Project Intermediate Analyst, CPMG, AVP Resume Example

Managed relationships with 6 operations teams that were responsible for 3,100 documented processes. Resolved complex problems by leveraging resources, including relationships, performing in-depth evaluation of operations, reviewing cross-functional business processes, published procedures, and comparing industry and investor standards. Proposed solutions to improve outcomes, in either efficiency saves or shorten development timelines.  Supported CAP resolutions. Served as Communication and Membership Steering Committee chair for Citi Women's Network - St. Louis. Member of the Professional Development Committee St. Louis. Continued education through various resources, including the Citi Lean Certification Program.

Key Accomplishments -

• During a single work effort, proposed change to process that eliminated 220 procedural gaps and reduced keystrokes an average of 5400 per month.  
• Developed a project management EUC, that acted as a portal for submitting project requests, storing project documents, communicating with stakeholders and reporting on overall team status metrics.
• Co-developed and delivered Outlook Empowerment training sessions, as part of an VOE initiative of Core Operations.

Relationship liaison for Custodial Operations and investors (Fannie Mae, Freddie Mac and Ginnie Mae), and numerous internal clients across Capital Markets, Legal, Compliance, Risk, Audit and Documentation Management. Provided support for disposition of processes, including compilation of due diligence materials, audit responses and the identification of potential findings to senior management in advance of auditors review. Reviewed potential contracts with third-party servicers for compliance with industry standards and business strategy. Documented business processes and analyzed procedures to see that they would meet changing business needs. Researched and resolved issues regarding the integrity of data flow into databases and recommended operational improvements based on tracking and analysis.

Key Accomplishments -

• Key on-site coordinator of the migration of Ginnie Mae custodial operations, processes and the 800K collateral files from the Frederick, Maryland site closure.
• Managed efforts on sale activity that included process redesigns and reviews of exceptions that resulted in a $40,000 save on the ARM portion of the project.
• Supported the beginning of the MSR efforts by volunteering support on a 3rd shift overseeing approximately 100 staff, which resulted in a successful sale of 300K loans.

Managed a mix of vendor supplied temporary staff and full-time Citi non-exempts (variable between 20-40 depending on project demands). Initially promoted to manage the incoming trailing documents filing team on the evening shift. Then recruited to the Custodial Certifications and Bulk Acquisition team, managing the custodial audit process for loan sales (averaging 3 billion dollars per month in issue balances) to Fannie Mae and Freddie Mac. Ensured adherence to and improvement of procedures that reflected existing policies, standards, regulations and requirements. Created a culture of accountability and created quality assurance that achieved two "No Findings" audit results from investors. Initiated key partnership with Capital Markets which allowed for delivery of deals on tight timelines. Worked closely with cross-functional business partners and investors in post-acquisition activities and integration of new assets in the portfolio, such as the migration of 1.2MM acquisition collateral files. Provided monthly budget reports and coordinated EUC testing. Stayed abreast of industry updates and represented Citi at the annual Document Custodian Conference.

Key accomplishments –

• Eliminated a 10 month inventory of 300K trailing documents by engaging the team to create a new workflow and innovative tracking system that utilized document average weight instead of manual counting.
• Improved the error rate for the Fannie Mae custodial audit from 3% to 0%, which was the first instance of 0%  error rate recorded by Fannie Mae for a custodian of Citi's size.
• Developed a client request solution for an off-site team that improved their turn time by a full day.