Click on the links below to find out more about the key qualification.
Teambuilding
Successfully trained staff of
loan administrators for
statewide operations after major
corporate reorganization.
Improved overall processes and productivity through targeting of communications between departments, and refocused all separate groups on common goal.
Managed state-wide
consolidation of 71
administration groups into one
centralized operation.
Customer / Client Management
Implemented internal customer service center, integrating services into HQ location with no disruption to customers’ needs or to the company’s revenue target.
Achieved 92% retention of
client base while merging two
operating units during
consolidation of Chemical Bank,
New York.
Designed program for
increasing client billing
accuracy, increasing company fee
collection 15% annually.
Entrepreneurship / Practice Building
Founder and owner of a national
business process outsourcing (BPO)
company, a technology based
provider of mortgage lender
back-office services including
post-close, QC review, loan
certification, document imaging,
and secondary market delivery.
Creator of specialized web-based
workflow database application to
support process reengineering,
streamlining all aspects of
quality control and process
efficiency.
Developed high-end document
imaging platform with
intelligent indexing and
retrieval capabilities.
Led expansion effort for a
private holding company’s
planned diversification into BPO
Design architect and chief
consultant for business process
unit of a national title company
Consultant to large national
financial service firms,
streamlining internal
operations, enhancing systems
and strengthening controls.
Startup Leadership
Implemented IT solution to handle accounting, operations, and other needs for startup company, in addition to establishing office space and all amenities, such as phone service, HR policies, hiring process, et cetera.
Drove startup company to $1,400,000 in revenue in first year
Founding board member of
Mortgage Electronic Registration
Systems ("MERS"), industry-wide
service utility streamlining
unit costs and creating industry
savings in the $$millions per
year.
Volunteerism / Mentoring
Founder and Director, Jobs
Ministry Southwest Inc, a
501c(3) Texas non-profit
corporation dedicated to serving
job seekers from all walks. JMS
is a faith based community
organization, operating
independently and serving the
greater Houston area and Fort
Bend County
Bank liaison for Texas A&M
College of Business
Administration Fellows Program,
guiding third year business
undergraduates internship.
Developed dependent support
teams.
Product Development & Positioning
Defined BPO services for
mortgage bankers; pioneering
domestic BPO model for US
mortgage industry.
Established marketing guides
and criteria for national title
company's BPO service roll-out.
Established new pricing format for consulting company.
Strategic Partnerships
Developed vendor qualification and engaged qualified vendors for startup company, including negotiating prices and reducing COGs.
Established business channel
partnerships among various
consultants, banks, and other
service providers to grow
revenue by 100%.
Project Management
Senior consultant on over
215 projects to implement
business process outsourcing.
Guided clients through change
management from initial
consideration to complete
implementation.
Team Lead for major process
improvement venture for large
regional financial services
group. Performing team
interviews, mapping existing
procedures, gaining team
confidence, and establishing
execution plans.
Merger manager for
consolidation of Chemical Bank,
Buffalo, NY operations site into
Houston offices of Texas
Commerce Bank. Retained 92% of
client base, protecting long
term revenue.
Managed $1,200,000 software
development project for client
server technology, replacing
older mainframe based
application, cutting costs by
$500,000 per year.
Senior Executive responsible for
tri-party coordination of
mortgage collateral clean-up
between GMAC-RFC and Norwest
Bank.
IT Integration
Designed and implemented web
hosted SQL database application
for BPO service delivery.
Leader for business alliance
partners' data exchange
methodology. Designed interface
file content and wrote data
transformation code for
on-boarding/import routines.
Chief architect of several
IT projects to build and deploy
workflow management solutions
for financial service providers.
Early adopter of barcode
technology to drive accurate
indexing for document imaging
and OCR capture procedures.
Development of RFID
labeling for mortgage file
handling efficiency.
Commercial Banking Consultant
External consultant
assisting bank management in
assessment of new business
opportunities, principally in
mortgage banking.
Process improvement leader,
managing teams of employees in
evaluating current procedures
and identifying cost reduction
opportunity.
Industry Leader
Leadership positions held in
both national and state level
trade associations, chairing
various committees and hosting
annual conferences.
Speaker and panel moderator
for national conferences.
Freelance writer for
numerous trade journals,
focusing on operations
efficiency and business process
outsourcing ("BPO").
Sales & Marketing
Designed and implemented
sales program for BPO services.
Leadership and design for
national marketing roll-out of
support services for major title
insurance provider.
National sales executive for global
financial services provider.
Third-Party Strategic Operations
Developed third party partners to
grow and expand business base.
Integrated various partner
offerings into the primary BPO
service package.