Designed and implemented a new loan origination system for the bank. Worked with the client to develop a comprehensive business plan.
Managed mortgage lending and loan servicing for all types of residential and commercial properties. Developed and maintained relationships with lenders and other lenders to ensure the highest quality of services.
Created marketing materials for the purpose of identifying and implementing new strategies to improve the quality of life of the health care programs.
Conducted interviews, Hired, and trained new employees. Provided training and development to staff. Managed and motivated a team of 12 employees.
Processed and verified all loan documents and transactions were completed. Reviewed and approved loan modifications. Prepared and submitted credit reports.
Prepare and submit suspicious activity reports to the BSA Officer and the bank. The analysis is a report to the Board of Directors.
Marshall Retail Group
Developed and implemented a comprehensive risk management strategy to ensure the proper underwriting of the assets and liability of the company.
Developed financial models and presentations to assist in the optimization of the firm's trading and accounting processes. Created a new business model for the firm.
Assisted in the development of a comprehensive financial plan for a mortgage company to provide a more efficient and effective management structure.
Coordinated with the Board of Directors, CEO, and other staff members to ensure the smooth running of the company, including the monitoring of the financial condition of the company, and the management of the credit union
Developed and implemented a tax-free insurance program for the company, which included a new York state University, a scholarship program, and a non-profit.
Prepared and presented investment recommendations to senior management, including the SEC, a quarterly Board of Directors, and the annual report of the firm.