Chloe is an AI-powered underwriting platform that streamlines loan processing, enhances decision-making, and drives profitability for NON QM lenders - Spearheaded the development and execution of a comprehensive business development strategy aligned with company goals and target markets. Managed the full sales cycle for new customer acquisition and strategic partner relationships.- Identified and prioritized high-value clients, partners, and strategic opportunities across financial institutions (Banks, Credit Unions, Independent Mortgage Banks).- Cultivated strong collaborations with product and marketing teams to ensure alignment with business development initiatives.

Independent consultant helping companies develop strategies to establish and/or grow Alliances and Partnerships.- Clients include Cartelligent, Inc., and Spero Insurance Agency- Uncovered and researched lucrative partnership opportunities aligned with client goals for increased sales and revenue.- Developed and nurture relationships with key decision-makers at partner organizations- Negotiate and finalize partnership agreements focusing on revenue generation, lead flow, and brand awareness.- Tracked and analize partnership performance metrics, providing insightful reports to management.

Roostify (Acquired by Corelogic) was Series C Fintech backed by JP Morgan, Stone Point Capital, Point 72 Ventures. Roostify’s SaaS platform empowers banks to accelerate and simplify the lending process for mortgages and home equity products.- Developed and implemented a successful GTM strategy for launching a new mid-market mortgage POS SaaS product.- Secured enterprise-level deals with prominent financial institutions, managing the entire sales cycle from prospecting to closing.- Built a $5 million ARR pipeline within a 6-month timeframe.

Series B SaaS FinTech (spun out of Ethos Lending) backed by 8VC, Menlo Ventures, Conversion Capital and Khosla Ventures. Polly is creating a modern, data driven capital markets ecosystem for the mortgage industry.- Built and executed strategic alliances with industry partners and technology vendors throughout the mortgage ecosystem - Responsible for the establishing and managing relationships with over 30 partners including Fannie Mae, Freddie Mac, ICE Mortgage Technology, Wells Fargo, CITI and ALM First. Generated over 30% of Polly’s ARR in 2021- Developed and managed product onboarding process and customer success programs-Developed and implemented a comprehensive partner marketing strategy to amplify brand awareness

Ethos Lending is mortgage software company and direct lender, that originates high-quality loans at amongst the lowest price points in the country. Leveraging technology, Ethos has re-engineered the mortgage supply chain, creating a highly intuitive, transparent and efficient experience for the consumer.- Sparked a 25% increase in loan volume within 9 months by spearheading strategic partnerships with real estate, home building, and insurance companies. These partnerships generated a steady stream of qualified leads for our consumer direct division- Established a high-performing partner channel that delivered 25% greater profitability compared to legacy lead sources. This achievement stemmed from effective negotiation and channel optimization strategies.- Exceeded signed partnerships goals by 40% through a systematic approach and cultivating strong relationships- Developed a comprehensive partner training program resulting in fast onboarding and increased lead generation

- Responsible for recruiting and management of 20-person production team; Averaged $50M in monthly production- Led all divisional marketing strategies including affinity marketing partnership program- Managed the Consumer Direct P&L

- Responsible for the re-launch of First Cal wholesale channel. Returned division to profitability in 2 months.- Managed the inside sales group which achieved $200MM in loan volume for 2012 (56% of wholesale volume)

Developed and maintained a territory of wholesale and correspondent mortgage accounts in theSan Francisco Bay Area• Grew a dormant territory to $148MM in annual loan production within two years• Administered regular training classes for accounts on a wide array of subjects including our propriety lending platform

Responsible for cultivating client relationships through referrals with real estate agents and financial planners• Responsible for opening a regional sales office in Marin County. Sourced office space and coordinated all aspects of thebranch opening.• Recruited and managed a team of 3 loan officers

- Developed and managed a territory of fifty Fortune 500 accounts with annual quote of $2M- Implemented specific sales strategies and cross sold products across multiple departments and divisions