Client Relationship Financial Services

Donald T. Marx

Wallingford, CT ***** 203-***-**** ******@*******.*** linkedin.com/in/don-marx-aa3b2ba/

Senior Underwriter

Senior Underwriter with deep expertise within the banking and financial services industry. Known for leveraging data to drive decisions, cross-functional collaboration, client relationship management and driving process improvements. Passionate about leveraging skills to enable the organization to achieve their goals.

Crisis Management Dispute Resolution Client Relationship Management

Cross-Functional Collaboration Associate and Vendor Management Operations Management

Setting and Achieving Goals Decision Making Process Implementation Process Improvement

Professional Experience

Key Bank, First Niagara, New Haven, CT

Underwriting Manager November 2018 - November 2023

Oversaw management of underwriting team and condo approval team and served as the backup for the FHA team manager with a team consisting of between 6 and 27 underwriters focused on Non-QM portfolio loans, conventional and FHA loans with the condo team consisting of 3 reviewers.

Led team which reviewed condominium projects to meet 100% of the conventional and portfolio guidelines.

Reviewed all pertinent reports for department operations to ensure 100% compliance with all risk management requirements.

Collaborated with the national underwriting manager and 3 other underwriting managers daily to gaining 100% alignment with stakeholders.

Completed employee evaluations twice yearly.

Built strong working relationships with sales manager and senior sales management.

Underwriting Supervisor November 2017 - November 2018

Worked in conjunction with the Department Manager on the operations of the Underwriting Team. Assisted Department Manager with edits, reworking files, employe reviews, and covering department in their absence.

Completed Full reviews of all Condo files.

Built strong relationships with Sales Managers and Loan Officers.

Senior Mortgage Underwriter August 2013 - November 2017

Completed underwriting analysis of Conforming, FHA, VA, State Bond and Non-QM Portfolio loans.

Built strong relationships with Loan Officers, Processing and Closing staff.

Assisted Department Manager with edits, reworking files and covering department in their absence.

Completed a full reviews of all Condo files.

Donald T. Marx ******@*******.*** Page Two

United Bank, Springfield, MA

Loan Compliance Audit April 2013 - August 2013

Served in a temporary contract position.

Reviewed all residential 1st mortgages for compliance and post-closing issues, concentrating on HMDA review.

New England Bank, Springfield, MA

Loan Servicing, Loan Compliance Officer April 2010 - March 2012

Managed loan compliance with secondary market sales to FHLB overseeing the bank’s mobile home portfolio.

Additional Relevant Experience

Loan Origination Manager, New England Bank, Springfield, MA

Contract Underwriter, United Guaranty, Citi Mortgage

Contract Underwriter, Radian, Bank of America

Underwriter, Opteum Financial Services

Account Executive, Citi Financial Mortgage Company

Vice President of Wholesale Production and Operations, Fairbank Mortgage Corp.

Senior Correspondent Lending Officer, Fairbank Mortgage Corp.

Education

Bachelor of Science (BS), Business Administration, Nazareth College of Rochester, Rochester, NY

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