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Work Background
CLC Enterprises LTDPrincipal
Aug. 2023Denver, Colorado, United States · RemotePerforming notary services and mortgage loan signings in the Denver metro area.
BlackFin GroupPrinciple - Professional Services
Jul. 2023Colorado, United States · RemoteResponsible to lead the Blackfin Group Professional Services consulting group which includes creating delivery standards of mortgage technology and the tools necessary to support the offering.
CreditXpertDirector of Client Success
Sep. 2022 - May. 2023United States · RemoteResponsible for the creation of the Client Success department which includes sales enablement, system demonstration, onboarding, and account management.
Firstsource / SourcepointVP-Digital Product Strategy & Business Technology Services
Mar. 2021 - Sep. 2022Palm Bay, Florida, United States · RemoteResponsible for the strategic direction for digital solutions within a Business Process Outsourcing organization which includes technology selection & implementation methodology creation and execution. Additionally, responsible for establishing a new business unit offering implementation consulting services and staff augmentation to mortgage technology providers.
Mortgage CadenceSenior Vice President, Sales Engineering and Solution Architecture
Jan. 2018 - Mar. 2021HybridMentored and supported a team of three Sales Engineers. Collaborated on the design of a scalable and repeatable demonstration methodology by illustrating to prospects the value of features and functions of our SaaS Enterprise level solution through compelling and engaging story telling.
Mortgage CadenceDirector of Solution Architecture
Jan. 2016 - Dec. 2018HybridExecuted Discovery sessions with client prospects uncovering organizational dynamics, system needs, and integrations. Designed complex enterprise software solution plans outlining delivery strategy, resource allocation, duration, workflow, scope, and cost that supports client’s goals and growth strategy. Created contracts and statements of work.
Mortgage CadenceCore Configuration Product Manager, Client Solutions
Jan. 2015 - Dec. 2016RemoteDesigned and configured out-of-box solution which included UI/UX, workflow, tasking, rules, pipeline views and automation which aided sales by improving client prospects comprehension of system's value proposition. Reduced implementation's turn-time while improving system quality.
Mortgage CadenceVice President of Professional Services & Director of Professional Services, Client Solutions
Jan. 2013 - Dec. 2015HybridCoached, mentored, and supported six Implementation Consultants and three Directors of Professional Services by providing career development, skill enhancement. Identified opportunities to eliminate gaps in existing processes by building more effective processes and tools resulting in faster project start times, shorter implementation timelines, and faster time to value.
Mortgage CadencePrincipal Implementation Consultant
Jan. 2011 - Dec. 2012HybridStrong client advocate by listening to client goals and translating those into system solutions. Dedicated to designing elevated user experiences to drive innovation with the highest business impact.
Mortgage CadenceQuality Assurance Manager / Senior Business Analyst
Jan. 2007 - Dec. 2011On-siteTriaged system defects reported in Team Foundation Server utilizing system administration tools and database triage utilizing SQL. Designed manual test scripts within Quality Center testing suite. Leveraging the SDLC and Scrum methodologies, the systems embedded automation tool was configured to self-evaluate rules and workflows which is still in use today.
ARGENT MORTGAGE COMPANY, L.L.C.Vice President, Operations and Production Training
Jan. 2002 - Dec. 2007Orange County, California, United StatesLed a team of six front line managers in support of 300+ associates across all loan functions. Tracked and maintained regional service agreements allowing for effective strategic planning.
Citibank Private BankJunior Underwriter
Jan. 2001 - Feb. 2002Underwrote residential applications and supporting documents of high net worth clients to determine credit worthiness. Documented and justified credit exceptions, counter-offers and declinations appropriately to meet federal requirements.
ARCO/Wentworth ManagementProperty Manager
Jun. 2000 - Jan. 2001Managing agent for several management boards of condominium and coop complexes with sites exceeding 200 units.
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