Canvasser
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Location: New York, NY, USA
University: Long Island University
Major: Journalism

Canvasser

ROBERT T. COLEMAN xxx-xxx-xxxx
939 East 102nd Street
Brooklyn, New York 11236 xxx-xxx-xxxx

SUMMARY
• Successfully managed the residential and commercial Whole Loan department
• Performed financial trade support and analysis for Mortgage Whole Loan and Repo Products
• Proficient in structured finance-Pool Pricing, Repo allocation, Collateral Debt Obligations
• Exposure to Syndicate and Equity Operations - Stock IPO’s and New Issue Bonds
• Performed daily and monthly P & L support as well as general ledger accounting.
• Performed Account Reconciliation and Investor Remittance Reporting.
• Technical experience in Mortgage Account Banking-Foreclosures, Collections & Escrows

EXPERIENCE

Red Horse Strategies – Brooklyn, New York Field Manager, (2/14- Present)
• Responsible for the supervision of a staff of 10.
• Managed the canvassing of 2 political campaigns; , Kathleen Rice, Sean Patrick Maloney
• Trained canvassers in the field
• Responsible for daily tallies for registered democratic voters.
• Reported daily feedback to Canvas Director.

MADISON SQUARE GARDEN – New York, New York Merchandise Store Worker, (08/15-12/17)
• Responsible for the sales and marketing of Madison Square Garden sports apparel.
• Responsible for Monthly Sales Goals.
• Responsible for the accurate reconciliation of monthly inventory count
• Developed solid partnerships with senior management and staff to achieve high sales goals in a team-oriented environment.

AEG WORLDWIDE (Barclay Center) – Brooklyn, New York Guest Services Representative, (6/14-5/15)
• Responsible for ticket taking and ushering of guests at Barclay Center.
• Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer and maintaining solid seating knowledge.
• Developed solid partnerships with senior management and staff to achieve high sales goals in a team-oriented environment.
• Able to take personal accountability for ticket related requests and issue solution.
The Working Family Party – Brooklyn, New York Field Representative, (9/13- 9/15)
• Responsible for the daily canvassing for several campaigns.
• Canvassed in Newark, New Jersey, ( Raise the Wage )
• Canvassed the Affordable Health Care Act
• Canvassed the Trans Pacific Partnership Agreement against Congressman Gregory Meeks.
• Fund Raised for Fair and Clean Elections
• Responsible for daily tallies for registered democratic voters.
• Reported daily feedback to Canvas Director.

The Advance Group – New York, New York Field Manager, (9/12- 9/13)
• Responsible for the supervision of a staff of 40 employees.
• Managed the canvassing of 3 political campaigns; Charles Hynes, Robert Jackson, Anybody but Quinn
• Trained canvassers in the field.
• Responsible for daily tallies for registered democratic voters.
• Reported daily feedback to Canvas Director.

Mark Gjonaj Elected Campaign Office – Bronx, New York Field Representative, (6/12- 9/12)
• Petitioned for the election of Mark Gjonaj for New York State Assembly.
• Canvassed for politician successfully ensuring his election as Democratic Party winner for District 80 in the New York State Assembly.
• Responsible for daily tallies for registered democratic voters.
• Reported daily feedback to Canvas Director.

Legends Hospitality Management – Bronx, New York Sales Associate, (3/09- 9/11)
• Responsible for the sales and marketing of athletic apparel for a Fortune 500 Sports and Entertainment Corporation.
• Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer and maintaining solid product knowledge.
• Developed solid partnerships with senior management and staff to achieve high sales goals in a team-oriented environment.
• Responsible for monthly inventory and cycle counts
• July 2009 Employee of the Month. Awarded for outstanding customer service.

CONSULTING ASSIGNMENTS (6/03 – 11/08)

UBS - Weehawkeen, New Jersey Bond Reconciliation Analyst (6/08 – 11/08)
• Responsible for the daily and monthly principal and interest reconciliation for twenty bond portfolio’s.
• Oversaw the month end price verification for a twenty billion bond book supporting four traders.
• Accurately reconciled private equity financial statements versus clients.
• Interacted heavily with senior management discussing position and manual adjustments.

CITIGROUP - New York, New York Senior Bond P/L Analyst (1/08 – 5/08)
• Responsible for the daily and monthly P/L support for the Emerging Markets Latin American Bond Trade Department.
• Oversaw the daily mark-to-market and financing for a twenty-five billion book for three traders.
• Effectively reconciled the P/L on a daily basis, reporting accurate ratios to the trader’s.
• Interacted heavily on a daily basis with the trader’s and support team discussing price verification, financing, and position adjustments.

