PROFESSIONAL SUMMARY…

Experienced and self-motivated professional with an expertise in project management, solutions development/implementation, personnel development, and process enhancement, as well as excellent communication and leadership acumen.

Summary of Qualifications …

Relationship-Builder Team-Player Stress-Resistant Self-Motivated Analytically Minded Problem-Solver Achiever Detail-Oriented Result-Oriented Strong Work Ethics Ambitious & Goal Driven

Areas of Expertise …

Project Management System Conversions & Acquisitions Coordination System Software Support and Implementation Team Leadership Corporate Accounting Project Direction Pre Sales of SAP Banking Services Software SAP Implementation Banking System Software Pre/ Post Conversion Risks & Resolution Personnel Acquisition

PROFESSIONAL EXPERIENCE…

Newbold Advisors, LLC - Clearwater, FL 2013 – Present

Senior Financial Services Consultant

Developed documentation on Cash Processing, Investor Profiles, Investor Transfers, Loan Profile, and Escrow Payee set up

Provided business requirements for Cash Processing, Investor Profiles, Investor Transfer, Loan Profiles and Escrow Payee set up.

Developed tables for Interest on Escrow rules by state.

Developed tables by state to identify Judicial and Non-Judicial states.

Senior Financial Services Consultant

Provided training on GNMA MBS guidelines

Build test plan and provided training using the Fiserv Servicing System for GNMA Investor set up

Established Policies and Procedures for GNMA as well as FHLMC and FNMA IR servicing

Assist with reconciling portfolios acquired from Subservice company on both a GNMA and Warehouse portfolio

Identified mortgage insurance and escrow funds held back on released portfolio of loans

OCC 2012 – 2013

Senior Financial Services Consultant

Created flexible processes and procedures for a project with changing scope and requirements resulting in many of the processes being adopted directly as consortium business rules.

Leadership to the assigned teams within the Risk Management unit, establishing BPR, Testing Scripts and analysis for remediation requirements on a 1.2m loan portfolio governed by the OCC.

Worked with client teams on all cross mandates reporting to Sr. Vice President of Risk Management

SAP American, Inc. - Miami, FL 2010 – 2012

Senior Financial Services Consultant

Provide post-implementation support, as well as participated in the reconciliation between Banking Services (BaS7.0) through Bank Analyzer (BA) to General Ledger (ECC)) activity data; facilitated changes needed through External Translation Layer (ETL) and Bank Analyzer; developing testing case scenarios thus effectively supporting the QA efforts

Managed team within the Banking Services unit leading the build and configuration of the Pre-Sale Demo, including a range of application (Collateral/Document Management/ Funding Syndication/Risk Management and Bank Analyzer).

Enhanced the system software feasibility/efficiency through the creation and revision of multiple related business requirements

Fiserv Lending Solutions - South Bend, IN 2001 – 2010

Implementation Conversion Consultant

Led the Fiserv/Loan Servicing Platform (LSP_) implementation project for a number of banks and mortgage companies as a Project Manager; conveying business needs into tangible business solutions;

Assist client with decisions relating to organization processes, capabilities, and key performance measurements/KPIs while securing resources and prepared budget estimates; developed tests and overall conversion project plan; facilitated testing facility; assessing and managing risk throughout all aspects of the business solution implementation

Full accountability for a $14B portfolio, while directing the launch of a mortgage start-up company with an expected Loan Origination volume of $2M monthly; prepared budget estimates; reviewed contracts to utilize cost-saving opportunities.

Cinocco Services Incorporated - Richmond, VA 1999 – 2001

Principal Owner - Consulting Company

Launched and successfully operated own business, focusing on the provision of special services for the clients; managed customers’ projects to implement the new system software packages; sustained compliance with the established $1M budget within a 2-year period

Furnished comprehensive advisory and consulting by leveraging expertise in performance optimization and risk mitigation strategies; secured prospective relations with customers, including (Midland Loan Services, formerly Univest Financial Group, LLC) and Homeside Lending, Inc. n/k/a JP Morgan Chase

First American, Excelis - Dallas, TX 1998 – 1999

Director, Customer Support, Consulting and Training

Spearheaded and led a multi-diverse team of 30 professionals, ensuring effective provision of support for the Mortgage banking operations, as well as coordinated the integration of application software through resourceful collaboration with 15 clients.

Assist with development of business requirements needed to meet newly established

requirements for the processing of Bankruptcy, Foreclosure and REO loan processing

Bank of America - Richmond, VA 1994 – 1998

Vice President, System and Operation Support

Consolidated two Risk Management and Default Loan areas utilizing the Fidelity/LPS workstation; including all attorney fees, cost and invoice processing within all 50 states managing from Foreclosure through Real Estate Owned (REO) collections using the “Best Practice” guidelines.

Consolidated various Investor Loan Portfolios under one HUD ID and one LENDER number during the acquisitions of company portfolios.

Assigned as a Project Manager to coordinate the transition of Bank of America from Federal Savings Bank (FSB) to a National Thrift & Savings Association (NT&SA) charter

Managed the acquisition of a $14B loan portfolio totaling 160K loans; reviewed and identified the “Best Practice” utilization guidelines as it relates to the Fidelity/LPS Servicing System, while directing a $5B company merger and closure operations

Previous Employment …

Vice President, Investor Relations, and Acquisitions - American Home Funding - Richmond, VA •

Principal/Consultant - Cinocco Services Incorporated - Jacksonville, FL

Vice President - Alliance Mortgage - Jacksonville, FL

Assistant Vice President - Security Pacific Mortgage Corporation - Denver, CO

Assistant Treasurer - Majestic Savings & Loan Associations - Denver, CO

TECHNICAL SKILLS…

Systems include Fidelity Information System (FIS) LPS Banking Solution, First American Excelis Solution, Fiserv (LSP) Banking Solution, SAP Banking (BaS7.0) and Bank Analyzer Solutions (BA) as well as SAP Methodology (ASAP7.0), Microsoft applications including MS Project and Power Point Presenter

EDUCATION…

University of Northern Colorado – Greeley, CO

Continuing Education Courses in Accounting and Finance - Metropolitan State College & Red Rock Community College

Continuing Education Courses Business Law - University of North Florida, Jacksonville,

CERTIFICATIONS & TRAINING…

Mortgage Banking Association Courses I & II

SAP Certification Banking Services 6.0 & 7.0, ASAP Methodology 7.0, Bank Analyzer 7.0, Study Bank Analyzer 8.0

AFFILIATIONS …

National MBA Committee Member Virginia MBA, Committee Member Florida MBA, Panelist and Committee Member Florida MBA, Chairperson, 2 consecutive terms Colorado Mortgage Banking Panelist and Committee Member

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