Experience

Appellate National Title

• United States
• Real Estate
• 1 - 100 Employee

• COO and Principal

  • Jul 2022 - Sep 2023

  Syosset, New York, United States While at Appellate National, I helped the company expand its operations across the country. We improved our organization's adaptability, agility, and scalability by working together as a team to implement more technology-driven processes, which allowed us to scale up our operations. I worked diligently to encourage a honest and transparent company culture in an effort to boost productivity, collaboration, and client satisfaction.



Holler Law Firm, LLC

• United States
• Law Practice
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2016 - Nov 2021

  Milford, Connecticut, United States As Chief Operating Officer, I was responsible for all aspects of the Holler Law Firm's (HLF) operations, including strategic planning, technology optimization, employee development, operational processes, and profitability. Holler Law Firm provides title insurance and closing services to the largest national title and settlement agencies in states where attorneys are required to perform certain tasks. • Achieved company's rapid growth and national expansion goals, by utilizing proven… Show more As Chief Operating Officer, I was responsible for all aspects of the Holler Law Firm's (HLF) operations, including strategic planning, technology optimization, employee development, operational processes, and profitability. Holler Law Firm provides title insurance and closing services to the largest national title and settlement agencies in states where attorneys are required to perform certain tasks. • Achieved company's rapid growth and national expansion goals, by utilizing proven operational scaling and streamlining strategies. • Helped grow firm from its early operations with only 15 employees, to a company with over 200 FTEs processing over 10,000 transactions per month. • Solved growth barriers by designing ResWare processes to replace/scale urgent email requests. In March 2021, HLF received over 135,000 incoming email requests, with the average response time under 2 hours. • Created thorough, new-client setup processes for onboarding success. • Standardized client email guidelines to support the centralized communication model. • Developed operational reporting and critical post closing status, KPI, and funding reports used by all personnel and most clients; that ensured timely disbursement performance, consistently, at scale. • Introduced outsourcing solutions and brought on integral BPO partners. • Achieved cost-saving and operational scalability; outsourced over 24 critical processes. • Trained and mentored mid-level managers, (who were part of production roles or new employees without industry experience), which allowed them to grow into current management roles and supported a culture of promoting from within. • Pushed major companywide interdepartmental cross-training initiative, which was critical to scheduling department's success during rapid growth. • Created a scalable, compliant attorney title search solution in North Carolina that went live in 2018. By the end of 2020, NC became the firm's highest volume and most profitable state. Show less



Linear Title & Closing

• United States
• Real Estate
• 1 - 100 Employee

• EVP, Managing Director | Abstrax LLC (a division of Linear Title & Closing)

  • Oct 2014 - Mar 2016

  Middletown, Rhode Island, United States Maintained high-level responsibility for company’s operational performance, including: production capacity and growth, product quality, client satisfaction, staff training and development, vendor and data resource management, and profitability. ▷ Created strategic vision and oversaw implementation of operational growth initiatives. ▷ Increased the company's production by 120% within an 18-month period, to 30,000+ property reports delivered monthly. ▷ Achieved record net income and… Show more Maintained high-level responsibility for company’s operational performance, including: production capacity and growth, product quality, client satisfaction, staff training and development, vendor and data resource management, and profitability. ▷ Created strategic vision and oversaw implementation of operational growth initiatives. ▷ Increased the company's production by 120% within an 18-month period, to 30,000+ property reports delivered monthly. ▷ Achieved record net income and net margin in each quarter of 2015. ▷ Increased 2015 net margin percentage by seven times over that of 2014. Led operational transformation initiative from a subcontractor-reliant model, to a primarily internal production model. Expanded direct footprint coverage by 150% through utilization of multiple electronic land records databases. ▷ Increased direct/electronic search capacity by 165% to 1,200+ units per day. ▷ Increased internal search allocation (vs. outsourced to physical abstractor) from 52% of orders in Q4 of 2014 to greater than 85% by Q2 of 2015, and sustained thereafter. ▷ Achieved outside abstracting cost savings of $1,200,000 in 2015. Drove strategies that increased share of business from existing clients by developing operational solutions customized to client-specific KPIs. ▷ Developed a dedicated team for a title agency client owned by a Top 10 mortgage lender to meet their critical turn-time KPI. Achieved average title search product delivery TT of 4.5 hours, and increased daily order volume by 100% (to 2,000+ units/month). ▷ Produced 7,000 to 10,000 reports per month for a high-volume due diligence client, for which Abstrax was the sole property report provider, by developing customized production and data delivery solutions. ▷ Oversaw team that created data reporting and risk analysis products for national clients, including: collateral mortgage servicing companies, title underwriters, and REO servicers, each ordering 1,000 to 3,000 units per month. Show less

