• Promoted to execute business development strategy/vision and promote Correspondent Lending division relaunch with $1.3B annual funding volume. Managed costs/risks and maximized profitability by collaborating with cross- functional teams. • Expanded client base and directed full lifecycle management of clients, from application submission to final approval, ensuring seamless processing and exceptional client services. • Authored C-suite presentations, effectively communicating ideas and facilitating pivotal business discussions. Translated materials for diverse technical and nontechnical audiences to obtain buy-in. • Delivered a redesigned due diligence reporting product resulting in increased efficiency and integral data delivery to division and executive leadership; used to determine new account performance for approval decisions. • Leveraged B2B client user feedback to ship a product which enhanced the user experience for client and internal stakeholders in data collection for account due diligence.. • Aligned business strategy and metrics with product and marketing efforts to bolster stakeholder buy-in on mortgage lending products and infrastructure.

Provident Funding Associates L.P. | Aug 2020 - Feb 2021

Secondary/Capital Markets

• Analyzed and utilized metric-based insights to drive operational strategy for servicing released loan populations to investors. Advised senior leaders regarding high-level decision making/change initiatives. • Spearheaded cross-functional communication and data management to increase warehouse line usage at reduced cost while vendor operations were disrupted during COVID-19 pandemic. • Led collaborative meetings between internal and warehouse bank vendor stakeholders to drive standardization and enhancement of IT processes, system upgrades, and overall reporting. • Delivered a loan population selection product which allowed for efficient selection of loans to be added and removed from a criteria-dependent warehouse line, resulting in decreased funding costs. • Recognized by partner and internal leadership for exceptional project management/delivery and unparalleled initiative.

LenderVend Appraisal Zone | Aug 2018 - Aug 2020

VP of Business Development, Product, and Customer Success

• Directed business development operations and drove product management strategy within B2B market. Leveraged product and portfolio knowledge to develop market strategy. • Conducted client stakeholder research to build the product roadmap, focused on intuitive solutions to promote existing and new client growth. • Presented product updates and recommendations for improvement at company-wide meetings; regularly called upon to collaborate and advise cross-functional teams through new product feature testing. • Monitored performance dashboards to advocate for software/technology innovation. Liaised with IT, product, and client management teams to drive updates in alignment with business and client stakeholder needs. Refined newly launched functions to improve solution outcomes and technical accessibility. • Wrote technical specifications, wireframes, and mockups tailored to clients’ business requirements for product development team; provided ongoing training to position sales team as product experts. • Led API integration with third-party SaaS platform, Mercury Network. Broadened accessibility to consumer base and grew client orders by 160% between 2018 to 2019. • Transformed client outreach, acquisition, and onboarding by curating customer-focused solutions and engagements. Signed account generating ~ $37K in revenue within first five months.

LenderVend Appraisal Zone | Nov 2014 - Aug 2018

Manager, Panel, Business Development, Product, and Customer Success

• Recruited to manage operational departments and B2B business development. Led short- and long-term competitive planning, direct operations, and product strategy. • Oversaw cross-functional team of 10 specializing in pipeline management, appraiser panel management and training, B2B business development, compliance, accounting, and IT project management. • Championed product management by consistently obtaining stakeholder feedback and conducting user/market research to build the product roadmap. Created user stories, wireframes, and mockups to ship over 200+ product solutions and features to internal, client, and vendor stakeholders. • Delivered an automated order assignment product which reduced order assignment time by 50% while increasing business capacity for internal stakeholders and streamlining order acceptance for appraiser vendor stakeholders. • Conducted market product and pricing analysis for updated fee structure proposal which improved profit margins by 27.14%. • Mentored team to deliver top-tier customer service and monitor quality assurance. Streamlined workflows to maximize resources and efficiency. • Restructured organization, implementing process efficiencies, updating pricing structures, and reducing labor without sacrificing revenue growth. Created new/standardized policies and procedures.

Provident Funding Associates L.P. | May 2010 - Oct 2014

Branch Manager, Correspondent and Wholesale Lending

• Promoted to Wholesale Lending Branch Manager. Coached/mentored team of five underwriters and funders. • Adapted to new role as Correspondent Lending Branch Manager (1/2011), working with division manager to relaunch correspondent lending, and optimize operations/account management. Managed 9 loan auditors. o Grew loan review business from $0 (2011) to $1.4B+ across seven branches. • Evaluated internal and client stakeholder performance to ensure KPI’s and success metrics were met. Prioritized business needs to ensure delivery of investment grade mortgage loan products to secondary market stakeholders.

Provident Funding Associates L.P. | Aug 2008 - Apr 2010

Underwriter/Funder

• Promoted and relocated to top-producing, $1.6B Salt Lake City branch as recognition for achieving first-year underwriting goals. Drove efficient movement of wholesale mortgage loans in client-facing role. • Managed wholesale mortgage underwriting and funding processes; served integral role in branch achieving top-producing spot for two consecutive years as well as its ranking sixth in 2010. • Liaised with mortgage brokers and title agents to coordinate closing and funding of mortgage loans; reviewed/analyzed loan closing packages to ensure accuracy and alignment with corporate policy. • Managed and remediated remote underwriters’ cases; tasked with researching files to directly

Provident Funding Associates L.P. | Mar 2007 - Jul 2008

Underwriter

• Analyzed and managed wholesale mortgage loans, from pipeline to funding. Assisted in business development as well as overall growth of approved mortgage broker accounts. • Partnered with mortgage broker accounts to resolve outstanding conditions. Received training and authorization to underwrite conventional first, conventional second, and jumbo mortgage loans.

Randstad | Oct 2006 - Feb 2007

Associate Agent

N/A

Enterprise Rent-A-Car | Oct 2005 - Oct 2006

Management Trainee

N/A

My Education

Take a look at my formal education

Bachelor of Science, Business AdministrationLee University | 2005

Associate of Science (A.S.) Columbia State Community College | 2002

About Me

15+ year veteran of the mortgage industry. I'm learning new skills to increase my effectiveness in using data to make business decisions and potentially moving into a role that is heavily focused in data analytics. Open to new opportunities!

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