Experience

TrueAccord

• United States
• Financial Services
• 1 - 100 Employee

• Strategic Client Manager

  • Jan 2021 - Present



Learning Sciences International

• United States
• Education Management
• 1 - 100 Employee

• Director Of Operations

  • Feb 2019 - Mar 2020

  • Directed $25M consultancy operations, optimization initiatives, created and delivered cost savings strategies, leading organizational change and identifying long & short-term development plans. • Managed diverse teams with six direct reports, including Fulfillment Manager, IT Manager, Inside Sales Team, and Customer Success Team; oversaw 20 indirect staff. • Created dashboards detailing organizational health for each department to share best practices, highlight deficiencies, areas… Show more • Directed $25M consultancy operations, optimization initiatives, created and delivered cost savings strategies, leading organizational change and identifying long & short-term development plans. • Managed diverse teams with six direct reports, including Fulfillment Manager, IT Manager, Inside Sales Team, and Customer Success Team; oversaw 20 indirect staff. • Created dashboards detailing organizational health for each department to share best practices, highlight deficiencies, areas for improvement, and track progress. • Developed scalability plans to ensure managed and productive growth – policies, procedures, clear goals for ongoing development, implementation, and expansion. • Connected cross functional teams to improve communication of data/information and best practice sharing to increase productivity, efficiency, and client satisfaction. • Collaborated with VP Finance to develop and report detailed financial metrics to document productivity and identify excess capacity across divisions enabling data-driven resource decisions. • Fostered work environment committed to customer value, implementing pro-active customer outreach to prevent business run-off and to leverage relationships for up-sell opportunities. • Drove cultural change essential to improving efficiency, introduced OKRs to measure goal attainment, metric driven objectives and outcomes; introduced educators to business and profit-driven mindset. • Implemented P&L accountabilities through 1 on 1 meetings with educators/trainers – set objectives, accountability and metrics. Select Achievements • Captured $200K salary savings recognizing opportunities for headcount reductions. • Saved $225K reining in publishing costs through streamlining and division closure. • Redirected funds realized through cost savings initiatives to architect inside sales and customer success teams, providing focus to generate new business, retain and grow relationships with current clients. Show less • Directed $25M consultancy operations, optimization initiatives, created and delivered cost savings strategies, leading organizational change and identifying long & short-term development plans. • Managed diverse teams with six direct reports, including Fulfillment Manager, IT Manager, Inside Sales Team, and Customer Success Team; oversaw 20 indirect staff. • Created dashboards detailing organizational health for each department to share best practices, highlight deficiencies, areas… Show more • Directed $25M consultancy operations, optimization initiatives, created and delivered cost savings strategies, leading organizational change and identifying long & short-term development plans. • Managed diverse teams with six direct reports, including Fulfillment Manager, IT Manager, Inside Sales Team, and Customer Success Team; oversaw 20 indirect staff. • Created dashboards detailing organizational health for each department to share best practices, highlight deficiencies, areas for improvement, and track progress. • Developed scalability plans to ensure managed and productive growth – policies, procedures, clear goals for ongoing development, implementation, and expansion. • Connected cross functional teams to improve communication of data/information and best practice sharing to increase productivity, efficiency, and client satisfaction. • Collaborated with VP Finance to develop and report detailed financial metrics to document productivity and identify excess capacity across divisions enabling data-driven resource decisions. • Fostered work environment committed to customer value, implementing pro-active customer outreach to prevent business run-off and to leverage relationships for up-sell opportunities. • Drove cultural change essential to improving efficiency, introduced OKRs to measure goal attainment, metric driven objectives and outcomes; introduced educators to business and profit-driven mindset. • Implemented P&L accountabilities through 1 on 1 meetings with educators/trainers – set objectives, accountability and metrics. Select Achievements • Captured $200K salary savings recognizing opportunities for headcount reductions. • Saved $225K reining in publishing costs through streamlining and division closure. • Redirected funds realized through cost savings initiatives to architect inside sales and customer success teams, providing focus to generate new business, retain and grow relationships with current clients. Show less



