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Kelson
kelsonmavis@gmail.com
904-576-9953
6338 Christopher Creek Rd E
Jacksonville, FL 32217
Associate - Mandatory Buyer - Pricing Analytics
16 years experience W2
2
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Average rating
76
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Summary

Experience
Associate - Sr. Financial Analyst - Correspondent Finance
Banking/Financial
Mar 2017 - Feb 2020
Jacksonville, FL
  • Finance lead on origination volume and market size modeling related for the Correspondent line of business. Prepare market size and origination volume forecasts for the ongoing forecast cycle, budget process and quarterly capital stress testing exercises such as CCAR, ICAAP and Risk Appetite.
  • Conduct variance analysis of actual origination volume results against forecasts.
  • Research and create in-depth financial analytics highlighting areas of opportunity for mortgage origination and market share growth.
  • Lead weekly meetings with senior management to manage operational capacity and market pricing with overall business strategy.
  • Prepare presentations and supporting materials for senior management to better understand origination and market trends
  • Impactful business partner/advisor to senior managers, providing financial insight to the numbers and production initiatives.
CCAR Financial Analysis ICAAP
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References
Average Rating

1 recommendation
Associate - Mandatory Buyer - Pricing Analytics
Banking/Financial
Mar 2017 - Feb 2020
Lead the financial evaluation of origination volume and market size modeling related for the Correspondent line of business. Prepared market size and origination volume forecasts for the ongoing forecast cycle budget process and quarterly capital stress testing exercises such as Conducted monthly and quarterly variance analysis of actual origination volume results against forecasts. Researched and created in-depth financial analytics highlighting areas of opportunity for mortgage origination and market share growth strategy. Lead weekly meetings with senior management to manage operational capacity and market pricing with overall business strategy. Prepared presentations and supporting materials for senior management and corporate P&A to better understand origination and market trends. Impactful business partner/advisor to senior managers, providing financial insight to the numbers and production initiatives.
No skills were added
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Associate - Sr. Financial Analyst - Correspondent Finance
Banking/Financial
Jan 2005 - Jan 2020
No skills were added
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Associate – Mandatory Buyer
Banking/Financial
Oct 2015 - Feb 2017
Jacksonville, FL
  • Purchased and managed mortgages on the secondary mortgage market with terms that require the seller of the mortgage to make delivery to the buyer by a certain date or pair-out of the trade.
  • Accountable for a book of Mandatory customers to solicit business in order to drive volume, increase market share and maximize revenue.
  • Developed and maintained working relationships with Correspondents, Hedge firms and the Chase Correspondent sales team.
  • Interacted with the Wall Street MBS dealer community via TradeWeb and Bloomberg to understand market direction, impacts and current pricing levels for client bidding activity on Direct Trade opportunities as well as Assignments of Trade.
  • Worked closely with Capital Markets in all trading related activities and assure all guidelines, controls and safeguards are met; including trading activities, short/long position management, coupon ranges, settlement dates and dealer trade limitations.
  • Managed upwards of 50+ calls daily from Correspondent customers and hedge firms.
Capital Markets
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Officer - Risk Analytics- Loss Mitigation and Settlement
Mar 2011 - Jul 2013
with troubled correspondent lenders and developed options to minimize the risk and loss exposure their outstanding loan obligations brought to Chase. Provided comprehensive risk analytics to senior management, both Sales and Loss Mitigation, to determine the best alternatives for resolution. Recommended and negotiated agreements with distressed correspondents by means of settlements, indemnifications and payment plans. Team leader: assisted and guided team members with questions regarding loss analyses, servicing/billing issues, settlement recommendations and systems questions. Operated the weekly settlement tracking management report, distributed throughout different channel executives in Correspondent lending regarding Loss Mitigation and Settlement account updates and statuses.
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Mortgage Specialist
Nov 2005 - Dec 2007
Collaborated effectively with customers via phone regarding escrow accounts, tax issues, payment history and assisting them with questions regarding their mortgage, resulting in consistently exceeding established benchmarks by 10%. Established a strong client focus mindset with skills in consulting and advising clients, answered inquiries and provided information, managed difficult situations with customers. Displayed leadership skills by assisting in training of new employees, providing guidance to current employees, and earned the role of subject matter expert for current Mortgage Specialists.
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Edit Skills
Non-cloudteam Skill
Education
Business Administration
Muskingum University
International Business
Muskingum University
Skills
Auditing
2011
3
CCAR
2020
3
Compliance
2011
3
Financial Analysis
2020
3
ICAAP
2020
3
Microsoft Excel
2011
3
Quality Assessor
2011
3
Capital Markets
2017
2
Mitigation
2013
2
Risk Analytics
2013
2