You are on page 1of 3

2005 - 2010 Portfolio Manager - WAMU Prime and CITI- ServiceLink.

Denver, CO
Supervise and manage a team to be sure goals are met and tasks are being accomp
lished correctly. Maintain regular communication with Client contacts to ensure
SLAs are met. Strong Customer Service Skills- ability to interact with large Na
tional Accounts. Strong process improvement skills- ability to identify and sol
ve problems.
Job duties include:
Daily exception reporting to monitor employee task and ensure employee stays on
target for goals
Review, identify and resolve title issues.
Review all forms of Asset Valuation (BPO, Appraisal, etc.) and determine Reconc
iled Market Value.
Review Repair bid(s) and prepare Return on investment analysis to determine Rep
aired vs. As Is sales strategy.
Evaluate potential training issues and work with team members to better underst
and process flow and expectations
Prepare REO Marketing Plan and Recommended Marketing Strategy for client approv
al.
Review agent status reports and update marketing strategy as required by client
service level agreement. Prepare and recommend list price reductions as needed.
Negotiate all offers (highest and best) to client delegated authority.
Review Purchase and Sale agreements to ensure terms are defined as negotiated.
i.e. Price, Concessions, Deposits, Closing Time, Financing Terms, Execution of
Seller Addendum(s), etc
Ensure proper execution of all closing documents, review and approve Hud-1s, tr
ack proceeds and management fees to ensure Client receipt.
Responsible for data integrity. Maintain accurate asset status and detailed no
tes on assigned portfolio.
Provide support and assistance to entire client assigned team
Work with client to identify market trends and improve overall service
Conduct weekly portfolio reviews with each team member in order to ascertain th
e status of each individual portfolio, assist in any training requirements, revi
ew status of monthly targets and goals and promote the development of interperso
nal communication
Conduct weekly team meetings to review updated procedures and gather ideas for
streamlining processes.
Serve as a primary point of contact responsible for all aspects of client commu
nication and manage the delivery of service from team to ensure KPIs are being a
chieved
Serve as a link between Senior Management, the service delivery team and all in
ternal/external vendors
Responsible for the development and follow through of performance improvement p
lans and quarterly baseline goals

2003 - 2005 Asset Manager, Closing Manager and Title resolution Specialist - Fir
st American REO Servicing (formerly Matrix). Denver, CO
Responsibility as an Asset manager was to manage portfolio of client referred RE
O assets which have been acquired through foreclosure or loss mitigation alterna
tives. Primary accountability includes the liquidation of assets through aggres
sive and proactive marketing techniques while mitigating client losses. Responsi
bilities as a Closing manager: Manages the process for complex transactions, su
ch as those involving multiple parties, as well as transactions where there are
title, escrow and legal issues requiring resolution. Responsible for bringing l
oan escrows to a conclusion. Responsibilities as Title resolution specialist han
dled title resolution and file review for multiple states nationwide
Job duties include:
Primary client contact and ultimate accountability for overall performance of a
ssigned portfolio.
Review, identify and resolve title issues.
Review Closing statements and final HUD for accuracy of Sales terms and commiss
ion.
Follow up with lender directly to ensure loan is on target to close by sale dat
e.
Reviews of lender appraisal to reconcile for any issues raised and present find
ings to client for final direction.
Hud-1s, track proceeds and management fees to ensure Client receipt.
Responsible for data integrity. Maintain accurate asset status and detailed no
tes on assigned portfolio
Review all forms of Asset Valuation (BPO, Appraisal, etc.) and determine Reconc
iled Market Value.
Review Repair bid(s) and prepare Return on investment analysis to determine Rep
aired vs. As Is sales strategy.
Prepare REO Marketing Plan and Recommended Marketing Strategy for client approv
al.
Review agent status reports and update marketing strategy as required by client
service level agreement. Prepare and recommend list price reductions as needed.
Negotiate all offers (highest and best) to client delegated authority.
Review Purchase and Sale agreements to ensure terms are defined as negotiated.
i.e. Price, Concessions, Deposits, Closing Time, Financing Terms, Execution of
Seller Addendum(s), etc
Ensure proper execution of all closing documents, review and approve
Provide support and assistance to entire client assigned team
2001 - 2003 Asset Specialist to Asset Manager - AssetOne Marketing Group. Denver
, CO
Responsibilities as an Asset Specialist were to assist the Asset manager in mana
ging the Default process. This included selection of agents, to review of valua
tions and reconciliations as required. Assist in the overall marketing of the A
sset until disposition. Responsibility as an Asset manager was to manage portfol
io of client referred REO assets which have been acquired through foreclosure or
loss mitigation alternatives. Primary accountability includes the liquidation
of assets through aggressive and proactive marketing techniques while mitigating
client losses.
Job duties include::
Assist REO Asset Manager in the successful marketing and disposition of REO pro
perties
Assist in the selection of listing agents
Assist with the eviction process, cash for keys coordination and monitor assets
in redemption/ confirmation
Coordinate securing of the properties, trash outs, winterizations, grass cuts a
nd obtaining bids
Order values (Appraisals and Broker Price Opinions)
Order Reconciliations (when applicable)
Open title commitments and Review, identify and resolve title issues.
Order value updates
Follow up on any outstanding hazard claims
Ensure data integrity
Monitor open task queues
Process invoices to client for reimbursement
Close file out of system once asset is confirmed, closed and sold
Review all forms of Asset Valuation (BPO, Appraisal, etc.) and determine Reconc
iled Market Value.
Review Repair bid(s) and prepare Return on investment analysis to determine Rep
aired vs. As Is sales strategy.
Prepare REO Marketing Plan and Recommended Marketing Strategy for client approv
al.
Review agent status reports and update marketing strategy as required by client
service level agreement. Prepare and recommend list price reductions as needed.
Negotiate all offers (highest and best) to client delegated authority.
Review Purchase and Sale agreements to ensure terms are defined as negotiated.
i.e. Price, Concessions, Deposits, Closing Time, Financing Terms, Execution of
Seller Addendum(s), etc

1999 - 2001 Asset Specialist promoted to Asset Manager - Integrated Asset Servic
es. Englewood, CO
Responsibilities as an Asset Specialist were to assist the Asset manager in mana
ging the Default process. This included selection of agents, to review of valua
tions and reconciliations as required. Assist in the overall marketing of the A
sset until disposition. Responsibilities as a Closing manager: Manages the proc
ess for complex transactions, such as those involving multiple parties, as well
as transactions where there are title, escrow and legal issues requiring resolut
ion. Responsible for bringing loan escrows to a conclusion.
Job duties include:
Primary client contact and ultimate accountability for overall performance of as
signed portfolio.
Review, identify and resolve title issues.
Review all forms of Asset Valuation (BPO, Appraisal, etc.) and determine Reconc
iled Market Value.
Review Repair bid(s) and prepare Return on investment analysis to determine Rep
aired vs. As Is sales strategy.
Prepare REO Marketing Plan and Recommended Marketing Strategy for client approv
al.
Review agent status reports and update marketing strategy every 30 days. Prepa
re and recommend list price reductions as needed.
Negotiate all offers (highest and best) to client delegated authority.
Review Purchase and Sale agreements to ensure terms are defined as negotiated.
i.e. Price, Concessions, Deposits, Closing Time, Financing Terms, Execution of
Seller Addendum(s), etc
Ensure proper execution of all closing documents, review and approve Hud-1s, tr
ack proceeds and management fees to ensure Client receipt.
Responsible for data integrity. Maintain accurate asset status and detailed no
tes on assigned portfolio.
Provide support and assistance to entire client assigned team