Project Management Mortgage Servicing

ROBERT WASHINGTON

Dallas, TX ***** 469-***-**** ******.**********@*****.*** WWW: Bold Profile Professional Summary

SaaS Implementation and Project Management expert with 16+ years in fintech and mortgage servicing, specializing in enterprise onboarding, cross-functional collaboration, and process automation. Proven track record in accelerating time-to-value for clients by streamlining data migration and compliance workflows. Recognized for aligning tech and business goals to increase efficiency, retention, and stakeholder satisfaction. Skills

• SaaS Implementation

Mortgage Servicing Platforms (e.g.,

Encompass, MSP)

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• Fund Accounting

• Data Migration

• SQL

• UAT Coordination

• Risk & Compliance

• Technical Project Management

• Client Onboarding

• Agile Methodology

• Cross-functional Team Leadership

• Workflow Automation

• Salesforce

• JIRA

• Training & Documentation

• KPI Reporting

Websites, Portfolios, Profiles

• linkedin.com/in/robert-washington-mba-45366bb7

Work History

Associate Manager, Implementation / Sr. Implementation Consultant 12/2019 to 04/2025 SS&C Technologies, Inc. – Dallas, TX

- Spearheaded over 30 enterprise SaaS onboarding projects across mortgage servicing and fund accounting, accelerating client go-live timelines by 25% on average.

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- Developed automated reporting and data migration templates that reduced manual processing time by 40%.

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- Served as primary liaison between client stakeholders and engineering teams, achieving 95%+ client satisfaction scores.

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• - Led cross-functional UAT phases with zero critical defects post-deployment.

- Created standardized onboarding and training materials adopted company-wide, improving implementation ramp-up by 30%.

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Business Lead 04/2018 to 12/2019

Quorum Federal Credit Union – Purchase, NY

- Oversaw rollout of digital mortgage servicing software, reducing customer service escalations by 20%.

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- Identified compliance gaps through audit analysis, improving data integrity and reducing reporting errors by 35%.

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- Launched employee enablement program including job aids and KPI tracking dashboards, boosting team productivity by 15%.

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Principal Loan Specialist / Process Improvement Lead 05/2015 to 02/2018 Capital One – Plano, TX

- Directed optimization of loan onboarding workflows, cutting application processing time from 7 to 3 days.

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• - Managed end-to-end system integration support and cross-training for 12+ team members.

- Refined compliance training based on trend data, increasing regulatory audit scores from 82% to 96%.

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Client Relationship Manager 01/2009 to 01/2015

Bank of America – Addison, TX

• - Delivered consistent top-quartile performance in customer experience and retention metrics.

• - Facilitated portfolio growth through strategic financial planning and relationship development.

- Mentored junior associates and created knowledge-sharing resources, improving department- wide efficiency.

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Education

Executive MBA: Business Administration 01/2016

Texas Woman's University - Denton, TX

B.S.: Business Management 01/2008

University of Arkansas at Pine Bluff - Pine Bluff, AR

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