Sean Patton

Experience

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  Carolina Cross Connection Summer Staff

  May 2013 - Aug 2013

  Project Coordinator/ Camp Counselor

  Performed financial and budget reporting and managed over 30 projects. Discussed and tracked deliverables with customers and project teams. Created detailed project plans. Reviewed project risk to ensure safety and compliance with building codes. Coordinated over 15 teams of high school and middle school students and adult leaders on home repair and construction projects for local disadvantaged families.

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  Congressman Howard Coble's Constituent Regional Office

  Jun 2014 - Jul 2014

  Summer Intern

  Managed the Quorum database, allowing staff to see two to three more constituents a day. Aided staff with Quorum by troubleshooting issues with constituent files and documents. Assisted staff with over 24 constituent cases in areas such as healthcare and immigration. Worked side by side with key staff to prepare policy briefings to update Congressman Coble on district issues.

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  Patton Advising and Consulting

  May 2016 - now

  Associate Consultant

  Oversee projects analyzing local market compensation for over 100 job classifications, by using Excel to compare different market rates. Assist in developing step pay plan’s structures, administrative policies, and procedures to ensure clients remain competitive.

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  North Carolina Coordinated Campaign

  Aug 2016 - Nov 2016

  Organizer

  Tracked and audited resources to ensure proper coverage of various communities consisting of 25,000-30,000 voters. Analyzed and tracked 5 electoral precincts’ data using Excel and Vote Builder generating insights and solutions to current issues. Managed communications with varying levels of stakeholders. Identified, recruited, and trained over 100 community volunteers to canvass and make phone calls, resulting in a 70% voter turn out. Implemented technology strategies allowing volunteers to reach over 3,000 voters. Show less

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  Northwestern Mutual

  Nov 2017 - Apr 2018

  Assistant Financial Representative

  Managed database workflow of NetX 360 and Microsoft Client Relations Manager (CRM) databases to ensure the financial representative could successfully service hundreds of clients. Supported the financial representative in executing client requests, such as opening new investment accounts, creating illustrations, and submitting withdraw requests. Assisted in business and client trackers to ensure timely and effective responses to clients.

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  SECU

  Jun 2018 - Oct 2018

  Loan Closing Review Processor

  Used Microsoft Access and financial databases to review 5-10 closing packages a day, analyzing Escrow, home insurance declaration forms, income taxes, purchase contracts and other aspects to comply with regulations and company policies. Inputted data from reviews into Rocket Blue Horizon financial database to produce closing disclosures. Answered attorney and paralegal questions about closing disclosures and progress of mortgages. Worked on tight daily deadlines to comply with government time limits. Trained in credit card, mortgage and other credit union products to stay up to date with federal compliance. Show less

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  JPMorgan Chase & Co.

  Nov 2018 - Nov 2019

  Home Equity Line of Credit Processor

  Trained on HMDA and government regulations for compliance. Evaluates, reviews, and communicates new policies to management team. Coordinates and communicates with customers’ banks, accountants, lawyers, insurance companies, Chase’s internal teams, and customers on over 25 applications a week. Analyzes documents and reports over 15 times a day seeking resolutions with internal teams for customer issues. Works with multiple sources including Chase’s mortgage database to complete 10 to 20 home equity line of credit applications a month. Show less

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  Finastra

  Dec 2019 - now

  Product Owner for Mortgagebot Loan Origination System

  • Product Owner

    Sept 2022 - now

  • Associate Product Owner

    Dec 2019 - Aug 2022