Operations

• Responsible for oversight of a team of insurance professionals.
• Directing and maintaining the integrity and compliance of Insurance for the entire BWE servicing portfolio.
• Involvement with high level insurance projects and discussions at the company level.
• Establish and direct the internal Servicing insurance team to handle insurance renewals after closing.
• Partner with internal colleagues on the Operations and Asset Management sides of the Servicing department.
• Provide consultative support to clients and internal partners to explore opportunities to increase productivity and meet needs.
• Manage, deliver, and implement employee performance, development, and relations for the insurance team to ensure engagement and career success.
• Direct and participate in key initiatives intended to improve efficacy, compliance, and effectiveness.
• Partner effectively with the Asset Managers, Closers, and Escrow Managers to help maintain insurance coverage integrity.

Servicing Operations Manager – Insurance

Manager

• Monitor and track the receipt of monthly and quarterly financial reports
• Ensure all necessary documentation is filed correctly and that tracking logs are up to date
• Identify properties that require inspections or interim PCAs at least monthly and engage third-party vendors through competitive bidding
• Analyze and report on the financial performance of an assigned portfolio of loans, providing insights and recommendations
• Ensure all documentation is saved in each property’s servicing file and that all reports are submitted to Fannie Mae on time
• Perform ongoing asset management and surveillance activities to identify, monitor, rate, and mitigate financial, credit, operational, physical, ownership, and market risks
• Coordinate ad hoc communications with borrowers to address their needs and concerns
• Work with all Asset Managers to ensure the highest standards of data quality
• Coordinate the submission of financial and inspection reports for all loans
• Collaborate with Internal Audit on annual reporting and compliance
• Assist with the development and enhancement of systems and processes to improve efficiency and effectiveness

Asset Manager

Systems Engineer

• Design, build, and secure Azure IaaS environments, including servers, virtual networks, route tables, subnets, and custom Network Security Groups.
• Develop and maintain Azure architectural layouts, aligning with business requirements and compliance standards.
• Create and configure Azure Virtual Desktop environments to enable secure, scalable remote access.
• Deploy and manage external cloud gateways using Azure Virtual Network Gateways and Local Network Gateways.
• Configure and maintain site-to-site VPN connectivity between on-premises environments and Azure, including Meraki vMX solutions.
• Implement network peering and private endpoints for secure, high-speed interconnectivity.
• Manage on-premises Active Directory and RADIUS services for Wi-Fi and VPN authentication.
• Design, configure, and manage Azure Firewall, firewall rules, and traffic filtering policies to secure inbound and outbound traffic.
• Implement Microsoft Entra multi-factor authentication, Conditional Access policies, and Named Locations.
• Configure Azure Policy for consistent deployment standards and compliance enforcement.
• Manage privileged accounts via Azure Privileged Identity Management.
• Configure and manage Azure Key Vault for secure key, secret, and certificate storage.
• Review vulnerability scans (Tenable) and remediate identified risks.
• Monitor and analyze security alerts using Azure Log Analytics Workspace, Microsoft Sentinel, and Microsoft Defender for Cloud.
• Deploy and support AI-enabled monitoring and threat detection tools to improve performance, anomaly detection, and incident response.
• Configure and test disaster recovery solutions, including Recovery Services Vault and AI-driven predictive planning, to ensure readiness and minimize downtime.
• Perform semi-annual disaster recovery testing to validate business continuity strategies.
• Integrate and support AI-driven tools and PaaS solutions (e.g., Logic Apps, Azure Container Instances) within the cloud environment.
• Manage enterprise applications, Single Sign-On, and application registrations.
• Configure and maintain DNS records through GoDaddy for cloud and application integrations.
• Execute data and email migrations to Microsoft 365 Exchange Online and archive data during employee offboarding.
• Configure and manage Azure Update Management for virtual machines and resources.
• Build and optimize Azure storage accounts for scalability, performance, and compliance.
• Create detailed system diagrams showing application/server communication flows, points, and dependencies.
• Maintain a comprehensive IT documentation library covering infrastructure, security, and operations, incorporating AI-based knowledge resources to improve accessibility and accuracy.
• Serve on the IT Change Committee, reviewing and approving infrastructure changes to ensure stability and security compliance.
• Partner with the Director of Security to align endpoint protection standards and incident protocols while assessing AI-enhanced security monitoring solutions.

