Leading the design and development of the replacement CRM system, successfully converted 65+billion in active opportunities to the new system through strong partnerships with sales leaders.Built the system to organize the retail SMA business. Implemented a data quality process to clean andresolve all outstanding issues plaguing the management of the business program.Designed and built a pricing workflow to facilitate pricing negotiation between sales and pricing teams,including performance, aum, and aum cliff based pricing. Additionally built historical pricing researchtools to help properly price new opportunities, and ensure no MFN violations.Manage the development roadmap through conversations with business leaders, prioritize alldevelopment efforts, and run the daily scrum meetings to ensure continued business value delivery.

Support customers in implementing the Perfect Data software and data quality management framework. Continuously assist companies in attaining perfection for the datasets they deem critical.

Serve as the IT product owner for an origination reporting database and two different financial hedging softwares. Manage enhancement backlog, own change prioritization decisions, and approve all technical solutions. Secure resources and lead all efforts related to these products.Serve as the IT product owner for an origination reporting database and two different financial hedging softwares. Manage enhancement backlog, own change prioritization decisions, and approve all technical solutions. Secure resources and lead all efforts related to these products.Served as the technical lead and IT project manager for PenFed’s first business application migration to cloud infrastructure while simultaneously upgrading multiple vendor software versions. Lead all discussions and refined technical requirements for security engineering and AWS cloud engineering. Maintain JIRA admin capabilities and have lead successful implementations of new project sites for multiple business lines & technology teams. This included setting up the project, training the business PMs on the tool, and facilitating the scrum meetings to ensure proper use of the tool for successful delivery of tasks. Maintain relationships with multiple vendors to ensure timely support for periodic upgrades or break fix situations. Develop and maintain system architecture diagrams for critical mortgage business and technical processes. Served as an IT PM and technical lead for a project to generate customer facing notifications which required data flow from Mainframe and multiple SQL Servers, going through our centralized Data Lake, with alerts being implemented through multiple vendor solutions. Responsible for ensuring team member task identification and execution, escalations to leadership, and ensuring overall successful project delivery.Serve as the informational technology representative to the secondary, mortgage operations, and finance business areas.

Developed, tested & launched software. www.SignSimple.comIntegrated vendors data into our application via restful API. Assisted with the design of the vendors API to ensure successful integration with our platform. Implemented Recurly API for subscription management within the application using the PHP client library. Managed Amazon Web Services implementation and maintenance. RDS, ELB, Route 53, S3, Lambda & more.Built SAAS model for web direct customers, traditional billing for enterprise and reseller clients.Negotiated contract with Regis Corporation to enable selling to their 10k+ Supercuts franchisees.Manage billing, accounting, app monitoring, development, customer support, and sales.

Served as the information technology resource supporting secondary, capital markets, finance, risk, and accounting business units.Managed multiple technical vendor relationships and partnered with their technical integrators to successfully deliver internal projects. Developed a dashboard to monitor data quality issues across disparate data sources for multiple business lines. Identified and corrected 77,000 data quality issues initially and continue to actively monitor and correct new quality data issues daily.Brought in at the last minute to quickly produce the historical servicing dataset for CECL regulatory reporting that the owning group could not execute on. Fixed the lending HMDA dataset after identifying a HMDA team inability to produce the dataset when selling our loans to 3rd party counterparties.Managed QRM MB upgrade on behalf of business and reduced nightly cycle time from 4 to 1.5 hours. Migrated QRM from a script based execution to workflows implementing QRM best practices. Enabled team to successfully deliver two upgrades annually, per policy, for the first time in many years.Identified source or problem within back office loan sales software and communicated to developers on behalf of the business to find and resolve the issues.Led and successfully delivered a project to make manual data reportable for an EVP daily snapshot report. Automated multiple daily reports for TIAA Bank and TIAA senior management using PowerBI.

Contributed to projects covering almost all areas of the mortgage industry including Retail Lending, Affinity Lending, Correspondent Lending, Wholesale Lending, One Time Close, Corporate Relocation, Post Closing, Business Continuity Planning, and more.Identified business needs, wrote business BRD’s, reviewed & corrected technical FRDs.Built QlikView dashboard to help the Corporate Relocation business manage its accounts receivables collection by integrating data from accounting GL, origination data, and manual business spreadsheets which ultimately enabled them to drop off the risk committee watchlist.Built QlikView dashboard for the Correspondent Lending business to better understand their daily pipeline and provide drill down capability to loan level information to enable faster purchase of loans.Experienced with QlikView, Tableau, SSRS, SQL Developer, SQL Server, Excel, HTML, Bootstrap, Sharepoint, Javascript, PHP, MySQL, & AWS.Served the origination, correspondent, and wholesale business channels.Managed business facing configuration of the VirPack software at EverBank and served as the business project manager during a seven versions software upgrade.

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Served as product owner overseeing python developers to build the web application.Launched our product in 7 high end New York City hotels including the Mandarin Oriental and Jumeirah Essex House.Negotiated distribution agreement with IPTV provided to make product available over hotel room televisions.