Years of experience: 10

Startup FounderCompliance OfficerC-level ExecutiveHRConsultingBanking Operations

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Vicki's Career Path
VP of Operations/Mortgage AdvisorJan. 2021 -
Present
Money Well Lending, LLCVP of Operations/Mortgage Advisor
United States, Vancouver Co-led business planning and feasibility analysis from May 2021, laying the foundation for company inception and strategic growth. • Lead operations across 8 states (OR, WA, CA, AZ, ID, IA, FL, TX), overseeing loan origination, compliance, and team performance to drive operational success. • Designed and implemented an internal GPT system to streamline loan processing and client matching, re...
Loan OriginatorSep. 2019 -
Jan. 2022
Geneva FinancialLoan Originator
United States, ChandlerOriginated high-quality mortgage loans, achieving a 99% approval rate by structuring compliant deals and advising clients from application to closing. • Reduced underwriting delays through proactive coordination with realtors, appraisers, and underwriters, enhancing client satisfaction. • Developed client-centric processes, ensuring tra
Payroll Apr. 2018 -
Mar. 2020
ilaniPayroll
United States, VancouverProcess Optimization & Compliance Leadership • Streamlined payroll processes for 1,200 employees, reducing processing time by 50% and improving accuracy by 20% through optimized SOPs and compliance with federal/state regulations. • Led training and development for payroll staff, enhancing team capacity and ensuring consistent operational performance. • Collaborated with HR and Accounting to a...

Vicki's Posts

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    How I can help you

    Analyze processes to identify bottlenecks and solutions. Remove redundancies, optimize software use, cut costs. Expertise in payroll, HR, Six Sigma, and process optimization.

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    People I am looking for

    Seeking clients from startups to established businesses. Open to various industries, aiming to enhance operational efficiency.

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    Experience & Cases

    Reduced payroll time by 50%, improved accuracy. Developed SOPs for audit success. Implemented integrated systems to cut manual entries. Clients include Money Well Lending, EQC Homecare, Ilani.

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    How to contact

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    How I can help you

    Enhance efficiency by eliminating redundant processes and leveraging software solutions. Ensure compliance and resolve issues. Develop SOPs to address audit findings. Support startups with expert guidance. Credentials: PHR, Project Management, Six Sigma Black Belt.

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    People I am looking for

    Ideal Clients: • Businesses seeking efficiency • Companies needing compliance solutions • Startups requiring operational guidance

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    Experience & Cases

    Notable Achievements: • Co-founded Money Well Lending, operational in 8 states • Developed AI-driven system for loan processing • Achieved 100% compliance across operations Previous Clients: Money Well Lending, EQC, Holt Homes, MWRealty

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    How to contact

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