Senior Strategist
Greater New York City Area
• Managed the product development, including QA, of Bizfi.com, a premier fintech company combing aggregation, funding and a participation marketplace on a single platform for the SMB space• Responsible for scalable systems accepting approximately 6,000 submissions a month from wholesale/brokers via multiple digital endpoints to multiple enterprise CRM solutions• Collaborated with executive management and corporate development for strategic partnerships such as LendingTree, Xero, Credit Karma, Nav, Jack Henry and Western Independent Bankers Association providing a turnkey white labeled or co-branded solution• Performed integrations with over 15 funding partners such as OnDeck, Funding Circle, SmartBiz, Kabbage, Bluevine, and Bankers Healthcare Group providing diverse funding solutions for small businesses• Designed and deployed a best practice for leveraging integrations with third party data providers such as Experian (consumer and business), IDology, Cortera, CSC, TLOxp (a TransUnion company), and IBM SPSS, to enrich and validate customer data, prevent fraud and reduce the number of required keystrokes• Established and implemented the overall strategic direction of integrations including pushing and pulling information, reporting and analytics, and best practices of error handling with full audit capability with third party ACH providers and multiple tier 1 credit card processors whose monthly volume exceeded over 40,000 automated transactions and $70M