Project Manager Quality Control
Resume:
rc Plank
**********@*******.***
Experience
**-**-**** ** ******* Weststar Mortgage Inc.
**** ********** **. **********, ** 22192
**-**** ** **-**-2010 Key Financial Corporation, Compliance & Licensing
3631 131st Ave N Clearwater, FL 33762
Compliance and Licensing
• I developed the on boarding process used to approve all Branch Managers, Loan Officers and support staff. I was also the project manager for the building of a corporate website to manage and track this process from initial application, thru HR, Background screening, Licensing and payroll as well as integration with NMLS. Maintain all Corporate Compliance websites to insure any State requirement changes were updated and notifications were sent to the department head. Responsible for assuring new offices are opened in accordance with corporate mandated mortgage lending operation procedures, Safe Act, HUD and State hiring guidelines. Work with Operations on process and procedure training to make the transition and launch as smooth and positive as possible. Go to person for Branches to keep an open dialogue for any Branch specific needs or changes to improve our service in any department. Direct strategic, product and operational training as needed, develop new investor and Warehouse relationships. Monitor and report to the Principles our Neighborhood Watch, EDP’s and Warehouse lines status. Assist with Pre & Post Funding QC audits as well as State audits when needed. I was the O.M, Q.E or L.O. of record in states that required them to issue a Corporate License. Individually I am currently licensed in 20 +States
10-2000 to 07-2003 WTL, Owner 2509 Vermont NE Albuquerque, NM 87110
WTL is a Mortgage Banking consulting company providing business analyst services to the lending industry. I specialize in Underwriting and Operations, Underwriting and web based LOS customization and transitions on a contract or fee basis. I assist Mortgage Brokers, Credit Unions, Savings and Loans and Mortgage Banks in making the transition to Mortgage Banking. My services extend from the Audit process and requirements, through Government compliance requirements (including quality control procedures, employee and job position manuals), to warehouse line acquisition and management. Hardware and software configuration, including recommendations, custom software programs, and system installations. I assist with as is and to be best practice discovery for companies of various configurations and recommend how, where and what to do to become more profitable and why they are not retaining the earning they thought they would.
4-2000 to 10-2000 Lewallen Mortgage Bankers, Vice-President of Branch Development
10701 Montgomery Blvd NE Albuquerque, NM 87111
Set-up marketing plan and goal objectives for Branch development. Create branch contracts and employment agreements. Management responsibility (including training and technology support) marketing assistance and compliance responsibility for all branches.
5-1999 to 4-2000 Bank Plus Inc., Owner/Vice President
2021 San Mateo Blvd NE Albuquerque, NM 87110
• Built company to an FHA Mini Eagle in 90 days. Managed the implementation of
procedural operations for all present and future positions. Management
responsibilities, set-up relationships with best possible investors, direct control of
audit process for initial and branch HUD approval as well as compliance. Branch
development, including contract and employment agreements, training/tech support
and Development of a Retail Production Marketing Plan that can be translated to
each branch. Develop bulk sale system. Draft a ROI to present to investors to start a
Construction Loan Division. Sold ownership on 4-00
3-1995 to 5-99 Bank West, Operations Manager/Owner
7120 Wyoming Blvd NE Albuquerque, NM 87109
Oversee Underwriting, pricing, loan processing and submission on A thru D credit files for Retail and Wholesale. Final Pricing review on loans prior to locking.
Marketing and Development of Branches through out the country, to include office staff recommendations, hiring Account Rep’s, training, operations and technology set up as well as writing a branch specific Business plan if needed. Develop bulk sale strategy.
Direct responsibility for maintaining Compliance with all State Government License requirements for each Branch as well as Federal Compliance for HUD/FHA.
Preparation of documentation required for submission of Correspondent Lending packages for Investor approval.
Retail Team consultant for Builder and Real Estate accounts.
Salary + Commissions
10-1994 to 3-1995 Preferred Building Systems, Finance Coordinator
9100 Pan American FWY NE Albuquerque, NM 87113
Pre-Underwrite loan package prior to final placement.
Placed/coordinated sales and mortgage package through processing to final closing.
Created flow charts to manage the transaction from sale through build to final close. This was needed to develop cash flow and job cost projections as well as to chart purchase Build closings and final closing projections.
Salary + Bonus
My personal interests span from technology (all high tech stuff) to sports (all sports, some more
than others), coaching kids between 6 and 13 (the feeling of seeing them improve is a great
joy) and Tibetan Tai Chi (studying for the past 25years).
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