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James Boone 5009 Brandenburg Ln.| The Colony, TX 75056| (469)742-1153| [email protected] Detailed, organized business professional who can successfully manage and support multiple projects leading to increased levels of production Core areas of knowledge and skills Customer Service Change Management Team Leadership Vendor Management Problem Solving Default Servicing Loss Mitigation Mortgage Modifications Client Relationship Management Centralized Sales – Loan Origination/Processing Microsoft Office Suite: Additional training in Excel and Access for database management and report publishing PROFESSIONAL EXPERIENCE Division Manager ServiceLink – Invoicing Solutions Feb 2016 – June 2016 Managed the day-to-day pipelines for 50+ associates, ensuring exceptional quality and efficiency Conducted weekly, sometimes daily, production meetings to discuss deliverables with Team Leaders Directed weekly and monthly training sessions to adhere to strict FNMA guidelines Project Specialist Carlisle & Gallagher Consulting Group May 2014 – Feb 2016 Cross-trained in multifunctional roles which include: document gathering and analyzing; reviewing mortgage transactions for Conventional, FHA, VA, FHLMC, Investor-owned loans; applying business rules on each transaction (Debits and Credits) to aid the accounting department on correct categorization; escalating for refunds/waived fees when necessary

JDBoone Resume

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Page 1: JDBoone Resume

James Boone5009 Brandenburg Ln.| The Colony, TX 75056| (469)742-1153| [email protected]

Detailed, organized business professional who can successfully manage and support multiple projects leading to increased levels of production

Core areas of knowledge and skills

• Customer Service• Change Management• Team Leadership• Vendor Management• Problem Solving• Default Servicing

• Loss Mitigation• Mortgage Modifications• Client Relationship Management• Centralized Sales – Loan Origination/Processing• Microsoft Office Suite: Additional training in Excel

and Access for database management and report publishing

PROFESSIONAL EXPERIENCE

Division ManagerServiceLink – Invoicing Solutions Feb 2016 – June 2016

• Managed the day-to-day pipelines for 50+ associates, ensuring exceptional quality and efficiency• Conducted weekly, sometimes daily, production meetings to discuss deliverables with Team Leaders• Directed weekly and monthly training sessions to adhere to strict FNMA guidelines

Project SpecialistCarlisle & Gallagher Consulting Group May 2014 – Feb 2016

• Cross-trained in multifunctional roles which include: document gathering and analyzing; reviewing mortgage transactions for Conventional, FHA, VA, FHLMC, Investor-owned loans; applying business rules on each transaction (Debits and Credits) to aid the accounting department on correct categorization; escalating for refunds/waived fees when necessary

• Maintaining a 95% or higher quality score• Testing project-specific software tools for efficiency and practicality

Operations Project Analyst, Program Management – Business ControlsBank of America Home Loans May 2012 - Feb 2014

• Published Level-2 Complaint reports for associate coaching and feedback purposes • Maintained up-to-date familiarity with all lender guidelines to better facilitate research in level-2 complaints• Analyzed and reviewed loan documentation for accuracy and completeness• Developed and maintained rapport with CRMs and line of business leaders in the modification space• Leveraged relationships with the DSCR team leaders to better understand error trends• Produced and published daily error reports to department managers• Investigated and resolved issues within the Loss Mitigation realm and escalated to line of business leaders for

noncompliance when necessary• Identified and provided methods of reducing error rates which increased research efficiency while reducing

level-2 complaint volume by half over a 2-month span (11/2013 – 1/2014)

Underwriter, Loan Modifications – Subject Matter ExpertBank of America Home Loans October 2009 - May 2012

• Selected as part of a team tasked with creating the FHA modification review process

Page 2: JDBoone Resume

• Provided training and direction to business colleagues for GSE/Non-GSE loan modifications, on and off-site training involved

• Ensured 100% compliance with company, secondary market investor, and government standards• Analyzed and reviewed loan documentation for accuracy and completeness• Developed and recommended updates to underwriting as well as production procedures• Analyzed processes within the FHA HAMP realm and provided guidance to the Unit Manager for review• Reviewed escalated files for any additional workout options • Worked directly with Outreach/NACA associates to review more imminent files• Reviewed all new underwriters’ files for accuracy prior to approval/decline for the first 3 months

Mortgage Loan Officer Bank of America Home Loans March 2009 - October 2009

• Utilized multiple system applications to navigate enterprise products and recommend profitable solutions from unstructured inbound and outbound sales leads

• Skillfully crafted lending products with companion products and pricing that result in customer sales• Collaborated with other business units to expedite post-sales issues and problem resolution• Recognized as a product knowledge expert by unit leaders resulting in a promotion to Underwriter in the FHA

modification program

Mortgage Loan Officer Broad Solutions Lending, L.P. February 2005 - March 2009

• Analyzed detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk; regularly performing in-house underwriting by approved lenders.

• Originated high quality loans which met company and government guidelines • Developed relationships with real estate professionals, builders, and other business referral sources• Informed prospective and existing customers of programs, rates, policies, underwriting requirements, and loan

procedures• Developed and maintained a high degree of visibility for the company in the marketplace• Developed personal sales leads• Managed 5 Loan Officers in one of 4 branches in the DFW area

EDUCATION HISTORY• University of North Texas – B.B.A. Currently Enrolled• Collin County Community College – 2 years financial accounting• Completed level one Six Sigma Lean Process

TECHNICAL SKILLS• Industry specific software: MSP, LSS, CalyxPoint, Edge, LPS, AUS, Black Knight, Core Logic• Microsoft Products: Word, Excel, PowerPoint, SharePoint, SalesForce, Visio and Access