About Portfolio Services

James Beatty

James Beatty is the senior vice president and chief valuation officer for Fiserv Lending Solutions-Portfolio Services as well as part of the senior management team. He is one of the three founding partners of this division.

In his current position he overseas all appraisers both in the field and based at headquarters. Jim’s responsibilities include product development, quality control and staffing. Additionally, Jim is assisted by senior valuation managers who handle the day-to-day completion of our valuation product set along with our staff appraisers. These include resolving discrepancies on reconciliations, as well as administering our vett calls on behalf of our business partners.

Most recently with Nationwide Appraisal and Title, Jim was a senior vice president of sales, with overall responsibility for 70 staff appraisers located in multiple Midwest markets. He performed due diligence for both prime and sub-prime lending products.

Prior to his work with Nationwide, Jim spent eighteen years with Real Estate Appraisal Services, a wholly owned subsidiary of Charter One Bank (now Citizens Bank). He was a senior vice president and residential product manager. Jim was responsible for the supervision of the residential appraisal staff and the quality control of the appraisal product. He also monitored appraisal policy, completed appraisal reviews and conducted appraisals in accordance with sound professional appraisal practice. Additional responsibilities included appraisal compliance and business development.

Jim has been in the real estate business in many different capacities and roles for more than 19 years. After graduating from Ohio University in 1987 he has been actively involved in the appraisal profession both locally and nationally. He earned the CRP designation from the Employee Relocation Council in 2000 and SRA designation from Appraisal Institute in 1996. Jim’s most recent accomplishments include the Meritorious Service Award in 2006 from ERC and participation on several committee’s with the ERC and local chapter of Appraisal Institute.

His interests include golfing, tennis, baseball, fishing, and an active role in scouting and coaching.

Jason Taylor

Jason Taylor is the director of operations at Fiserv Lending Solutions-Portfolio Services and is part of the senior management team. He is responsible for the work structure of all employees at the main headquarters site in Boulder, Colorado as well as off site teams including transaction managers and research analysts. This includes the directing of the overall corporate operations to support all client and vendor requirements and transactions.

Using the web-based proprietary PSI ™ technology Jason can track the progress of single orders and bulk order pools for all of Fiserv Lending Solutions-Portfolio Services Wall Street clients. He oversees the production team and is accountable for all products to be completed in a timely manner and readily available for client use. Jason is in constant communication with clients and employees to ensure client expectations are being met. He also works to continuously improve the overall efficiencies of products by evaluating the fulfillment records, tracking orders and looking at the quality control specifications in place for various residential real estate mortgage valuations, due diligence, credit and underwriting products and services.

Jason assists in the creation and development of the overall business processes, system functionality, training initiatives, department management and line management over-site to create the highest quality product for each client.

Jason came to Fiserv Lending Solutions-Portfolio Services from Meritage Mortgage Corp. where as an officer of the company he held management positions in both secondary marketing and wholesale loan originations. His responsibilities ranged from implementation of new systems, products, pricing and policy to managing loan coordinators, underwriters, lock desk and administrative staff.

As Secondary Marketing, AVP at Southern Pacific Funding Corp. he assisted in the execution of both whole loan sales and mortgage back securities, development of new products and pricing as well as managing the lock desk. Other positions have included Wholesale Account Executive at New Mortgage Millennium and Fieldstone Mortgage Company. His roles in both sales and management have led to a wealth of knowledge in the mortgage industry. Jason attended Portland State University and started his career in real estate after earning his license through Century 21 School of Real Estate.

One of Jason’s other interests is Taekwon-Do. As a coach and Two-time US National Team Member he has the ability to seek out employees strengths and work with them to create a successful, productive group of associates. Jason was president of Crystal Lake Taekwon-Do and operated three schools in Portland, Oregon with over 100 active students.