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Summary

Tech executive with a strong background in software implementation, product management, and user experience; proven success in driving ideas from whiteboard to market in a career focused on thoughtful communication, navigating complex compliance environments, cultivating respectful teams, optimizing process, and delivering smartly integrated, highly automated technologies for both worldwide and community-scale businesses

Work experience

Motto Mortgage

April 2017March 2022

Vice President, Product & Strategy

  • Delivered tech roadmap and product strategy, data security, business process modeling for scalability, and implementing various systems, procedures, and policies for all of Motto Franchising, Motto Mortgage brokerages, and wemlo--Motto's sister fintech company
  • Led all technology-related operations for Motto including teams owning product management, software engineering, LO education, business analysis, implementation, reporting and audit, mortgage compliance, change management, tech procurement, system administration, incident management, and technology support
  • Enhanced and maintained a deeply integrated stack of mortgage and digital marketing systems which saw the production of over $3B in loan volume annually via 500+ loan originators nationwide

Dual role: Vice President of wemlo Product & Strategy (from August 2020)

  • Sourced, proposed, and closed the acquisition of wemlo; then served as Business Owner of the corporate integration project to build and launch operations with 13 RE/MAX-integrated workstreams
  • Served on the wemlo leadership team and headed product strategy, tech roadmap, data security, rapid business scaling, organizational design, recruiting, and implementation of all technology products and operations
  • Oversaw design, development, patent applications, and ongoing delivery of the wemlo Loan Brokering System

Spotlight, Inc.

September 2016April 2017

Consultant, IT Project Manager

  • Established the Strategic Business Initiatives team and served a start-up technology project management role for RE/MAX's first new brand, Motto Mortgage; operated in a business relationship management (BRM) role between RE/MAX IT and Motto

Optis, Inc.

August 2015September 2016

Implementation Manager

  • Managed all Data Conversion Services, primarily for medical insurance clients, from new client scoping to final review
  • Performed and coordinated technical analyses for integrating historical claims and financial data into new database systems
  • Served as relationship manager for all conversion clients, providing daily statuses and issue resolution
  • Owned and evolved the Optis conversion product, doubling the value of my team's deliverables within the first six months

    Contractor

    January 2015July 2015

    Consultant, Project Manager and Business Analyst

    • Delivered ad hoc training and development process improvement projects to a Fortune 500 transportation logistics client
    • Facilitated stakeholder meetings to scope business-wide technology upgrades for a $3B per year oil and gas corporation

    Pavaso

    January 2014September 2014

    Implementation Services Manager

    • Developed methodologies for consulting engagements to implement compliance-related lending and real estate technologies, leveraging a phase-gate model for business process transformations and Agile software development methods
    • Served as company subject matter expert (SME) for mortgage and title industry regulatory reforms
    • Performed complex process and business analyses via generation of process flowcharts, regulatory briefs, systems integration strategies, workflow assessments, compliance pilot programs, project plans, and cost-benefit analyses

      Analyst

      Representative Client: Walmart International

      • Supported implementation of anticorruption-related financial controls in 12 markets, across 22 countries and 5 languages
      • Recommended process improvements to financial reporting, procedures, and timelines to aid in project management
      • Created and socialized comprehensive automated Excel tools to monitor and forecast tracking to $67M project budget, including what-if analyses of over 100 key model variables and automatic project resource-leveling
      • Managed an offshore team to deliver standardized weekly reporting and worldwide communications to C-Level leadership

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