Document Custody Manager at AmTrust Bank
Cleveland/Akron, Ohio Area
Document Custody Manager at AmTrust Bank
Cleveland/Akron, Ohio Area
Mortgage Banking with extensive post closing audit and secondary market sales experience as well as document retrieval and delivery. Also a member of the eMortgage project.
Investor guidelines, requirements and delivery. Project Management, eMortgages
(Privately Held; Banking industry)
October 2009 — Present (6 months)
Leads and directs a team of 25 Document Management personnel and ensures that appropriate levels of productivity, department standards and objectives are met. Coordinates the preparation of accurate loan packages for submission to investors, including file preparation, imaging and data delivery. Develops and monitors key loan sales and delivery success criteria. Participates in the development, implementation, and maintenance of policies, objectives, short and long-range planning, develops and implements projects and programs to assist in accomplishment of established goals. Determines appropriate controls needed to increase income, reduce risk or improve customer service and makes recommendations to the Director.
(Privately Held; 1001-5000 employees; Banking industry)
March 2007 — December 2009 (2 years 10 months)
Applies knowledge of the needs of a business unit and of the systems technology to business problem solving. Defines and performs varied analytical systems development tasks to improve the quality of information and service to the assigned area of business. Managing projects for assigned line of business. Provides formalized and continuing work direction and leadership to project team members and is responsible for the appropriateness, timeliness, and quality of each aspect of the project. Is actively involved in the execution of the project plan, ensuring successful development and timely implementation. Promotes, coordinates and participates in sales and/or service activities for investors. Works in accordance with defined scopes and objectives to prepare moderately complex financial and business related analyses, reports and financial statements which assesses the impact of various projects and transactions
(Privately Held; 1001-5000 employees; Banking industry)
September 2006 — March 2007 (7 months)
Assisted with helping to gain control of our Document Custody operations 1)Reduced a backlog to current production in 3 months 2) Identified opportunities to reduce processing times and errors and increased production of team by 25% 3) Managed the team to help them meet every delivery deadline for sales as well as catalog and convert all documents to the new tracking system along with a purge of old documents. 5)Increased team morale and reduced absenteeism by 30%
(Privately Held; 1001-5000 employees; Banking industry)
September 2005 — September 2006 (1 year 1 month)
Applies knowledge of the needs of a business unit and of the systems technology to business problem solving. Defines and performs varied analytical systems development tasks to improve the quality of information and service to the assigned area of business. Managing projects for assigned line of business. Provides formalized and continuing work direction and leadership to project team members and is responsible for the appropriateness, timeliness, and quality of each aspect of the project. Is actively involved in the execution of the project plan, ensuring successful development and timely implementation. Promotes, coordinates and participates in sales and/or service activities for investors. Works in accordance with defined scopes and objectives to prepare moderately complex financial and business related analyses, reports and financial statements which assesses the impact of various projects and transactions
(Privately Held; 1001-5000 employees; Banking industry)
September 2001 — September 2005 (4 years 1 month)
Managed the secondary market delivery of both agency and private investor loans. This also included the investor delivery of documents and files for servicing sales. Major accomplishments included streamlining processes and cross training of staff to better manage the peaks and valleys of production and sales. Was able to handle 50% more production with little to no increase in staff.
BA , Accounting , 1986 — 1990
Reading, history, travel
Past member of FNMA Customer Advisory Group for Loan Delivery and Document Custody.
Six Sigma Yellow Belt Certification in 2007