Experience

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  Washington mutual, inc.

  Jan 1992 - Jul 1997

  Operations manager

  -Served as personal banker generating new customers, and opening accounts. -Generated loan applications for home equity lines of credit.-Also served as Customer Service Manager during part of my tenure. -Results:-Improved referral levels by tellers to sales departments such as investment counselor and branch loan officer. -Managed daily reports which reduced inaccuracies and provided management with important decision-making tools.-Trusted by branch manager to run branch while she was out on sales calls generating new business and earned a reputation for maintaining a positive attitude and producing high-quality work. Show less

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  Merrill lynch / nationpoint

  Aug 1997 - Jan 2008

  Vice president, underwriting

  -Repeatedly promoted during 10-year tenure with NationPoint, culminating in responsibility for coordinating all underwriting and asset quality efforts. -Supervised a team of 44 underwriters and 2 underwriting managers. -Results:-Developed efficiency-enhancing workflow/process improvements that made it possible to speed up underwriting turnaround time, which improved customer satisfaction scores.-Improved asset quality scores and reduced loan buy backs by 15% by implementing needed controls in underwriting and standardizing underwriting procedures.-Created and implemented customer satisfaction survey distributed to all borrowers after closing which assisted in improving customer satisfaction companywide. Show less

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  Independent consulting

  Jan 2010 - Jan 2016

  Project manager & sr. business analyst - consulting

  Remote Encompass Admin, Project Management and Business Analyst Planned and managed E360 rollouts to various lenders aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains. Retail, Wholesale, and TPO rollouts. Optimal Blue configuration and rollout.Analyzed and identified gaps in process workflows and Encompass360 configuration issues then created and managed project plans before deploying solutions. Created documentation for the rollout including user guides and cheat sheets, completed extensive training for users and brokers and provided support for users through implementation. Tracked results and success of each project.Online and live training of E360 and Optimal Blue as well as Underwriting. Processing, Closing & Funding role training. Configured E360 to specific needs of each lender using admin settings/tools and form builder. Show less

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  New american funding

  Jan 2016 - Dec 2020

  Project manager

  Project Management, Knowledge Management, Business Analysis, Encompass Admin

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  Origence

  Dec 2020 - now

  Knowledge Management, Technical Writing

  • SAFe Coach SPC. 6.0

    Dec 2020 - now

  • Sr. Manager, Knowledge Management

    Dec 2020 - now