Amy Cardello

Shepard clients through the admissions process - from first contact (often in crisis) through intake. Coordinate with insurance/benefits team to identify and communicate coverage and estimated costs. Work through any insurance requirements with clients/families, track and document all clients and stage of admissions. Complete clinical screenings with all clients to help determine appropriateness and correct level of care. Communicate and coordinate with clinical team. Manage all coordination of schedules and processes between clients/families and insurance and clinical teams.

Manage 40+ residential properties. Duties include analysis of real estate for purchase, sale or improvement, perform analysis and set rent rates, advertise units and negotiate lease terms, perform tenant screenings, conduct and coordinate move-ins and move-outs, Collect rent and late payments, maintain properties and address tenant concerns, coordinate completion of repairs, contract with repair and improvement companies and enforce rules of occupancy.

Responsible for a wide variety of administrative and customer service tasks • Review customer financials and compile data for analysis. Prepare reports based on research of client’s current business data. Work with clients to obtain information for business analysis. This includes senior management/President level as well as accounting, legal and tax departments. Responsible for coordinating events, exhibits and meetings for conferences. Coordinate Sales Events, including booking speakers, caterers, and venues. Created and managed invite process.

Project Manager for a $46 million dollar credit card portfolio conversion from a large international bank in Canada to Sherman Financial Group as the buyer and their outsourced servicing company in the U.S. • Managed interdisciplinary team including legal, operations, technology and client service across buyer and servicing entities. • Ensured transfer occurred on-time and on-budget while maintaining the maximum value of the portfolio assets. Received bonus for exceeding financial targets. • Responsible for relationship with project teams from Seller and Servicer and with management and coordination of project plans across entities.

• NCO Group, Inc. acquired the division of JP Morgan that I represented. NCO recruited me to join at the time of acquisition. • Responsible for maintaining and growing the company’s base revenue stream with my personal client base totaling over $30 million in annual revenue. o Achieved 100% client retention. o Managed the division’s largest client (revenue between $10 and $20 million annually). • Managed large client through over 30 conversions in a distressed portfolio situation. • Managed virtual account team consisting of operations, technology, legal, client services and accounting.

Responsible for generating revenue and managing client relationships in the Corporate Trust/Asset Servicing Division. Generated on average $3 million annually in new business revenue while also managing an average of over $18 million in recurring annual revenue. Sold and negotiated complex deals with sales cycle > 1 year, multi-party contracts and multiple stakeholders. Spoke at industry conferences covering corporate trust challenges with respect to securitization conversions, consumer asset servicing and backup servicing. Interfaced with multiple internal groups including legal, technology, accounting, reporting and operations to accomplish client goals and generate revenue while working within operational and budgetary constraints.

I was hired to bring CSC into the business of servicing and backup servicing of securitized loan portfolios. Responsible for generating new business, developing and maintaining client relationships and creating and adhering to marketing and sales budget. Over 45 multi-party contracts worth more than $65 million completed in five years. Division experienced more than 100% average annual revenue growth during my tenure. Created, staffed and assisted in operational development of indirect lending servicing program. Responsible for development and negotiation of contracts. Member of team responsible for creating internal controls and compliance workflows.

Responsible for sale, negotiation and ongoing management of Corporate Trust asset backed securities portfolio. Built the department’s backup servicing system and process model. Chaired research committee charged with determining viability of Master Servicing as a line of business and participated in completion of a 5 year strategic plan. Managed over 30 individual clients. Managed the largest revenue generating client relationship in the division.