Mortgage and Fixed Income Operations

TEAM EXPERIENCE

• Leadership in large scale business and   technology re-engineering efforts • Implementation of multiple governance and   oversight functions • Leadership in product development and   implementation for mortgage and security products   in the GSE arena

• Architecture, business analysis, business   requirements, testing, PMO and QA/QC • Significant experience managing $25 million plus   enterprise engagements • Delivery of transactional, operational and   enterprise data infrastructure with associated   analytics and reporting applications and data   management processes

EXPERTISE

Mortgage Conduit Operations • Loan origination • Application, credit decision and   scorecards, closing and post closing • Secondary marketing • Pipeline management and ‘Best   Execution’ analysis, mandatory and   best efforts, servicing released and   retained • Loan servicing • Master servicing and default asset   management, note custody   management • Securitization and re-securitization • Pooling and stratification, deal   structuring, structure reverse   engineering and tie out • Collateral receipt and security   issuance, bond payment, disclosure,   investor tax reporting • Ex post and ex ante bond and   collateral analysis

Mortgage Products • Fixed rate, ARM, prime and sub-prime, single   family, multifamily, commercial, reverse mortgage,   GSE and GNMA Other Assets including Credit Card and Auto Loans Security Products and Structures • MBS, Giants/Megas, Strips, REMICs/CMOs, ABS,   CMBS and CDO

SAMPLE PROJECTS

Mortgage Conduit Integration • Process to process integration • Channel integration • Integration to capital markets • B-to-B and B-to-C Integration Enterprise Business Architecture • Domain and business process modeling • Business flexibility modeling

Master Data Implementation • Loan master, security master, market and   reference master Operational and Process Governance • Data management and data quality • Business rules management • PMO/QA/QC Product Implementation • Mortgage product implementation • MBS product line implementation