McCabe, Weisberg & Conway, LLC

• United States
• Law Practice
• 1 - 100 Employee

• General Manager

  • Feb 2018 - Jan 2019

  • Recruited to highly visible leadership role to create and implement turnaround strategy. • Oversaw daily operations with full P&L accountability; managed five direct reports for dual location, 60 FTE mortgage banking law firm. • Collaborated with partners, executives, team leaders and others to develop performance strategies across quality, productivity, and service. • Conducted in-depth time studies tracking product roadmaps, tasks, commitments, and costs; developed maximum… Show more • Recruited to highly visible leadership role to create and implement turnaround strategy. • Oversaw daily operations with full P&L accountability; managed five direct reports for dual location, 60 FTE mortgage banking law firm. • Collaborated with partners, executives, team leaders and others to develop performance strategies across quality, productivity, and service. • Conducted in-depth time studies tracking product roadmaps, tasks, commitments, and costs; developed maximum sustainable pace models. • Raised client satisfaction and retention rates by consistently providing up-to-date, reliable data. • Developed comprehensive revenue breakdown to demonstrate unprofitable business elements, enabling decisive executive planning and data-informed decision-making. • Created followership, winning full employee support for change; fostered collaborative work environment and commitment to quality, professionalism, and customer-centric mindset. Select Achievements • Generated 50% increase in new business referrals, developing strategies to salvage and improve flagging relationship with largest client – 90%+ of total firm revenue. • Raised client performance scorecard rating to 49%, transforming below-threshold (7%) client performance scorecard within 6 months; safeguarded account from termination. • Attained operational profitability in 2018; reversing 22 months of operating losses within three months. Show less • Recruited to highly visible leadership role to create and implement turnaround strategy. • Oversaw daily operations with full P&L accountability; managed five direct reports for dual location, 60 FTE mortgage banking law firm. • Collaborated with partners, executives, team leaders and others to develop performance strategies across quality, productivity, and service. • Conducted in-depth time studies tracking product roadmaps, tasks, commitments, and costs; developed maximum… Show more • Recruited to highly visible leadership role to create and implement turnaround strategy. • Oversaw daily operations with full P&L accountability; managed five direct reports for dual location, 60 FTE mortgage banking law firm. • Collaborated with partners, executives, team leaders and others to develop performance strategies across quality, productivity, and service. • Conducted in-depth time studies tracking product roadmaps, tasks, commitments, and costs; developed maximum sustainable pace models. • Raised client satisfaction and retention rates by consistently providing up-to-date, reliable data. • Developed comprehensive revenue breakdown to demonstrate unprofitable business elements, enabling decisive executive planning and data-informed decision-making. • Created followership, winning full employee support for change; fostered collaborative work environment and commitment to quality, professionalism, and customer-centric mindset. Select Achievements • Generated 50% increase in new business referrals, developing strategies to salvage and improve flagging relationship with largest client – 90%+ of total firm revenue. • Raised client performance scorecard rating to 49%, transforming below-threshold (7%) client performance scorecard within 6 months; safeguarded account from termination. • Attained operational profitability in 2018; reversing 22 months of operating losses within three months. Show less



CoreLogic

• United States
• Information Services
• 700 & Above Employee

• Director, Data Operations

  • Mar 2014 - Feb 2018

  • Promoted to drive continuous data and service improvements and optimize overall business agility across operations providing financial, property, consumer information, analytics, and business intelligence. o Leveraged unifying leadership style to steer organizational turnaround, drive performance improvements, and promote common vision and commitment to corporate objectives. • Directed local and offshore teams (Florida, India, and Philippines) of 230+ individuals; drove staff goal… Show more • Promoted to drive continuous data and service improvements and optimize overall business agility across operations providing financial, property, consumer information, analytics, and business intelligence. o Leveraged unifying leadership style to steer organizational turnaround, drive performance improvements, and promote common vision and commitment to corporate objectives. • Directed local and offshore teams (Florida, India, and Philippines) of 230+ individuals; drove staff goal setting and achievement, improved employee engagement, and connected work to metrics and tangible outcomes; reviewed P&L and shared insights with departmental leaders to set goals. • Leveraged connections to outsource repetitive work, freeing staff for more value-add activities. • Assessed business processes; created efficient procedures; and established consistent standards that facilitated revenue growth. • Introduced first-ever metrics to track production, enhance organization-wide accountability, and promote collaboration and information-sharing. Select Achievements • Ushered in 67% improvement in cycle time, optimized workflow, and increased quality of data despite limited resources due to significant employee layoffs. • Reduced data acquisition to commercialization from 80 to 22 days and analysis cycle from 41 to 15 days through assessor production team improvements. • Earned rare recognition: two-time recipient of the CoreLogic Excellence Award (2015 and 2013).

• Manager, Outsourced Operations Center

  • May 2012 - Mar 2014

  • Managed comprehensive operations for a forensic underwriting project of defaulted mortgages for Fannie Mae, directing teams of processors, underwriters, and appraisers. • Delivered sustainable cost and efficiency improvements to better leverage existing organizational capabilities; grew allocation of assigned work from Fannie Mae. • Developed communication strategy among all stakeholders, ensuring timely and quality information exchanges on client requirements, priorities, operational… Show more • Managed comprehensive operations for a forensic underwriting project of defaulted mortgages for Fannie Mae, directing teams of processors, underwriters, and appraisers. • Delivered sustainable cost and efficiency improvements to better leverage existing organizational capabilities; grew allocation of assigned work from Fannie Mae. • Developed communication strategy among all stakeholders, ensuring timely and quality information exchanges on client requirements, priorities, operational status, and strategic/tactical projects. • Achieved operational cost objectives and client satisfaction by optimizing fulfillment operations’ productivity/throughput levels, work scheduling and processing. • Developed and maintained labor and productivity models; delivered efficient solutions for company while meeting customer requirements. Select Achievements • Transitioned major project from financial loss to 37% profitability, tripling monthly volume, and maintaining superior quality scores and service levels. • Doubled overall revenue in 11 months, boosting organizational ranking from “worst” to “first” on Fannie Mae client scorecard.