• Executive Vice President, Compliance

  • Aug 2013 - Sep 2014

  Middletown, Rhode Island, United States ▷ Oversaw compliance of national title and closing operations, as well as regional subsidiary entities in Texas, California, Nevada, and Utah. ▷ Worked closely with underwriters to ensure adherence with title underwriting requirements and best practices. Responded to all underwriter audits and implemented operational changes based on audit findings. ▷ Implemented compliance reporting and tracking tools based on real data within ResWare platform to improve operational oversight of title,… Show more ▷ Oversaw compliance of national title and closing operations, as well as regional subsidiary entities in Texas, California, Nevada, and Utah. ▷ Worked closely with underwriters to ensure adherence with title underwriting requirements and best practices. Responded to all underwriter audits and implemented operational changes based on audit findings. ▷ Implemented compliance reporting and tracking tools based on real data within ResWare platform to improve operational oversight of title, closing, recording, and title policy practices. ▷ Direct reports included Linear’s Compliance Counsel and Corporate Counsel. ▷ Concurrent with compliance role, was also responsible for high-level development and oversight of Linear’s remote offices and subsidiary entities, including: Linear Title Agency of California; Linear Escrow of California; Linear Title Agency of Utah; Royal National Title (a subsidiary JVA title agency in Dallas, TX), and Linear’s Direct Texas operations offices in Houston, TX and San Antonio, TX. ▷ Direct reports included five operations managers and state managers of each respective entity or office. ▷ Led creation of hybrid production processes that fused Linear’s centralized operations capabilities with state office operations, while ensuring compliance with all state requirements, inducing those of the Texas DOI, California DOI, California DOC, and Utah DOI, as well as those of Linear’s multiple underwriters. ▷ Utilized ResWare software to implement streamlined, efficient, and compliant workflow processes across multiple state offices. ▷ Worked with major underwriters and outside counsel to ensure compliance while expanding state title agency licenses in new states. Operated Linear Escrow of CA and met all escrow requirements, enabling ultimate approval of Linear Title Agency of CA as a title insurance agent throughout all of California.

• Vice President of Operations

  • Mar 2010 - Jul 2013

  ▷ Developed and managed all aspects of company's operations at the national, branch, departmental, and process-specific levels; including the operations management team, employee development program, and streamlined recruiting model. ▷ Drove process and production system development, through innovative strategies with a focus on scalability, efficiency, and systematic quality controls. ▷ Leveraged technology, automation, functional departmentalization, advanced reporting, vendor… Show more ▷ Developed and managed all aspects of company's operations at the national, branch, departmental, and process-specific levels; including the operations management team, employee development program, and streamlined recruiting model. ▷ Drove process and production system development, through innovative strategies with a focus on scalability, efficiency, and systematic quality controls. ▷ Leveraged technology, automation, functional departmentalization, advanced reporting, vendor management, and business process outsourcing which was critical to expanding Linear’s operational capabilities. ▷ Managed Linear’s satellite offices in Texas, California, Utah, and Nevada. Developed and implemented operational processes for remote office locations utilizing a strategic hybrid model; which leveraged the company’s centralized and streamlined production systems, while ensuring strict adherence with local title and escrow requirements.

• National Operations Manager

  • Sep 2007 - Feb 2010

  Middletown, Rhode Island, United States ▷ Managed operational migration to new processing software, ResWare, and implemented highly-automated companywide business processes and to increase scalability and efficiency. ▷ Scaled personnel and work flow processes to accommodate volume increases and industry cycles. ▷ Collaborated with sales, marketing, and executive management to create new products and services. ▷ Direct reports included seven department managers and supervisors, overseeing all key production departments.

• Nighttime Operations Manager

  • Nov 2006 - Aug 2007

  Middletown, Rhode Island, United States ▷ Developed protocols to accommodate a nationwide client base and provided a consistent service response during evening business hours. ▷ Supervised all operational departments and promptly responded to escalated issues.

• Department Manager, Final Documents

  • Aug 2006 - Nov 2006

  ▷ Managed the Title Policy and Recording Departments. ▷ Coordinated outsourcing of data processing with partners based in India and United States. ▷ Created title policy and recording processes and audited for accuracy.

• Post Closing Coordinator

  • Apr 2006 - Aug 2006

  ▷ Provided a detailed review of final closing documents for quality and accuracy. ▷ Cleared lender underwriting requirements required for loan funding. ▷ Funded and disbursed escrow funds in excess of $1 million daily.