Experience

Optimal Blue

• United States
• Financial Services
• 100 - 200 Employee

• Team lead - Implementations & site optimizations

  • Sep 2023 - Present

• Team Manager - Client Implementations

  • Jul 2022 - Sep 2023

  Coaches and supports a team of Client Implementation Managers who are responsible for successful implementations of new PPE clients. Observes current process and procedures regarding implementation to ensure best practices are in place and any operational improvements are implemented.

• Implementation Team Lead

  • Jul 2021 - Jul 2022

• Senior Client Implementation Manager

  • Jul 2017 - Jul 2021

  Remote -Responsible for conducting welcome and initial implementation calls with new customers. -Develops and executes a customized and effective customer training program based on the customer’s needs and business model. -Successfully conduct in person (on site or at customer’s location) and/or remote training sessions. -Architects implementation strategy plan for customer. -Facilitates ongoing status meetings and communication with clients to ensure that the implementation… Show more -Responsible for conducting welcome and initial implementation calls with new customers. -Develops and executes a customized and effective customer training program based on the customer’s needs and business model. -Successfully conduct in person (on site or at customer’s location) and/or remote training sessions. -Architects implementation strategy plan for customer. -Facilitates ongoing status meetings and communication with clients to ensure that the implementation project is moving forward in a manner consistent with implementation plan. -Develops and maintains implementation documentation (action items, source materials, discussion notes, etc.). -Maintain customer relationships; proactively provide Customers with helpful information and best practices on how to utilize the system to its full capability. -Develops and executes a seamless plan for each customer transitioning from Implementation to roll Out and on to continued support. -Communicates status and concerns to management -Stay informed on new release changes, new products and industry trends. -Recommend efficiencies in the implementation process of new and current customers.

• Client Services Account Manager

  • Oct 2016 - Jul 2021

  Plano TX Maintain customer relationships; proactively provide customers with helpful information regarding the system and make suggestions on how to use the system to its full capability. Complete defined training to obtain complete understanding of the system. Converse with customers by phone, email, webex etc. addressing any questions, problems, and ongoing training. Stay informed on new release changes and new products. Demonstrate excellent customer service evidenced by customer feedback… Show more Maintain customer relationships; proactively provide customers with helpful information regarding the system and make suggestions on how to use the system to its full capability. Complete defined training to obtain complete understanding of the system. Converse with customers by phone, email, webex etc. addressing any questions, problems, and ongoing training. Stay informed on new release changes and new products. Demonstrate excellent customer service evidenced by customer feedback and performance reviews Stay informed on industry trends. Conduct in person (on site or at customer’s location) training sessions.



PrimeLending, A PlainsCapital Company

• United States
• Financial Services
• 700 & Above Employee

• Secondary Marketing Analyst

  • Oct 2015 - Oct 2016

  -Build and manage pipeline reporting -Analyze existing loan pipeline as needed to respond to changing investor guidelines, new hedge position strategies and ascertain needed data to drive business decisions -Provide gain on sale financial reporting for both sold and unsold pipeline for use by Secondary Marketing and Accounting -Handle special projects as determined by VP of Secondary Markets -Assist with configuration of Secondary's pricing engine and troubleshoots various related… Show more -Build and manage pipeline reporting -Analyze existing loan pipeline as needed to respond to changing investor guidelines, new hedge position strategies and ascertain needed data to drive business decisions -Provide gain on sale financial reporting for both sold and unsold pipeline for use by Secondary Marketing and Accounting -Handle special projects as determined by VP of Secondary Markets -Assist with configuration of Secondary's pricing engine and troubleshoots various related issues -Performs standard lock desk duties relating to loan level maintenance for loan officers for program changes, rate changes, extensions and renegotiations -Keeps lock desk policies up to date -Other duties as assigned

• Secondary Marketing Assistant, Sr.

  • Jun 2013 - Oct 2016

  Dallas/Fort Worth Area • Maximizes profitability of the cash trade positions while minimizing the Company’s interest rate risk on cash position. • Assists the VP of Trading and Pipeline Management with management and execution of Agency position. • Monitors the Relock and Extension report on a daily basis. • Reviews and approves loan level escrow holdback requests. • Reconciles investor purchase advices • Creates, designs and distributes daily rate sheets; ensures the accuracy and integrity of such… Show more • Maximizes profitability of the cash trade positions while minimizing the Company’s interest rate risk on cash position. • Assists the VP of Trading and Pipeline Management with management and execution of Agency position. • Monitors the Relock and Extension report on a daily basis. • Reviews and approves loan level escrow holdback requests. • Reconciles investor purchase advices • Creates, designs and distributes daily rate sheets; ensures the accuracy and integrity of such rate sheets. • Creates and implements policies and procedures related to the locking and pricing of loans. • Acts as agent for and representative of the company as an active trader of whole loans in the Secondary Market. • Provides expertise and serves as a resource to all branch offices including managers and loan officers regarding common practices for lock-in policies and procedures in the mortgage banking industry. • Prepares and monitors various management level reports. • Acts as Liaison for the company between outside investors and other Company departments regarding the sale and delivery of closed loan transactions. • Maintains a professional image and adheres to standards consistent with company policies and procedures.



Uncle Julio's Restaurant Group

• United States
• Restaurants
• 1 - 100 Employee

• Catering server

  • Feb 2012 - Dec 2013

  various locations Assist the catering manager in the set up, service, and break down of caterings for various events.



MSI-Mortgage Specialist

• Property Specialist/Client Project Analyst

  • Dec 2012 - Jun 2013

  Hurst, TX As a property specialist I am responsible in assisting over one hundred field representatives from around the country in successfully completing field asset inspections for high profile banks and mortgage companies. I am responsible for staying in constant contact with both the client and the field representatives, and ensuring that each work order is completed in compliance. As a client project analyst I can tailor orders to meet clients’ specific needs. I provide management reports… Show more As a property specialist I am responsible in assisting over one hundred field representatives from around the country in successfully completing field asset inspections for high profile banks and mortgage companies. I am responsible for staying in constant contact with both the client and the field representatives, and ensuring that each work order is completed in compliance. As a client project analyst I can tailor orders to meet clients’ specific needs. I provide management reports from the company's Infinity System and create custom reports. Having unlimited access to online archived data provides clients with the ability to make important business decisions based upon complete, up-to-date information. Show less



Senator Wendy Davis

• Intern

  • Aug 2012 - Nov 2012

  Fort Worth, TX I assisted in the Senator's 2012 senate campaign for District 10, comprised of over 300,000 constituents. As an intern, I led various fundraising events, personally interacted with voters, answered various voter inquiries, and assisted in all office duties.



State Representative Diane Patrick

• Intern

  • Aug 2012 - Nov 2012

  Arlington, TX Assisted in 2012 re-election campaign, including reaching out to voters, assisting in fundraisers, and various office duties.