• Establish residential development division within fast growing architecture firm. Built a financial model used in evaluating properties for redevelopment.• Enhanced company’s operations, marketing and PR strategy, including partnering with an ad agency and PR firm. • Standardizing accounting, budgeting, and forecasting procedures ensuring a consistent cash flow and accurate books.

Managed company through most successful years in its 30-year history. Responsible for marketing, P&L, four credit lines with strict financial covenants, all major expenses, HR decisions and loan pricing. Reported to company owners.• Led marketing, sales, and operations teams through surge in origination volume without adding headcount. Expanded processing capacity by establishing short term incentive programs, building a loan prioritization strategy, instituting customer communications… Show more Managed company through most successful years in its 30-year history. Responsible for marketing, P&L, four credit lines with strict financial covenants, all major expenses, HR decisions and loan pricing. Reported to company owners.• Led marketing, sales, and operations teams through surge in origination volume without adding headcount. Expanded processing capacity by establishing short term incentive programs, building a loan prioritization strategy, instituting customer communications plans, and cross-training employees to handle overflow.• Designed pricing strategy driving large increase in margin and net income based on analysis of competitor pricing and analysis of marginal processing costs by product.• Negotiated favorable covenants to establish a short-term credit facility with JP Morgan resulting in lowered borrowing costs, more underwriting flexibility and decreased counterparty risks.• Ensured compliance of marketing materials, sales team, operations, partnership agreements, and HR policies in a highly relegated industry. Show less

• Developed comprehensive rebranding initiative to redefine the target audience, reinforce the value proposition and partnered with an ad agency to update the ‘look and feel’ of the brand, culminating in a multi-channel marketing campaign centered around the new tag line: local loans for local homes.• Implemented three cutting-edge marketing platforms transforming the customer experience: o Establishing a seamless end-to-end digital experience for onboarding new customers and… Show more • Developed comprehensive rebranding initiative to redefine the target audience, reinforce the value proposition and partnered with an ad agency to update the ‘look and feel’ of the brand, culminating in a multi-channel marketing campaign centered around the new tag line: local loans for local homes.• Implemented three cutting-edge marketing platforms transforming the customer experience: o Establishing a seamless end-to-end digital experience for onboarding new customers and simplifying existing customers day-to-day interaction with the servicing department. o Enhancing marketing campaigns with behavior-based triggers and providing an a la carte menu for salespeople to customize campaigns to specific territories and customer segments. o Instituting intuitive online application for new customers that was flexible and convenient for salespeople while providing detailed analytics and boosted completion rates for the company.• Redesigned process to price loans, including how loans are locked, how salespeople requests pricing exceptions, how investors are selected and the KPIs management tracked; results allowed pricing desk to maximize profits, reduce interest rate risk, and increase visibility to compliance department. Led to 22 bps rise in average margin. • Built financial model to identify loans to retain, with implementation leading to 2X jump in portfolio valuation. • Revamped employee benefit package and fostered a positive, collaborative corporate culture improving employee engagement and retention; changes responsible for company’s first Top Work Place award in 2018, and again in 2020, by largest regional newspaper. Show less

• Executed Net Promoter Score program for midsized US merchants; interpreted survey results to identify and eliminate pain points driving a 10-point jump in NPS score over 12 months.• Analyzed customer satisfaction, activation times and spending across all major markets and presented recommendations to senior leadership to improve the merchant onboarding process; recommendations were adopted.• Designed marketing materials quantifying competing products cost to merchants and… Show more • Executed Net Promoter Score program for midsized US merchants; interpreted survey results to identify and eliminate pain points driving a 10-point jump in NPS score over 12 months.• Analyzed customer satisfaction, activation times and spending across all major markets and presented recommendations to senior leadership to improve the merchant onboarding process; recommendations were adopted.• Designed marketing materials quantifying competing products cost to merchants and demonstrating the value of accepting American Express; materials were sought out by Relationship Managers.• Managed global team’s spending and budget and assisted in development of project funding requests, including estimating ROI and funding requirements for biannual business unit budgeting process. Show less

• Enhanced and expanded marketing campaign in servicing and retention channels focused on consultative conversations with small business owners; led to an increase of ~$600M in charge volume.• Hosted monthly 70+ employee cross-functional focus group gathering customer feedback directly from call center employees, critiquing strategy implementation and fostering collaboration between departments.• Partnered with Ogilvy One to generated marketing and training materials for attrition… Show more • Enhanced and expanded marketing campaign in servicing and retention channels focused on consultative conversations with small business owners; led to an increase of ~$600M in charge volume.• Hosted monthly 70+ employee cross-functional focus group gathering customer feedback directly from call center employees, critiquing strategy implementation and fostering collaboration between departments.• Partnered with Ogilvy One to generated marketing and training materials for attrition prevention service center. Show less

• Earned early promotion and was selected for 2011 Achiever’s Club, an award reserved for top 8% of employees.• Generated high quality leads by establishing an inside sales team that decreased cost per lead and boosted close rate; team jump-started qualified lead generation in its first two months of operation.• Coordinated creation, assembly and submission of RFPs for services and energy efficiency grants; notable wins include a $500,000 NYSERDA grant and 20-Megawatt Demand Response… Show more • Earned early promotion and was selected for 2011 Achiever’s Club, an award reserved for top 8% of employees.• Generated high quality leads by establishing an inside sales team that decreased cost per lead and boosted close rate; team jump-started qualified lead generation in its first two months of operation.• Coordinated creation, assembly and submission of RFPs for services and energy efficiency grants; notable wins include a $500,000 NYSERDA grant and 20-Megawatt Demand Response contract.• Bolstered online lead conversion rates by deploying Marketo to execute digital campaigns and automatically evaluating inbound leads based on their online behavior to prioritize them for the sales team.• Administered Salesforce customization for Sales and Marketing departments across all campaigns.• Transitioned marketing department through acquisition of CPower by Constellation; role expanded to include energy efficiency, solar and wind products and services. Show less