Senior Systems Engineer

• Perform ongoing asset management and surveillance activities to monitor ownership and management performance and the physical integrity of the property(s) selected as collateral for the loan(s) including: Review and analysis of property operating statements; Review of property inspections; Monitor payment of Real Estate Taxes and Insurance; ensure prompt payment of said items are being escrowed by BWE; Monitor Borrower’s compliance with the Loan Documents; and, Advise Senior Management of any perceived risks and/or issues within the assigned portfolio; thereby mitigating risks of default.
• Act as the main point of contact and manage company relationships with all internal and external clients within an assigned portfolio.
• Provide excellent customer service to all stakeholders by responding promptly and accurately to questions and information requests.
• Promote and participate in an established team atmosphere.

Solutions Engineer

• Lead design, development, and deployment of complex, enterprise-grade solutions that span SaaS platforms, custom applications, and AI-enabled workflows.
• Serve as a subject matter expert in at least one core SaaS ecosystem while maintaining full-stack engineering fluency across multiple languages and frameworks.
• Architect scalable and secure integrations across cloud and on-prem systems, ensuring reliability, compliance, and alignment with enterprise standards.
• Drive adoption of AI-assisted development tools to accelerate delivery and improve solution quality.
• Partner with business leaders, stakeholders, and Business Partners to translate strategic priorities into technical roadmaps and actionable solutions.
• Mentor and coach Solutions Engineers and citizen developers, establishing coding standards, reusable frameworks, and best practices for enterprise development.
• Lead code reviews, architecture reviews, and solution design sessions to ensure high-quality, maintainable, and auditable solutions.
• Identify high-impact opportunities for automation and AI integration, balancing quick wins with long-term architectural value.
• Collaborate to ensure seamless integration of custom-built systems with agentic workflows and monitoring frameworks.
• Document solution architectures, technical standards, and reusable assets to strengthen organizational knowledge and reusability.

Senior Solutions Engineer

• Track, coordinate and handle the timely ordering, receipt, review, delivery and approval of third-party reports, including appraisals, environmental reports, surveys, title commitments, searches, flood certificates, engineering reports, and seismic reports, involving the closing manager, transaction managers, producers and analysts when necessary.
• Become familiar with, and support the establishment and maintenance of a database for, contacts and closing requirements of various lenders.
• Obtain, review and coordinate lender approval of insurance carried by the borrower.
• Prepare estoppels, SNDAs, and lease abstracts; review estoppels against the borrower's rent roll.
• Schedule and coordinate closing calls; draft and/or manage closing checklists to ensure all closing requirements are timely met as a condition to funding.
• Obtain all lender required due diligence from the borrower.
• Review lender required due diligence for accuracy and to identify and resolve potential issues prior to transmittal to lender.
• Prepare and transmit statement of Bellwether and third-party fees to the title company and borrower for closing, and review settlement statement for accuracy.
• Maintain organized and accurate closing and due diligence files, and upload to central document management system in a timely and organized fashion.
• Take such other actions as necessary or desirable to ensure loans close, and to ensure a seamless transition to loan set-up and servicing.
• Assist with special projects on an as needed basis.

Transaction Manager – Closing, Commercial Real Estate

Affiliate Manager

• Co-own business outcomes as an embedded partner focused on the initial stages of the deal lifecycle, including lead generation, prospecting, and pipeline development with accountability for technology-driven improvements in conversion rates and origination efficiency.
• Collaborate with originators, analysts, and marketing to identify friction points in sourcing and qualifying deals while evaluating AI-powered prospecting and lead qualification tools.
• Shape and prioritize technology capabilities that improve CRM utilization, outreach automation, and data quality for prospecting with focus on measurable improvements in lead conversion and originator productivity.
• Work closely with Production and Marketing teams to align goals, metrics, and user needs ensuring technology investments directly support origination volume and quality targets.
• Track usage and adoption of origination-focused tools and support training and change management with systematic measurement of user engagement and business impact.
• Research and evaluate AI-powered tools for lead scoring, prospect research, and automated outreach to enhance origination effectiveness.
• Partner with data teams to establish origination analytics and predictive modeling capabilities for improved pipeline management.
• Support citizen development initiatives within origination teams, enabling business users to create automation solutions within governance frameworks.
• Complete comprehensive mapping of current lead-to-opportunity workflow and identify top 2-3 inefficiencies or gaps in the origination process with quantified impact analysis and improvement recommendations.
• Launch prioritized backlog of enhancements to CRM, marketing automation, or contact data tools with clear timeline, success metrics, and stakeholder engagement plan.
• Partner with Marketing to pilot or improve outreach and prospecting tools that support originator productivity with measurable results in lead quality and conversion rates.
• Define comprehensive success metrics for lead quality, outreach performance, and CRM engagement with baseline establishment and monthly tracking dashboard.
• Conduct structured originator feedback sessions and align quick wins with broader Production goals through stakeholder interviews and priority mapping.
• Establish and document standardized intake and prioritization process for incoming technology requests from originators with clear criteria and response timelines.
• Research and recommend AI-powered origination tools including lead scoring, prospect intelligence, and automated outreach platforms with business case analysis.
• Establish origination technology adoption metrics tracking tool usage, user satisfaction, and business impact with quarterly business reviews.

