Bio or Mini Resume:
VIGILANT ENTERPRISE SOLUTIONS/BAYTECH 2002 – PRESENT
Chief Financial Officer/Principal
Managing all financial aspects of startup, self-funded IT Consulting practice of ultimately grossing over $12MM in top line revenue annually. Channel Partner CA, HP, Compuware and Managed Objects.
NORTH AMERICAN MORTGAGE COMPANY – TAMPA, FL 1997 - 2002
Vice President – Secondary Marketing
Managed daily calculation and delivery of mortgage pricing to a nationwide multi-channel network of branches for a Top 10 originator. Managed rate lock and pricing policy desk. Managed 3 Pricing Analysts responsible for administration of Secondary policy. Represented Secondary Marketing on the Systems Resource Allocation Committee. Managed departmental Disaster Recovery planning. Compiled market data to analyze corporate competitive position.
CHASE MANHATTAN MORTGAGE CORPORATION – TAMPA, FL 1991 - 1997
Vice President – National Operations
Handled all aspects of workflow planning for a nationwide underwriting staff of over 350 people. Performed hire versus third party contractor analyses. Managed capital expenditure for the entire Operations staff including desktop procurement and mid range buy versus lease analyses. Planned, forecasted and reviewed actual results for a nationwide underwriting division of over 350 employees. Developed work force scale model sensitive to origination volume projections.
Asst Vice President – Interest Rate Risk Management
Managed a staff of 2 employees responsible for calculation and delivery of daily multi-channel mortgage pricing to a network of over 150+ branches nationwide operating on 3 different origination platforms. Responsible for compilation of weekly competitive survey produced from data submitted by third party vendors as well as branch network.
Financial Analyst – National Sales and Marketing
Reported actual results and planned for entire Retail and Wholesale distribution channels. Designed metrics for quality assurance program that allowed producers to attain commission bonus based on customer satisfaction. Performed volume analyses monitoring sales staff actual results versus performance metrics. Developed forecasting methodology to predict future closings based on current applications.
Financial Analyst – National Direct Consumer
Reported actual results and planned for direct to consumer mortgage telemarketing operation. Assisted in negotiation of Affinity Group business arrangements. Designed and managed Automated Response Unit to fit current market conditions. Created reporting for telemarketing personnel daily production regarding no of inbound and outbound sales, contacts and abandons.
TRANSAMERICA LEASING – NEW YORK, NY 1985 - 1991
Senior Financial Analyst
Planned, forecasted and reported actual results versus benchmarks for worlds largest inter-modal equipment lessor. Created financial statements by product line for 5 different inter-modal equipment lines of business representing over $8 Billion in assets. Prepared of intra-company and consolidated financial statements.
EDUCATION & LANGUAGES
FLORIDA METROPOLITAN UNIVERSITY – Bachelors of Science in Accounting – Summa Cum Laude
BILINGUAL - English and Spanish
CERTIFICATIONS
Information Technology Infrastructure Library (ITIL) – ITIL Foundation (ver 2 & 3)
Xactimate 25 Levels I and II certified
US Staffing Adjuster 101 Certified
COMPUTER SKILLS
Software: Expert in Excel and Access. Proficient in in Word, PowerPoint, Outlook, Visio. Working knowledge of Compuware Vantage Suite of Performance Products, Compuware QA Suite, Compuware ChangePoint for ITG, and CA's ESM and BSO products
|