Experience

Holland Mortgage Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Vice President/Director of Technology

  • Oct 2023 - Present

• Implementation Manager

  • Oct 2019 - Present

• Special Project Manager

  • Sep 2019 - Present


Patriot Lending Services, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Encompass Admin/Compliance

  • Feb 2019 - Sep 2019


Victorian Finance, LLC, NMLS# 50635

• Appraisal Manager

  • 2014 - Dec 2018

  • Manage Department employees• Onboard and Maintain relationships with an internal appraiser panel in every state licensed• Discuss and prioritize appraiser utilization based on satisfactory reports• Onboard and Maintain relationships with AMC’s utilized for specialty products and appraiser panel gaps• Maintain and enhance appraisal assignment and review processes• Oversee staff day to day appraisal reviews and corrections needed• Review and follow-up on UCDP/EAD/CU findings• Review GSE and Investor Appraisal overlays and Implement steps to accommodate them• Migrate company to a new appraisal management system and enhance workflow and technology integrations with new system• Provide direction on appraisal related investor suspenses Show less

• Compliance Manager

  • Oct 2011 - Dec 2018

  • Created Compliance Department• Responsible for State and Regulatory Audits• Vet potential Vendor Partners and provide recommendations• Review Mavent Compliance Reports and provide corrective action as necessary • Review GSE and Investor Compliance overlays and Implement steps to accommodate them• Create and Implement procedures across all depts. to enhance compliance concerns• Credit Inquiry Disputes, Consumer Complaints (State, CFPB, Internal Complaint Process)• Create and Implement policies and procedures for AML, Vendor Management, ATR/QM, TRID, etc…• Attend conferences and webinars to stay current on compliance topics• Train employees on various compliance procedures and updates• Provide direction on compliance related investor suspenses• Several recent state audits returned with zero findings• Closed several of our first TRID loans in the month of October 2015, under 25 days• Created Disclosure Desk• Manage Disclosure Desk employees• Create and Update workflows to achieve effective and detailed initial loan file review and maintain an average 20 minute disclosure turn time• Review disclosure requirements and accuracy to update procedures/technology• Coordinate with other departments to enhance our initial loan file review for avoidable concerns/alerts• Track TRID date requirements Show less

• Encompass LOS Admininstrator Manager

  • Oct 2011 - Dec 2017

  • Created Encompass Administration Department• Train technical staff on mortgage business concepts to enhance their ability to create effective system enhancements • Vet potential Vendor Service Providers for workflow needs fit and provide recommendations to Ownership• Work with other department managers to implement and train employees on new vendor procedures• Vet potential Technology Partners for applicable needs and provide recommendations to Ownership• Review, Design and Implement new workflows and enhancements to utilize newly acquired technologies• Automate previously manual tasks utilizing team skills and technologies available• Design vendor and website integrations to enhance workflows and work with technical staff to implement• Manage relationships with Technology Partners and some Vendors• Troubleshoot Encompass LOS system issues, loan file issues, technology enhancement concerns• Interview and Hire qualified applicants for team growth and enhancement• Attend annual Encompass Conference and webinars to source and review potential workflow enhancing technologies• Created an Encompass Admin/Programmer paid summer internship program with goal of gaining fresh ideas and potential future team members Show less