• Spearheaded the development of a process introducing 9 new controls to manage risk within the customer remediation lifecycle.• Oversaw the control run, generating daily reports to provide leaders with transparent insights into records eligible for controls, overseeing a portfolio of 300+ remediation cases.• Created comprehensive documentation to facilitate the implementation of the new controls program and educate remediation managers on process enhancements.

• Managed a portfolio of high-value client accounts, serving as the primary point of contact for their banking needs and fostering long-term relationships.• Proactively identified opportunities to cross-sell and upsell banking products and services to existing clients, resulting in a significant increase in revenue and client retention.• Conducted regular financial reviews with clients to assess their financial goals, identify areas for improvement, and tailor banking solutions to meet their needs effectively.• Collaborated with internal teams, including product specialists and credit analysts, to develop customized banking solutions and address client inquiries and concerns promptly.

• Processed mortgage applications efficiently and accurately, ensuring compliance with regulatory requirements and company policies.• Conducted thorough reviews of borrower documentation, including income verification, credit reports, and property appraisals, to assess eligibility and mitigate risk.• Communicated effectively with borrowers, loan officers, and underwriters to obtain necessary documentation and address any discrepancies or issues in a timely manner.• Collaborated with internal departments, such as closing and servicing teams, to facilitate smooth and timely loan closings and fundings.

• Implemented and managed comprehensive SEO strategies to increase organic search traffic and improve search engine rankings for Jake Ducey Enterprises.• Conducted thorough keyword research and analysis to identify high-value target keywords and optimize website content accordingly.• Utilized on-page and off-page optimization techniques to enhance website visibility and authority, including meta tag optimization, content optimization, and link building.• Monitored website performance using analytics tools such as Google Analytics and Search Console, tracking key metrics and identifying opportunities for improvement.

• Provided expert guidance and consultation to clients as a Senior Product Advisor at Heartland Payment Systems, a leading provider of payment processing solutions.• Conducted in-depth analyses of clients' business needs and requirements to recommend tailored payment processing solutions that align with their objectives and enhance operational efficiency.• Acted as a trusted advisor to clients, offering strategic insights and industry best practices to optimize payment acceptance, reduce costs, and improve overall financial performance.• Collaborated closely with cross-functional teams, including sales, product development, and customer support, to ensure seamless implementation and integration of payment solutions for clients.