Jeremy Bachmann Email & Phone Number

Greater Los Angeles Area

Lead combined offshore and onshore team in development of enterprise risk management, compliance, loan quality control, and governance software. Collaborate with stakeholders throughout the company to ensure a cohesive experience in line with business strategies. Manage online assets from inception to delivery. Develop new mobile and web products. Serve as major driving force and influencer for new digital ideas, programs, and offerings. Work with technology groups and business to prioritize features, manage development efforts. Identify and test emerging technologies and digital channels. Leverage data and insights from analytics to make data-driven changes and improvements in overall programs and monitor the success over time. Help champion digital channels as a key strategic and tactical component of overall business plans.

Greater Los Angeles Area

Responsible for the vision, strategy, execution and performance of the online channel. Manage PennyMac online customer acquisition and marketing initiatives with a focus on social media, content creation, site optimization, landing page optimization, SEM/SEO, and offline/online marketing synergies.Work closely with sales, traditional media colleagues, agency resources, and IT to build the leading online home loan presence.

Westlake Village, California

Responsible for online sales and the deepening of quality customer relationships through online and mobile channels, while ensuring delivery of an engaging, intuitive, best-in-class user experience. Led cross-functional teams from Marketing, Sales, User Experience, Technology, Finance and other internal partners to develop the online customer experience from lead generation to the retention of existing customers. Accountable for development of monthly online sales forecast, annual plans, and delivering upon them.Selected accomplishments:• Managed online mortgage channel generating 1 million+ monthly visitors to site sections, including search engine optimization, content strategies, online applications and tools to improve conversion.• Drove online sales of over $1 billion in annual production in home loans on bankofamerica.com• Oversaw the strategy and development of large eCommerce initiatives including site redesigns, online application development, and cross-channel projects that facilitate customer interaction between phone, web, and branch.• Helped oversee the integration of Countrywide web applications, tools, and sites into Bank of America while minimizing impact on 12 million monthly logged-in customers.

Agoura Hills, California

Designed and developed enterprise-wide data analysis and reporting solutions for one of nation’s fastest growing wholesale mortgage lenders. Worked closely with senior management and end-users to translate functional and business requirements into technical requirements, define reporting needs, and validate results to ensure data quality and solution effectiveness. Designed and built data models, developed reports, scorecards, and dashboards. Documented and communicated current metadata to educate users regarding data warehouse content, access methods and tool support. Selected accomplishments:• Improved quality and timeliness of enterprise information with comprehensive enterprise business intelligence strategy and defined standards on Business Objects Enterprise XI and Microsoft SharePoint platforms.• Led successful implementation of new reporting environment across sales force, operations, finance, and capital markets. Assessed change readiness, migration of existing processes, and user training.• Consolidated over 100 sales production reports to 12 daily views for regional managers. Brought data sources and tools in-house to deliver consistent, accurate information companywide.• Reduced Information Technology costs significantly by eliminating over 300 individual software licenses throughout company, utilizing PDF delivery of reporting through Microsoft SharePoint portal.• Significantly enhanced field sales performance through delivery of key sales metrics.• Led the requirements definition process for development of prequalification engine for new loan origination system.

Thousand Oaks, California

Launched five-person management consulting and technology services firm delivering strategic eCommerce solutions to financial services industry clients. Developed requests for proposals and conducted consultations that converted prospects into customers. Created targeted custom online marketing campaigns, defined customer needs and technical specifications, developed work plans, and guided cross-functional team throughout project execution to ensure fulfillment of delivery commitments. Directed comprehensive Internet marketing programs spanning email initiatives, web site content development and programming, search engine marketing, and CRM strategies. Analyzed website traffic, online lead generation, and campaign performance to document effectiveness and enhance promotional strategies. Developed and standardized company’s design and programming standards. Selected accomplishments:• Increased sales and enhanced customer service delivery and retention rates for mortgage client by developing customized CRM system. • Led development of website, CRM system, CD-ROM sales presentation, email marketing campaigns, and SEO/PPC for the Private Mortgage Banking Group, which grew to become one of the largest divisions of Metrocities Mortgage, ranked in the top 1% in closed loan volume nationwide.• Created a web-only direct-to-consumer channel, CRM, and search engine marketing for First Mortgage Corporation, a long-standing lender with a mortgage portfolio exceeding $1.5 billion.• Developed website for Community Bankers of California, a 50-year-old trade association encompassing more than 100 independent commercial and retail banks.• Guided firm to profitability within first year of operation. • Significantly enhanced clients’ Internet-based sales performance through delivery of high-impact online marketing programs for mortgage, insurance, and banking corporations. • Recruited, mentored, and cross-trained team of talented marketing and technical professionals.

