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Work Background
Int(e3)grated Solutions, LLCFounder and Principal Consultant
Oct. 2024Denver Metropolitan AreaInt(E3)grated Solutions was created in order pursue my passion of partnering with small to mid-size organizations ready for the next level of growth. My ability to execute an efficient and effective solution to a business cross-functionally makes me a value add resource immediately. The ultimate goal is to allow the operations of the organization to be proactive, welcoming long term sustainability versus reactive to opportunities, which can lead to lost revenue. I take into consideration the people, processes and technology across the organization holistically in order to clearly identify opportunities and prioritize a roadmap to success that will support long term business goals.
International LEAP NetworkExecutive Member
Sep. 2024LEAP is a private exclusive network for members of the #LeapAcademy Program: executive leaders, entrepreneurs, and high achievers from around the world who inspire and drive growth and impact on themselves, their work and their communities.
AVL Growth PartnersHead of Professional Services
Feb. 2023 - Aug. 2024Led a team of 40+ Finance and HR professionals who served start up clients in a fractional capacity in their respective areas of expertise. Our team was responsible for all client experience processes including new client onboarding, client issue management, team transitions/staffing and client terminations. During my tenure at AVL I was afforded the opportunity to re-create our entire GTM strategy as well as launch the new HR product offering for our business. Meanwhile, the positive impact I created on already existing business equated to reduced client churn by over 30% while increasing client satisfaction and decreasing client discounts and credits. Total cost of services decreased over 50% and bill rates were increased on an average of 5%. The most rewarding piece of my role was helping to coach and mentor team members who sat at a variety of roles within the business. A change in leadership and vision supported my departure from the business.
SpruceReal Estate Operations: Head Of Service Delivery
Oct. 2021 - Jun. 2022Led the post-closing real estate operations group consisting of 7 teams with over 60 employees, inclusive of post closing documentation, recordation, error corrections and escrow funding functions. Primary objectives were to evaluate and streamline processes to help scale the business to meet growing demand, implement KPIs to appropriately manage workforce responsibilities, develop team members and support career growth, and build out team management functions. This exciting role ended prematurely due to lay offs by the organization.
OnDeckHead Of Operations
May. 2021 - Sep. 2021Denver, Colorado, United StatesOversaw entire loan operations funnel for largest small business lending brand, OnDeck Capital, consisting of application review, advanced due diligence, offer approval, quality assurance, customer service, credit reporting, complaints and dispute processing. The OnDeck lending arm consisted of multiple teams with over 65 employees prior to joining the other Enova International SMB lending operations teams. Focused remained on building the OnDeck brand nationally while collaborating with our SMB peers to identify best practices and streamline processes across brands for a better customer experience and cost savings for the organization. Additionally, emphasis took place on employee career opportunities and satisfaction during a extreme time of change. Recruited by Spruce, which led to my departure from the role and organization.
ExperianAdvisory Council Member
Jan. 2020 - Sep. 2021By invitation role focused on assisting to drive strategic initiatives based on the changing environment of the financial services industry.
OnDeckDirector of Customer Service
Nov. 2019 - May. 2021Denver, ColoradoLed the Customer Service team for all OnDeck small business products which consisted of 13 team members with functions including general customer service, complaint and dispute processing, credit bureau reporting and payment processing. In addition to cross functional team collaboration and strategic leadership efforts at the organizational level, major team milestones included team cross training and career pathing, KPI creation and implementation, quality assurance build out, reporting development and enhanced compliance adherence.
OnDeckCredit Bureau Reporting Manager
Jan. 2019 - Oct. 2019Denver, ColoradoSole business process owner of all credit reporting activity for both commercial and consumer credit bureaus for the entire OnDeck brand. Focus remained on enhancing documentation and overall process, compliance with FCRA relating to consumer related credit pulls and credit bureau reporting, data vendor management and contract negotiation, build out of complaint and dispute processes and enhancement of credit data strategy.
Funding Circle USCredit Bureau Reporting Manager
Apr. 2018 - Dec. 2018Denver, ColoradoTasked with building out the consumer credit reporting function from the ground up while enhancing current commercial credit reporting as well as supporting the complaint and dispute processes relating to credit reporting. Milestones included process creation and documentation, contract negotiation, vendor management, cross functional team efforts to report data to bureaus in compliance with Metro 2 reporting guidelines as well as ensuring organization was FCRA compliant. Recruited by competitor which led to my departure of the role and organization.
Robert Half Management ResourcesClient Service Director
Jun. 2017 - Mar. 2018Greater Denver AreaOwned the business development function for the accounting and finance consulting team within Robert Half for the Denver metro area. Focus remained on building relationships with accounting and finance teams of organizations throughout Denver that were in need of additional resources to help out with special projects, audits or interim/fractional accounting and finance staff and/or leadership.
SquareTwo FinancialDirector of Customer Experience: Complaints, Disputes and Tradelines
Mar. 2016 - May. 2017Denver, CORole was an extension of the work and responsibility as the Customer Experience Manager with the addition of official ownership of all credit bureau reporting matters and FCRA compliance as well as a strategic leader for the organization holistically. Acted as a main representative for the business during any audits taking place by vendors, clients or regulators, including the CFPB.
SquareTwo FinancialCustomer Experience Manager- Complaints and Disputes
Oct. 2014 - Mar. 2016Denver, ColoradoBuilt out a team within the Customer Experience department focused on processing and ensuring compliance with procedures related to disputes and complaints. The department handled all corporate received complaints and disputes and oversaw the processing of the same matters by our third party law firms and collection agencies. Complaints and disputes were a heavily regulated area of our business and were always a point of discussion with regulators, auditors and clients with whom we purchased debt from directly. During this time major accomplishments consisted of enhanced processes, board and regulatory reporting, team career growth, total volume decline and credit reporting clean up measures.
SquareTwo FinancialSenior Internal Auditor
Jun. 2013 - Oct. 2014Denver, coloradoAssessed and tested operational and compliance related business risk for the corporate structure as well as the extended law firms and collection agencies working with SquareTwo. Acted as internal consultant to various business process owners to enhance processes and controls in place around high risk areas during the time the CFPB was created and starting to role out new regulations relating to consumer related financial services industries. Our audit team played a major role in the major overhaul of business processes to ensure the highest level of compliance during a time of severe scrutiny.
Strad Energy Services Ltd.Business Assurance Analyst
Nov. 2012 - Jun. 2013Denver, Colorado
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