Experience

Roosevelt Management Company

• United States
• Financial Services
• 1 - 100 Employee

• SVP, Information Technology

  • Jul 2011 - Present

  Advanced through increasingly responsible leadership roles reporting to the CTO of an asset management company and its mortgage industry affiliates, including Rushmore Loan Management Services, during a period of rapid growth, acquisitions, and market changes. Orchestrate delivery of internal and customer-facing technology solutions that have been instrumental in the company's growth and reputation as a technology leader and an attractive M&A target in a highly competitive industry. Lead a team of 10 onshore IT Vice Presidents and as many as 200+ offshore IT professionals (developers, analysts, QA) in the development and deployment of products that reduce costs, improve efficiency and customer satisfaction, and mitigate risk for all lines of business (corporate, loan servicing, origination, capital markets). Highlights include: • Managed and grew the portfolio to 20+ proprietary internal and customer-facing products, including a portfolio tracking system, property valuation system, self-service customer portal, servicing automation tools, and solutions for integrating third-party systems. • Co-led company's massive transformation enabling higher loan servicing volume with fewer headcount – digitally transitioned organization from high-touch to low-touch customer engagement and from specializing in non-performing loans to servicing performing loans. • Identified and deployed solutions that enabled the company to add new revenue streams, enter new markets, and quickly pivot to thrive in the face of market changes or disruptions. • Introduced forward-thinking, cost-saving technologies such as low code software development approach and Robotic Process Automation (RPA) technology. • Lowered costs and protected IP by establishing a captive development subsidiary in India that eliminated development outsourcing while creating a new revenue stream. Acted as Interim CEO of the division during a divestiture. Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• VP - Business Systems Analyst

  • Dec 2007 - Jul 2011

  In less than 2 years of joining the Mortgage IT division of the world's largest investment bank, I advanced to divisional VP of Information Technology, reporting to the corporate VP of IT. Retained after Goldman acquired prior employer's loan servicing business to serve as SME on mortgage products, processes, workflows, and related technologies. Transitioned seamlessly into a newly created role charged with business analysis and design of technical products developed by the Mortgage IT division. Focused on data mining, data democratization, and tightening of data governance initiatives with the goal of maximizing profits by introducing efficiencies, improving data quality, and lowering risk. Established internal policies for how data is gathered, stored, processed, and discarded for a data-intensive business in a highly regulated industry. Supported the Mortgage Trading Desk and Asset Management teams. Highlights: • Matured data strategy and ensured data was consistent and reliable by introducing a data warehouse, data democratization, and stringent data governance. • Leveraged extensive knowledge of mortgage products and services to create and maintain a Loan Reference Database and Loan Reference Data Dictionary, along with documenting various business processes and up and downstream flows. • Enabled data-driven decision-making by empowering non-technical users to access high-quality data without IT's involvement while maintaining data security. Show less



C-BASS

• United States

• Senior Programmer/Analyst

  • Jan 2001 - Dec 2007

  Hired as a Programmer/Analyst after completing an internship during college with this sub-prime mortgage pioneer and loan servicer (an early-stage JV between two of the nation's largest mortgage insurers). Promoted to Senior Analyst to perform business analysis, product development, testing/QA, and support of proprietary mortgage solutions for the parent company and its mortgage servicing subsidiary (Litton Loan Servicing). • Gained knowledge of the entire product development lifecycle (SDLC). Gathered requirements, implemented functionality, and tested and released products to business users. • Implemented Repurchase Tracking, Claims Management, and Property Valuations systems that required extensive knowledge of mortgage products and workflows. Show less