Senior Business Partner

• Perform ongoing asset management and surveillance activities to monitor ownership and management performance and the physical integrity of the property(s) selected as collateral for the loan(s)
• Review and analysis of property operating statements
• Review of property inspections
• Monitor payment of Real Estate Taxes and Insurance
• ensure prompt payment of said items are being escrowed by BWE
• Monitor Borrower’s compliance with the Loan Documents
• Advise Senior Management of any perceived risks and/or issues within the assigned portfolio
• Act as the main point of contact and manage company relationships with all internal and external clients within an assigned portfolio
• Provide excellent customer service to all stakeholders by responding promptly and accurately to questions and information requests
• Promote and participate in an established team atmosphere

Security Engineer

• Define and execute the enterprise security strategy in alignment with organizational goals, risk appetite, and BWE's AI-native transformation initiatives.
• Oversee and continuously assess BWE's cybersecurity posture, including threat detection, incident response, and risk management while preparing security frameworks for AI tool deployment and citizen development initiatives.
• Lead security governance efforts, including policy development, training, and compliance with regulatory and contractual standards (e.g., SOC 2, GLBA) while establishing frameworks for AI governance and responsible technology deployment.
• Collaborate with IT, legal, operations, and business leaders to identify and mitigate security risks across systems, data, vendors, and emerging AI technologies.
• Evaluate and manage third-party tools, security services, and vendor relationships including AI platform security assessments and vendor risk management.
• Serve as the executive point of contact for security audits, incidents, and client inquiries while ensuring transparent communication about security posture and AI-related risk management.
• Monitor emerging threats and security trends, particularly AI-related security risks; recommend improvements to technology and process safeguards.
• Lead internal incident response planning, tabletop exercises, and post-incident analysis with particular focus on AI-related security scenarios.
• Partner with AI leadership to establish AI security governance frameworks including data protection, model security, and algorithmic transparency requirements.
• Establish security standards and oversight for citizen development initiatives, ensuring business-user-created automation meets security and compliance requirements.
• Lead, coach, and develop security team members while building capabilities in AI security, cloud security, and modern threat detection.
• Drive security culture transformation across the organization, moving from compliance-focused to risk-intelligent security practices that enable business innovation.
• Near-Term Deliverables: Conduct comprehensive security posture assessment including current capabilities, gaps, and transformation requirements with prioritized remediation roadmap aligned to BWE's strategic initiatives.
• Develop AI security governance framework addressing model security, data protection, prompt injection prevention, and AI vendor risk management with implementation timeline.
• Establish security metrics dashboard tracking key indicators (incident response times, vulnerability remediation rates, compliance scores, training completion) with executive reporting cadence.
• Create citizen development security guidelines and governance framework ensuring business-user automation meets security standards without hindering innovation.
• Research and recommend AI-powered security tools for threat detection, incident response, and security monitoring with cost-benefit analysis and implementation roadmaps.
• Lead tabletop exercises focused on AI-related security scenarios including data breaches, model manipulation, and vendor service disruptions.
• Establish a vendor security assessment framework specifically addressing AI platform providers and their security, privacy, and compliance capabilities.
• Complete advanced security training in AI security, zero trust architecture, or cloud security frameworks with demonstrated competency and application to BWE's environment.
• Partner with business leadership to create a security awareness program that builds security culture while enabling AI adoption and digital transformation.
• Develop security incident response procedures specifically for AI-related incidents including model failures, data exposure, and algorithmic bias detection.

Servicing Operations Manager – Insurance

Asset Manager

Senior Systems Engineer

Asset Manager

Senior Solutions Engineer

Transaction Manager – Closing, Commercial Real Estate

Senior Business Partner

Asset Manager

Director, IT Security