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Senior Mortgage Data and Marketing Consultant with MGIC Lender Insight

Location:
Menomonee Falls, WI
Salary:
$110,000
Posted:
May 03, 2023

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Resume:

JEFFREY G. LARSEN

N** W***** Balsam Drive, Menomonee Falls, WI 53051

262-***-**** adwvqy@r.postjobfree.com

Executive Profile

• Mortgage Marketing Consultant for Mortgage Retention, Customer/Member Retention, Home Equity and Homes For Sale Campaigns.

• 32 years of comprehensive analytics of $985 BB+ in residential mortgage assets.

• Proactive manager and team leader, relationship and project manager.

• Seasoned sales professional in cultivating new business opportunities.

• Proven achiever in developing new products to meet the dynamic market needs of the Mortgage Industry.

• Highly regarded technical and business liaison, effective at interfacing with senior and key personnel.

• Systems data integration expert for multiple Loan Servicing and Lender Origination Systems, including deliveries to Fannie Mae, Freddie Mac and MERS.

• Outstanding performance grounded in:

• clear communication with senior leaders, Product Managers, Account Executives, technical and non-technical players, and staff;

• attention to detail ensuring high data quality;

• and thorough follow-up to drive solutions to successful completion.

• Advanced analytical, technology and computer skills, with extensive knowledge of Base SAS, SAS EG, Microsoft Office Products (Outlook, Excel, Word, PowerPoint, Access), COBOL, SQL, AGILE, and System Development Life Cycle methodology.

Education

Bachelor of Business Administration, Management of Computer Systems 1985 University of Wisconsin – Whitewater, Wisconsin

Professional Experience Current

Mortgage Guaranty Insurance Corporation (MGIC), Milwaukee, Wisconsin 2012 - 2022 Lender Insight Operation (fka Capital Markets)

Senior Mortgage Data and Marketing Consultant

• Manage multiple projects with Lead Generation, Lender Landscape, Listing Landscape, Market Snapshot, Depository Customer LifeCycle and product development.

• Design, document and development of Lender Insight’s Loan Officer Origination Metrics, data flow, SAS data structures, and Key Performance Indicator reports.

• Designed and analyzed the Black Knight Public Recordable Data into usable data for multiple product lines within Lender Insight and MGIC.

• Analysis and Executive summary reporting for the non-profit Neighbor Works Community based organization in Wisconsin and Ohio on Loan Performance Analysis. Fidelity Information Services (FIS fka Metavante), Milwaukee, Wisconsin 2010 - 2012 IBS Conversions

Client Conversion Analyst

• Worked with Clients converting to FIS – IBS/CORE servicing system

• On-site demonstration and system usage with Client Product Teams

• Subject Matter Expert in Investor and Escrow Areas Mortgage Data Management Corporation (MDMC), Sussex, Wisconsin 1995 – 2009 Capital Markets and Trading Support Services Division Account Executive and Deal / Project Manager

• Successfully managed the company’s largest project for a nationally known lender, generating 15% of company revenue that year. Due diligence review consisted of over 38,000 loans, reviewed over a three month period, while managing a staff of 60 people.

• Managed company’s largest due diligence customer, deliver over 625 reviewed loans weekly, while managing a team of 2 leads, 13 Quality Control analysts, and 200 remote Underwriters.

• Participated in development project of a proprietary Fraud Data Collection system in coordination with Software staff and Underwriting Business Analysts.

• Cultivate new clients through enhancing Fraud and Loan Review characteristics.

• Managed over 35 securitization due diligence projects, with teams consisting of 2 to 30 internal and external personnel at remote locations.

Lead Securitization and Portfolio Analysis, Securitization and Portfolio Analyst

• Delivered and securitized over $5 Billion loans with Fannie Mae and Freddie Mac.

• Statistical Analysis of over $200 Billion in Mortgage Servicing Rights assets purchased by nationally known lenders.

• Managed over 700 portfolio projects, 30 portfolios ranging from $500 Million to $40 Billion in mortgage assets.

• Built extensive ETL and ELT interfaces between MDMC’s proprietary systems using SAS, from the top servicing platforms: Black Knight -MSP, Fiserv-MortgageServ, Fiserv-CBS, Fiserv-ITI, Metavante IBS-Core, Systematics, Miser, Glen Computer Systems, Jack Henry and others.

• Performed complex servicing system conversions for the acquisition and transfer of 10 mortgage servicing portfolios to Black Knight Mortgage Servicing Platform (MSP).

• Consulting project with Innovative Health Strategies performing ETL and Analysis on Pharmaceutical Rebates.

• Developed numerous custom client interface to Mortgage Electronic Registration System. Mortgage Guaranty Insurance Corporation (MGIC), Milwaukee, Wisconsin 1990 – 1995 Capital Markets and Trading Support Services Division Manager, MGIC Capital Markets Operations,

Lead Mortgage Portfolio Analyst,

Senior Mortgage Portfolio Analyst .

• Directed marketing package preparation of Mortgage Servicing Rights Sales.

• Responsible for department budget and planning

• Statistical Analysis of over $100 Billion in Mortgage Servicing Rights.

• Source to target data mapped for multiple loan servicing platforms.

• Systems Development, Enhancement and Analysis Expertise in the areas of:

* Mortgage Servicing Rights (bulk and flow acquistions)

* Windfall Servicing Model Electronic Interface for Mortgage Servicing Rights Valuations.

* Escrow Analysis Forecasting

Allen Bradley (aka Rockwell) Corporation, Milwaukee, Wisconsin 1985 – 1990 Sales Division

Programmer, Programmer Analyst

• COBOL and Assembler programmer for Sales Division.

• Program Analyst for the Passport Project in conjunction with Arthur Anderson consultants. Professional Memberships & Affiliations

• Fully vaccinated for COVID-19.

• Previous Speaking engagements:

- 1989 National MBA Custodian Conference, on Mobile Home Securitization Requirements

- 1989 Wisconsin Mortgage Bankers Association Conference on Escrow Forecasting

• SAS Global User Conference, Attendee, 2015 Dallas, TX, 2016 Las Vegas, NV, 2018 Denver, CO.

• Wisconsin Illinois SAS Users Conference Attendee and Volunteer 2015 to 2020

• Project Management Institute (PMI), Member 2009 to 2014

• Past President and Board of Directors 1985 to 1995 Association of Information Technology Professionals (AITP)

• Wisconsin DNR Hunter Education Volunteer Instructor.

• Active hunter, fisherman, and shooting sports enthusiast.

• Member of Daniel Boone Conservation League and Committee Head for Indoor Archery.

• NRA certified shooting Range Safety Officer.

• Scholastic Shooting Sports Foundation/NRA certified Youth Shotgun/ Pistol/Rifle Coach.



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