Experience

• 

  Argyle

  • Customer Success Manager

    • Jun 2024 - Present

• 

  Newrez LLC

  • Director, Enterprise Operations

    • Sep 2022 - Jan 2024

    Collaborated with cross-functional teams to implement solutions for increased efficiency andcost savings. Analyzed key performance metrics to identify areas for improvement across all lending channels and develop strategies to optimize processes and reduce costs. Provided ROI calculations and forecasts for IT/Product related projects. Assisted Accounting functions by aiding in accrual and operational expense forecasting for third party services and expected losses on uncollected revenue. Reviewed third-party service provider billing through loan-level invoice detail against contractual obligations and secured financial remediation for overcharged services. Successfully led the deployment of a new-to-business Third-Party verification service provider which immediately resulted in a 20% reduction in processing time. Identified and led an effort to eliminate an inefficient verification process in our POS resulting in a significant reduction in expenses. Developed and deployed reporting to provide key insight into TRID Cure violations, resulting in a 40% reduction in fee-specific cures and improved standard operating procedures.

• 

  Caliber Home Loans, Inc.

  • United States
  • Financial Services
  • 700 & Above Employee

  • AVP Financial Controls

    • Feb 2021 - Sep 2022

    Identify and implement cost reduction opportunities by analyzing loan manufacturing processes to provide key insights and recommendations to executive stakeholders. Provided Insights on financial remediation opportunity for expenses during the loan operation cycle. Led team of analysts/auditors who conducted root-cause analyses on TRID cures to identify solutions to reduce expense, resulting in several implementations of suggested strategies, resulting in reduced expenses,

  • Operations Manager

    • Aug 2020 - Feb 2021

    Managed team of analysts to provide operational analyses and reporting for Consumer Directlending channel. Developed KPI metrics and implemented performance management reporting for operational leadership. Developed and implemented pipeline load management process to reduce time in process cycle time by 50%. Monitored and analyzed operational processes to identify areas for improvement and recommend corrective actions to increase efficiency and productivity. Developed and produced capacity planning models for workforce management based on productivity expectations and a rolling 90d hiring ramp forecast plan.

• 

  Maine Coast | Live Lobster • Worldwide

  • York, Maine

  • Credit & Revenue Analyst

    • Jul 2018 - Aug 2020
    • York, Maine

    Analyzed credit risk and devised strategies to minimize bad debt losses. Collaborated with the sales team to formulate pricing strategies, maximizing revenue and profit margins. Evaluated and recommended credit limit adjustments, considering market and economic conditions, with a focus on both domestic and international customers. Implemented dashboard reporting through Google Data Studio, introducing new KPIs and performance metrics related to customer consistency and margin. Fostered and maintained relationships with international wholesale customers, ensuring timely payments and resolving credit issues.

• 

  Residential Mortgage Services, Inc. -- NMLS#1760

  • United States
  • Financial Services
  • 300 - 400 Employee

  • Business Operations Analyst

    • May 2017 - May 2018

    Served as a key support to channel leaders by implementing KPI reporting for Sales and Operations within the new-to-market Consumer Direct division. Conducted comprehensive analyses of operational and sales performance on a regular basis, delivering actionable insights to senior leadership. Demonstrated expertise in Lead Management software (Velocify), LOS (Encompass), and call-routing dialer. Applied strategic analysis to discern trends in lead acquisition strategy, contributing solutions to optimize the cost per loan.

  • Business Asset Manager

    • Aug 2016 - May 2017

    Responsible for cataloging all physical assets at each brick and mortar locations, Ensured proper asset tagging protocols were in place with both IT and Facilities. Orchestrated cost-effective RFPs for office equipment and shipping services resulting in reduced expenses. Supported the deployment of half a dozen new branches, assisting in contract negotiations, vendor coordination, and ensuring seamless on-site rollouts.

  • Accounts Payable Manager

    • Feb 2015 - Aug 2016

    Led the implementation of lease management protocols for 80+ retail lending offices, strategically eliminating wasteful spending on expired contracts and optimizing CAM expense management. Managed a team of AP professionals within high-volume accounting operations including Appraisal accounting and loan-level P&L management.

• 

  The Portland Press Herald

  • United States
  • Newspaper Publishing
  • 100 - 200 Employee

  • Staff Accountant

    • Sep 2013 - Feb 2015

    Provided AP Support and assisted Controller/CFO with day-to-day accounting functions. This included managing inventory for consumables (ink/paper), reconciling the general ledger to ensure proper expense allocations, and managing prepaid schedules. Posted corrective journal entries and assisted in P&L budget reviews.

  • Accounts Payable Clerk

    • Aug 2012 - Sep 2013

    Performed the Accounts payable function for service providers and third party contractors, including 1099 preparation.

  • Finance Clerk - Accounts Receivable

    • Dec 2009 - Aug 2012

    Performed the Accounts Receivable function for revenue generated through advertising and circulation. Ensured accurate customer payments to accounts to ensure no circulation disruptions. Worked with advertising sales reps on payment plans for delinquent recurring advertising clients.

• 

  Journal Tribune

  • Freelance Sports Writer, Photographer

    • Jun 2007 - Nov 2009

    Covered local sporting events for all of Southern Maine/ New Hampshire across all four seasons at the York County daily newspaper. Wrote both game recap stories as well as features and assisted with laying out the sports section in preparation for print.

• 

  Journal Tribune

  • Sports Assistant

    • Aug 2006 - Apr 2007