JPMORGAN CHASE - New York, New York Commercial Document Loan Closer (1/07 – 12/07)
• Responsible for the successful closing of commercial paper mortgage loans. Worked with trading desk and clients to settle secondary syndicated loan trades for par trading desk within T + 7.
• Responsible for the preparation of the Assignment & Agreement (AA) and the trade confirmation (TC) for all Buy / Sell trades with the counterparty to facilitate closings in relation to Asset-Based Lending products. Managed loan risk products.
• Communicated on a daily basis with the trading desk and clients to resolve issues; position discrepancies and facility names.

DEUTSCHE BANK - New York, New York Senior P/I Analyst (1/05 – 11/06)
• Oversaw the Monthly Principal and Interest remittance payment collections for the Residential Whole Loan program. Responsible for the daily and monthly P/I collections from servicer's such as: GMAC, OCWEN, Option One and Wells Fargo..
• The pipeline consisted of 100 billion in unpaid principle balance, securitizing funded loans on a monthly basis. The pipeline consisted of funded prime and sub-prime mortgage loans which are monitored monthly for delinquency loan status, Interim and Monthly Payoffs and Foreclosures.
• Evaluated foreclosed loans during the file review process to determine if all loss mitigation activities were handled and documented in accordance with HAMP.
• Ensured that all required processes and procedures were followed; system of record notated, documentation available and imaged appropriate borrower communication was performed according to Internal Operating Procedures.
• Reviewed files in their entirety, and determined whether or not errors, misrepresentations or other deficiencies that may be identified in the foreclosure review.
• Reviewed loan history in it’s entirety to determine financial injury to the borrower or the mortgagee.
• Responsible for the accurate principal and interest reconciliation for bond redemptions and matured loan.
• Interacted on a daily basis with servicer's for monetary distribution of schedule/schedule claim repayment for mortgage loans that entered Reo/ Foreclosure status.

NOMURA SECURITIES INTERNATIONAL - New York, New York Trade Support Specialist (3/04 – 11/04)
• Responsible for the daily and monthly investor accounting of principal pay downs and interest accruals for Investor Pooled positions, ensuring balanced CUSIP positions for forecasted securitizations and whole loan sales.
• The pipeline consisted of funded prime and sub-prime mortgage loans which were monitored monthly for delinquency loan status, Interim and Monthly Payoffs and Foreclosures.
• Interacted on a daily basis with servicer's for monetary distribution of schedule/schedule claim repayment for mortgage loans that entered Reo/ Foreclosure status.




JP MORGAN CHASE - New York, New York Senior Mortgage P/L Analyst (2/03 – 10/03)
• Responsible for the daily and monthly P/L support for the residential and commercial mortgage backed securities desk. Oversaw the daily mark-to-market and cost to carry of a twenty billion mortgage portfolio reporting to five traders.
• Reported the daily current face position for the Fixed and Pass-thru mortgage portfolio to the trading desk for timely distribution of pools for monthly securitizations.
• Effectively reconciled pricing and position inaccuracies to the desk, balancing daily cash flow to increase revenue for the firm.

US MORTGAGE - Pine Brook, New Jersey Secondary Marketing Analyst (1/03 – 2/03)
• Responsible for the funding and pricing of originated mortgage loans within the residential secondary market with a portfolio credit line of 10 billion
• Locked the interest rate and price for loans originated against Investor daily pricing matrix; Managed all portfolio loans in the processing pipeline assuring minimal risk of expired rate locks or potential losses on the sale of residential loan portfolio
• Acted as a liaison with the front office and investors providing loan-level balances and reconciliation of securitizations concerning pricing, and the sale and salability of loans

CREDIT SUISSE FIRST BOSTON - New York, New York
Assistant Vice President - (2/01 - 10/02)
• Oversaw and managed a staff of 8 permanent employees within the residential and commercial mortgage whole loan operations department.
• Responsible for accurate and timely reconciliation of a portfolio consisting of $70 billion of unpaid principal balance, reconciling principal and interest remittances for over 40 servicers in which the firm acted as an investor. The portfolio consisted of residential Whole Loans, which are pooled and sub-serviced by a Master Servicer and securitized to Fannie Mae and various REMIC Trustees.
• Solely responsible for the managing of intraday monetary distributions and reporting daily cash flow to Senior Management. Other duties included, reconciling month end cash remittance proceeds ensuring accurate original and current face position redemptions minimizing profit and loss.
• Responsible for the accurate reconciliation of payable and receivables to the G/L Account.
Managed the monthly G/L account versus cash flow received from servicer’s.
• Acted as a liaison with the Front Office providing current face CUSIP and loan-level balances for pooled securitizations with Fannie Mae and secondary servicer’s.

