Prepared the process foundation for the launch of this institution’s new product launch to acquire client assets and provide liquidity in the mortgage market. This end-to-end process definition was used as a key component to demonstrate controls and command of the risks involved in product launch in order to receive board approval. The end-to-end process included evaluation of client and asset quality, onboarding, settlement, custody, loan servicing, quality control, accounting, reporting and risk (credit, market, operational) management.