Greater Los Angeles Area

Directed team of e-business professionals, department representatives, and outside contractors and allocated a $750,000 budget to drive development and launch 250-page web site for California’s third-largest bank. Managed all content design and information architecture development. Created and implemented strategic marketing initiatives that delivered exponential business growth.Selected accomplishments:• Developed and launched a 250-page web site and parallel Chinese site within 10 weeks for rebranded bank. • Increased online customer base 115% and Web-based product leads 452% by designing and implementing a highly successful email marketing campaign.• Drove sales originating through the Web channel 633%, implementing far-reaching direct mail, Web, personalized email marketing, and mass media marketing strategies.• Achieved 35% increase in site traffic, nearly 400% increase in core business leads, and 94% increase in online banking customers within 8 months.

Calabasas, California

Rose through ranks of Fortune 500 financial services company to capture an executive role directing strategic planning, marketing, and online research for main corporate web site, as well as the Full Spectrum Lending, Insurance Services, Realtor Advantage, Portfolio Services and additional divisional web sites. Managed team and allocated a $1.3 million advertising and marketing budget. Designed and implemented online promotional campaigns spanning banner advertising, affiliate marketing, search engine optimization, and email marketing.Selected accomplishments:• Facilitated an increase in the online channel from 5% to more than 30% of all loan originations, contributing to Countrywide’s rise to become the largest mortgage lender nationwide.• Grew subscriber base to 80,000 subscribers by introducing successful email marketing strategies.• Devised and executed an email marketing program with a 12% direct response rate, nearly 3 times greater than industry average.• Propelled Countrywide.com from an #11 to #4 Gomez Advisor’s Scorecard ranking of top mortgage sites within 2 years and achieved #1 online resource ranking for six consecutive quarters. • Created the TRENDS online newsletter subsequently profiled in a book on email marketing.• Played a key role in securing online affiliate marketing partnerships with Homestore/Realtor.com, the National Association of Realtors, First USA, Capital One, Providian, American Airlines, and United Airlines.

Calabasas, California

Created and maintained online marketing programs for largest U.S. mortgage lender. Directed web development for Full Spectrum Lending division, overseeing concept, focus, and feature set development, project planning and scheduling, documentation, and ongoing maintenance. Developed strategic partnerships with high-profile corporations with strong Internet presence. Worked collectively with executive leaders and marketing team to devise online branding strategies and develop effective positioning statements, marketing messages, and promotional programs for web-based financial products. Integrated leading-edge technical resources into internal operations and managed creative and development vendor relations. Selected accomplishments:• Produced $57 million in revenue within 6 months of launch by spearheading Full Spectrum Lending web site development project from conception to delivery.• Negotiated and secured profitable business partnerships with leading organizations, including Microsoft, Yahoo, Dow Jones, the National Association of Realtors, and Bankrate. • Propelled company visibility by securing prime sponsorship on AOL real estate and home finance portals that became a major source of online leads.

Pasadena, California

Analyzed corporate market share, overall and regional product performance, and efficacy of pricing strategies. Interpreted qualitative and quantitative research findings to generate reports for senior management committee. Introduced tools to assess performance of direct mail, telemarketing, and additional marketing strategies, contributing to Countrywide’s success in the challenging subprime mortgage business. Selected accomplishment:• Played an instrumental role in developing a Product & Pricing group that researched, interpreted, and presented market analysis findings to executive team to guide strategic business decisions.

Pasadena, California

Designed and developed price surveillance system that tracked weekly market competitiveness of mortgage rates for more than 400 branches. Analyzed company-wide performance data to determine impact and effectiveness of price changes and reported results to senior management committee. Created and implemented data mining tools and generated reports to support marketing and management team operations. Initiated process improvements to automate report generation and eliminate data transfer errors.Selected accomplishments:• Facilitated a significant increase in profitability by creating a price surveillance system targeting geographic market share competitors and accurate data collection techniques.• Enhanced operational efficiency by programming online price distribution system to electronically relay latest mortgage rates to online partners.

Master Of Business Administration - Mba

Bachelor Of Arts - Ba