Experience

Foundation Mortgage Corporation
• United States
• Financial Services
• 1 - 100 Employee
• CSO, Head of Secondary and Technology

  • Nov 2022 - Present

First Family Holdings LLC
• President and CEO

  • Oct 2022 - Present


OpenClose Mortgage Technology Solutions

• United States
• Software Development
• 1 - 100 Employee

• Product Manager

  • Jul 2022 - Mar 2023

  Remote • Coordinates across the organization to define solutions for enterprise deals. • Provides input to product roadmap based on industry expertise, sales experience and internal discussions. • Facilitate and support the efforts of the EVP, Product with respect to sourcing systems integration partners for the purpose of building a network of companies capable of performing the actual systems integration work. • Facilitate product demos and training as needed to support sales and… Show more • Coordinates across the organization to define solutions for enterprise deals. • Provides input to product roadmap based on industry expertise, sales experience and internal discussions. • Facilitate and support the efforts of the EVP, Product with respect to sourcing systems integration partners for the purpose of building a network of companies capable of performing the actual systems integration work. • Facilitate product demos and training as needed to support sales and implementations. • Create and document repeatable process with respect to enterprise sales and implementation. • Responsible for promoting growth, skill acquisition, knowledge sharing and collaboration. • Work closely with the product and engineering teams to understand the product architecture and work on identifying, designing or enhancing the agile strategy. • Manage and lead multiple high profile complex projects simultaneously. • Maintain executive level reports illustrating efforts, risks, and successes. • Identify opportunities to drive higher quality and improved efficiency in the sales and delivery cycle. • Pragmatic Marketing’s Product Management Methodology Show less



Sprout Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• VP, Credit Operations

  • Jan 2022 - Jul 2022

  • Manage credit operations including template libraries, rules, mapping and legislative or agency requirements • Manage Quality Control reviews of data, libraries, and systems • Manage all eligibility configurations across all operating systems • Provide subject matter expertise for implementation of credit process • Ensure credit initiatives are implemented timely and effectively • Draft and/or revise credit policies and procedures • Draft and/or revise Sales Guide policies… Show more • Manage credit operations including template libraries, rules, mapping and legislative or agency requirements • Manage Quality Control reviews of data, libraries, and systems • Manage all eligibility configurations across all operating systems • Provide subject matter expertise for implementation of credit process • Ensure credit initiatives are implemented timely and effectively • Draft and/or revise credit policies and procedures • Draft and/or revise Sales Guide policies and procedures for wholesale and correspondent divisions • Coordinate with various levels of management across the enterprise including but not limited to Legal and Compliance, Sales, Information Security and Information Technology, Capital Markets, and Executive Officers • Identify opportunities of systemic and procedural improvements for the various operational processes Show less



Mortgage Connect, LP

• United States
• Financial Services
• 300 - 400 Employee

• VP Compliance-Critical Communications

  • Jun 2021 - Jan 2022

  • Manage operational compliance for the document solutions division including template libraries, rules, mapping and legislative or agency requirements for business • Manage Quality Control reviews of data, libraries, and systems • Provide subject matter expertise for implementation of content management system • Collaborate with Client Solutions to provide operational compliance guidance to client implementations and processes • Ensure compliance initiatives are implemented timely… Show more • Manage operational compliance for the document solutions division including template libraries, rules, mapping and legislative or agency requirements for business • Manage Quality Control reviews of data, libraries, and systems • Provide subject matter expertise for implementation of content management system • Collaborate with Client Solutions to provide operational compliance guidance to client implementations and processes • Ensure compliance initiatives are implemented timely and effectively • Draft and/or revise compliance policies and procedures • Coordinate with various levels of management across the enterprise including but not limited to Legal and Compliance, Client Solutions, Information Security and Information Technology, Denver Operations, Default, Capital Markets, and Board of Directors • Identify opportunities of systemic and procedural improvements for the various operational processes Show less



USAA

• Financial Services
• 1 - 100 Employee

• Business Application Advisor

  • Dec 2020 - Jun 2021

  Remote



LoanLogics, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director of Product Solutions