SALOMON SMITH BARNEY - New York, New York
Senior Closing Specialist - (3/98 - 2/01)
• Responsible for the funding, repurchase and trade reconciliation of the residential whole loan flow program. Portfolio consisted of over $50 billion in unpaid principal balance, funding loans from servicers such as Ameriquest, New Century and Option One.
• Responsible for the funding and trade reconciliation of the commercial loan program. Portfolio consists over $100 billion of unpaid principal balance, drawing loans for FHA and GNMA servicers.
• Worked in conjunction with Mortgage Finance and servicer’s determining price allocation for funded and repurchased Residential Whole Loans and Monthly Repo programs.
• Provided P & L support for Residential and Commercial Whole Loan programs.
• Worked as a liaison with Mortgage Finance: Duties included the funding of whole loans, repurchasing and the pooling of mortgages as collateral for issuance of a mortgage - backed security.
• Responsible for the financing and reconciliation of the pledged term-repo program. Portfolio agg-line consists over $600 million in pledged collateral financed over a short-term period.
• Responsible for the daily clearance of bank debt; Reconciled the daily suspense account, balance sheet and custodial payable and receivable accounts.
• Responsible for the successful reconciliation of a CDO portfolio. Managed an asset-backed interest pool for securitization.
• Other duties included the monthly reconciliation of product positions, pay downs, interest accruals and delinquency analysis to accurately reflect trader balances and minimize profit and loss write-offs.

CITIBANK CORPORATE OPERATIONS, - Long Island City, New York
Senior Loan Administrator - (6/97 - 3/98) Consultant
• Responsible for the reporting, monthly remitting and financial reconciliation of a 10,000- Master Serviced loan portfolio. Portfolio consists over $8 billion of unpaid principal balance to over 60 Services and 50 Investors.
• Reported directly to Senior Management: Duties included accurate processing and reconciliation of monthly servicer reports and the timely distribution of investor reports and remittance funds to various investors such as Fleet Bank and NationsBank.
• Reconciled and maintained over 50 Investor Custodial Bank Accounts, generating corporate payables and receivables to ensure minimal corporate loss and Investor shortage.



COLUMBIA EQUITIES LTD, - Tarrytown, New York
Senior Investor Accountant - (2/95 - 4/97)
• Responsible for the reporting, remitting, and reconciliation of a 6000- loan portfolio, consisting of residential and commercial properties. Portfolio consisted over $5 billion of unpaid principal balance to over 40 investors.
• Responsible for timely and accurate reporting to various investors such as FNMA, FHLMC, Citicorp, and General Electric minimizing corporate losses and timely reimbursements of advances.
• Reconciled and maintained over 100 Investor Custodial Bank Accounts on a monthly basis maintaining an average daily balance of over $100 million.
• Established clear and proper guidelines for the Foreclosure and Asset Resolution department. These procedures minimized corporate exposure and managed timely claims and reimbursements of Escrow Advances.

REPUBLIC NATIONAL BANK - New York, New York
Senior Accountant Analyst - (10/91 - 2/95)
• Responsible for the overall account reconciliation of Investor Agent Serviced Mortgage Loans utilizing the CPI Mortgage System.
• Oversaw the daily analysis and financial balancing of the residential portfolio using general ledger bookkeeping: direct interaction with servicing agent concerning satisfied, delinquent and foreclosed loans.
• Developed technical experience in mortgage account banking handling receipt and disbursement reconciliation and monthly summarizations to ensure maximum generation of bank income.
Mortgage Accountant
• Responsible for the account reconciliation of a 10,000 single debit pool portfolio consisting of over $5.5 billion of unpaid principal balance to 25 Investors.
• Maintained the account analysis utilizing the LBK workstation and accrual reconciliation using General Ledger Bookkeeping.
• Interfaced with Senior Management concerning daily cash flow, forecasted figures and monthly proficiency to ensure optimum capital gain.


EDUCATION

CAPELLA UNIVERSITY GRADUATE SCHOOL of Business and Technology
Masters in General Business Administration
Graduate December 2018, 3 Credits Remaining to Completion

LONG ISLAND UNIVERSITY, BROOKLYN CAMPUS - Bachelor of Arts Degree - Journalism - September 1991

HONORABLE AWARDS

Legends Hospitality Management, July 2009 Employee of the Month

TECHNOLOGICAL SKILLS
HARDWARE: IBM AS/400
SOFTWARE: ACCESS, EXCEL, WORD, LOANIQ, LMS,CASH MANAGEMENT, SYNDESK, MDTS, CPI, SOLAR, PRODUCT MASTER, MIDANET, MORNET, WINDOWS


References Furnished Upon Request

Canvasser