Experience

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  STUDIO SUPERETTE

  • New York, New York, United States

  • Interim Chief Operations Officer

    • May 2023 - Present
    • New York, New York, United States

    • Established residential redevelopment division for NYC based architecture firm. • Created financial model and acquisition strategy to evaluate multi-family properties in Brooklyn. • Set up LLC to hold property, developed operating agreement and negotiated with general contractors.• Standardized and reorganized accounting, invoicing, budgeting, and forecasting practices to reduce errors and ensure a consistent cashflow as the firm experiences rapid growth.

• 

  Mortgage America, Inc.

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Chief Operating Officer

    • Jan 2019 - Mar 2023

    Manage sales, finance, marketing, technology, product, legal and HR for an 80+ employee mortgage company with $1B+ in loan originations across three states. Manage all lender and investor relations.• Boosted net income by +4x by employing an aggressive pricing strategy focused on raising margins, reducing interest expense of loans on credit line awaiting purchase and decreasing time taken to fix defective loans and ship completed loans to investors. • Increased processing capacity to handle +2x jump in origination volume by establishing incentive programs, systematically prioritizing loan pipeline and cross-training employees to handle overflow.• Managed sales team and responsible for balance sheet and income statement along with four credit lines, as well as related financial and management covenants, through a prolonged period of record volume • Negotiated company’s largest and most complex warehouse line of credit with JP Morgan Chase, a specialized short-term credit facility lowering company’s cost to borrow, allowing for more underwriting flexibility, and decreasing counterparty and non-payment risks.

  • Executive Vice President

    • Mar 2017 - Jan 2019

    • Implemented Encompass, Blend and Surefire cloud platforms to allow for virtual operation, an end-to-end digital experience for customers and automated marketing campaigns for sales team.• Redesigned processes to lock price of a loan, request a pricing exception, determine which investor to sell the loan to and manage KPI report tracking profitability.• Rebranded all marketing materials based on market research and launched above-the-line marketing campaign based around the new tagline: "local loans for local homes".• Built financial model to value implied breakeven of Mortgage Servicing Rights based on investor pricing to better determine which loans to retain.

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  American Express

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Manager, Global Merchant Experience & Coverage

    • Sep 2015 - Mar 2017

    • Performed extensive analysis on relationship between new merchant customers time-to-activate and post-activation transaction volume across all geographies; found strong inverse correlation and made recommendations to reduce activation time along with estimated ROI of remedies.• Executed Net Promoter Score program for midsized US-based merchant accounts, providing insights and recommendations that led to a 10-point year-over-year increase in customer satisfaction. • Developed quantitative resources and refined marketing material to better demonstrate the value of accepting American Express and true cost of competitor’s cards to existing customers.

  • Manager, Customer Experience & Retention

    • Jun 2014 - Sep 2015

    • Implemented messaging strategy to raise card member spending through consultative conversations. • Employed and expanded unique servicing strategy designed to make interactions and offers more relevant to small business owners, leading to an estimated increase of $600M in charge volume.• Led monthly cross department meeting with 70+ employees focusing on customer feedback, strategy implementation and fostering collaboration between marketing and servicing departments.• Partnered with Ogilvy One to generate marketing materials for servicing and attrition prevention channels explaining discontinuation of older card products and benefits of their replacements.

• 

  Exelon (formerly Constellation Energy, CPower Inc.)

  • Marketing Associate

    • Jan 2010 - Dec 2012

    • Earned early promotion and selected for 2011 Achiever’s Club, an award reserved for top 8% of employees and is awarded for dedication, leadership, and greatly exceeding performance objectives.• Established an inside sales team improving lead quality, decreasing overall costs, and improving close rate; team produced 90+ sales qualified leads in first two months.• Performed detailed market and regulatory research for new demand response product as a member of product development team; helping design pilot program and framework for release.• Deployed Marketo to evaluate inbound leads to enable marketing to interpret analytics, improve customer segmentation and designed trigger based and automated digital marketing strategies.• Transitioned marketing department through acquisition of CPower by Constellation; role expanded to include other business segments and product areas.• Administered Salesforce CRM and ran all campaigns for marketing and sales departments.