WILLIAM E.

DICK
747 W. Sandy Ridge Road Doylestown, PA 18901
Cell 267-614-4057~ Fax 215-230-8649~ Home Phone 215-489-0398~ Email
wdb47f5a@westpost.net
SUMMARY:
Highly skilled manager with many years of broad and diversified
experience with an emphasis in the consumer oriented financial
services market. Experience in business and product development, sales
and sales management, relationship management, financial and strategic
analysis, contract negotiation, credit, operations/project management,
and systems testing design and execution. Strong analytical, planning
and communication skills.
PROFESSIONAL EMPLOYMENT HISTORY
Chase Mortgage, Fort Washington, PA
AVP/Project Manager 2007 to Present

* Responsible for validating Mortgage Software Updates prior to the

delivery to a Production environment in a variety of testing
regions including UAT, IST, DEV and ProdMirror.
* Systems primarily tested include Loan Builder(Sales Application),
CLOSR ( Processing, Funding and Closing) Zippy( Underwriting) and
EMITS (Data Base Repository)
* Responsible for analyzing system and business specs for the
purpose of writing test scripts to validate the accuracy of
changes installed.
Chase Mortgage, Fort Washington, PA 2006 to 2007
Operations Unit Manager
* Identify and investigate system problems and participate in UAT
testing of system modifications and enhancements from the Business
perspective in conjunction with the Business and IT.
* Responsible for the analysis of mortgage origination and servicing
system defects, creating test script documentation, and testing
scenarios to conduct testing activities in a UAT system
environment.
* Execute test scripts for the purpose of providing system
enhancement sign off prior to the installation of new code to a
production environment.
Chase Manhattan Mortgage, Fort Washington, PA 2001 to 2006
Lending Specialist
* Responsible for selling an array of non-conforming mortgage
products in a call center environment, through a variety of
origination channels.
* Averaged approximately $13MM in loan volume per year.
Northwestern Mutual Financial Network, Newtown, PA 2000 to 2001
Financial Representative
 * Responsible for marketing NWM products through Relationship
Building practices with prospective clients in Pennsylvania and
New Jersey.
* Previously licensed in PA/NJ to sell Accident and Health
Insurance, Life Insurance, Fixed Annuities, and Variable
Annuities. Qualified to market Long Term Care Insurance through
NWM Long Term Care Insurance Co. NASD Series 6 & 63 Registrations
in place through Northwestern Mutual Investment Svcs.
Advanta Personal Financial Services, Horsham, PA 1997 to 1999
Indirect Auto Finance Division
Manager, National Business Development
* Established and/or managed over 45 client relationships through
which $ 34 MM in near-prime and sub-prime automobile consumer
loans were purchased on a flow and pool basis.
* Managed lead generation, program presentation, contract
negotiation, due diligence, client training and process set-up in
an assigned territory. Presented program to over 175 prospects.

Furniture Medic, St. Michaels, MD 1995 to 1997

Co-Owner
* Managed the marketing and delivery of a mobile, on-site or in-shop
furniture repair and antique restoration service to a five-county
territory on the Eastern Shore of Maryland. Built customer base to
over 200 in 1 oe years.
Homeowners Marketing Services, Inc., Hollywood, FL 1991 to 1994
Director/ Business Development- National Accounts
* Managed the development and delivery of Home Warranty products and
services through a key account calling process to the largest
national providers of residential real estate finance.
* Established, implemented and managed the relationship with
Countrywide Mortgage for the sale of HMS products through their
national branch network and centralized insurance telesales
business. Also designed and licensed a warranty product
specifically for them to provide their mortgage customers, which
represented potential revenue of $ 7MM.
Citicorp Mortgage, Inc., St. Louis, MO 1989 to 1991
Vice President/ National Relationships
* Managed existing, and developed new, relationships across the U.S.
with National Real Estate companies introducing Citicorp's
mortgage programs to be offered through their branch office
networks.
* Implemented and managed a relationship with a national real estate
company in 14 states throughout the U.S. generating $ 600 MM in
First Mortgage Applications.
Citicorp Acceptance Co. Inc., St. Louis, MO 1985 to 1988
Vice President/ Corporate Institutional Services 1988
* Orchestrated the design and planned implementation of a
third-party Captive Finance Company for Jaguar Cars in conjunction
with Citicorp's Corporate Bank and funding vehicle owned by the
partners of an Invest- ment Banking firm.
Vice President/Operational Transition Projects 1987
* Coordinated 11 operations projects with over 1500 tasks designed
to improve control, productivity and cost effectiveness of a
Centralized Processing facility in support of a $4 Billion loan
portfolio.
Vice President/Branch Support 1987
* Managed processing activities of four operational departments in
support of 14 branch offices across the U.S. Supervised five
managers and 175 employees.
Vice President/Chief of Staff 1985 to 1986

* Orchestrated restructuring of the consumer finance subsidiary,

affecting 15 core offices and 500 employees. Coordinated and
managed the Chairman's communication strategies to senior
management and Citicorp's Board of Directors.
Citicorp Person to Person Financial, Richmond, VA 1983 to 1985
Vice President/Regional Mortgage Manager
* Managed mortgage origination activities in a three state area
through a three branch network supported by 65 employees. Exceeded
budgeted volume target by 32 %.
EDUCATION
M.B.A. Corporate Finance and Investments, Adelphi University
B.S.B.A. Hotel and Restaurant Management, University of Denver