Sharon Bartlett Biography - Resume
Sharon Bartlett is a Mortgage Banking Executive with extensive experience in vendor management, contract negotiation, risk management, compliance, operational loss, servicing, default management/REO, call center and all aspects of customer relations.
Sharon enjoys any challenges that come her way and embraces them positively. Furthermore, she is a creative strategic thinker who comes up with innovative solutions to problems and is an expert in embracing and implementing change. One of the things Sharon enjoys the most about her leadership role is the ability to engage and understand the client’s needs, so that she not only meets their needs, but also exceeds their expectations. Sharon’s most recent position at Freddie Mac as REO Director allowed her to grow as a strategic leader. She was responsible for managing all external relationships in regards to Freddie Mac REO properties. She also provided guidance to subordinates within the latitude of established company policies. Furthermore, Sharon recommended changes to policies and established procedures that had a positive and immediate impact organization’s operation. During her career, she has won numerous awards for her job performance. Sharon was a recipient of two Freddie Mac Premier Achievement Awards. She received these awards for distinguished achievement in development of the quality assurance process for operational risk reviews and for relationship management of Freddie Mac key accounts. She has also won several Freddie Mac NOW Awards for getting exceptional results and going above and beyond day-to-day responsibilities. One of Sharon’s other accomplishments includes the Freddie Mac Certificate of Excellence, awarded by Community Lending for operational excellence. She has also been the receiver of many Freddie Mac SPOT Awards, an employee based recognition program, for various performance and culture behaviors including employee events, personal accountability, positive attitude, and customer focused innovative accomplishments. Sharon was also recognized by Women in Diversified Services (WinDS) in 2011 with a Women’s Leadership Award. Sharon has spent the last 34 years of her career in mortgage banking at Freddie Mac and has taken the term “moving up” to another level. She started at the very bottom as a front desk receptionist and advanced over the years to her most recent role as REO Director at Freddie Mac, a highly respected agency under FHFA’s conservatorship. This is a rare story and accomplishment that few have achieved. Sharon’s ability to lead, direct, innovate and create are the attributes that set her apart as a leader. Sharon’s time has come to an end at Freddie Mac and now she is looking for an opportunity where she can leverage her accomplishments and experiences to help others succeed and achieve their goals.
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 1
Summary of Qualifications Mortgage Banking Executive with extensive experience in vendor management, contract negotiation, risk management, compliance, operational loss, servicing, default management/REO, call center and all aspects of customer relations. Leadership competencies include: • Results Driven – I enjoy a challenge and tackle it with a positive approach. I’m an out of the box/ strategic thinker who contributes creative solutions. • Seek and Embrace Change – I am open to and initiate changes within operations and the organization. • Customer Focus – I personally engage to learn the customers’ needs and strive to exceed them.
Experience Federal Home Loan Mortgage Corporation 2010 to April 2016 Vendor Services Director Direct report to Chris Bowden, Senior Vice President REO Detailed Responsibilities are included on Page 7 Acheivements and scope of job: Units Sold – At the peak of our REO inventory in 2010, I was responsible for the contracting and performance management of over 2,700 vendors managing a standing inventory of 75,000 assets with an average of 8,500 dispositions per month. Vendor Network – Freddie Mac’s network of 2,700 vendors is comprised of Listing Brokers, Eviction Attorneys, Closing Agents, General Contractors, and Preservation & Maintenance vendors. Listing Brokers account for 86% of the vendor network Direct Reports – My teams are comprised of 5 managers that each manage a separate line of business: 1. Business Development and Contracting – 1 manager, 5 professionals 2. Vendor Relationship and Performance Management – 1 manager, 5 professionals 3. Regional Area Managers – 1 manager, 6 supervisors 4. Marketing, Communications and Customer Service – 1 manager, 4 professionals and 6 contingent workers 5. Facilities – 1 manager, 3 professionals, 1 engineer and 8 contingent workers
