LLC

8/11 – 2/14 R atelock Analyst

Part of team responsible for locking all rates for all products serviced within Movement Mortgage LLC.

Assisted in the pricing changes on a daily basis for the sales force and underwriting teams

Maintained timely responses to daily rate changes and assisted in producing the daily rate sheet for the company and executive staff. This involved speed and 100% accuracy on a daily basis. MSA (Marketing Service Agreement) Department Team Lead

Responsible for helping launch the MSA department and ensuring all marketing material was in the hands of all retail branches with relationships with real estate brokers/agents.

Established relationships with dozens of market leaders and branch managers and successfully trained them on how to self-report their marketing materials and order new material as the need arose.

Ensured all monthly agreement payments were made and all valuations were done correctly for all new MSA relationships being on-boarded.

Post-Closing Analyst

Responsible for obtaining all docs related to the closed loan files in my pipeline to satisfy both Movement overlays and investor overlays.

Was part of team to help Movement reduce the time it took to get loans sold to our investors by spearheading open communication and aggressive training with new team members within in the team and within Ops

Appraisal Specialist

Ordered all appraisals for Sales Team and ensured all appraisers and inspectors were paid in a timely manner

Tracked progress on appraisals as well as conducted daily follow up to help maintain turn times for Ops Center and Sales force.

Assisted Appraisal Underwriting team with issues on appraisals and communication between the appraiser, the LO, and the appraisal underwriter. UBS AG, Stamford, CT

11/08 to 8/11 T ax Analyst

Experienced in withholding and reporting taxes for UBS Investment Bank clients both corporate and individual and documentation of clients for tax reporting purposes.

Point person for reporting team thru 2010 tax season for reporting to the IRS for qualified intermediaries and their beneficial owners.

UBS Securities LLC, Stamford, CT

9/06 to 10/08 Client Onboarding Group

A senior member of the group who effectively trained new team members and assisted with complex issues within the group regarding the “Client Identification Program” at UBS.

Worked closely with the Anti-Money Laundering group to investigate and help mitigate any reputational risk and business risk that would arise regarding a client’s background. UBS AG Stamford, CT

7/97 to 2/04 S ettlements Specialist, Energy Operations, Stamford Branch

Managed all cash movements in our general ledger for settling transactions within the Energy trading business.

Performed customer and administrative services for bank counter parties on a daily basis to resolve invoicing issues

EDUCATION:

Taylor University, May 1997 - Degree: Bachelor of Arts, Major: Intl Business with concentration Economics

Varsity Golf Team, Scholarship, Taylor University, 4 year letterman, Co-Captain

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