Experience

• 

  Optimal Blue

  • United States
  • Financial Services
  • 200 - 300 Employee

  • Chief Operating Officer

    • Apr 2024 - Present

  • Chief Administrative Officer

    • Sep 2023 - May 2024

    Responsible for Optimal Blue's administrative services including legal, HR, project management, CRM administration and business reporting.

  • VP, Business Strategy

    • Sep 2020 - Sep 2023

  • VP, Business Strategy

    • Feb 2017 - Sep 2020

    Responsible for Optimal Blue's Salesforce instance and oversight of strategic corporate projects that help transform the business.

• 

  ExactBid

  • United States
  • Software Development
  • 1 - 100 Employee

  • VP Client Services

    • Aug 2015 - Oct 2016

    Management responsibility for all aspects of service delivery to ExactBid's client base, including it's Narrative1 clients. Areas of responsibility include implementations, support, account management, training, documentation and client communications.

  • Consultant

    • Jan 2014 - Aug 2015

    ExactBid, Inc. (EBI) delivers software using the SaaS model to facilitate the commercial appraisal ordering, bidding, and fulfillment process. EBI hired me to evaluate the operations and help position them for planned growth. The engagement includes employee interviews, client surveys, presentation of findings and recommendations, and participation in resulting organizational, process, and resource changes.

• 

  D+H U.S. Operation

  • Mequon, WI

  • VP Product Management

    • Apr 2014 - Dec 2014
    • Mequon, WI

    Managed product direction and strategy for D+H’s MortgagebotPOS and MortgagebotLOS solutions. Worked closely with all stakeholders (clients, prospects, employees) to ensure a solid understanding of optimal product direction. Responsibilities included determining product design, release schedules, and release content; delivery of release notes and client communications; coordination and delivery of client forums and focus groups; maintenance of executive-level vendor and critical client relationships; and presentation of product road map to client executives and employees at all levels.

• 

  Mortgagebot Llc

  • COO, Mortgage Marvel

    • Jan 2007 - Dec 2014

    Mortgage Marvel, owned and operated by Mortgagebot, is a direct-to-consumer website that presents real-time mortgage quotes from multiple lenders. Related responsibilities included oversight of all aspects of building and managing the website: business strategy, product design, lender relations, third-party distribution alliances, content distribution, search engine marketing, public relations, executive presentations and data analytics.

  • VP & SVP, Client Services

    • Jan 2009 - Mar 2014

    Managed a staff of 35 employees across all aspects of client service delivery for Mortgagebot (company operated as Mortgagebot until Jan. ’14). Responsibilities included new client implementations, training, support, account management and communications.

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  TD Bank

  • Falmouth, ME

  • SVP, Residential Mortgages

    • Aug 1998 - Dec 2006
    • Falmouth, ME

    Responsibilities included strategic planning, reporting, product development, e-commerce development and sales, budgeting, marketing, sales promotions, policies, procedures, compliance, risk management, and acquisition integration.

• 

  PNC Bank, New England

  • Boston, MA

  • Various

    • Sep 1986 - Aug 1998
    • Boston, MA

    VICE PRESIDENT, TREASURER 8/97 TO 8/98 Responsible for local management of the bank’s treasury functions, including asset-liability management, product profitability, planning, forecasting, and management reporting. Chairman of bank’s asset-liability committee. VICE PRESIDENT, CORPORATE PRODUCT MANAGER 11/96 TO 8/98Responsible for management of the residential mortgage product for PNC Bank Corp’s Private Bank. Areas of accountability include pricing, underwriting, service standards, communication, and product development. VICE PRESIDENT, MORTGAGE FINANCE 12/94 TO 12/96Managed all aspects of the bank’s purchase and ongoing maintenance of residential mortgages from a base of 50 nationwide correspondents. Areas of responsibility included sales, operations, underwriting, and pricing. ASSISTANT VICE PRESIDENT, RISK MANAGEMENT 12/93 TO 12/94Responsible for managing risk relating to all lending activities. Oversaw servicing and collection functions of the bank’s $120 million home equity loan portfolio.MORTGAGE OFFICER, RISK MANAGEMENT 6/90 TO 12/93Responsible for managing departmental risk relating to all lending activities, including pricing, contracts, portfolio performance, and bulk mortgage acquisitions. Screened mortgage offerings for compatibility with corporate risk profile; projected profitability under various pricing and interest rate scenarios; presented transaction and recommended pricing levels to bank’s executive management; and negotiated final price and contracts.MORTGAGE TRADER 1/89 TO 5/90Reviewed, priced, and negotiated the purchase of whole loan mortgage portfolios. CREDIT ANALYST 2/88 TO 12/88Processed and underwrote consumer credit applications.RETAIL CREDIT SPECIALIST 9/86 TO 1/88Processed and underwrote consumer credit applications.