Experience

LeaderOne Financial

• United States
• Financial Services
• 400 - 500 Employee

• Chief Operations Officer

  • Feb 2022 - Present

• Executive Vice President Of Operations

  • Nov 2017 - Aug 2022

  Overland Park, Kansas

• VP Operations

  • Aug 2016 - Nov 2017

• Operations Manager

  • Feb 2014 - Nov 2017

  Overland Park, KS Work directly with the Chief Operating Officer and assist in managing the daily operations that take place at LeaderOne Financial.

• Processing Manager

  • Jun 2013 - Jan 2014

  Overland Park, KS Manage 55+ Processors across 51 branches of LeaderOne Financial Corp. Responsible for processing workflow, pipeline management, training of existing employees, and coordination of workflow with multiple departments including Underwriting, Closing and Post Closing. Responsible for drafting policies and procedures as they relate to Operations for LeaderOne Financial. Ensure that processes are being followed in accordance with established workflow and compliance… Show more Manage 55+ Processors across 51 branches of LeaderOne Financial Corp. Responsible for processing workflow, pipeline management, training of existing employees, and coordination of workflow with multiple departments including Underwriting, Closing and Post Closing. Responsible for drafting policies and procedures as they relate to Operations for LeaderOne Financial. Ensure that processes are being followed in accordance with established workflow and compliance requirements. Provide leadership and direction to Processors on questions as they relate to guidelines, policies, and procedures. Track pipeline daily to ensure loans are on track to close on time and proactively manage any possible customer service issues. Develop effective working relationships with third party vendors, as well as internal staff in all departments. Assist UW, Closing and Post Closing as needed as well as assisting with special assignments for executive team and Operations.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President; Mortgage Servicing Team Manager

  • Oct 2011 - Jun 2013

  Manage the daily operations of Kansas City area modification /short sale center for BOA including 10 employees Maintain teams’ pipeline, handle all operations and escalation issues, and implement all industry changes into procedures Responsible for all customer service issues for KC area regarding modifications Maintain relationships with several lines of business partners within BOA and also several external sources such as the city of KC and local non-profit groups in the KC… Show more Manage the daily operations of Kansas City area modification /short sale center for BOA including 10 employees Maintain teams’ pipeline, handle all operations and escalation issues, and implement all industry changes into procedures Responsible for all customer service issues for KC area regarding modifications Maintain relationships with several lines of business partners within BOA and also several external sources such as the city of KC and local non-profit groups in the KC area Market area events to target specific consumers needing assistance with their mortgages Serve as Subject Matter Expert on training classes associated with consumer experience and operational procedures.

• Mortgage Servicing Specialist

  • Jun 2011 - Oct 2011

• Home Loan Processor

  • Nov 2010 - Jun 2011



Bank of America

• United States
• Banking
• 700 & Above Employee

• Loan Originator Assistant

  • Sep 2008 - May 2010



Chase

• United States
• Financial Services
• 700 & Above Employee

• Loan Originator/ Loan Originator Assistant

  • Oct 2007 - Aug 2008



American Home Mortgage Servicing

• United States
• Financial Services
• 200 - 300 Employee

• Loan Originator/ Sales Manager

  • Sep 2005 - Aug 2007

• Marketing Coordinator/Loan Officer

  • Aug 2004 - Sep 2005