EXECUTIVE SUMMARY
Operations and financial services leader with 13+ years of experience across institutional banking, U.S. mortgage lending, and residential solar operations. Experienced in underwriting, compliance, funding operations, business process automation, and operational excellence. Recognized for streamlining complex workflows, improving funding quality, implementing scalable automation solutions, and driving cross-functional initiatives that enhance efficiency, mitigate risk, and support business growth.
CORE EXPERTISE
Mortgage Operations Strategy & Production Governance
Credit Risk Oversight & Underwriting Alignment
Complex Income Structuring (W2, 1099, 1120S, Schedule C/E, Non-QM)
Automated Underwriting Systems (DU / LP) Risk Interpretation
Regulatory Compliance & Documentation Governance
Pipeline Performance Management & Workflow Optimization
Cross-Functional Stakeholder Leadership & Escalation Management
Standard Operating Procedure (SOP) Architecture & Process Engineering
Loan Origination System (LOS) Implementation & Transformation
Enterprise Change Management & Digital Process Migration
Operational Efficiency Optimization & Continuous Improvement
Data-Driven Performance Metrics & Dashboard Reporting
Project Management (Agile-Informed)
Lean Process Optimization | Six Sigma Green Belt Certified
Google Workspace
Google Script Automation
Zapier
In addition to mortgage operations, I also have experience in:
• Process improvement & automation and workflow optimization
• Project management and LOS migration implementation
• Market research and operations management
• Vendor and client coordination
• Executive and operations support
• Solar Panel Industry Compliance Management
Verified
