- Managed client strategy, engagement, delivery, and growth for the two largest financial services clients by revenue ($30m+)- Led a team of client success managers responsible for solving complex challenges and adding value to 16 strategic enterprise mortgage lenders (50m+ in ARR)- Partnered with Accenture & Mortgage Cadence leadership to build and execute strategic account plans and business development initiatives- Partnered cross-function to drive key business outcomes (finance, rev-ops, product, engineering, support, marketing, legal, etc.)- Assisted with talent acquisition and coaching, mentoring, and training for existing and new team members

- Managed a $20M+ ARR financial services client portfolio and achieved renewal rates of 100%- Identified and closed upsell opportunities valued over $3m

- Co-led a multi-year, multi-phase mortgage loan origination system (LOS) transformation for a major global bank's U.S. consumer lending division, growing the project from $2 million to $15 million.- Orchestrated all phases of technology changes, including test strategy, planning, and execution, driven by evolving CFPB regulations (ATR/QM, TRID), new product expansion, wholesale channel migration, training, and ongoing process/system improvements. Led training over 50 internal and external onshore and offshore resources.- Contributed to the establishment of a fully digital, mobile, and customer-centric de novo bank for a major European bank, leading the vendor selection process for the card processor solution and co-leading the core banking technology selection.- Conducted a commercial lending/CRM platform assessment for a top 10 U.S. bank's commercial lending division, performing economic benefits and gap/fit analyses against legacy systems and business-technology strategies.- Led an internal lending community of interest group with 100s of members by setting agendas, leading discussions, engaging with industry-leading third-party product/service providers, and introducing emerging FinTech trends and companies.- Cultivated strategic joint business relationships with external vendors, identifying cross-selling opportunities, and driving profits through alternative revenue models.

- Developed and implemented advanced third-party risk management frameworks for two top 10 U.S. banks to remediate findings from OCC & FDIC consent orders- Led the development of a mortgage modification and short sale program, including assisting with policies, procedures, and developing loss mitigation models, to comply with HUD's Making Home Affordable Program for a top 10 U.S. bank’s mortgage business- Conducted on-site compliance reviews of tier one and tier two banks for a government-sponsored enterprise (GSE), evaluating compliance and adherence to mortgage document custodial duties for securitized loans

- Performed monthly valuations of a $4.5B mortgage-backed security portfolio for a major Housing Investment Trust- Co-managed a multi-year, $5m+ engagement with a government mortgage guarantor