Name variants:
Pierre Wheeler
Last updated Jun 13, 2024
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Work History
Licensing and Compliance Analyst
Irvine, CA
Manage and maintain all nationwide corporate licensing, renewals, new applications, updates and amendments through the NMLS. Research regulatory state specific licensing requirements to meet...
Mar 2015 — Sep 2015
Senior Compliance Analyst
1 City Blvd west SUITE 1900, Orange, CA 92868
Developed and Implemented Kondaur’s Origination and Servicing compliance management programs. Request information for state examination by interacting with various business units. Interact w...
Dec 1, 2013 — Mar 1, 2015
Vendor Site Auditor
Aliso Viejo, CA
Developed and Implemented the Supply Chain / Vendor Management audit program.
Reviewed vendor performance against the servicing agreement to ensure vendor compliance with Service Level Agr...
Feb 1, 2013 — Oct 1, 2013
Senior Compliance Analyst
Reviewed borrower's complaints submitted to the Office of Comptroller of Currency (OCC) to identify loans where the servicer non-compliance resulted in borrower’s financial hardship. Reviewe...
Jan 1, 2012 — Jan 1, 2013
Senior Compliance Team Lead
Atlanta, GA
Supervised about 10-15 associates.
Managed daily workflow to ensure auditors stayed within productivity standards.
Improved daily productivity by 33%.
Developed Process Controls based on...
Nov 1, 2007 — Dec 1, 2009
Final Settlement Auditor
Reconciled corporate advance overages and shortages and generated refunds to borrowers as necessary.
Reviewed credit balances on active loans to ensure accurate disposition of funds.
Main...
May 1, 2007 — Nov 1, 2007
Senior Compliance Analyst
Monitored department’s performance against servicing agreements to ensure departments compliance with SLA/contractual expectations. Improved daily processing within the loan and default serv...
Jun 1, 2004 — Mar 1, 2007
Senior Auditor
Supervised about 15-20 associates.
Measured the quality of work and coached associates by providing regular feedback on performance.
Improved quality within the department which exceeded ...
1999 — 2004
Education
Occupations
Executive
Compliance Manager
Analyst
Analysts
Skills
Loans
Credit
Quality Assurance
Finance
Auditing
Mortgage Servicing
Management
Default
Loss Mitigation
Banking
Loan Servicing
Software Documentation
Microsoft Excel
Financial Services
Risk Management
Insurance
Customer Service
Mortgage Lending
Vendor Management
Analysis
Process Improvement
Financial Analysis
Policy
Mortgage Banking
Compliance
Budgets
Access
Call Centers
Time Management
Fha
Loan Modifications
Underwriting
Financial Risk
Bankruptcy
Loan Origination
Residential Mortgages
Due Diligence
Vendor Audit
Encompass
Fidelity/Msp/Cpi
Fiserv
Lps
Archer
Hmda
Credit Analysis
Refinance
Internal Audit
Asset Management
Leadership