Experience

ACES Risk Management (ARMCO)

• AVP of Client Success

  • Dec 2018 - Present

  Responsible for managing a team of Implementation Specialists for the implementation of the ACES Quality Management System. Oversee and support multiple implementations projects. Review external clients product demands, develop project plans and ensure implementations are completed on time, within budget, and meet client expectations. Involved in pre-sales product demonstrations or provides assistance in scoping projects or developing proposals. Manage the implementations specialists, including… Show more Responsible for managing a team of Implementation Specialists for the implementation of the ACES Quality Management System. Oversee and support multiple implementations projects. Review external clients product demands, develop project plans and ensure implementations are completed on time, within budget, and meet client expectations. Involved in pre-sales product demonstrations or provides assistance in scoping projects or developing proposals. Manage the implementations specialists, including the training, continued education, work productivity and effectiveness and evaluation of their performance. ● Oversee and support all Implementation projects ● Leads and directs all implementation staff and manages team allocation by ensuring that each Implementation Specialist has a manageable workload in a Remote Team Management environment ● Develop project plans and ensures implementations are completed on time and meets clients expectations ● Executes on delivery of Implementation Plans ● Creates and provides Implementation metrics detailing the entire implementation lifecycle while addressing process inefficiencies by collaborating with both Technology and Product ● Applies expert knowledge of the implementation and software platform while providing strategic direction and solving complex problems to move the client forward Proactively lead the identification and design of implementation process improvements, both internal and external ● May assist in Pre-Sales product demonstrations or provide sales assistance in scoping projects or developing proposals ● Collaborate with the Product Team as a subject matter expert and propose software enhancements based on both client feedback and expert knowledge of product ● Create and maintain Implementation Operational Policies and Procedures

• Senior Business Analyst

  • Nov 2017 - Dec 2018

  ACES Quality Management product line includes loan quality enterprise software, services, data and analytics. Over half of the top 20 mortgage lenders in the U.S. choose ACES as their provider for transaction risk management software.


Pacific Union Financial, LLC
• United States
• Financial Services
• 200 - 300 Employee
• Director, Risk Management (Business Intelligence)

  • Jun 2017 - Nov 2017

ClearSpring Loan Services, Inc.
• United States
• Banking
• AVP, Change Management

  • Mar 2014 - Jun 2017


Retreat Capital Management, Inc.

• United States
• Business Consulting and Services

• Policies and Procedures Manager

  • Apr 2013 - Mar 2014

  Irving, TX



Bank of America

• United States
• Banking
• 700 & Above Employee

• Operations Project Consultant

  • Jul 2011 - Apr 2013

  Plano, TX


Saxon Mortgage / Morgan Stanley
• Business Analyst/Technical Writer

  • Sep 2009 - Jul 2011

Goodman Networks
• United Kingdom
• Telecommunications
• 1 - 100 Employee
• Technical Writer

  • Mar 2009 - Sep 2009

DynCorp International
• United States
• Defense and Space Manufacturing
• 700 & Above Employee
• IT Technical Writer

  • Jan 2007 - Mar 2009