Experience

Consolidated Analytics Consulting & Advisory | NMLS # 1645182

• United States
• Financial Services
• 1 - 100 Employee

• Consultant

  • Mar 2016 - Jul 2017

  West Lake Village, CA Employed extensive process, data and system expertise in the consulting engagement with the Bank of America Corporation’s on their loan servicing systems conversion to the Black Knight Financial (BKFS) MSP system. • Worked with multiple project teams representing various work streams preparing for each work stream’s trial conversion and associated testing events • Performed data structure analysis of current state data usage for mapping to future state data and system… Show more Employed extensive process, data and system expertise in the consulting engagement with the Bank of America Corporation’s on their loan servicing systems conversion to the Black Knight Financial (BKFS) MSP system. • Worked with multiple project teams representing various work streams preparing for each work stream’s trial conversion and associated testing events • Performed data structure analysis of current state data usage for mapping to future state data and system usage • Established operational headers that will drive usage of MSP system functionalities for Escrow Management, Customer Service and Correspondence generation • Developed MSP system security profile recommendations through analysis of business requirements and future state process maps. Show less



Rushmore Loan Management Services LLC

• United States
• Financial Services
• 300 - 400 Employee

• Manager, Special Loans

  • Mar 2015 - Mar 2016

  Irvine, CA Employed management experience coupled with keen knowledge of the MSP System to successfully restore department’s efficiency and work accuracy. • Successfully managed a portfolio of adjustable rate mortgages and other special loans purchased from various originators and servicers • Applied knowledge of adjustable mortgage types to resolve issues on acquired special loans resulting in no audit findings with internal and independent audit reviews • Identified and implemented most… Show more Employed management experience coupled with keen knowledge of the MSP System to successfully restore department’s efficiency and work accuracy. • Successfully managed a portfolio of adjustable rate mortgages and other special loans purchased from various originators and servicers • Applied knowledge of adjustable mortgage types to resolve issues on acquired special loans resulting in no audit findings with internal and independent audit reviews • Identified and implemented most effective approach for resolving loan issues through data analysis • Achieved every objective mutually agreed upon with senior management. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst II

  • 2012 - Nov 2014

  Irvine, CA Managed projects to implement MSP system enhancements, evaluated requests for script development and led the governance of default and loss mitigation templates and steps administration. • Reviewed all requests for scripting to ascertain best fit solution resulting in the automation of otherwise manually performed business processes • Validated all requests for Default workstation templates and steps to ensure other business processes are not impacted and eliminated duplication of usage… Show more Managed projects to implement MSP system enhancements, evaluated requests for script development and led the governance of default and loss mitigation templates and steps administration. • Reviewed all requests for scripting to ascertain best fit solution resulting in the automation of otherwise manually performed business processes • Validated all requests for Default workstation templates and steps to ensure other business processes are not impacted and eliminated duplication of usage with other functional areas • Provided MSP subject matter expertise and support to Mortgage Banking lines of business • Worked with the project team in the successful conversion of a major loan acquisition of 500K+ loans • Represented Chase Mortgage Banking in the MSP Default Functional Advisory Committee that identifies and prioritizes future enhancements requirements.

• Operations Manager

  • 2008 - 2012

  Irvine, CA Assisted in the roll out of the government’s Home Affordable Modification Program (HAMP) and Treasury Supplemental Directives as well as successfully completed internal system and acquisition conversions. • Supported the conversion of 8M+ loans from three disparate MSP IDs to two separate but duplicate IDs. • Partnered with IT Teams and Information Owners in the ongoing control and maintenance of Default processes using Templates and other Loss Mitigation headers. • Successfully… Show more Assisted in the roll out of the government’s Home Affordable Modification Program (HAMP) and Treasury Supplemental Directives as well as successfully completed internal system and acquisition conversions. • Supported the conversion of 8M+ loans from three disparate MSP IDs to two separate but duplicate IDs. • Partnered with IT Teams and Information Owners in the ongoing control and maintenance of Default processes using Templates and other Loss Mitigation headers. • Successfully managed implementation projects of MSP system enhancements.



Option One Mortgage Corporation

• Director, Servicing System Administration

  • 2002 - 2008

  Irvine, CA Established a team of Business Analysts and Project Managers that supported the business in maximizing the use of the MSP system and concurrently managed five operational units with a staff of 90+ employees in three separate locations. • Directed the operational support function for MSP and other peripheral servicing applications including Passport, Director and CCN. • Managed the relationship with other vendors and/or service providers including servicing documents printing, flood… Show more Established a team of Business Analysts and Project Managers that supported the business in maximizing the use of the MSP system and concurrently managed five operational units with a staff of 90+ employees in three separate locations. • Directed the operational support function for MSP and other peripheral servicing applications including Passport, Director and CCN. • Managed the relationship with other vendors and/or service providers including servicing documents printing, flood determination, credit reporting and document imaging. • Managed the relationship with Black Knight Financial Services, owner of the MSP system. • Identified select servicing processes for outsourcing and implemented the processes in India resulting in overhead reduction and the ability to quickly adjust staffing based on business needs. • Actively managed the outsourcing providers through extensive performance reporting and site reviews.

• Director, Loan Administration

  • 1994 - 2002

  Irvine, CA Managed all non-Default areas of loan servicing plus MSP system administration. • Managed business operations including: Year-End IRS Reporting, Special Loans, Real Estate Tax, Hazard Insurance, Reconveyance, Loan Boarding, Loan Audit and Acquisitions and Transfers. • Established the outsourcing of Tax and Insurance functions through an extensive vendor selection process. • Implemented the roll out of a new Flood Determination vendor in both originations and servicing… Show more Managed all non-Default areas of loan servicing plus MSP system administration. • Managed business operations including: Year-End IRS Reporting, Special Loans, Real Estate Tax, Hazard Insurance, Reconveyance, Loan Boarding, Loan Audit and Acquisitions and Transfers. • Established the outsourcing of Tax and Insurance functions through an extensive vendor selection process. • Implemented the roll out of a new Flood Determination vendor in both originations and servicing operations. • Established an MSP system support team that is recognized for providing excellent customer service to internal associates. • Successfully rolled out both standard and custom MSP system enhancements. • Achieved minimum to no audit findings on managed processes through strict adherence to regulations and working in concert with Compliance and Legal Teams.