Experience

Guaranty Bank/ Best Bank

• United States
• Banking
• 100 - 200 Employee

• AVP - Manager of Retail Accounting, Customer Research and Electronic Payments

  • May 2015 - Feb 2018

  Glendale, WI Manager of the Retail Accounting, Customer Research, and Electronic Payments Departments, who are responsible for balancing general ledger and DDA accounts, processing of all wires, ACH items (including origination, exceptions, and returns), VOD's work orders and subpoenas.

• AVP Investor Reporting Manager

  • Jun 2010 - May 2015

  Glendale, WI Manager of the Investor Reporting Department who is primarily responsible for ensuring the timely reporting, remitting, and reconciliation of accounts, in accordance with investor guidelines. Responsibilities include the management of daily reporting, remitting, and reconciliation of collections and remittances for investor portfolios, daily posting and reconciliation of loans purchased by third party investors, daily posting of cash flows to general ledgers and/or DDA accounts, reconciliation… Show more Manager of the Investor Reporting Department who is primarily responsible for ensuring the timely reporting, remitting, and reconciliation of accounts, in accordance with investor guidelines. Responsibilities include the management of daily reporting, remitting, and reconciliation of collections and remittances for investor portfolios, daily posting and reconciliation of loans purchased by third party investors, daily posting of cash flows to general ledgers and/or DDA accounts, reconciliation of DDA accounts, general ledgers and trial balance information, and researching out of balance conditions. Additional responsibilities include the management of ARM loans, note modifications, GNMA pooling, and funding of loans from correspondent lenders. **Promoted to Manager of Retail Accounting, Customer Research, and Electronic Payments Manager in May, 2015.



American General Life Companies is now part of the AIG Family!

• Licensing Manager

  • Aug 2008 - Nov 2009

  Milwaukee, WI Manager of the Standard Coding, Contact and Termination Teams, who are responsible for appointing and terminating insurance agents with the company. Responsibilities include providing direction and assistance to staff to ensure service and quality goals are achieved through relationship management, team leadership, work/systems management and technical consulting. **Collaborated with Operations Development, IT, and the Houston site to implement the Automated Termination Project which… Show more Manager of the Standard Coding, Contact and Termination Teams, who are responsible for appointing and terminating insurance agents with the company. Responsibilities include providing direction and assistance to staff to ensure service and quality goals are achieved through relationship management, team leadership, work/systems management and technical consulting. **Collaborated with Operations Development, IT, and the Houston site to implement the Automated Termination Project which saved the company approximately $375,000.00 in the first six months. **Established relationship with Liaisons and Marketing to identify opportunities for process and communication improvement. **Volunteered to be the single point of contact for all Compliance Terminations for both the Houston and Milwaukee sites, and developed new procedures to ensure proficiency. Show less



Group9

• Operations Manager

  • Jun 2007 - Mar 2008

  Menomonee Falls, WI Manager of Operations, responsible for motivating and managing a growing staff for expanding product lines at a national processing center, performance measurement, managing work flows, and organizing high growth and expansion. **Successfully transitioned the Recording Services Department from Langhorne, Pennsylvania to Menomonee Falls, Wisconsin. **Implemented new recording process for documents originating from the new 2MP Express product.



Washington Mutual

• Department Manager

  • Jan 2005 - May 2007

  Milwaukee, WI Managed 3 Section Managers and their direct reports of approximately 35 associates that were processing partial releases of properties, land transactions, name changes, owner occupancy modifications, HUD 235's, and New York Consolidations. Responsibilities included setting standards for volume and processing time frames, adjusting staffing levels as needed, ensuring adherence to policies and procedures, monitoring and evaluating performance against set goals, and providing guidance to Section… Show more Managed 3 Section Managers and their direct reports of approximately 35 associates that were processing partial releases of properties, land transactions, name changes, owner occupancy modifications, HUD 235's, and New York Consolidations. Responsibilities included setting standards for volume and processing time frames, adjusting staffing levels as needed, ensuring adherence to policies and procedures, monitoring and evaluating performance against set goals, and providing guidance to Section Managers. **Successfully transitioned the Mortgage Modification function from Jacksonville, Florida to Milwaukee. Developed a team of 20 associates and received a "Satisfactory" rating on the internal audit - no findings in any area. **Successfully transitioned the HUD 235 and Owner Occupancy Modification functions from Northridge, California to Milwaukee. **Worked in partnership with Loan Servicing Operations Training to develop a Training Curriculum Plan for the Partial Release function. **Summit Club Winner - April, 2005