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 2
2009-2010 Supplier Operations Manager Carrollton,TX Responsible for oversight of HomeSteps listing broker network; including decision analysis for inclusion and removal from the network, as well as capacity and performance monitoring. Coached, developed and managed a team of 8 professionals. Represented HomeSteps at trade conventions and seminars; including development and delivery of presentations. 2006-2009 Control Manager Atlanta, GA Developed and implemented the quality control process for External Operational Risk Management (EORM). Developed and maintained departmental policies and procedures. Planned, coordinated and conducted monthly training opportunities for team of 30 Examiners. Developed and maintained on-site interview and testing tools utilized by Examiners. 2003-2006 Senior Examiner Carrollton,TX Planned and conducted operational reviews of Freddie Mac counterparties. Led team to identify control issues/weaknesses and risk issues in order to minimize institutional related losses. Prepared and distributed review reports, including findings and suggested corrective actions. Provided training to new Examiners. 1998–2003 Servicer Account Manager Carrollton,TX Managed Freddie Mac’s servicing relationship with twenty of the top customers in the Southeast/Southwest region. Liaison between customers and internal business units to ensure clear concise communications. Developed business strategies; identified and monitored performance trends. Provided on-site training to customers. Represented Freddie Mac servicing areas at trade conventions and seminars; including development and delivery of presentations. 1995–1998 REO Sales Specialist - Outsourcing 1992–1995 REO Sales Specialist 1991–1992 Loan Servicing Workout Specialist 1990–1991 Default/Foreclosure Specialist 1986–1990 Loan Servicing Supervisor 1984–1986 Loan Servicing Representative 1983–1984 Loan Servicing Clerk & Processor 1982–1983 Receptionist 1905 Kirby Lane
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Allen, TX 75013
Dallas, TX Dallas, TX Atlanta, GA & McLean,VA Atlanta, GA Dallas, TX Dallas, TX Dallas, TX Dallas, TX •
SEBartlett21@gmail.com 3
Innovative Accomplishments Annual Account Reviews – Created the process to conduct account reviews with top vendors to review performance and terms of contract on an annual basis. Provided an opportunity to discuss strengths and opportunities. Allowed opportunity to build on partnership by discussing current concerns and future needs. Live Interviews – Developed and implemented the process for conducting face-to-face interviews with prospective Listing Brokers during national conferences. Candidates were screened in advance and interviews were conducted in conjunction with conference coordinators. This allowed us to meet our needs more quickly during a time when we were sourcing for 30-50 new Listing Brokers per month. Vendor Services Disciplinary Committee (VSDC) – Developed VSDC to facilitate disciplinary action of vendors in a consistent and transparent manner. The process removed the decisioning from a single staff member to a team of managers and brought consistency to the process. Committee participants also include Legal and Fraud to assist in reviewing cases. Director Contract Attestation – Created the process to validate that business area directors were aware of the performance and spend of vendor contracts for their lines of business. Attestation completed quarterly and brought to light performance issues that had not been escalated previously. Listing Broker Segmentation – Led my team through the process of revising the oversight functions for Listing Brokers based on appropriate level of risk, versus assignment capacity or past performance. Allows team to focus on where the greatest risk is and loosens up unnecessary controls over vendors that pose little if any risk to the organization. Vendor Services Newsletter – Created a newsletter to communicate hot topics to our network, as well as reminders of important alerts and results of decisions made by Vendor Services Disciplinary Committee (VSDC). Publishing Sourcing Opportunities – Developed the process to provide transparency around vendor requirements and sourcing opportunities by enhancing HomeSteps.com website to include a real estate professionals page were candidates can obtain information and register as a prospective vendor. In addition to providing transparency to vendors, this information cut down on the number of phone calls and emails received requesting this information.
