Experience

TQM Adviser LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Nov 2022 - Present

  New York, United States Operations, Sales Support and Training consulting for the mortgage industry • New Hire Training and Onboarding • New Loan Product Rollout • Pipeline management for compliance, processing or closing issues



Freedom Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Senior Manager, Mortgage Operations & Sales Support

  • Jul 2017 - Nov 2022

  Melville, New York, United States • Lead East Retail region transition of 300+ employees from Freedom Mortgage to RoundPoint Mortgage. • Collaborated with department heads & managers to create streamlined transition plan that assisted the onboarding of the employees onto all new platforms. • Hired, trained, and supervised sales support for mortgage loan officers during an unprecedented origination growth, from 2014 $160 million/month closed volume to 2021 over $400 million/month. • Designed and deployed 4 new… Show more • Lead East Retail region transition of 300+ employees from Freedom Mortgage to RoundPoint Mortgage. • Collaborated with department heads & managers to create streamlined transition plan that assisted the onboarding of the employees onto all new platforms. • Hired, trained, and supervised sales support for mortgage loan officers during an unprecedented origination growth, from 2014 $160 million/month closed volume to 2021 over $400 million/month. • Designed and deployed 4 new departments to provide support of operations team. • Created supplemental standardized training and job aids for managers to use for hiring during 2½ years of remote work. • Monitored and effectively changed process to ensure company, investor and government guidelines were followed to improve customer experience, increase profitability, and decrease compliance challenges.

• Mortgage Operations Manager

  • Mar 2016 - Jul 2017

  Melville, New York, United States

• Manager, Loan Officer Support

  • Nov 2014 - Mar 2016

  Melville, New York



Independent Bookkeeper/Financial Manager

• Owner

  • Apr 2009 - Sep 2014

  Manchester, Vermont, United States • Updated and managed financial record keeping processes for small non-profit organizations. • Participated in budget planning with board treasurers. • Created monthly reports for board meetings. • Managed accounts payable. • Filed State and Federal employer forms. Clients include- Non Profit Organizations- Habitat for Humanity(Bennington Area), Casting for Recovery, Manchester Music Festival and The Dorset Village Public Library.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Home Loan Consultant

  • Apr 2001 - Jul 2008

  Saratoga, New York • Originated 1-4 family residential mortgages- Southern Vermont Territory • Developed a network of Realtors, Financial Planners and Attorney referrals. • Proactively underwrote all loans prior to submitting for loan approval. • Participated as a SME during company software testing.