Experience

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  Equifax

  • United States
  • Financial Services
  • 700 & Above Employee

  • Sr. Director, Mortgage Verification Services

    • Oct 2021 - Present

    - Lead and develop pricing, sales, and delivery strategies across company BU’s with a heavy focus on strategic accounts and multichannel distribution- Orchestrate internal and external resources to deliver customer value across full customer lifecycle - Establish and maintain strong customer relationships at C-suite level- Create and launch end to end products and solutions for strategic clients and partnerships - Quota responsibility for $600M in revenue

  • CSM Manager - Key Accounts

    • Jan 2021 - Oct 2021

    - Lead a team of Customer Success Managers (7FTE), responsible for optimizing the customer experience lifecycle within assigned sets of accounts, ensuring high satisfaction and overall account health- Revenue responsibility in excess of $400MM- Work through team to proactively drive adoption, usage, net retention, and renewals by optimizing the customer experience - Developed the team to successfully identify opportunities for new business growth and reference-ability, as well as identified potential issues that need immediate attention- Developed and utilized metrics for the team to further drive customer relationships and overall account health- Drove customer-first philosophy throughout the team to help create engaged customers and facilitate organic growth- Partnered with internal teams across the organization to share voice of customer feedback and opportunities for improvement, revenue growth, future product roadmap suggestions and overall account retention information

  • Mortgage Solutions Manager

    • Sep 2017 - Jan 2021

    - Directed and oversaw execution of the Equifax Mortgage Services Solutions Director team (5 FTE)- Managed revenue in excess of $200MM- Developed/executed short and long-term strategies that maximize revenue, margin, market share and client relationship breadth and depth- Provided market and "voice of customer" feedback to Centers of Excellence teams regarding competitive offering and client needs to enhance product and solution development- New product ideation, creation and deployment across employment and income, credit, marketing and analytical data sets covering the entire mortgage life-cycle from origination to MSR's and secondary markets

  • Mortgage Solutions Director

    • Dec 2015 - Sep 2017

    - Responsible for business development, customer service and integration within the mortgage vertical of Workforce Solutions within Equifax.- Managed $18MM book of business within the verifications services portfolio to bring existing and new solution sets to market.- Created and presented professional presentations as a "subject matter expert" and provided "voice of customer" feedback to COE teams.- Generated and maintained multilevel client relationships to drive incremental sales and create revenue growth.- Facilitated on-site client Lean events around mortgage origination processes.- Managed Tiger team initiative for immediate client needs and acted as project manager for product implementation and rollout with clients

• 

  Credit Control, LLC.

  • Greater St. Louis Area

  • Director - Strategic Initiatives

    • Jan 2014 - Dec 2015
    • Greater St. Louis Area

    - Performed due diligence, valuation, purchase, and cross functional company integration of strategic mergers and acquisitions - Planned, managed, and implemented quarterly strategic initiatives across multiple product and service lines company wide- Analyzed, strategized, and executed efficiency and cost cutting initiatives company wide- Evaluated and generated Request for Proposals; operate as final decision maker for vendor management evaluation - Collaborated and acted as cross functional team member with various business units regarding product and business development initiatives- Managed Strategic Initiatives Team; 6 full-time employees- Managed the development and implementation of company-wide business intelligence software and database- Developed and executed companywide business process standardization

• 

  DTA Solutions LLC f.k.a. Corelogic

  • Greater St. Louis Area

  • Assistant Vice President – Client Relations and Collections Operations

    • Jan 2011 - Dec 2013
    • Greater St. Louis Area

    - Managed multinational client relationships with placements of over $10 billion in mortgage assets- Added $1.5MM to net revenue in the first year of outside sales and business development- Collaborated with numerous business units regarding business processes for global offshoring initiatives- Facilitated and integrated automated event creation within the company’s asset tracking database- Coordinated and organized all inbound and outbound asset transfers

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  CoreLogic

  • Dallas/Fort Worth Area

  • Business Analyst - Client Relations and Portfolio Management

    • Aug 2008 - Dec 2010
    • Dallas/Fort Worth Area

    - Valued distressed assets as a due diligence pricing team member - Managed and executed cross functional audits from clients- Coordinated on-boarding and integration of new clients into all facets of the organization- Developed extensive internal and external portfolio reporting via SQL & Excel- Facilitated development of 50 state attorney network for partnering law firm- Implemented and managed all mail correspondence to tens of thousands of mortgage borrowers

• 

  First American Title

  • Dallas/Fort Worth Area

  • Intern - Progressive Responsibilities

    • May 2007 - Aug 2008
    • Dallas/Fort Worth Area

    - Development of employee training and testing materials.- Policy and Procedure documentation- Organization of client calls and weekly meetings- Review of client reporting and requests