Patterning with Leading Regional Banks to Support their Efforts to Help SMB and Commercial Clients Maintain and Grow their Businesses.

Objectives in Role 1. Develop new non-Fiserv core ECM/BPA sales channel and build C-Level relationships at premier Financial Services accounts 2. Create new sales models based on emerging market needs by using Business Efficiency/ Process Automation Consulting engagements to create lasting, impacting solutions 3. Leverage existing legacy technologies within Fiserv to build Financial Services oriented ECM and BPA solutions at assigned key accounts - • Top Five Credit Unions • Top Ten Fiserv Mortgage Originators in the US • Top Ten Fiserv Servicing System users in the US • Non-Fiserv Core Financial Institutions over $10 Billion in Assets 4. Maintain Annual Sales/ Service Quota of $10 million + 5. Create new market relevant solutions- TRID automation, Servicing Transfer Compliance, Packages, Post-Closing Quality Check, eTagging for eSigning & BPO Services Major Accomplishments – Lead Teams in Complex Technology Solution Sales - Led XX Business Efficiency/ Process Automation Consulting engagements at Tier 1-2 Financial Institutions resulting in XX unique Fiserv solution sales involving FTE work re-distribution, re-training, BPO, workflow, ECM and legacy system integration- Cumulative gross revenue of over $XXMM in software and servicesFOCUS: Digital Mortgage, Mortgage Technology, Document Management System, Data Management System, Mortgage Automation, Mortgage Work-Flow, Mortgage Business Rules Logic, Automate Checklists, eMortgage, Data Extractions, LoanComplete, eFolder Management, Fastest Mortgage OCR, Open API, Best Fintech Company, Leadership, Sales Management, Business Analysis, Paradatec

FOCUS: Digital Lending Mortgage, Mortgage and Commercial Lending Technology, Document Management System, OnBase ECM, Data Management System, Process Automation, Work-Flow, Mortgage Business Rules Logic, Automate Checklists, eMortgage, Data Extractions, eFolder Management, Leadership, Sales Management, Business Analysis

Responsible for leading multi-national, multi-cultural sales teams as they opened new regional markets for Becton Dickinson.FOCUS: Leadership, Sales Management, Business Analysis, Team Building, Motivator, Product Development