Bio
Credentials
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CPA
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Experience
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BOK Financial
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Tulsa, Oklahoma, United States
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SVP, Mortgage Servicing Loan Administration
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Nov 2020 - Present
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Tulsa, Oklahoma, United States
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United States
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Financial Services
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700 & Above Employee
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SVP, Manager of Cash, Investor Accounting, Operations Support, and Specisl Loans
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May 2018 - Nov 2020
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Vice President Mortgage Servicing Operations Support
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Feb 2016 - May 2018
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AVP, Service Process and Risk Control Strategist
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May 2014 - Jan 2016
Process development to identify efficiency, effectiveness, and compliance. Risk control through report creation, review, and analytics. Software implementation lead.
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Investor Accounting Supervisor
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Dec 2010 - May 2014
I manage the Investor Accounting Department for the Mortgage Division of Bank of Oklahoma (BOKF,NA). My team of 8 handles the reporting, reconcilling and remitting of funds on a $14Billion portfolio to Fannie Mae, Freddie Mac, Ginnie Mae, FHLB, and a number of other private investors. I handle the annual recertification for all investors and government agencies. I prepare for, handle, and respond to audits from internal auditors, external auditors, investor auditors, government agencies, etc.
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ReoHab, INC.
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Las Vegas, Nevada Area
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Controller/Director of Investments
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May 2009 - Sep 2010
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Las Vegas, Nevada Area
I handled the identification, evaulation, and presentation of properties/investment opportunities to investors. I prepared monthly reporting to private investors on each property. I completed monthly and yearly reporting. Prepared all financial statements for tax preparation, completed budget analysis, profit and loss statements per property, and managed rehabilitation of properties.
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Processing Manager
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May 2006 - Apr 2009
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Education
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2006 - 2008Colorado Technical University
Bachelor of Science (BS), Accounting -
2005 - 2006Tulsa Community College
Associate of Science (A.S.), Biology, General
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References
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