Professional Documents
Culture Documents
AREAS OF EXPERTISE
Mortgage Call Centers Mortgage Operations Staff Leadership Quality Control Assurance
Productivity Improvements Program Implementation Cross-Departmental Communication
Customer Assistance Loan Modifications Loss Mitigation Collections Trend Analysis
Vendor Relations Policies & Procedures Presentations Team Facilitation Reporting
Troubleshooting
PROFESSIONAL EXPERIENCE
WINGSPAN PORTFOLIO ADVISORS, Melbourne, FL
2013-2014
Loan Modification Manager/AVP
Provided leadership for Customer Assistance Specialist Department, taking over low performing
team, coaching them into the top team for 2013, and receiving highest annual performance ratings.
Held key responsibility for auditing associates, pre-underwriting, escalations, vendor relations,
employee development, telephony, and quality assurance.
Proficient in policies regarding Regulation B, Regulation X, FDCPA and Department of Justice
guidelines, FHLMC, USDA, FHA, and VA.
Key Accomplishments:
Served as integral member of department that serviced high-profile JPMorgan Chase customers.
Instituted program that lowered Department of Justice fines by more than 90%.
Managed centralized, high-risk portfolio (Regulation B) through strict change management process,
ensuring all performance and cost benefit analysis metrics were achieved and leading to top-performing
and most profitable Regulation B Department throughout all of JPMorgan Chase.
Achieved record-setting metrics and nationally ranked in top quartile for company performance, while
maintaining top account per employee numbers in the company.
Slashed first lien Regulation B violations by more than 90% ($21 million down to $330,000).
Refined loan triaging process, increasing productivity by more than 50%.
Increased quality assurance scores from less than 90% to above 96% in 18 months through audit and
compliance oversight.
EDUCATION
The College of Wooster, Wooster, OH, Bachelor Arts, cum laude, Speech Communications
TECHNICAL SKILLS
Proficient in Microsoft Office, Project, Visio, Witness, CentreVu, Fortracs, Ivault, Crystal, Lotus Notes,
Cold, Adobe Acrobat, Access, and Horizon