Experience

Spring EQ

• United States
• Financial Services
• 200 - 300 Employee

• VP, Capital Markets

  • Dec 2020 - Present

  Charlotte, North Carolina, United States



RoundPoint Mortgage Servicing LLC

• United States
• Financial Services
• 300 - 400 Employee

• Capital Markets Manager

  • Apr 2019 - Dec 2020

  Charlotte, North Carolina - Execute loan sales to investors on a mandatory basis - Form mortgage-backed securities (MBS) for sale to investors - Perform pipeline hedging to reduce risk exposure and to protect margin - Monitor pull through and fall out volume to better execute hedging strategy - Manage pricing and reconciliation process of all Mortgage Servicing Rights (MSRs) purchased through our Co-Issue program for RoundPoint and other Investors - Help manage our bulk bidding platform that lenders can… Show more - Execute loan sales to investors on a mandatory basis - Form mortgage-backed securities (MBS) for sale to investors - Perform pipeline hedging to reduce risk exposure and to protect margin - Monitor pull through and fall out volume to better execute hedging strategy - Manage pricing and reconciliation process of all Mortgage Servicing Rights (MSRs) purchased through our Co-Issue program for RoundPoint and other Investors - Help manage our bulk bidding platform that lenders can connect to via API to receive real-time MSR bids as a part of their best execution process

• Secondary Marketing Analyst

  • May 2017 - Apr 2019

  Charlotte, North Carolina - Responsible for producing daily reports for position monitoring and determining profitability of mortgage origination unit - Produce beginning of day and intraday pricing, dependent on market movement, for Loan Officers to offer potential clients - Manage lock desk functions for new lock requests and existing lock profile changes - Execute loan sales to investors on a mandatory basis - Create mortgage-backed securities (MBS) for sale to investors - Perform pipeline hedging to… Show more - Responsible for producing daily reports for position monitoring and determining profitability of mortgage origination unit - Produce beginning of day and intraday pricing, dependent on market movement, for Loan Officers to offer potential clients - Manage lock desk functions for new lock requests and existing lock profile changes - Execute loan sales to investors on a mandatory basis - Create mortgage-backed securities (MBS) for sale to investors - Perform pipeline hedging to reduce risk exposure - Monitor pull through percentages and fall out volume to better execute hedging strategy

• Program Manager

  • Oct 2014 - May 2017

  Charlotte, North Carolina - Work closely with senior leadership and key business partners to help identify solutions to achieve program management objectives and drive operational excellence - Responsible for ensuring programs are achieved on-time and completed within budget through careful project planning - Lead assigned program management initiatives throughout the project lifecycle to support new business initiatives including systems/technology integration, regulatory and legal requirements, testing plans… Show more - Work closely with senior leadership and key business partners to help identify solutions to achieve program management objectives and drive operational excellence - Responsible for ensuring programs are achieved on-time and completed within budget through careful project planning - Lead assigned program management initiatives throughout the project lifecycle to support new business initiatives including systems/technology integration, regulatory and legal requirements, testing plans, training, and reporting requirements

• Collections Specialist

  • Sep 2013 - Oct 2014

  Charlotte, North Carolina - Handled inbound and outbound calls in a high volume call center with exceptional customer service - Developed collection techniques for non-performing loans - Gained an understanding for Government-Sponsored Enterprises (GSE) such as Fannie Mae and Freddie Mac - Used problem solving skills to help resolve issues related to Escrow, Special Loans, Cashiering, Foreclosure, Bankruptcy and Loss Mitigation