Robert Shepherd

VP Global Operations at Ascendum Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
US

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It is rare that you come across standout talent like Rob. I had the pleasure of working with Rob for two years at Clean Energy Collective. His responsibilities included securing financing partners for CEC’s residential solar products. This was critical to the success of the residential sales team’s ability to sell community solar. Throughout Rob’s tenure, I was particularly impressed with the number of relationships he would develop with banks, which ultimately led to consumers recognizing that community solar was a viable option because financing was available. Rob also has an upbeat and positive attitude and was infectious throughout the entire organization. No matter how tense or stressful things were in the office, you could always count on Rob for a great story and a smile! Any employer would be lucky to have Rob as part of their team!

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Credentials

  • Real Estate Law Certification
    South Cape College

Experience

    • United States
    • IT Services and IT Consulting
    • 400 - 500 Employee
    • VP Global Operations
      • Oct 2015 - Present

      Corporate Executive Developing financial services for residential title companies, mortgage companies, insurance companies and accounting/bookkeeping companies. Develop mortgage underwriting programs for mortgage lenders and accounting services. Delivering post-closing audits, pre-doc audits, pre-funding audits, compliance, pre-purchase review, HMDA review, trailing documents, Reg B audits and phone monitoring services for clients. Deliveries include commitments, final policy, lien clearing and abstracting for real estate title companies. Medical bill processing for call center operations. Actively supervises, 900 employees and 30 managers. Consults and provide client strategies conducive to business growth, process improvement and compliance with government regulations. Recognizes potential client solutions and identifies possible ways to simplify and develop processes which are compliant, further reducing costs.

    • Renewable Energy Semiconductor Manufacturing
    • 1 - 100 Employee
    • Vice President of Structured Finance
      • Nov 2013 - Oct 2015

      Direct and coordinate solar financial planning and management functions. Recommend benchmarks for measuring the financial and operating performance Monitor and analyze monthly operating results against budget. Oversee daily operations of the consumer finance department. Manage the preparation of all consumer financial reports. Manage the preparation of financial outlooks and financial forecasts in consumer financing. Prepare financial analysis for contract negotiations and product investment decisions for consumer financial needs. Ensure compliance with local, state, and compliance reporting requirements. Work with department managers to develop short and long term business plans. Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures Design, establish, and maintain an organizational structure to effectively accomplish the departments goals and objectives. Coordinate marketing efforts for consumer finance and provide recommendations for procedural improvements.

    • Vice President Mortgage Operations
      • Jan 2013 - Nov 2013

      Responsibilities included developing hiring programs, training programs, profit management, effectively negotiating loan programs with lenders. Developed and supervised Profit and Loss branch platform. Supervised 70 employees and successfully boarded 14 branches. The Region closed over $33,000,000 in monthly loan volume. The Regional loan volume increased the company volume over 30%. Responsibilities included developing hiring programs, training programs, profit management, effectively negotiating loan programs with lenders. Developed and supervised Profit and Loss branch platform. Supervised 70 employees and successfully boarded 14 branches. The Region closed over $33,000,000 in monthly loan volume. The Regional loan volume increased the company volume over 30%.

    • Executive Vice President of Mortgage
      • Nov 2010 - Jan 2013

      Directed the mortgage Division in Compliance, Originations, Marketing, and Warehouse Lines, Analytics, Operations, Fraud prevention and Government Lending. Responsible for all mortgage activities. Developed departments and programs to sell mortgage loans directly to Quicken, Wells Fargo, 5/3rd, Michigan Mutual and Federal Home Loan Bank. Increased credit union assets from 7% to 15.9%. Managed over 700 employees and closed over $300,000,000 a month in real-estate mortgage loans. Profits increased from $275,000 annual income to $6,000,000 in annual net income. Officer of Credit Union

Education

  • Xavier University
    Business Administration and Management, General
    1989 - 1991

Community

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