IDS Project Manager

• Oct 2020 - Present

Director of IT Systems

• May 2018 - Sep 2020

Responsible for the overall technology roadmap of the organization. Serves as strategic lead for the digital transformation of core processes and product delivery. Monitors and assesses FinTech marketplace to assess enterprise and industry gaps in order to enhance company workflows and discern product opportunities. Liaisons with Marketing/Sales, Treasury, and Lending divisions to implement, manage, and enhance core technologies and integrations for each respective stakeholder. Establishes testing protocols and execution for system upgrades, product releases, and custom development efforts. Show less

IT System Administrator

• Aug 2016 - May 2018

Performs a variety of horizontal functions for the enterprise, including, but not limited to Systems Administration, IT Development, Compliance, Business Analysis, Process Analysis, Project Management and Data Analysis. Consults with executive leadership, department management, subject matter experts, and utilize industry best practices in the development of future processes and procedures that ensure consistency across the enterprise, efficiency and a positive member experience through all delivery channels. Primary resource for Business Managers to ensure departmental processes and procedures are designed, updated and maintained appropriately.Serves as owner of Capital Markets desk and Lock Desk personnel, responsible for the contracting, delivery and shipping of investor loan sales. Liasions between CUMAnet, its clients, and various Secondary Market investors including FNMA, FHLMC, and FHLBNY. Led implementation of Optimal Blue Product and Pricing Engine, automating daily pricing and system integrations. Established relationships with CoreLogic, The Work Number and FormFree to obtain Fannie Mae Day1Certainty representation and warranty relief. Served on implementation team for Low-to-Moderate-Income (LMI) lending initiative and coordinated product development to both Agency and Private Investors.Responsible for developing and presenting executive summary reports for CUMAnet CEO, COO, and Director of Operations including Pull-Through Performance Ratios, Production by Channel, Pre-Qualification Conversion Statistics, Loan Quality Analytics, Pipeline Aging, and Service Level Agreement Metrics. Show less

Director of Planning and Frontline Support

• Sep 2011 - Aug 2016

Responsible for the overall direction - coordination and implementation - of specific projects and initiatives ensuring consistency with company strategy and goals. Responsible for continuous review of internal processes and technologies to maximize operational efficiency. Coaches and develops the Home Finance Consultant unit.Serves as co-lead on compliance initiatives including but not limited to 2014 Dodd-Frank Qualified Mortgage Ruling, 2015 TILA-RESPA Integrated Disclosure Rule, and preparation for 2018 HMDA legislation. Spearheaded product and pricing model changes, core origination/fulfillment conversions, and workflow redesigns to improve origination turn-times in an increasingly regulated lending environment.As lead for Ellie Mae Encompass implementation, performed various duties including Project Manager, Business Analyst, and System Administrator. Authored new organization workflows and developed custom software automated loan import and Loan Team user assignment from point-of-sale channels. Show less

Credit Union Relations Officer

• Jul 2009 - Sep 2011

Manages the functions necessary for the growth and development of existing and new clients through technology, marketing, and process enhancement. Responsibilities inclusive of research and analysis of operational and technological infrastructure deficiencies and evaluating and recommending subsequent vendor solutions. Serves as primary liaison to Systems and Programming. Responsible for administration of point-of-sale lending systems offering web-based mortgage applications to over 30 Credit Unions. Serves as a regular member of Compliance task force teams, including but not limited to implementing changes necessary to comply with RESPA 2010 regulation. Show less

Home Finance Consultant

• Apr 2007 - Jul 2009

Structured mortgage deals using extensive knowledge of both client portfolio guidelines and policies, as well secondary market investors - specifically Fannie Mae / Desktop Underwriter; and Freddie Mac / Loan Prospector. Spearheaded Homebuyer and "Loan Health Check-Up" seminars to increase penetration in both Purchase and Refinance borrower markets.