Penny Roach Email & Phone Number

Trinity is a nationwide construction inspection and risk management company. As The Trusted Digital Draw Solution, we deliver connectivity via an API and serve as the only SOC II certified company. Partner with your dedicated customer success manger to expedite the draw process and improve efficiencies.

Denver Metropolitan Area

Nationwide Credit Union Service Organization (CUSO) delivering turnkey mortgage lending solutions and best-in-class servicing to the top credit unions across the country.- Developed and launched a residential construction to perm (C2P) platform from the ground floor including creating process flow charts, risk management best practices (pre and post construction risks), policies and procedures, underwriting guidelines, Encompass customization, training materials and go to market strategy.- Led GTM strategy onboarding eight C2P clients resulting in 50 applications totaling $25MM in loan volume. - Collaborated remotely with a cross functional team comprised of originations, processing, underwriting, closing, technology, compliance, servicing and third-party risk vendor to stand-up a comprehensive construction lending and risk management program within a six-month time frame.

United States

FNFC has over 35 years of construction management expertise in mitigating risks for banks, mortgage lenders and private equity firms. Project sizes range from large commercial ($300MM+) to SBA and residential ground up construction. With a full suite of services and the backing of Fidelity National Financial, we are prepared to meet your construction loan management needs on a national basis. Construction products managed include: CRE, SBA, Residential Ground Up, FannieMae Homestyle, HUD 203K, Affordable Housing and Build to Rent subdivisions.- Pioneered the company’s residential construction risk management platform and collaborated with senior leadership by creating pricing, marketing plan, operational policies and sales strategy.- Negotiated and closed contracts with two Fortune 100 banks generating $250,000 in revenue. - Initiated and led a collaborative effort with Fidelity’s Chief Title Underwriting Officer to launch a streamlined residential construction title product for the company’s underserved construction clients.

Greater Denver Area

Contract assignment, executed a national construction program strategy for TFSB including developing Policies & Procedures (Builder Validation, Project Feasibility, Draw Management and Site Visits), Process Forms, Loan Officer Training, interpolating Mechanics' Lien Laws, identifying Construction Loan Agreement risks and and associated Lender Liability issues.

Centennial, Co

Granite is a Premier, nationwide financial services consulting, management technology business with the goal of mitigating construction lending risk for Fortune 100 Banks and Private Equity Firms. Owned the total customer experience, driving profitable business behavior by concentrating on loyalty, satisfaction, and retention opportunities and creating a corporate culture where the customer was the main focus. Shaped corporate strategy, grew customer share and base, and increased organizational profitability while mitigating lending risks for national financial institutions such as Chase, US Bank, Wells Fargo and First Republic Bank.- Re-engineered the Statement of Work for a Fortune 100 Bank, resulting in a 400% increase in year-over-year sales.- Implemented and managed reporting software to track customer care performance metrics (KPI's), increasing calls answered live by 15% and reducing abandon rates by 5%. - Led key client growth strategies, generating 70% of company's revenue and resulting in a 52% sales growth year-over-year.

Centennial, Co

Drove market penetration and expansion, new product introduction, cultivating product branding strategy, sales management and communicating with all levels of stakeholders. Ability to lead, launch and maintain business growth in a changing and competitive marketplace while exceeding goals. Dynamic, resourceful, and customer-focused professional with a proven record of forging solid client relationships with Fortune 100 Banks, negotiating future opportunities, executing integrated marketing campaigns, and launching multiple initiatives simultaneously while mitigating construction risk on commercial and residential projects for national lenders. Led sales, marketing, human capital, accounting and inspection teams, which included 25+ personnel.- Boosted sales by 275%, increasing the client base in 2008 (over a 4-year period) from 30 to 150.- Implemented ZOHO CRM and developed sales management reports to monitor account executive performance increasing sales from $3MM to $8MM. - Spearheaded the sales team to sustained revenue growth of at least 20% annually over a 10-year period.

Bachelor Of Science, Business Administration, Finance And Marketing

Education record