Experience

MDC Holdings Inc.

• United States
• 1 - 100 Employee

• Senior Secondary Marketing Analyst

  • Jul 2002 - Present

  - Secondary Marketing department lead for the risk management of a $200M monthly average loan pipeline - Administration Subject Matter Expert of hedging, pricing, and selling systems to ensure daily balancing and hedging of loans in company pipeline for accuracy, profitability, and exposure reduction - Trading of Mortgage Backed Securities to hedge the loan pipeline - Analyzing and executing the sale of loans in the secondary markets to drive profitability - Reconciling security trades, loan sales, interest rate locks, and the loan pipeline for balancing and accuracy - Supporting manager and communicating with other departments effectively to implement and maintain processes - Mentoring and training co-workers on job functions - Building and managing relationships with current and prospective investors - Collaborating with internal and external auditors to verify policies, procedures, and respond to all inquiries - Acting as the Subject Matter Expert on several system conversions Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Plan Accountant

  • May 2000 - Apr 2002

  - Reconciled Equity cash, stock, and 401K share accounts to ensure daily balancing- Discovered current, and researched historical, share breaks and variances, and worked with appropriate department for resolution of breaks in a prompt and timely manner- Notified and recovered stock certificates from clients due to duplications and errors, thereby reducing corporate exposure- Mentored and trained co-workers on job functions- Developed and presented ideas to management for process improvement and prevention of breaks Show less

• Participant Service Representative

  • Jul 1998 - May 2000

  - Worked as a Participant Service Representative and Admin Team Member in Equity Plans call center- Assisted clients with their inquiries, sold stock, exercised options, and resolved problems- Gained valuable customer service experience and product knowledge- Series 7 and 63 registered