Lisa Kaplan Email & Phone Number

Vienna, Va, Us

Washington, Dc, Dc, Us

A member of MPOWER's Leadership team furthering demand and conversion for MPOWER's financial products and services by leading a team focused on providing customers from around the world with world-class, innovative and personalized digital experiences

Newark, De, Us

Led a winning team of high performers that focused on analytics and digital strategy, application conversion rates, product management, business leadership of the Agile development process, project management and competitive intelligence for a $24B private student loan portfolio. Key responsibilities:• Owned pull through functions for the loan application process with the goal of increasing loan volume through improved conversion rates. Developed metrics (KPIs) to visualize pull through trends. Synthesized data insights to identify product opportunities.• Developed product and digital roadmaps based on data insights, business and corporate strategies and the competitive landscape. Communicated strategic roadmap and supporting business case to C-Suite Executives.• Provided business leadership to introduce Marketing Technology (Adobe) to Sallie Mae to allow for better segmentation and personalized lending experiences.• Led the Agile development train for loan originations and oversaw product management and product owner functions for student loans. Frequent keynote speaker at planning events (400+ participants). • Managed a team of certified PMPs that provided end to end project management for large-scale corporate initiatives and all product initiatives. This involved managing, motivating, and collaborating with teams across the company to achieve flawless implementations on time and within budget.• Managed a team of technical consultants with in-depth understanding of school processes. The team provided support to 2500 schools to ensure ease of loan processing.• Provided first level compliance defense and risk management for loan fulfillment and disclosures for Credit Card, Personal Loan and Student loan products.

Newark, De, Us

Led the product management and product operations functions for student lending. Key responsibilities:• Provided day to day management for student loan maintenance, pricing and fulfillment.• Operationalized new products and product enhancements from ideation through implementation.• Participated in the development of the Sallie Mae Personal Loan.• Managed the development of a refinance loan for Commerce Bank with a third-party vendor.• Led the Waterfall and Agile development for student lending initiatives. Managed the business requirements, portfolio backlog and set priorities in line with business goals. • Represented product initiatives and strategic roadmap to C-Suite executives.• Provided compliance for product fulfillment, accuracy of APR financial calculations, Reg Z and HEOA truth in lending disclosures.

Newark, De, Us

Managed a team of certified PMPs that provided end to end project management for large-scale corporate initiatives and all product initiatives. Key responsibilities:• Managed and collaborated with teams across the company to achieve flawless implementations on time and within budget.• Prepared project plans using MS Project and Excel to track milestones. Escalated and resolved project issues.• Communicated project status across the company and to C-Suite Executives.• Key projects included: the implementation of the Higher Education Opportunity Act (HEOA), introduction of a student loan product with in-school repayment options (now an industry standard) and transition of the company from a Prime to a LIBOR index.

Annandale, Va, Us

Professor for undergraduate Information Technology studies

Director and Product Manager for CACI's configuration management and product datab management software used for major weapon systems.

Mba, Marketing

Bs, Computer Science