•Responsible for the mortgage originations revenue forecasting and strategic leadership over pricing •Overhauled all internal margin reporting and pricing systems to facilitate the implementation of more granular and dynamic margin strategies•Successful in driving margins higher in 2022/2023 by utilizing data analytics and granular pricing adjustments, driving revenue growth despite the challenging increased interest rate environment•Worked closely with sales, capital markets, and marketing to make sure pricing initiatives are consistent with current business conditions and that these initiatives perform well •Leveraged market data to ensure we are focused on our market share and pricing competitiveness across a wide range or product and geographic scenarios

• Responsible for analyzing the performance of margin strategies and developing ways to optimize profitability• Monitored our pricing position and market share data to maintain our competitive position• Leveraged data analytics to build recurring and ad-hoc reporting in order to track and forecast revenue• Collaborated with sales executives to ensure consistent communication of initiatives at all levels• Responsible for decisions with Jumbo loan execution and relationship management

• Completely overhauled our wholesale pricing strategy, leading to a 100% increase in loan volume year over year, smashing historical records• Used data analytics to craft pricing strategies that would maximize production without sacrificing margin• Quantified historical revenue trends and built quarterly and annual forecasts• Fine-tuned the scope of monthly sales promotions, driving millions of dollars of additional revenue• Collaborated with cross-functional teams to drive process and product changes

• Built out and updated summary financial analytics on weekly basis to senior leadership • Analyzed financial and production results for variance analysis• Used findings from variance analysis to prepare revenue and expense forecasting models• Experienced with aggregating data into concise presentations to influence business decisions• Fully overhauled all financial reporting for our mortgage servicing business • Developed ad-hoc models to track efficiency and forecast future results in critical business areas

• Was Federally and State licensed to originate mortgages in 17 states• Learned how to operate within strict time constraints, while managing numerous priorities• Generated consistent revenue and exceeded personal and organizational production goals• Selected to participate in the Quicken Loans leadership training program

• Reconciled general ledger cash accounts to bank detail for hundreds of dental practice locations• Oversaw reconciling cash accounts of a large corporate acquisition • Made journal entries and verified accuracy of account level financials on a monthly basis• Assisted with month-end and year-end closing procedures, and assisted external auditors in year-end