nick smith resume 2015
TRANSCRIPT
PwC Advisory - Resume
NICHOLAS D. SMITH, SENIOR ASSOCIATE
RANGE OF EXPERIENCE
Mr. Smith joined the firm in 2011 and has served in the financial services industry since 2002. He specializes in Finance Risk Management, Project Management and Marketing of financial products. He has also IT strategy and execution experience with large scale shared service outsourcing projects.
PROFESSIONAL AND BUSINESS HISTORY
PricewaterhouseCoopers: Senior Associate, 2011 to Present
21st Mortgage Corporation: Community Marketing Manager, 2010 to 2011
21st Mortgage Corporation: Mortgage Acquisitions Manager, 2009 to 2011
21st Mortgage Corporation: Business Development, Manufacturing and Retail Lending, 2007-2009
21st Mortgage Corporation: Executive Project Coordinator, Acquisitions, 2004-2007
21st Mortgage Corporation: Credit, Titling, Legal and Loan Servicing, 2002-2004
PROFESSIONAL AND BUSINESS EXPERIENCE
Loan Origination System Requirements – USAA
Drafted business requirements which aligned with the objectives identified by USAA mortgage leadership for a best in practice loan origination system. Identified any gaps in requirements from current state to future state. Worked with USAA IT project team to review and agree to the understanding of the requirements and documented USAA’s level of effort and complexity.
Shared Services Outsourcing - Fidelity National Financial
Assisted Fidelity National Financial seeking to offshore IT service operations. In scope towers included data center, service desk, network, server, storage, application support, middleware, account management and tools. Reviewed request for proposals and conducted extensive due diligence meetings with two world class vendors. Updated business case and down selected bidders. Monitored negotiations of the contract and provided support to external legal. Created governance structure for new target environment.
IT Strategy – Wells Fargo
Identified and executed on “quick hits” – implementing solutions that can be delivered rapidly and at low/no cost to address demonstrable operational pain points or risk areas. Gathered and reviewed current management reports / KPIs / metrics and their associated processes, tools, and underlying data to begin to generate consistent view of operational performance. Analyzed and assessed operational performance across key processes, and defined foundational and business-specific initiatives to bridge the gap between current and future state solution architecture, aligning to standard tools and influencing the technology roadmap as necessary. Developed business
PricewaterhouseCoopers LLPLast Updated: 5/1/15
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PwC Advisory - Resume
cases and implementation roadmap for initiatives and reviewed them with executive stakeholders
IT Integration Support
PMO for a Nationstar Mortgage executing the boarding and project plans for the integration of 1.3MM acquired loans. Conducted discovery survey with 9 IT pillars to identify critical risks and mitigation tactics. Designed, built and implemented program management operating model within the first 2 weeks. Established and executed executive and working team communication strategy plan. Coordinated issues, risks, and dependencies on many time critical projects to facilitate timely resolution. Monitored and tracked integration performance on 50+ critical projects throughout SDLC.
PMO for Wells Fargo Bank supporting the testing and integration phase of the Calypso system which cleared all interest rate and derivative swaps. The testing involved coordination across 54 interfaces in 3 global time zones. Created detailed project plan for parallel testing and sign off consisting of 2000+ activities in a three week time period.
Lead responsible for Foundational Solution Architecture at Tier 1 Bank including the following Compiled current list of systems and applications used for Direct Auto, Cards and PL&L, Drafted preliminary view of target operation model and impact on current state, and drafted possible solutions with technology solutions
Mortgage Acquisitions – 21st Mortgage Corporation
Valuated and acquired over 10 Billion dollars of Mortgage loans from numerous Fortune 500 and large capitalized banks Lead due diligence teams, negotiated purchase and sales agreements and lead the conversion boarding of loans onto the servicing system. Created specialized loan servicing and recourse agreements for many large retail lending corporations based on pricing and complex analysis of their financial strength.
Marketing and Business Development – 21st Mortgage Corporation
Managed a team of 9 business development managers to increase revenue by over 200 Million in retail lending operations. Created and approved specialized products and recourse agreements for manufactured home dealers, consumers, banks and land lease communities. Built and maintained a database consisting of 35,000 records for strategic marketing campaigns. Lead the future development of the database to create scorecards and new functions. Attended trade shows to find new clients. Reported new trends and recommended products for the CEO to approve.
Manufacturer Representative – 21st Mortgage
Marketed retail and commercial lending products to all national manufactured and modular home builders. Created a database that stored all the marketing information for over 300 plants. Generated add on business though database analysis of current customers and prospects working closely with these manufacturers.
PROFESSIONAL AND BUSINESS AFFILIATIONS
PricewaterhouseCoopers LLPLast Updated: 5/1/15
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PwC Advisory - Resume
Beta Gamma Sigma Business Honor Society, Member (2010-present)
EDUCATION AND CERTIFICATIONS
B.S., Finance, Tennessee Technological University
Masters of Business Administration, Finance Risk Management, Tennessee Technological University
3.9 GPA
PMP Pending
TECHNOLOGY CAPABILITIES
Databases - MS Access Operating Systems - AS400
FOREIGN LANGUAGE CAPABILITIES
N/A
PricewaterhouseCoopers LLPLast Updated: 5/1/15
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