Wolters Kluwer Compliance Solutions provides comprehensive tools and services that assist financial institutions in navigating regulatory requirements and managing compliance risks. In my role, I cultivate strategic partnerships with senior executives, providing SaaS solutions that optimize lending and regulatory processes. I work closely with cross-functional teams to identify opportunities, secure deals, and ensure outstanding customer experiences, enhancing compliance and driving efficiency while mitigating operational risks.

* This role was eliminated in March 2023 * The company facilitates friction-less and secure digital financial transactions through its cross-channel, context-aware platform. My responsibilities included driving sales and revenue by nurturing channel partner relationships, identifying new opportunities, and managing performance. I collaborated with sales, marketing, and product teams to expand the partnership program and enhance overall effectiveness.

Generated sales opportunities in the lending, mortgage, and manufacturing verticals for bank account verification and authentication, beneficial ownership, payments and identity fraud, vendor management, and AML/KYC compliance. Influenced and successfully closed deals with executives in AP/AR, treasury, credit, and underwriting.

Sold a cutting-edge CheckFree enhancement to major B2C biller clients, including leading telcos, utilities and card issuers. This solution improved bank bill pay efficiency, reduced processing costs, and increased customer digital engagement, delivering significant value and savings for clients. Surpassed sales quotas by 233% in 2021, 139% in 2020, and 147% in 2018 (Pinnacle Club).

Sold an omni-channel payment portal to banks, streamlining billing and payment processes, while enhancing customer experience, reducing operational costs, and minimizing attrition. Achieved 253% of 2017 sales quota, earning Pinnacle Club recognition. Achieved 201% of 2016 sales quota.

Directed the retention, expansion, and profitability of B2B clients in the credit union vertical. Consulted with senior executives to advance marketing, fraud, mitigation, risk management, wallet share, and process improvement for a $5M portfolio. Empowered clients with consumer wealth, economic, and credit insights to identify trends, benchmark performance, and enhance AML/BSA compliance through data-driven solutions. Exceeded annual sales and client retention targets consistently from 2012 to 2015.

Developed and managed a start-up staffing agency and planned all aspects of marketing and operations.

Led the lending team at the Atlanta branch, overseeing operations within the largest joint venture (JV) of its kind between industry leaders KB Home and BOA. Cultivated strong working relationships among the builder, sales agents, mortgage counselors, home buyers, loan fulfillment team, and closing attorneys to successfully achieve assigned targets.

Oversaw the lending team at the Atlanta branch of D.R. Horton, the largest volume home builder in the U.S. Spearheaded the recruitment and training of a high-performing team of mortgage consultants, driving operational excellence, production, profitability, and ensuring exceptional customer satisfaction.