• Spearheaded the credit decision for the national launch of Navigator Platform, impacting $5B in originations• Recognized with director-level and VP-level awards for rapid ramp-up and turnaround on the credit decision• Implemented eight price changes to counter rising interest rates, yielding a $20M net present value increase• Enhanced the application experience by removing the 24-hour duplicate decline, benefiting 150K applications• Productionized a table for Auto Navigator… Show more • Spearheaded the credit decision for the national launch of Navigator Platform, impacting $5B in originations• Recognized with director-level and VP-level awards for rapid ramp-up and turnaround on the credit decision• Implemented eight price changes to counter rising interest rates, yielding a $20M net present value increase• Enhanced the application experience by removing the 24-hour duplicate decline, benefiting 150K applications• Productionized a table for Auto Navigator data, enabling efficient querying by over 25 stakeholders daily• Pioneered the gold standard for performance monitoring, ensuring multiple teams consistently met deadlines• Conducted in-depth analysis of proof of income credit policies, influencing strategic improvements• Proposed a manual scalar adjustment to improve the accuracy of loss predictions for a poorly performing model • Aligned credit policy with the dealer business, expanding the Auto Navigator portfolio while mitigating risk• Completed 14 credit college courses to deepen credit knowledge and expertise• Led department-wide team-building activities, fostering a positive and collaborative work environment Show less

• Orchestrated optimization efforts, running over 30 recurring tasks and completing over 100 projects • Revamped sales associate profile layouts, reducing idle time for 100K dials per month• Collaborated directly with the VP to track the largest driver of assets under management• Forecasted monthly funding using historical figures to determine asset conversion rates• Determined the optimal time to call prospects, resulting in enhanced outreach strategies• Innovated a new… Show more • Orchestrated optimization efforts, running over 30 recurring tasks and completing over 100 projects • Revamped sales associate profile layouts, reducing idle time for 100K dials per month• Collaborated directly with the VP to track the largest driver of assets under management• Forecasted monthly funding using historical figures to determine asset conversion rates• Determined the optimal time to call prospects, resulting in enhanced outreach strategies• Innovated a new handout system for dialing queues, improving efficiency and communication• Streamlined client campaigns, eliminating inefficiencies and delivering reports 10 days earlier each month• Created a disruption score to calculate the likelihood of client terminations during advisor transitions• Advised leadership on actions to increase additions based on the effects of campaigns on first-year clients Show less

• Attained exceptional results, averaging 98th percentile in sales volume and 83rd percentile in sales figures• Developed a new set tracker, facilitating easy monitoring of the sales process• Identified a more efficient method to bank leads, improving lead management processes• Assumed client specialist duties, handling voicemails, rescheduling appointments, and corresponding with leads

• Researched global consortia and developed actionable conclusions for a technology manufacturer• Provided a pharmaceutical corporation with best practices for its upcoming product launch