Transaction Manager

• Jul 2023 - Present

Program/Project Manager

• Jan 2021 - Oct 2022

Played critical role in Operations Program Management team. Responsible for managing cross-functional working groups focused on collaboration and delivering projects on time and with excellence. Responsibilities: ● Served as POC between the Sr. Director and multiple workstreams consisting of multiple stakeholders● Captured and synthesized requirements for new features or processes needed to achieve program's goal● Utilized PMI’s PMBOK phased approach framework in an agile environment to manage projects and ensure success● Developed strong cross-functional relationships with product teams and stakeholders to prioritize platform updates and feature requests and ensure operational readiness● Responded to questions, managed escalations, and timely resolution of all inquiries, as well as provided proactive client communications for the Credit Card program ● Drove meetings and other forums to keep project team aligned and on track to deliverables● Regularly communicated project health updates to stakeholders, including senior Leadership● Consistently met project deadlines by proactively identifying and mitigating potential roadblocks● Served as POC for credit card service vendor and partner banks to foster B2B relationshipsAchievements:● Developed project charter template that streamlined collaboration with stakeholders● Project managed implementation of Role Based Access Request process which streamlined TPV on-boarding, reducing thousands of dollars annually● Created organized workspace in Atlassian Confluence that allowed project management team to document project charters, business case, requirements, tasks/workstreams ● Served as operation project manager between engineering, product, IT and InfoSec teams on multiple enterprise level projects● Developed and maintained reporting and dashboards to keep leadership and stakeholders informed Show less

Vendor Project Manager

• Jan 2018 - Jan 2021

Responsible for oversight of multiple vendor relationships in accordance with defined key performance and quality metrics per SOW.Responsibilities:● Monitored vendor performance to maximize profitability and help achieve financial objectives● Served as communication hub between Prosper and vendor by providing direction, updates, and access to required tools as well as soliciting feedback, recommendations, and innovation from vendors● Managed onboarding process to ensure successful access to all necessary applications without delay● Minimized risk through soliciting Vendor feedback and identifying solutions to improve key performance and quality metrics● Managed the implementation of projects/process improvement initiatives, providing a value-added perspective that contributed to the development of new solutionsAchievements:● Improved vendor performance by enhancing scorecards allowing optimization of service level incentives● Increased operational efficiency by enhancing internal/external processes and procedures which allowed Relationship Managers to improve operational oversight● Enhanced RFP process led to successful and timely selection of 2 near-shore service centers● Created multi-site onboarding project plan and co-lead launch of near shore service center resulting in 30% cost reduction and 50% reduction in attrition● Enhanced vendor program by creating SharePoint site for vendors to self-serve● Improved inbound sales performance by restructuring goals that created a path to $1MM in originations● Enhanced monthly vendor invoice process to make auditing invoices more efficient Show less

Manager, Loan Verification

• Jul 2015 - Jan 2018

Responsible for managing a team of 16 that includes two Asst. Managers, two Team Leads and 12 Verification Specialists.● Conducted performance reviews and provided coaching and guidance to improve performance● Participated in the hiring process and training of new Verification Specialists● Assisted in identifying opportunities to drive process improvement● Responsible for meeting and exceeding team goals● Assisted in creating a productive and enjoyable working environment that fostered teamwork and individual excellence● Responsible for coaching and developing Verification Specialist to achieve loan authority and production goals ● Evaluated accuracy of loan documents, calculated income using income documents and assess loan attributes and documentation for soundness● Worked closely with the Fraud Department to identify possible document or identity fraud Show less

Senior Verification Specialist

• Sep 2014 - Jul 2015

Evaluate accuracy of loan documents, calculate income using income documents and assess loan attributes and documentation for soundness. ● Promoted to Team Lead within 6 months to conduct loan level quality review of decisions made by Verification Specialists● Consistently achieved monthly production goals while maintaining high quality standards ● Aided in training of new hires by ensuring operational processes were consistent and training materials were up-to-date

Auction Manager

• Mar 2012 - Sep 2014

Responsible for auction day events including staffing, communication with corporate team, and managing auction of Trustee Sales in various Arizona & Texas counties. ● Ensured auction day process was streamlined and efficient for successful auction of Trustee Sales that generated millions of dollars in sales each week ● Selected to set up, hire, train and manage staff for Las Vegas County Auction that included weekly travel ● Ensured terms and conditions and state statues were followed ● Analyzed and communicated end of day results preparing analysis for Regional Manager & Upper Management Show less

Realtor

• Oct 2007 - Mar 2012

Assist sellers in selling their homes for the best price possible in the shortest amount of time. Assist buyers in finding a home that fits their needs, wants and values. ● Provided fiduciary duties of loyalty, obedience, disclosure, confidentiality, and accounting in dealings with all clients and potential clients ● Exercised best practices while being professional and efficient with all parties involved in the buying and selling process Assist sellers in selling their homes for the best price possible in the shortest amount of time. Assist buyers in finding a home that fits their needs, wants and values. ● Provided fiduciary duties of loyalty, obedience, disclosure, confidentiality, and accounting in dealings with all clients and potential clients ● Exercised best practices while being professional and efficient with all parties involved in the buying and selling process

Processing Team Manager

• Jan 2007 - Jul 2007

Manage, train, and develop all operation staff towards meeting the branch and company's funding & submission benchmarks while ensuring the company's policies and procedures were followed. ● Coached/trained 5 low producing team members to top 5 account managers in region within 6 months ● Managed production pipeline of 55 units and $15MM per month

Senior Mortgage Underwriter

• 2004 - 2007

Review loan submissions and issue conditional loan approvals up to assigned limits based on company underwriting guidelines. ● Promoted from JR Underwriter to SR Underwriter within 6 months ● Received Exceptional Performance Award for demonstrating high quality and consistent work ethic ● Achieved top 5 Underwriter in region multiple times for units underwritten ● Appointed to train and mentor new Underwriters based on quality of work performance ● Worked closely with sales team and recommended alternative structure and pricing as needed Show less

Senior Account Manager

• 2002 - 2004

Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants. Prepared documents for underwriting by verifying client income, credit reports and other information. ● Promoted from Account Manager to JR Underwriter based on job knowledge and performance ● Recruited to set-up and organize 2 new branch offices● Managed monthly production volume of $5MM per month● Cultivated relationships with business representatives and Loan Officers● Maintained clear lines of communication with all departments to ensure timely closing of multiple loans on a daily/monthly basis Show less

Loan Processor

• Jan 2001 - Jan 2002

Account Manager

• Jan 2000 - Jan 2001

Account Manager

• Jan 1998 - Jan 2000