Experience

Planet Management Group
• United States
• Financial Services
• 1 - 100 Employee
• Asset Manager

  • Aug 2019 - Present

Key Bank
• United States
• Financial Services
• Investor accountant

  • Jan 2015 - May 2018


JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Sr. Business Analyst

  • Oct 2011 - Nov 2014

  Develop and maintain monthly reports to identify and track month over month mortgagor satisfaction with the collection department. Facilitate monthly calibration meetings with business owners to review the prior month's level of customer service provided by their agents. Discuss month over month trends identifying those where positive customer service levels have increased. If specific to a process/procedural change share this best practice with other groups in the organization. Report to management on the number of weekly survey samples their agents are generating Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Management Metrics Analyst

  • Feb 2003 - Sep 2011

  Generate month end Investor reports for all special serviced loan. The reports combined current month end loan status along with historical cash and prior month loan status. Upon request, produced ad hoc reports that provided the investor with specific loan level data. Reports were used to price the pool for any potential sale or if needed set aside sufficient reserves based on the statuses of the loans. Main point of contact for all servicing personal and Credit Risk Managers who had oversight of the pool. Main point of contact for all of servicing and Credit Risk Managers who had oversight of the pool. Attend bi-monthly meetings with the Credit Risk Managers to discuss current servicing practices. Also discuss any upcoming changes in servicing to address and correct any negative performance trends of their pools. Respond to all Credit Risk Managers monthly loan level status exception reports. Show less



Washington Mutual

• United States
• Insurance

• Various Loan Servicing Managerial Positions

  • Feb 1986 - Jan 2003

  Customer Service Manager- 23 staff members Default Accounting/Bank Reconciliation Manager- 12 staff members Default Accounting/Investor Accounting Manager- 15 staff members Default Accounting Manager- 8 staff members Customer Service Manager- 23 staff members Default Accounting/Bank Reconciliation Manager- 12 staff members Default Accounting/Investor Accounting Manager- 15 staff members Default Accounting Manager- 8 staff members