  • Mar 2017 - Dec 2020

  Jacksonville, FL • Responsible for acting as subject matter expert for enterprise solutions in the sales process. • Responsible for facilitating responses to RFPs. • Coordinates across the organization to define solutions for enterprise deals. • Provides input to product roadmap based on industry expertise, sales experience and internal discussions. • Participate in large implementations as solutions SME. • Support systems integrations into the Company’s value added third-party… Show more • Responsible for acting as subject matter expert for enterprise solutions in the sales process. • Responsible for facilitating responses to RFPs. • Coordinates across the organization to define solutions for enterprise deals. • Provides input to product roadmap based on industry expertise, sales experience and internal discussions. • Participate in large implementations as solutions SME. • Support systems integrations into the Company’s value added third-party services network herein referred to as “AppQ Network”. This shall be done in collaboration with the Chief Business Development Officer and software engineering to ensure successful implementation and on going support of vendor partners • Facilitate and support the efforts of the Chief Business Development Officer with respect to sourcing systems integration partners for the purpose of building a network of companies capable of performing the actual systems integration work. • Facilitate product demos and training as needed to support sales and implementations. • Mentor resources across the company to improve their soft skills and product knowledge. • Create and document repeatable process with respect to enterprise sales and implementation. • Responsible for promoting growth, skill acquisition, knowledge sharing and collaboration. • Work closely with the product and engineering teams to understand the product architecture and work on identifying, designing or enhancing the agile strategy. • Manage and lead multiple high profile complex projects simultaneously. • Maintain executive level reports illustrating efforts, risks, and successes. • Identify opportunities to drive higher quality and improved efficiency in the sales and delivery cycle. • Learn and apply Pragmatic Marketing’s Product Management Methodology • Learn, apply, and become certified in Solutions Selling Pragmatic Marketing

• Director of Technical Delivery

  • Nov 2015 - Mar 2017

  Jacksonville, Florida Area PRINCIPAL DUTIES AND RESPONSIBILITIES · Responsible for managing a team of Technical Delivery Managers, and Systems Analysis for all product lines · Responsible for the development cycles that execute on the company’s product roadmap for all Products. · Working with rules based data elements focused around compliance and regulation. · Provides leadership on all aspects of the project in order to ensure successful delivery for all products. · Understands the overall technology… Show more PRINCIPAL DUTIES AND RESPONSIBILITIES · Responsible for managing a team of Technical Delivery Managers, and Systems Analysis for all product lines · Responsible for the development cycles that execute on the company’s product roadmap for all Products. · Working with rules based data elements focused around compliance and regulation. · Provides leadership on all aspects of the project in order to ensure successful delivery for all products. · Understands the overall technology architecture of how products are created, developed, and deployed for all products. · Drive critical decisions and issue resolution · Manage the implementation of Agile Methodology development organization. · Prioritizing development, bugs, issues, and change requests to support the initial testing and on-going development needs to meet actual milestones. · Responsibility for the overall quality of releases for all products. · Establishing a strategic plan to allow the IT department to become scalable while the company continues to grow. · Plan and manage the execution of the technology components of CSX’s business continuity and disaster recovery programs · Develop and maintain work plans and project timelines · Manage budget and resources; review and evaluate staff performance · Assist in Sales in engagements with potential clients, by providing technical and business guidance on the products · Create process and procedural changes, including managing the cultural/organizational impact of those changes · Project Managing and implementing new clients

• Technical Delivery Manager

  • Dec 2014 - Nov 2015

  Jacksonville, Florida Area PRINCIPAL DUTIES AND RESPONSIBILITIES · Responsible for the development cycles that execute on the company’s product roadmap. · Working with rules based data elements focused around compliance and regulation. · Provides leadership on all aspects of the project in order to ensure successful delivery. · Collaborates well with Business Analyst and Product Managers to define the requirements for new development projects. · Understands the overall technology architecture of how… Show more PRINCIPAL DUTIES AND RESPONSIBILITIES · Responsible for the development cycles that execute on the company’s product roadmap. · Working with rules based data elements focused around compliance and regulation. · Provides leadership on all aspects of the project in order to ensure successful delivery. · Collaborates well with Business Analyst and Product Managers to define the requirements for new development projects. · Understands the overall technology architecture of how products are created, developed, and deployed. · Possess strong documentation and illustration skills building technology requirements and functionality descriptions. · Previous Experience working within an Agile Methodology development organization. · Responsible for the initial testing of newly and updated code. · Experience prioritizing development, bugs, issues, and change requests to support the initial testing and on-going development needs to meet actual milestones. · Manage the process and project management for staging and testing software releases · Responsibility for the overall quality of releases. · Manage the project status and deliverables within the company for development projects. JOB DESCRIPTION / DUTIES KNOWLEDGE, SKILLS AND ABILITIES · XML, XSD, JSON, JavaScript, CSS · Working knowledge of ASP .Net C# · Experience working with multi-tiered applications. · Experience with SOAP API, SDK, and WCF services · Database query experience using MS SQL Server & MySQL · Effective verbal and written communication skills · Knowledge of software development for cloud based platforms · Sound decision and judgment making skills



