Experience

Ocrolus

• United States
• Financial Services
• 300 - 400 Employee

• Director of Account Management-Mortgage

  • Oct 2022 - Jul 2023

  Oversaw mortgage division of account managers and clients. Solved problems and achieved business goals by building trust and providing strategic and realistic solutions as well as company standards, metrics reporting, and consumer advisory groups.

• Director of Product, Mortgage

  • Jan 2022 - Dec 2022

  Oversaw the lifecycle of product development for lending software solutions. Conducted research for new products, design concepts and product enhancements. Collaborated with team members to evaluate the practicality of production ideas and eventually develop them into reliable, sellable mortgage products.



Panorama Mortgage Group

• United States
• Financial Services
• 1 - 100 Employee

• VP of Systems

  • Apr 2021 - Jan 2022

  Translated business needs into Technology Requirements while developing and implementing strategic workflow processes, and system implementation for expanded growth and efficiency models



Magnolia Bank - NMLS 423028

• United States
• Banking
• 100 - 200 Employee

• Director of Strategic Initiatives

  • Oct 2018 - Apr 2021

  Collaborated with Business Partners and implemented strategic workflow processes to expand business opportunities, while managing staff to maximize productivity, efficiency, and revenue growth.



American Advisors Group

• United States
• Financial Services
• 400 - 500 Employee

• Operations Manager

  • Oct 2017 - Oct 2018

  Developed and coordinated a team to originate and fulfill traditional mortgage loans for our senior community to ensure compliance and key controls were in place while working with stakeholders and senior management to maintain adherence to all service levels. Analyzed processes and advised staff with recommended procedures to ensure success and uphold the company value.



Peoples Bank, A Kansas Corp

• V.P. of Operations

  • Apr 2010 - Oct 2017

  Westerville, Oh Conceptualized and introduced strategic operational, HR, and business development initiatives to accelerate the achievement of corporate objectives, maximize profit margins, and reduce operational costs.



GreenPoint Mortgage

• Financial Services
• 1 - 100 Employee

• Account Executive

  • 2005 - 2007

  I prospected and generated new client business and retained strong relationships with existing clientele through availability and innovative approaches to new business.

• Assistant Sales and Operations Manager

  • 2003 - 2005

  Westerville, OH I was successful at creating a strong team bond and synergy throughout departments by working directly with my staff to ensure an appropriate allocation of work flow and sufficient staffing models.