Robert Morrissey

Operations Specialist at Solidifi Title & Closing, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Fernley, Nevada, United States, US

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5.0

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Dennis L.

I’ve worked closely with Bob on many issues over the past several years. Bob was invaluable to my team and one of the most gifted Compliance Analysts I’ve worked with. His combination of creativity, tenaciousness, and care in collecting and preserving information have made him invaluable to our departement.

Ian Jon Mendoza

Bob is a true Compliance Officer - acts with integrity and confronts issues head-on. He's such a great collaborator and have sharp instincts at decision-making. These skills proved critical in our team's success on various revenue-related compliance initiatives . I'm honored to be working with Bob! - Ian Jon Mendoza

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Operations Specialist
      • Apr 2021 - Present

      Solidifi provides valuation, title and settlement services to the residential mortgage lending industry. Our clients include approximately 60 of the top 100 lenders in America. Solidifi provides valuation, title and settlement services to the residential mortgage lending industry. Our clients include approximately 60 of the top 100 lenders in America.

    • United States
    • 1 - 100 Employee
    • Specialist
      • Jun 2020 - Apr 2021

    • United States
    • Retail
    • 700 & Above Employee
    • Firearm Operations
      • Sep 2019 - Jun 2020

      • Ensured proper completion of ATF forms, applicable state forms necessary for background checks, certifying and screening all potential firearm transfers for legality of the sale, and complying with other state requirements. • Conducted monthly firearm audits. • Responsible for disposing firearms shipped / transferred to federal licensed dealers, or stores, and verifying disposition data fed from the electronic 4473 to the A&D book. • Assisted in implementing and training associates on new proprietary firearm A&D system Show less

    • Canada
    • Software Development
    • 700 & Above Employee
    • Quant Compliance & Business Operations Analyst
      • Nov 2014 - Oct 2018

      • Served as part of a high performing Quantitative Analytics team in the Financial & Risk Division, managing 13 quarterly 3rd party compliance reports including MSCI, BARRA, S&P, LSE and IHS Markit. • Provided comprehensive support for $10,000+ in MRR, promoting proprietary content and solutions in Q2, 2017. • Developed additional compliance-based reports as needed to effectively track cancellations and revenue trends. • Supported the Compliance Manager with a number of revenue-related compliance initiatives across GTM Americas. • Managed and spearheaded the successful installation process of all platform and content sales on a global basis for the company’s products including Market QA, QA Direct and QA Studio. • Oversaw and led the installation process of trial-related content for global sales for Market QA, QA Direct, DDL and FTP Feed Products. • Leveraged strength related to tracking and managing priority projects in conjunction with multiple departments, maintaining open lines of communication with sales executives and clients. • Continually tracked and monitored company and third-party data trials, following up with respective third-party and internal sales teams in a timely manner. • Created and delivered additional compliance reporting as needed and responded to client inquiries in a timely, professional manner through research and advice provided as needed regarding content-related licensing questions. Notable achievements while in the position included: - Recipient of the “MVP Award – Market Development & Operations”, Q2, 2017. - Recipient of the “TP Appreciate” award in December 2016 for helping increasing the sales goal by 150% from the prior quarter. - Recipient of the “Above & Beyond Platinum Award” in January and June of 2015. Show less

    • Financial Services
    • 700 & Above Employee
    • Investment Banking - Salesforce Data Analyst
      • 2014 - 2014

      • Served as a data analyst on the Salesforce Data Administration team in the Investment Banking group, responsible for responding to all Salesforce-related inquiries. • Added valued contributions in vendor meetings to help integrate new systems into MIS and Investment Banking. • Played a key role in the successful rebranding efforts which migrated the Corporate Finance department to Investment Banking department. • Manipulated/enriched system data to provide executives with a comprehensive, holistic view of clients. • Researched Private Equity firms and Portfolio companies of those firms in presentations through the use of Capital IQ, EDGAR and the web. • Correctly reassigned and realigned client interests in the company CRM for a department-wide initiative. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern - Merger & Acquisitions Analyst
      • 2013 - 2013

      • Worked in collaboration with the senior management team who had full responsibility for the management of a global portfolio of companies located in Germany, Italy and the United Kingdom valued at $1.9B. • Prepared and delivered detailed competitor analysis covering various sectors including commercial and residential real estate and financial services, delivering detailed reports for use by the senior management team. • Served as a member of the global procurement team, leading in terms of oversite of $50M+ in annual spending. • Played a key role on a senior care community acquisition in addition to participating in new business regarding the Florida East Coast Railroad (FECR). • Delivered educational presentations to members of the senior leadership team regarding company acquisition and current assets. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern - Procurement Sourcing & Operations Analyst
      • 2012 - 2012

      • Member of the global procurement team, with responsibility for oversight of over $50 million in annual spending. • Worked on a senior care community acquisition, and also participated in new business regarding Florida East Coast Railroad (FECR). • Made presentations to members of senior leadership regarding company acquisitions and current assets. • Member of the global procurement team, with responsibility for oversight of over $50 million in annual spending. • Worked on a senior care community acquisition, and also participated in new business regarding Florida East Coast Railroad (FECR). • Made presentations to members of senior leadership regarding company acquisitions and current assets.

Education

  • Miami University
    Bachelor's Degree

Community

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