Experience

Two Harbors Investment Corp.
• United States
• Real Estate
• 1 - 100 Employee
• Vice President, Accounting and Reporting Analyst

  • Sep 2023 - Present


RoundPoint Mortgage Servicing Corporation

• VP - Investor Reporting

  • Mar 2022 - Sep 2023

• AVP Investor Reporting - Ops

  • Oct 2020 - Mar 2022

  Responsible for overseeing client and MSR seller invoicing, reconciliations, release settlements, and advance control responsibilities.

• AVP Investor Reporting - Advance Control

  • Nov 2019 - Oct 2020

  Assigned to reevaluate existing processes and controls, as well as, create additional reporting for business units to review to control losses, maximize revenues, and ensure appropriate applications align with accounting intentions.

• AVP Investor Reporting - Client Billing

  • Apr 2019 - Nov 2019

  Overseen the complete overhaul of the client billing processes and controls with an implementation of client billing software.

• Investor Reporting Manager

  • Dec 2016 - Mar 2019

  Charlotte, North Carolina Area Oversee all daily and monthly investor reporting activity for the subservicing portfolio. Ensure all reports, remittances, and reconciliations are completed by the applicable deadlines and in compliance with the applicable policies. Serve as the primary contact for all matters pertaining to the subservicing portfolio including regular investor and client communications to ensure we are delivering the best possible service to all investors and clients. Redesign processes… Show more Oversee all daily and monthly investor reporting activity for the subservicing portfolio. Ensure all reports, remittances, and reconciliations are completed by the applicable deadlines and in compliance with the applicable policies. Serve as the primary contact for all matters pertaining to the subservicing portfolio including regular investor and client communications to ensure we are delivering the best possible service to all investors and clients. Redesign processes, implement technology solutions and develop reporting on results. Ensure all policies and procedures reflect the actual processing within the area. Assist in training, staff development, performance reviews and disciplinary actions. Meet regulatory with staff and Senior management to identify areas of improvement. Lead the gathering of any internal or external audit requests for information and be the primary contact for the auditors as it related to the assigned portfolio. Communicates any trends and/or problems with recommendations for solution to Senior management.

• Senior Investor Reporting Analyst

  • Jan 2015 - Dec 2016

  Charlotte, North Carolina Area Prepared and processed loan level activity to investors and clients while conforming to the applicable investor guidelines and the RoundPoint Reporting, Remitting and Reconciliations Policy each cycle. Contributed to initiatives by preforming routine tasks, and raising concerns or submitting suggestions in areas for improvement. Headed and created processes to augment our abilities in servicing loans with 203K components on behalf of the client, enabling responses to requests for… Show more Prepared and processed loan level activity to investors and clients while conforming to the applicable investor guidelines and the RoundPoint Reporting, Remitting and Reconciliations Policy each cycle. Contributed to initiatives by preforming routine tasks, and raising concerns or submitting suggestions in areas for improvement. Headed and created processes to augment our abilities in servicing loans with 203K components on behalf of the client, enabling responses to requests for generating payee codes and creating a payable to contractors. Enhanced daily service transfer exercises for subservicing and MSR serviced transferred loans while preparing, expanding, and accommodating service transfers with the interim-servicing component on a daily or monthly basis combined with the monthly billing and remittance processes. Quickly adapted daily tasks and responsibilities in order to respond to requests from compliance teams, clients, and investors with absolute accuracy, awareness of deadlines, and sensitivity of data safekeeping. Broke down silos to harmonize and ensure seamless bulk service transfers across various departments all while working client requests for irregular reporting or servicing processes by accommodating their sub-servicing needs with the creation of special reporting or new processes. Administered new investor setups including but not limited to, new headers, custodial accounts, and billing reports. Understood, redesigned, and implemented the way data is delivered to Accounting for the booking of monthly activity to ensure monthly billing aligns with the General Ledger.

• Investor Reporting Analyst

  • Dec 2013 - Jan 2015

  Charlotte, North Carolina Area Accumulated and assembled daily and monthly reports using Agency Reporting Systems, Banking websites, MSP, Monarch, SharePoint, and Excel. Calculated the collections, advances, and fee activity for the loans we service on the behalf of clients and settle the amounts owed to or due from our clients. Processed month-end investor reporting activities like sending reports, remittances, and completing reconciliations in compliance to applicable policies. Configured money… Show more Accumulated and assembled daily and monthly reports using Agency Reporting Systems, Banking websites, MSP, Monarch, SharePoint, and Excel. Calculated the collections, advances, and fee activity for the loans we service on the behalf of clients and settle the amounts owed to or due from our clients. Processed month-end investor reporting activities like sending reports, remittances, and completing reconciliations in compliance to applicable policies. Configured money transfers submitted to treasury to send internal and external wires.

• Investor Reporting Intern

  • Sep 2013 - Dec 2013

  Charlotte, North Carolina Area Documented Policies and Procedures. Completed ad hoc reports and miscellaneous projects as assigned. Provided assistance to existing team members and management on various tasks.



Kohl's Department Stores

• United States
• 1 - 100 Employee

• Sales Associate

  • Aug 2010 - Dec 2013

  Charlotte, North Carolina Area Demonstrated high-levels of superior customer service when aiding customers by providing information, directing customers based on their needs, diagnosing problems and formulating a solutions every day on the job. Analyzed, coordinated, and implemented a floor plan for merchandise. Operated the register as a cashier. Advised and encouraged new employees while training.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• WFHM Diverse Segments Intern

  • Jun 2013 - Aug 2013

  Researched and analyzed data and information within the Home Mortgage Default Servicing business line. Observed in meetings involving team members, managers, and investors working together to create solutions that will result in a growing and profitable company. Worked alongside team members researching and coordinating information to acquire a final presentation on how diversity drives team member engagement to accomplish business excellence through communication within a Fortune… Show more Researched and analyzed data and information within the Home Mortgage Default Servicing business line. Observed in meetings involving team members, managers, and investors working together to create solutions that will result in a growing and profitable company. Worked alongside team members researching and coordinating information to acquire a final presentation on how diversity drives team member engagement to accomplish business excellence through communication within a Fortune 500 company. Show less