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Multiple
technology evaluation and selection projects for banks, mortgage
lenders, national service providers and colleges; systems
include loan origination, underwriting, secondary marketing,
electronic document delivery, electronic vendor management
system, servicing, imaging and Internet banking and bill payment
technologies. |
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Evaluation
and selection of mortgage and consumer loan origination and
automated underwriting technologies and design of an organizational
reconfiguration and implementation of "Best Practices"
mortgage and consumer loan processing workflows for a lender,
producing a 25% improvement in processing cycle times and
a 17% reduction in processing staff. |
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Identification,
development and roll out of a new product for a national financial
services vendor that provides proprietary customer retention
and acquisition solutions for top-30 and super-regional lenders.
The service supports multiple distribution channels including
direct mail, call center and Internet. |
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Best
Practices Workflow design services for the residential mortgage,
home equity lending, direct and indirect consumer and commercial
lending business lines for a financial services company. |
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Development
of corporate strategic plans for banks, mortgage companies,
service providers and associations. |
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Development
and implementation of a strategic technology plan for a national
service provider that included major Internet, Intranet, proprietary
software applications, imaging and legacy system migration
strategies. The plan significantly improved the competitive
position of the company. |
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Implementation
of a company-wide imaging technology that eliminated paper
and reduced staffing by 12% for a national real estate industry
service provider. |
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Design
of the first college-based mortgage finance technology laboratory
in the United States. The laboratory was established for the
training of prospective mortgage industry employees. |
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Project
director of a crisis management project to identify, classify,
review, package and sell real estate loan assets of eight
closed banks and credit unions in order to convert the assets
into cash for repayment to depositors. |