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 4
Awards WinDS 2011 Leadership Award Freddie Mac Premier Achievement Awards (2) – Awarded for distinguished achievement in development of the quality assurance process for operational risk reviews and for relationship management of Freddie Mac key accounts Freddie Mac NOW Awards (8) – Awarded for getting exceptional results and going above and beyond day-to-day responsibilities Freddie Mac Certificate of Excellence – Awarded by Community Lending for operational excellence Freddie Mac SPOT Awards (9) – Employee based recognition for various performance/culture behaviors, such as employee events, personal accountability, positive attitude, customer focus
Speaker Default topics include delinquencies, foreclosure, short sales, loan modifications and REO. I have been a speaker/panelist at the following events: • • • • • • • • • • • • • • •
American Legal & Financial Network (ALFN) Annual Conference Americatalyst Asian Real Estate Association of America (AREAA) Conference Five Star Conference National Mortgage Bankers (MBA) National Short Sale & REO Summit National Association of Hispanic Real Estate Professionals (NAHREP) Conference National Association of Real Estate Brokers (NAREB) Conference National REO Brokers Association (NRBA) Conference REO Expo REOMac Conference The Force Rally The Power is Now Online Radio Veterans Association of Real Estate Professionals (VAREP) Conference Vendor Resource Management University (VRMU) Vendor Summit Women in Diversified Services (WinDS) Conference
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 5
Organizations I am a member of AREAA, NAHREP, NAREB and a charter member of WinDS. I support Habitat for Humanity and Rebuilding Together as a Co-Lead for Freddie Mac’s Dallas Community Crew. I have been featured in the following publications: • REO Insider – September 2010 • Asian Real Estate – Summer 2011
Education • Tuck School of Business at Dartmouth Executive Training Program, Leadership and Strategic Execution • Richland College, Dallas, Texas General studies • Richardson High School, Richardson, Texas Graduated
Hobbies • Fly fishing • Cooking for family and friends • Antiquing/Junking • Singing/Karaoke
References See Page 9
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 6
VENDOR SERVICES DIRECTOR
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 7
Vendor Services Director Job Description Responsible for overseeing Freddie Mac’s REO (HomeSteps) vendor management teams. These teams are responsible for sourcing, negotiation of contracts, due diligence, compliance oversight and performance management of over 3,000 REO vendors. Manage all external communications and training related to REO, as well as the Call Center. Liaison between HomeSteps and major minority real estate organizations. Represented HomeSteps at trade conventions and seminars; including development and delivery of presentations. Manage 70,000 square foot office facility with over 400 seats.
Responsibilities Responsible for managing properties that have completed the foreclosure process and are considered real estate owned (REO) properties. Typically manage the resale of such properties and are responsible for all external relationships in regard to the property. Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Provides guidance to subordinates within the latitude of established company policies. Recommends changes to policies and establishes procedures that affect immediate organization’s operation. Works on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends. Acts as an advisor to subordinates to meet schedules and/or resolve technical problems. Develops and administers schedules, performance requirements; may have budget responsibilities. Often must lead a cooperative effort among members of a project team. Manages the coordination of the activities of a section or department. College Degree or equivalent experience; advanced studies/degree preferred. Typically has 8-10 years related experience and 2+ years management experience.
Additional Specifications Director is responsible for management of the Supplier Network and Vendor Management and Contracting. Other responsibilities include: establish the strategic focus of the REO/Support team to create effective initiatives and strategies that support them. Direct the management of a team, including both employees and contract workers, who support the disposition process for Freddie Mac REO properties as well as external contractor relationships. Direct the implementation of strategic programmatic marketing, internal and external marketing vehicles for communication, and messages to internal/external audiences. Effectively cultivate and manage external relationship with customers, seller/servicers, industry and trade groups, real estate associations, government entities, and others to ensure that current issues are addressed and that the mission in enhanced. Develop, implement, and comply with best practices and related policies and procedures. Manage special projects. Seek to mitigate loan losses and maximize fee income for the organization. Make recommendations regarding hiring and retention of staff and assign, motivate, evaluate, train, and counsel staff. Provide career development for staff and ensure that the organization operates effectively.
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 8
REFERENCES
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 9
References • • • • • • • • • • • • • • • • •
Gayle Bryce, Citibank Marcia Davies, Mortgage Bankers Association Ed Delgado, Five Star Institute Eric Frazier, The Power is Now JK Huey, Wells Fargo Cheryl Travis-Johnson,Vendor Resource Management (VRM) Shelley Kaye, WinDS Matt Martin, Chronos Solutions Toni Moss, Americatalyst Jim Park, AREAA Lisa Rice, National Fair Housing Alliance Michael Ruiz, Fannie Mae Hattie Sharp, Bank of America Milt Shaw, PEMCO Nolan Turner, Carrington Sonja Wilson, Federal Housing Finance Agency Rod Wylie, Caliber Home Loans
1905 Kirby Lane
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Allen, TX 75013
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SEBartlett21@gmail.com 10