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Work Background
OptimizelyAccount Executive
Jul. 2022 - Aug. 2023
PerficientAccount Executive
Mar. 2020 - May. 2022Perficient is a global digital consultancy transforming how the world’s leading enterprises and biggest brands connect with customers and grow their businesses. With more than 20 years in the industry and over 4,000 colleagues worldwide, we bring experience and expertise, speed and agility, and a healthy dose of pragmatism to help the world's largest enterprises and biggest brands succeed.
SitecoreAccount Executive/Account Manager
Jan. 2015 - Mar. 2020Sausalito, CA
SitecoreTraining Sales Manager
Aug. 2013 - Jul. 2015
American Mortgage Law Group, P.C.Forensic Investigator
Mar. 2011 - Aug. 2013Novato, CAResponsible for crafting defense strategy for both litigation and mitigation clients.
Skill set includes persuasion, research, analysis, problem solving, strategy, creativity, critical thinking, writing, and managing large workloads with tight deadlines.
Interface with clients, attorneys, opposition, and officials of multi-national corporations.
Voyage FinancialFHA Loan Coordinator
Jan. 2009 - Jan. 2010Santa Rosa, CaEstablished new department for boutique lender.
Helped grow department from startup to $20 million in monthly funding.
Created and implemented operating procedures for improved efficiency.
World SavingsUnderwriting Manager
Nov. 2003 - Sep. 2008Built top producing team in Northern California including collaboration with executives on business development strategy.
Managed staff of up to twenty individuals with wide range of tenure and function.
Continually set and reset production records.
High volume and quality of work speak to attention to detail, adaptability, and multi-taking abilities.
World SavingsLoan Closing Specialist
Nov. 2003 - Sep. 2008Increased profitability and efficiency of all loan agents to whom I was assigned.
Designed and implemented automated marketing system which yielded increased revenue with fewer resources.
World SavingsAppraisal Customer Service Liason
Nov. 2003 - Sep. 2008Coordinated workload and appointment schedule of appraisal staff.
Designed and implemented processes to maximize productivity of appraisers while minimizing costs such as fuel and billable hours.
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