• Loan Servicing Associate Manager II

  • Jun 2003 - Dec 2004

  Milwaukee, WI Managed a section of 22 associates in the Assumption, Modification, MECA Department. Responsibilities included establishing and implementing department goals, plans and schedules, assigning tasks and special projects, evaluating work results, preparing and monitoring department records and reports, evaluating current procedures and implementing new procedures for processing work to improve operations and increase cost effectiveness. Also conducted hiring, training, performance evaluations… Show more Managed a section of 22 associates in the Assumption, Modification, MECA Department. Responsibilities included establishing and implementing department goals, plans and schedules, assigning tasks and special projects, evaluating work results, preparing and monitoring department records and reports, evaluating current procedures and implementing new procedures for processing work to improve operations and increase cost effectiveness. Also conducted hiring, training, performance evaluations, merit reviews, employee discipline, compensation and related Human Resource matters. **Successfully transitioned the NY MECA function from the Stockton, California office to the Milwaukee office. **Facilitated a Learning Session with the Executive Response Center covering Lien Release, NY MECA's, NY Co-Ops, and Mortgage Modifications. **Developed and updated Operating Instructions for the NY MECA and Mortgage Modification functions. **Promoted to Loan Servicing Department Manager in January, 2005.



Washington Mutual/Fleet Mortgage

• Loan Servicing Associate Manager I

  • Jan 1994 - May 2003

  Milwaukee, WI Managed a section of 30 - 35 associates in the Lien Release and Lien Release Correspondence Sections. Responsibilities included management of workflow, quality control, staff selection and development, and employee performance appraisals. **Volunteered to be the single point of contact for all escalated lien release issues. Improved response time at the Vernon Hills site for escalated accounts by three times its previous rate. **Improved correspondence completion time by 40%… Show more Managed a section of 30 - 35 associates in the Lien Release and Lien Release Correspondence Sections. Responsibilities included management of workflow, quality control, staff selection and development, and employee performance appraisals. **Volunteered to be the single point of contact for all escalated lien release issues. Improved response time at the Vernon Hills site for escalated accounts by three times its previous rate. **Improved correspondence completion time by 40%, resulting in reduction of overall incoming customer service calls by 36%. **Implemented major research project that saved the department $180,000.00 in one year. **Developed incentive program to motivate release processors to increase production and accuracy levels, thereby improving customer service. Increased productivity by 15%. **Developed new audit guidelines and training procedures increasing the accuracy of the Section to 99%. **Promoted to Loan Servicing Associate Manager II in June, 2003. Show less



Fleet Mortgage

• Senior Trainer

  • Jun 1993 - Dec 1993

  Milwaukee, WI Supervised 20 - 30 employees in the Payoff Department. Responsibilities included training, monitoring workflow and productivity, preparing daily and weekly production and attendance reports, and special projects. **Trained new employees in the Support, Prepayment, Cash and Release Areas. **Served on System Conversion Team, training associates and troubleshooting on new system.

• Payoff Processor

  • Jun 1991 - May 1993

  Milwaukee, WI Responsibilities included processing payoff checks, receiving and reconciling wire transfers, releasing escrow balances, processing refinance edits, stop payments and voids, preparing release documents and mortgage cancellations and issuing checks for recording fees. **Promoted to Senior/Trainer in June, 1993.



Arandell

• United States
• Printing Services
• 100 - 200 Employee

• Accounts Payable Specialist

  • Aug 1983 - Sep 1989

  Milwaukee, WI Responsibilities included weekly cash requirements reports, coding invoices, data entry, expense reports, posting outside purchases to jobs, running checks, inventories, bank reconciliations, ink reports, prospective billing reports, autocount reports and purchase orders.