PNC BANK, N.A

• United States
• Banking
• 200 - 300 Employee

• AVP, Loss Mitigation Center

  • Apr 2010 - Apr 2012

  • Directed staff and initiatives for $17.8B organization to support risk and control management programs, including audit, governance, risk oversight, and infrastructure development. • Opened first Florida center to identify/manage existing and emerging risks stemming from business activities; ensured risk quantification, aggregation, monitoring, and control to prevent loss and drive profitability. • Developed formal audit, risk, and compliance policies and procedures ensuring uniform… Show more • Directed staff and initiatives for $17.8B organization to support risk and control management programs, including audit, governance, risk oversight, and infrastructure development. • Opened first Florida center to identify/manage existing and emerging risks stemming from business activities; ensured risk quantification, aggregation, monitoring, and control to prevent loss and drive profitability. • Developed formal audit, risk, and compliance policies and procedures ensuring uniform diligence. • Collaborated and advised senior management on managing process changes. Show less • Directed staff and initiatives for $17.8B organization to support risk and control management programs, including audit, governance, risk oversight, and infrastructure development. • Opened first Florida center to identify/manage existing and emerging risks stemming from business activities; ensured risk quantification, aggregation, monitoring, and control to prevent loss and drive profitability. • Developed formal audit, risk, and compliance policies and procedures ensuring uniform… Show more • Directed staff and initiatives for $17.8B organization to support risk and control management programs, including audit, governance, risk oversight, and infrastructure development. • Opened first Florida center to identify/manage existing and emerging risks stemming from business activities; ensured risk quantification, aggregation, monitoring, and control to prevent loss and drive profitability. • Developed formal audit, risk, and compliance policies and procedures ensuring uniform diligence. • Collaborated and advised senior management on managing process changes. Show less



Ocwen Financial Corporation - US

• United States
• Financial Services
• 700 & Above Employee

• Manager, Loss Mitigation

  • 2008 - 2010

  • Managed operations for corporation with $56B subprime servicing volume; oversaw team tasked with reducing mortgage holder and lender losses; analyzed borrower debt/liability and developed achievable payment plans. • Managed operations for corporation with $56B subprime servicing volume; oversaw team tasked with reducing mortgage holder and lender losses; analyzed borrower debt/liability and developed achievable payment plans.



GMAC Mortgage Group, LLC

• United States
• Banking

• Manager, Regional Underwriting

  • 2006 - 2008

  • Oversaw regional strategy execution aligned with long-term goals to maximize ROE, improve profits, and maintain market leadership while directing appropriate underwriting risk guardrails, consistent best practices, and guidelines across the region to ensure rating, pricing, and structuring adequacy. • Led dynamic team of 33 underwriters and assistants in delivering over $1.5B in loans closed annually for GMAC; achieved highest QC rating among 6-office region • Key driver in… Show more • Oversaw regional strategy execution aligned with long-term goals to maximize ROE, improve profits, and maintain market leadership while directing appropriate underwriting risk guardrails, consistent best practices, and guidelines across the region to ensure rating, pricing, and structuring adequacy. • Led dynamic team of 33 underwriters and assistants in delivering over $1.5B in loans closed annually for GMAC; achieved highest QC rating among 6-office region • Key driver in transitioning organization to automated/paperless environment; improved productivity and reliability. Show less • Oversaw regional strategy execution aligned with long-term goals to maximize ROE, improve profits, and maintain market leadership while directing appropriate underwriting risk guardrails, consistent best practices, and guidelines across the region to ensure rating, pricing, and structuring adequacy. • Led dynamic team of 33 underwriters and assistants in delivering over $1.5B in loans closed annually for GMAC; achieved highest QC rating among 6-office region • Key driver in… Show more • Oversaw regional strategy execution aligned with long-term goals to maximize ROE, improve profits, and maintain market leadership while directing appropriate underwriting risk guardrails, consistent best practices, and guidelines across the region to ensure rating, pricing, and structuring adequacy. • Led dynamic team of 33 underwriters and assistants in delivering over $1.5B in loans closed annually for GMAC; achieved highest QC rating among 6-office region • Key driver in transitioning organization to automated/paperless environment; improved productivity and reliability. Show less