Benjamin Weber
**********@*****.***
Over 25 years of business development and financial services operations experience including lending, investor relations, sales, consulting, and asset management. Exemplary record for providing vision and decisive leadership in business operations, process management, organizational development, learning & development, human resources and client relationship management. Talent for making effective decisions under adverse conditions and quickly adapting & revising tactics to achieve goals within aggressive time frames. Proficient in relationship building, risk management, compliance, performance management, strategic planning, process engineering, profit and loss management, and training. Recognized for fostering long-term relationships, facilitating turnaround projects, and enhancing organizational cultures.
BUSINESS MANAGEMENT COMPENTENCIES
Business Development
Complex Selling
Strategic Plan Development & Implementation
Mergers & Acquisitions
Client Relationship Management
Business Operations
Budget & Financial Modeling
Recruiting
Investor Relations
Communications & Presentation
SELECTED BUSINESS CONTRIBUTIONS
Startup Operations: Extensive experience building organizational operations for various business sizes, types and market strategies.
Business Development: successful history of building sales teams, establishing and nurturing large clients, retaining clients with annual sales in excess of 3.6 billion.
Management Consulting: Assisted several clients through the process of management consulting to resolve staffing issues, compliance concerns, development of leadership strategies, profit engineering, and expense reduction.
Leadership Development: Designed from scratch, a customized eight-hour leadership development course designed to enhance leader awareness, emotional intelligence and effectiveness of seasoned leaders for University of Texas Southwestern Medical Center.
Compliance: Strong compliance and regulatory audit background.
Mergers, Acquisitions, & Joint Ventures: Direct experience leading, evaluating, and implementing mergers, acquisitions, and joint ventures.
Strong Communication Skills: Over 25 years of public speaking and written communication experience with key engagements including presentations to audiences of 250+ people. Coordinated and lead over 200 presentations & training seminars.
Investor Relations: Experience leading investor relations and acting as the liaison for regulators.
Technology Enhancements: Implemented multiple technology applications to reduce compliance errors and enhance quality including loan operating systems, vendor integrations, reporting platforms, and CRMs.
Geographically Distributed Teams: history of building, growing, and retaining geographically distributed teams.
PROFESSIONAL EXPERIENCE
Kind Lending, LLC 12/2021 to 5/2022
Chief Operating Officer – Retail, Wholesale, & Correspondent Channels
Lead all nationwide operations including compliance, quality assurance, financial institution team, credit risk, loan servicing, investor relations, and human resources.
Accomplishments Include:
Secured GSE loan servicing approval
Implemented custom leadership development program
Texana Bank, N.A. 11/2020 to 12/2021
Chief Operating Officer of Mortgage – Retail Lending
Mortgage and business operations including compliance, quality assurance, credit risk, loan servicing, loan processing, underwriting, closing/funding, human resources, information technology, post-closing, and secondary.
Accomplishments Include:
Restructured the Compliance team and quality control process
Build out of Master Servicing loan platform
VRM Mortgage Services 2/2016 to 11/2020
Director of Human Resources & Training
Responsible for all human resource functions including head of recruiting, employee relations, affirmative action plan tracking, compensation strategy & analysis, payroll oversight, training, organizational development, executive coaching, and regulatory requirements. Member of the PMO Executive Change Control Board to oversee all policy and operational risks.
Accomplishments Include:
Assisted in the build out of a new VA loan originations platform
Reduced external employee relations counsel expenses by over 85%
Pacific Union Financial, LLC 4/2014 to 2/2016
Vice President of Credit Risk & Credit Policy – Retail, Wholesale & Correspondent
Compliance and risk policy development. Direct responsibility for all underwriter staffing, quality, and performance management for five geographically distributed operational fulfillment centers. Conducted compensation analysis, training, performance evaluations, coaching, servicing support, and compliance and ethic violation investigations.
Accomplishments Include:
Built out credit operations in three new fulfillment centers
Worked directly with GSEs to manage loan quality and file reviews
Concordia University Texas 2/2008 to 1/2015
Adjunct Professor – Business Management & Operations
Teach, advise, and motivate adult accelerated undergraduates through the instruction of business management, operations and employment law classes. In person academic instruction
Accomplishments Include:
Nominated for Professor of the Year by a Department Dean
Fannie Mae 1/2010 to 4/2014
National Operations Credit Manager
Managed the Servicer Support Center providing compliance guidance, training, counterparty risk management to Fannie Mae loan servicers. In addition, developed both credit and loan policy, managed investor relations, and designed operational processes. Responsible for the management of a multi-billion investor portfolio
Credit Answers, LLC 1/2009 to 9/2009
Director of Mortgage Services
Oversee sales, operations, recruiting, performance management, P&L, consumer satisfaction, exceeding strategic targets, loan negotiations, client solutions and operational efficiency. Created outbound calling sales team.
Countrywide Financial 6/2003 to 12/2007
Regional Vice President of Sales - Wholesale
Oversaw annual sales of $1B business. Responsible for exceeding sales, recruiting, performance management, training, underwriting, P&L targets, recruiting, client relationships, quality, compliance, and goals for a multistate territory.
HSBC – Beneficial Finance 9/2001 to 5/2003
Retail Branch Sales Manager
Oversaw annual sales of $10 MM business with responsibility for all branch operations including underwriting, recruiting, training, performance management, profitability, process improvement and operational efficiency
EDUCATION
Ph.D. in Leadership Studies (In Progress, A.B.D.) – Dallas Baptist University: Expected Completion 2022
Master of Business Administration – Keller Graduate School of Management
Master of Human Resource Management – Keller Graduate School of Management
Bachelor of Science – University of Illinois
Executive Education Non-Degree Program: Finance & Accounting for Executives – Rice University
CERTIFICATIONS
Strategic Selling & Conceptual Selling Certified – Miller Heiman Group complex selling
Emotional Intelligence – Accredited by Korn Ferry & Hay Group to administer the Daniel Goleman Emotional and Social Competency Inventory assessment
Employee Relations & Investigation – Certified by HR Certifications
Transformational Leadership Neuro Coach – Certified by the NeuroBusiness Group
Hogan Certified – Administration and advanced interpretation of Hogan Leadership assessments
Certified and Licensed Brain Health Professional – Certified by Amen Clinics, Costa Mesa, CA
PUBLISHED ARTICLES
Weber, B. (2017). Don’t Forget the Ship in Leadership: four keys to becoming an effective leader. Forbes. https://www.forbes.com/sites/forbeshumanresourcescouncil/2017/06/15/dont-forget-the-ship-in-leadership-four-keys-to-becoming-an-effective-leader/#15226dfe39bb
Weber, B. (2018). 4 Factors That Enhance Leaders’ Ability to Influence. https://trainingindustry.com/articles/leadership/4-factors-that-enhance-leaders-ability-to-influence/
Weber, B. (2017). Leadership Development Training: 3 questions every leader must be able to answer. Training Industry. https://trainingindustry.com/articles/leadership/leadership-development-training-3-questions-every-leader-must-be-able-to-answer/
Weber, B. (2019). Do You Have This Key Leadership Skill? Training Industry Magazine. https://trainingindustry.com/magazine/nov-dec-2019/do-you-have-this-key-leadership-skill/
Weber, B (2019). The Leadership Success Formula. Training Industry. https://trainingindustry.com/articles/leadership/the-leadership-success-formula/