Experience

Lyons McCloskey, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations & Project Manager

  • Oct 2013 - Present

  Boca Raton, Florida, United States • Manage, oversee and reconcile all aspects of business operations, working closely with COO on organizational planning and departmental projects. • Lead continuous improvement efforts to maximize efficiencies and identify/correct process deficiencies. • Project manage Attorney Network Program Audits to ensure that all deliverables remain on schedule and are delivered with the highest quality, pursuant to established agreements and predetermined standards. • Prepare and review… Show more • Manage, oversee and reconcile all aspects of business operations, working closely with COO on organizational planning and departmental projects. • Lead continuous improvement efforts to maximize efficiencies and identify/correct process deficiencies. • Project manage Attorney Network Program Audits to ensure that all deliverables remain on schedule and are delivered with the highest quality, pursuant to established agreements and predetermined standards. • Prepare and review internal materials and proprietary tools utilized during audits. • Complete compliance audits for servicers and attorney firms, while proactively identifying potential issues and mitigating any associated risk. • Monitor and track past, current and pending deals, ensuring clear lines of communication and effective timeline coordination between internal groups and clients pre, throughout and post-audit. • Conduct quantitative and qualitative data analysis and reconciliation. • Project manage the development of proprietary databases and effectuate user acceptance testing. Serve as an intermediary between internal departments and IT vendors. • Develop and maintain policies, procedures and matrices internally and for clients. • Establish and maintain credible, professional relationships with clients, external vendors, and staff. • Oversee and prepare investor, client and internal reports weekly, monthly, quarterly, and annually. • Prepare and complete annual recertifications with government agencies and insurance companies. • Onboard new staff and oversee all aspects of human resource management process. • Manage payroll and employee benefits. • Develop, oversee and conduct training. • Onboard new clients and vendors, and complete annual due diligence for company vendors and external clients. • Manage and reconcile monthly budgets and financial reconciliation for the business. Prepare and complete all necessary financial support. Analyze data to calculate the cost-benefit and net profitability. Show less



BankUnited

• United States
• Banking
• 700 & Above Employee

• Operations Manager

  • Jun 2010 - Oct 2013

  •Manage the daily activities of the branch, with focused accountability for budget, personnel and goal achievement. •Supervise staff’s adherence to and support of the bank’s branding model by delivering exemplary service. •Ensure the branch meets and exceeds established sales and revenue goals through personal production and activity management, while minimizing expenses. •Maintain operational soundness by adherence to bank policy and procedures, while meeting regulatory requirements… Show more •Manage the daily activities of the branch, with focused accountability for budget, personnel and goal achievement. •Supervise staff’s adherence to and support of the bank’s branding model by delivering exemplary service. •Ensure the branch meets and exceeds established sales and revenue goals through personal production and activity management, while minimizing expenses. •Maintain operational soundness by adherence to bank policy and procedures, while meeting regulatory requirements and training employees. •Oversee service levels against customer expectations and resolve difficult situations with clients. •Serve as the primary contact and liaison between the branch and corporate divisions, such as Compliance, Operations, Legal and Finance. •Monitor branch work to ensure it is complete, compliant and accurate prior to submission for processing. •Perform monthly operational reviews and reconciliations to ensure readiness for bi-annual audit. Show less



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Relationship Banker/Client Sales Officer

  • Jun 2008 - Nov 2010

  •Developed and expanded client relationships through the execution of effective sales process. •Enhanced client banking portfolio through referrals to members of the bank’s business alliance. •Grew financial center’s deposit base through business development, while continuously meeting or exceeding goals. •Ensured consistent superior service for existing and prospective clients. •Supervised and assisted with completion of branch’s monthly, quarterly and annual audit review… Show more •Developed and expanded client relationships through the execution of effective sales process. •Enhanced client banking portfolio through referrals to members of the bank’s business alliance. •Grew financial center’s deposit base through business development, while continuously meeting or exceeding goals. •Ensured consistent superior service for existing and prospective clients. •Supervised and assisted with completion of branch’s monthly, quarterly and annual audit review packages. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Loss Mitigation Manager

  • Oct 2003 - Jun 2008

  • Managed the analysis, validation and resolution of repurchase claims recognized by Morgan Stanley, resulting in over $700M (84% of overall repurchase volume) worth of settlements • Implemented alternative settlement solutions for distressed sellers, working closely with the Executive Counterparty Risk Committee, Contract Finance and Trading Desk • Executed analytics associated with loss analysis that facilitated the process of setting up monetary reserves and filing bankruptcy claims… Show more • Managed the analysis, validation and resolution of repurchase claims recognized by Morgan Stanley, resulting in over $700M (84% of overall repurchase volume) worth of settlements • Implemented alternative settlement solutions for distressed sellers, working closely with the Executive Counterparty Risk Committee, Contract Finance and Trading Desk • Executed analytics associated with loss analysis that facilitated the process of setting up monetary reserves and filing bankruptcy claims when applicable • Developed process and procedure documentations, outlining review/resolution matrices, risk mitigation methodology, settlement process and solutions, proprietary Repurchase Management system functionality and specifications • Trained and managed the performance of repurchase analysts, responsible for breach review, claims resolution and settlement • Managed and directed the process re-engineering of Morgan Stanley’s proprietary appraisal review system. Identified inconsistencies that resulted from the subjectivity of the external appraiser and vendor review, data integrity deficiencies associated with a manual process by utilizing multiple data sources and validation analytics. • Developed, wrote, tested and executed business requirements for the proprietary Valuation Due Diligence system. Created process efficiencies and review methodology consistency in the associated risk mitigation strategy. • Oversaw and negotiated a budget for development by working closely with the internal IT business unit and the designated vendor. • Analyzed and provided results based on data point and workflow mappings for development of an internal data-warehouse system that encompassed the due-diligence, funding and exit data. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sr. Financial Services Representative

  • Feb 2000 - Oct 2003