First Federal Bank of Florida

• United States
• Banking
• 1 - 100 Employee

• Residential Lending Systems Manager

  • Jul 2012 - Dec 2014

  • Oversee new Loan Origination System (LOS) implementation and integration • Manage vendor relationships, including contract negotiations, and performance expectations • Direct internal projects including technology implementations, process redesign / improvements, communication strategy, training and deployment • Develop and review specifications, statements of work, performance terms, and/or acceptance criteria • Create Statements of Work (SOW) to establish Service Level… Show more • Oversee new Loan Origination System (LOS) implementation and integration • Manage vendor relationships, including contract negotiations, and performance expectations • Direct internal projects including technology implementations, process redesign / improvements, communication strategy, training and deployment • Develop and review specifications, statements of work, performance terms, and/or acceptance criteria • Create Statements of Work (SOW) to establish Service Level Agreements (SLAs), key performance indicators and other requirements to ensure vendors’ performance • Manage all technology related projects, including executive-level communications, scope, budget, and schedule Show less



EverBank

• United States
• Banking
• 700 & Above Employee

• AVP, Project Manager

  • Mar 2010 - Jul 2012

  • Managed deployment of new technology releases • Focused on key mortgage regulatory projects such as Dodd-Frank, RESPA 2010, Reg Z, TILA, and Safe Act • Coordinated and communicated the activities associated with achieving the strategic direction of the business, which included project plans, deliverable dates, risks and mitigations, staffing requirements, and financial analysis • Facilitated IT project meetings, kickoff meetings, and project debriefs • Manage all technology… Show more • Managed deployment of new technology releases • Focused on key mortgage regulatory projects such as Dodd-Frank, RESPA 2010, Reg Z, TILA, and Safe Act • Coordinated and communicated the activities associated with achieving the strategic direction of the business, which included project plans, deliverable dates, risks and mitigations, staffing requirements, and financial analysis • Facilitated IT project meetings, kickoff meetings, and project debriefs • Manage all technology related projects, including executive-level communications, scope, budget, and schedule • Serve as technology liaison between IT and business stakeholders • Hold regular project team meetings to effectively communicate major milestones, obtain updates, discuss priorities, bottlenecks and other major problems which affect a successful project delivery • Managed Business Analyst(s) • Created and maintained SharePoint sites for each project • Followed standard protocol of Software Development Life Cycle and Project Management Life Cycle • Established and maintained vendor relationships

• Senior Business Analyst

  • Feb 2008 - Apr 2010

  • Researched, gathered, and defined accurate detailed business requirements based on project objectives. • Defined functional, technical, and business requirements • Managed, documented, and communicated change in requirements • Coordinated User Acceptance Testing with the appropriate business users • Maintained and prioritized multiple projects with minimal supervision • Researched and resolved production issues that arose • Wrote Sequel statements in order to analyze and… Show more • Researched, gathered, and defined accurate detailed business requirements based on project objectives. • Defined functional, technical, and business requirements • Managed, documented, and communicated change in requirements • Coordinated User Acceptance Testing with the appropriate business users • Maintained and prioritized multiple projects with minimal supervision • Researched and resolved production issues that arose • Wrote Sequel statements in order to analyze and understand business issues or request



EverBank 8100 Nations Way

• Operations Administrator

  • Jun 2003 - Feb 2008

  • Established and maintained the HMDA (Home Mortgage Disclosure Act) Loan Application Register (LAR) • Subject matter expert for all escalated HMDA issues • Managed HMDA regulatory submission process • Performed HMDA training to all business units • Mapped data from the LOS to the HMDA software • Examined and analyzed Fair Lending data for 3 entities, and 2 private label partners • Loan escalation review for mortgage fraud detection • Managed data Bank Secrecy Act… Show more • Established and maintained the HMDA (Home Mortgage Disclosure Act) Loan Application Register (LAR) • Subject matter expert for all escalated HMDA issues • Managed HMDA regulatory submission process • Performed HMDA training to all business units • Mapped data from the LOS to the HMDA software • Examined and analyzed Fair Lending data for 3 entities, and 2 private label partners • Loan escalation review for mortgage fraud detection • Managed data Bank Secrecy Act (BSA) • Managed data integrity enhancement project • Created and implemented new policies and procedures • Worked with IT to create system enhancements Show less



Blue Cross Blue Shield of Florida

• United States
• Insurance
• 1 - 100 Employee

• Customer Service Representative

  • Jan 2000 - Jan 2004

  • Maintained quality service to customers by answering product and service questions; cross- selling related products and services and being courteous and responsive • Maintained customer records by verifying, updating account information and posting customer transactions • Resolved product and service problems in a timely manner by listening to the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem, expediting the… Show more • Maintained quality service to customers by answering product and service questions; cross- selling related products and services and being courteous and responsive • Maintained customer records by verifying, updating account information and posting customer transactions • Resolved product and service problems in a timely manner by listening to the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem, expediting the solution; following up with the customer Show less