Actualize Consulting
Joe Koerber is an experienced professional in the financial services sector, currently serving as Manager - Mortgage and Fixed Income at Actualize Consulting since November 2021. Prior to this role, Joe worked at Wells Fargo from July 2016 to November 2021 as an Analytic Consultant 5, specializing in financial crimes and leading data processes for GE Capital Finance integration. Joe's earlier experience includes significant positions at Bank of America, where duties encompassed AML Control Tower Reporting as SVP, development of Enterprise KRIs and KPIs as SVP/Manager of AML Data Analytics, and operational risk management as VP/Senior Operational Risk Manager. Joe's educational background includes attendance at The Derryfield School from 1988 to 1993.
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Actualize Consulting
Job Openings: https://www.dropbox.com/sh/sxi6bqaml59kq6c/AABN85R0q7UDyPZwyWO6VpU-a?dl=0 Actualize Consulting is a professional services firm specializing in optimizing financial services technology and operations. With headquarters in New York and the DC Metro areas; our clients include corporations in all industries, mortgage firms, banks and other financial institutions, and Federal and State Government Agencies and range from Fortune 100 firms to privately owned enterprises. Approximately 70% of Actualize’s annual projects are for existing clients. We take pride in the partnerships we have developed, the value we provide, and our best in class service. Our industry expertise includes: • Derivatives and Capital Markets • Mortgage and Fixed Income Operations Our asset class Experience includes • Derivatives • Funding • Mortgage • Mortgage Backed Securities • Other Assets/Asset Backed Securities (e.g. bonds, autos, credit cards, student loans) Our functional specialties include: • Business Process Re-Engineering • Data Management • Derivatives Processing • Derivatives Valuation • Enterprise Business Architecture • Financial Analysis • Hedge Accounting • Mortgage Conduit Integration • Portfolio Management Analysis • Reporting and Analytics • Risk Management Oversight • Software Vendor Selection • Technology Implementations If you are interested in a position at Actualize Consulting; please forward your resume to recruiting@actualizeconsulting.com