I was charged with the implementation of EZASSI’s global expansion of their Crowd Sourcing technology scouting software and services. The process included adapting to Agile strategies utilizing Angular 2.0, Java, SQL database and automated testing. Implementing a proper lead generation program including organic search engine optimization, CRM utilization with trend analysis. This enabled an increase of sales opportunities by 1000%. Our clients include household name brands and cross every industry.

InHouse, Inc. is a provider of valuation services and the award winning Connexions cloud based technology that enables lenders to manage any valuation vendor with one system or record. As a Director I have a fiduciary responsibility for prudent management of financial and operational goal setting while remaining compliant with state and federally mandated rules and regulations. My primary goal is to stay abreast of the ever changing environment to help with strategic direction and sound decision making.

Conceptualized and instrumental in the development of InHouse Connexions, the company’s residential and commercial appraisal management software.Responsibilities included: strategic planning, operational and financial plan modeling, product management, sales and marketing, compliance adherence and lead audits. Led double digit growth in the first 5 years prior to outside capitalization. Implementation of accrual based accounting processes and procedures. Creation of an external board and funded start up capitalization with angel and private equity sourcesExpertise in federally mandated compliance regulations and guidelines including but not limited to: TRID, Dodd Frank Wall Street Reform Bill, the Home Valuation Code of Conduct, FHA’s appraisal guidelines and the GSEs Collateral Data Delivery program. • Negotiated and implemented direct connect to UCDP and awarded beta testing of EAD. Led double digit growth in the first 5 years prior to outside capitalization. Implementation of accrual based accounting processes and procedures. Creation of an external board and funded start up capitalization with angel and private equity sources

Managed operations for International Title Insurance company focused on Mexico. Coordinated underwriting,financing and sale of commercial real estate transactions ranging from $15 to $300 million. Created new line of business with lenders entering the Mexican mortgage lending arena. Built the retail lender channel which included consultative sales to small banks nationwide. Upgraded the interface model between title insurance, closing providers and U.S. lenders making mortgages on Mexican real estate. Created all sales, cash management reporting, escrow analysis and responsible for P&L management.

Managed nationwide sales efforts of 140 personnel through regional managers, field account executives, inside internet loan consultants and operational staff for an internet based organization. Ensured the best use of organizational resources by defining and planning strategic and long-range goals in partnership with CEO and investment partner. Developed sales management process to utilize consultative selling skills and created reporting to monitor results. Established expectations for success and monitored programs in the following areas: loan originations, on line marketing, customer service, loan quality, referrals, recruiting/retention, processing, credit policy, pricing/product exceptions, loan sales and system upgrade. Pioneered site analytics to monitor and gauge success with on line marekting. Analyzed demographic and market data used for strategic planning.

Managed northeast territory for mortgage division. recruited top loan officers and branch managers who brought a combined book of business of 1 billion dollars to this newly defined east coast territory. Developed corporate calling program and implemented sales process regionally. Developed successful cross sell initiative with RBC Dain Rascher, the financial services division. Developed solid relationships with investors and implemented operational processes to enhance this outlet for the loan originators. Managed fully allocated P&L for region bringing startup operation to profitability in 1st year. Responsible for localized processing of transactions and credit policy implementation. Instituted sales and marketing component of Loansoft origination system..

Managed 2.5 Billion dollars in origination volume annually and the successful integration of PNC Mortgage staff. Managed in excess of 160 personnel including branch managers, loan consultants, and operational staff. Coordinated the move to centralized processing. Developed plan to increase share in area specific markets. Strategized efforts to develop cross selling between the Mortgage Company and bank. Increased volume and profitability from $90 million and $400,000 in 1995 to $2.5 Billion and $12 million in 2001. Built and instituted sales and marketing component of point of sale loan approval (implemented nationally after regional success at PNC).