Senior Director, Secondary Marketing
Fremont Bank is the primary funding source for Fremont Bank Foundation, which was established in 1995 as an independent, private grant-making foundation. Sharing with the community is at the heart of Fremont Bank Foundation, which provides financial assistance to nonprofit organizations for the implementation of services and programs that enhance the quality of life for all people in the communities served by Fremont Bank.
Mortgage banking professional with 15 years demonstrated success in residential lending and capital markets. Expertise in hedging and trading strategies for a $5B+ annual originator. Knowledge and background in product development, strategic planning and budget modeling, financial reporting, as well as pipeline and portfolio analytics. Highly skilled and passionate about developing data driven dashboards for actionable business intelligence and KPI reporting. Instrumental in widespread organizational adoption of Tableau from legacy sql reporting. Proficiencies: • loan pricing and interest rate risk management. • Whole loan and bulk loan sales, building best ex determination models to maximize revenue while governing risk. • Cash and MBS securitization process and loan delivery. • Well versed in margin management and pull through analytics. • Tableau dashboard developer (5+ years) with a passion for analyzing data, and identifying business insights that help executive management make informed decisions. • Oversee Lock desk, rate setting, and loan delivery • Experience in working with a wide array of mortgage products including agency, non-agency jumbo, and our jumbo non-QM portfolio product. Also responsible for setting rates on CRE and MF loans in years past. • Knowledge of various loan origination and hedging platforms, most recent LoanSphere and Compass Analytics. • Knowledge of investor selling guides, MSRs, compliance risks, audits and exams, policies and procedures.
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