Experience

Lenderworks

• United States
• Financial Services
• 1 - 100 Employee

• VP - Secondary Marketing

  • Sep 2022 - Present

  Mortgage Banking, Secondary Marketing, Capital Markets

• Secondary Operations Manager

  • Apr 2021 - Sep 2022

  • Spearhead automation/workflow enhancement projects including Hedge Lock Automation, ConnectWise Service Board Rollout, and SharePoint Optimization.• Utilize software including Encompass LOS, Optimal Blue PPE, ConnectWise, SharePoint, Compass Analytics hedging and pricing software, and Microsoft Excel on a daily basis.• Define the margin structure for multiple multi-billion-dollar lenders in Optimal Blue product/pricing engine.• Configure and maintain the Encompass loan program and investor templates as well as Secondary Services settings.• Update Optimal Blue programming regularly, including adjustments, markups, and eligibility rules. • Create and manage custom product offerings.• Assume an active role in adding new investors and corresponding implementation activities.• Demonstrate ability to identify and implement streamlining opportunities.• Utilize data mining and business intelligence to structure change management efforts and drive results.• Oversee consultant engagement; implement recommended policies/strategies on a wide scale. Show less

• Secondary Marketing Project Lead

  • Jul 2020 - Apr 2021

• Secondary Marketing Analyst II

  • Feb 2019 - Jul 2020

• Secondary Marketing Analyst I

  • Jul 2017 - Feb 2019



Chase

• United States
• Financial Services
• 700 & Above Employee

• Operations Specialist, Lead Teller

  • Dec 2015 - Jul 2017

  • Recognized as a subject matter expert in all areas of branch operations and internal compliance. • Reviewed all consumer and business account documentation for completeness and associated system records to ensure data integrity. • Utilized Branch Dashboard to review branch KPIs and identify trends requiring action by management. • Verified internal controls by conducting regular self-audits in preparation for annual Branch Certification. • Provided supervision and coaching to staff in all areas of internal compliance, cash management, teller duties, and customer service. • Supervised the onboarding, training, and scheduling of personnel. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Operations Specialist, Lead Teller

  • Sep 2012 - Apr 2015



State of Nevada, Division of Welfare and Support Services

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Management Analyst I- Child Support Division

  • Sep 2012 - Sep 2013

  • Coordinated a project to transition the acceptance of paper check child support payments to an online banking platform allowing submission via EFT and ACH. • Collaborated with developers to design the online payment submission site. • Performed user acceptance testing for the newly developed site; defined specifications for correction and an improved user experience. • Devised and documented a process for acceptance of payments via phone; produced scripts and trained users to accept new payment methods. • Utilized Collection and Disbursement System software to apply payments; functioned as the team lead for resolution of system-related issues. • Served as the primary point of contact for escalation of questions and concerns regarding payment manipulation, research, and allocation corrections. • Conducted financial and budgetary analysis, tracking, and reporting using Excel. Show less



Washington Mutual Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Teller > Sales & Service Associate > Operations Supervisor > Assistant Branch Manager

  • Jul 2002 - Sep 2012

  • Created and implemented a successful branch-wide employee recognition program and branch cross-training program. • Provided management supervision and direction to 10 staff members and branch clientele during the sale of Washington Mutual Bank to Chase Bank; ensured that staff remained focused/motivated and maintained clientele trust and confidence in the institution. • Recognized as a specialist in regulatory compliance, legal documentation analysis, and business documentation review. • Resolved escalated issues such as irate customers, compliance discrepancies, personnel concerns, and legal questions; approved large dollar transactions. • Directed staff in delivering the highest standard of customer service through relationship-building and consistent follow-up. • Served as Floor Supervisor with primary audit responsibility; delivered training and support for sales and operations staff. • Processed monetary transactions; performed cash audits; managed branch cash levels. Show less