Summary
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  Success Stories
  Work History
  Education - Professional
  Activities

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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

  • Senior design architect and chief consultant for business process unit of a national title company

  • Senior Consultant to large national financial service firms, streamlining internal operations, enhancing systems and strengthening controls.

CULTURAL AND ORGANIZATIONAL CHANGE

  • Board Member, Mortgage Electronic Registration Systems, Inc. (MERS) - National electronic registry service for mortgage banking, secondary market transactions and mortgage ownership rights. Very innovative approach requiring high level of technology and services to provide national network.

  • Senior Project Manager for the consolidation of Chemical Bank operations from Buffalo, NY; moving entire business line to Texas. Closed operations in NY, moving 450,000 mortgage files while retaining 92% of the client portfolio. Whole project accomplished in five months.