Experience

ACES Quality Management

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President Of Operations

  • Jan 2020 - Present

  Jacksonville, Florida Area Responsible for overseeing an amazing team committed to the success of our clients. Collectively we assist clients onboarding to ACES, perform Professional Services engagements to enhance our clients' usage of ACES, produce client education material including ACES Summit and conference presentations, enhancement videos and "How To" documents/videos for ACES and Business Objects, stay in touch with our clients and offer assistance in good times and bad to ensure they love ACES as much as we do… Show more Responsible for overseeing an amazing team committed to the success of our clients. Collectively we assist clients onboarding to ACES, perform Professional Services engagements to enhance our clients' usage of ACES, produce client education material including ACES Summit and conference presentations, enhancement videos and "How To" documents/videos for ACES and Business Objects, stay in touch with our clients and offer assistance in good times and bad to ensure they love ACES as much as we do, offer support services to assist with the day to day operation of ACES, and keep our clients "In the Know" by monitoring 70+federal, state and agency related requirements through our Intelligent Questionnaires (ACES IQs).

• Vice President, Client Success

  • May 2018 - Dec 2019

  Jacksonville, Florida Area ACES Risk Management (ARMCO) product line includes loan quality enterprise software, services, data and analytics. Over half of the top 20 mortgage lenders in the U.S. choose ARMCO as their provider for transaction risk management software.

• Director, Client Services

  • May 2016 - May 2018

  Jacksonville, Florida Area IMPLEMENTATION: Guide new clients through the on-boarding process by: • Understanding their workflow • Assisting with the identification and mapping of key data elements for import • Configuring the database to meet their team’s needs • Building a questionnaire with ACES IQ’s and client specific questions • Customizing Business Objects reports from our robust standard report deck • Conducting remote and onsite training to ensure the client has all the skills necessary to be… Show more IMPLEMENTATION: Guide new clients through the on-boarding process by: • Understanding their workflow • Assisting with the identification and mapping of key data elements for import • Configuring the database to meet their team’s needs • Building a questionnaire with ACES IQ’s and client specific questions • Customizing Business Objects reports from our robust standard report deck • Conducting remote and onsite training to ensure the client has all the skills necessary to be successful • Offering recommendations to promote best practice based on my extensive experience in the QC space, and specifically with the ACES product PROFESSIONAL SERVICES: Work with existing clients to identify ways to maximize their use of ACES by: • Reviewing and understanding their workflow • Reviewing their use of ACES, and offering suggestions for increased usage and efficiencies • Conducting remote training to introduce new skills and shore up existing skills • Building customized Business Objects reports to better meet the client’s reporting needs • Sharing best practices from personal, client and industry experience PRODUCT DEVELOPMENT: Always looking for new ways to make ACES better through interactions with our clients, and analyzing industry trends DOCUMENTATION/TRAINING: Support a client centric environment by producing training documents, videos and webinars INDUSTRY RESOURCE: Serve as a speaker for national conferences such as MBA RMQA and NEXT Women's Mortgage Technology. Produce webinars and white papers with topics ranging from executive level reporting and preparing for regulatory audits



EverBank

• United States
• Banking
• 700 & Above Employee

• Strategic Reporting and Technology Manager

  • Feb 2015 - Apr 2016

  Jacksonville, Florida Area -Managed a support staff of three (two Strategic Reporting analysts/ACES administrators and one Project Manager) responsible for Management Action Plan (MAP) administration, EQC policy maintenance, EQC change management, ACES administration, reporting, training and troubleshooting -Served as trainer for EQC’s “ACES 101” training, including documentation development and presentation. -Served on the Operational Risk Management development team through Enterprise Risk Management, including… Show more -Managed a support staff of three (two Strategic Reporting analysts/ACES administrators and one Project Manager) responsible for Management Action Plan (MAP) administration, EQC policy maintenance, EQC change management, ACES administration, reporting, training and troubleshooting -Served as trainer for EQC’s “ACES 101” training, including documentation development and presentation. -Served on the Operational Risk Management development team through Enterprise Risk Management, including policy framework development, loss event definitions, GL mapping and reporting. -Served as Liaison and Data Manager for Internal and External Audits (CFPB, FHLMC, FNMA, HUD, OCC, etc.) -Served as Senior Report Writer for Enterprise Executive Summaries -Successfully completed the Foundations of Management training program offered through EverBank’s Learning and Development department. -Successfully completed nationally recognized management training such as Crucial Conversations, Write To The Top, Influencer and Six Thinking Hats

• Strategic Reporting Analyst-Quality Control Dept

  • Apr 2012 - Jan 2015

  Jacksonville, Florida Area -Served as Administrator for ACES including access control, questionnaire/exception maintenance, infrastructure management, change control and troubleshooting/training -Performed sample selection and audit setup within ACES for Investor/Agency related reviews -Served as technical liaison for ARMCO, IT, internal customers and external auditors including presentations, reporting and support -Developed and produced reports via Business Objects, Excel and Power Point including Executive… Show more -Served as Administrator for ACES including access control, questionnaire/exception maintenance, infrastructure management, change control and troubleshooting/training -Performed sample selection and audit setup within ACES for Investor/Agency related reviews -Served as technical liaison for ARMCO, IT, internal customers and external auditors including presentations, reporting and support -Developed and produced reports via Business Objects, Excel and Power Point including Executive Summaries, special investigations, employee performance, forecasting and ad hoc requests -Served as Sharepoint Administrator for Quality Control -Developed and maintained procedures for sampling and audit setup -Served as OCC Banknet Administrator

• Compliance Analyst III-Compliance Program-Quality Control Dept

  • Aug 2011 - Apr 2012

  Jacksonville, Florida Area -Assisted in the development of the Complaint Database -Served as the administrator and SME for the Complaint Database -Served as the liaison between COPS and IT in regards to the database -Performed monthly Complaint reviews and quarterly wrap ups

• Compliance Operations Project Manager-Quality Control Dept

  • Jun 2006 - Aug 2011

  Jacksonville, Florida Area -Developed and maintained Compliance/HMDA audit programs -Worked with business units and Corporate Compliance/Legal on questions, issues and the implementation of new audit steps -Provided guidance and implement operating procedures for Production Compliance, Bank Compliance, HMDA and Servicing analysts -Developed and maintained Compliance, QC and Fair Lending Databases -Assisted in the development and implementation of the ACES application -Provided monthly and adhoc reporting… Show more -Developed and maintained Compliance/HMDA audit programs -Worked with business units and Corporate Compliance/Legal on questions, issues and the implementation of new audit steps -Provided guidance and implement operating procedures for Production Compliance, Bank Compliance, HMDA and Servicing analysts -Developed and maintained Compliance, QC and Fair Lending Databases -Assisted in the development and implementation of the ACES application -Provided monthly and adhoc reporting for internal and external customers -Managed the Investor File Request process -Assisted the Manager with projects as needed -Served as Records Retention Manager for Quality Control -Served as Third Party Vendor Manager for Quality Control

• Compliance Analyst II-Community Bank-Quality Control Dept

  • Jun 2003 - Jun 2006

  Jacksonville, Florida Area -Monitored EverBank of Florida’s daily activities for compliance with the various Federal regulations through a series of audit reviews. -Developed and maintain audit program. -Issued periodic review results to senior and executive management. -Assisted the branches in adjusting procedures to ensure compliance. -Assisted the compliance department with training as requested. -Performed compliance reviews for CREL and Everbank Direct. -Created and managed the various databases… Show more -Monitored EverBank of Florida’s daily activities for compliance with the various Federal regulations through a series of audit reviews. -Developed and maintain audit program. -Issued periodic review results to senior and executive management. -Assisted the branches in adjusting procedures to ensure compliance. -Assisted the compliance department with training as requested. -Performed compliance reviews for CREL and Everbank Direct. -Created and managed the various databases used in Quality Control. -Issued a number of month end reports, including Cost Summary and Trending. -Managed the Quality Control Share Point web site.

• Compliance Analyst I-Residential Mortgage Production-Quality Control Dept

  • Jun 2001 - Jun 2003

  Jacksonville, Florida Area -Reviewed mortgage loan documents (originated and non-originated) for compliance with the various Federal and State regulations. -Developed and maintained audit program. -Issued monthly review results to senior and executive management. -Performed periodic onsite branch audits. -Monitored newly originated loans for early payment defaults.

• Servicing Compliance Analyst-Quality Control Dept

  • Aug 1998 - Jun 2001

  Jacksonville, Florida Area -Monitored the servicing division’s daily activities for compliance with various Federal and investor regulations through a series of audit reviews. -Developed and maintained audit program. -Issued quarterly review results to senior and executive management. -Assisted the departments in adjusting procedures to ensure compliance. -Monitored newly originated loans for early payment defaults.

• Supervisor-Assumptions, Special Loans

  • Jan 1996 - Aug 1998

  Jacksonville, Florida Area -Supervised support staff of four responsible for the following: processing simple and qualifying assumptions; updating the system for name changes; adjusting arm loans; converting arm loans to fixed; auditing arm loans; resetting balloon loans; recertifying HUD 235 loans; and the servicing of buy down, step rate, and wrap loans. -Due diligence team member-reviewed loans and servicing systems on site prior to transfer, prepared for transfer accordingly. -Monitored and controlled… Show more -Supervised support staff of four responsible for the following: processing simple and qualifying assumptions; updating the system for name changes; adjusting arm loans; converting arm loans to fixed; auditing arm loans; resetting balloon loans; recertifying HUD 235 loans; and the servicing of buy down, step rate, and wrap loans. -Due diligence team member-reviewed loans and servicing systems on site prior to transfer, prepared for transfer accordingly. -Monitored and controlled departmental operating budget. -Maintained working relations and open communication with related departments.

• Supervisor-Paid In Full

  • Jan 1996 - Nov 1997

  Jacksonville, Florida Area -Supervised support staff of six responsible for the following: applying payoff funds; refunding escrow deposits; requesting and receiving original collateral documents; creating release instruments; filing and recording power of attorneys with the courthouse of venue; and resolving chain of title problems.



Boatmen's National Mortgage, Inc.

• Supervisor-Mortgage Custody Dept

  • Nov 1992 - Jan 1996

  Greater Memphis Area -Supervised support staff of 11 responsible for the following: requesting and ensuring the safety and timely return of original legal documents needed for payoffs, foreclosures or general review; identifying and properly routing original documents after scanning; resolving chain of title problems; filing and recording power of attorneys with the courthouse of venue; and reviewing unidentified documents to determine appropriate action. -Coordinated document movement between five… Show more -Supervised support staff of 11 responsible for the following: requesting and ensuring the safety and timely return of original legal documents needed for payoffs, foreclosures or general review; identifying and properly routing original documents after scanning; resolving chain of title problems; filing and recording power of attorneys with the courthouse of venue; and reviewing unidentified documents to determine appropriate action. -Coordinated document movement between five corporate-owned custodial branches and 200+ custodians nationally. -Maintained working relations and open communication with staff and related departments. -Monitored and controlled departmental operating budget. Show less