• Leading moderate to large complex projects and programs by providing strategic direction to Mortgage Lending (Consumer Lending) customer projects, peers, and direct reports.• Participated in Sprint planning and daily scrum calls.• Led onboarding of new Mortgage Lending (Consumer Lending) customers / customer implementation.• Designing, developing, and managing project plans in a complex dynamic environment, revising needs to meet changing requirements. Reviewed with Mortgage… Show more • Leading moderate to large complex projects and programs by providing strategic direction to Mortgage Lending (Consumer Lending) customer projects, peers, and direct reports.• Participated in Sprint planning and daily scrum calls.• Led onboarding of new Mortgage Lending (Consumer Lending) customers / customer implementation.• Designing, developing, and managing project plans in a complex dynamic environment, revising needs to meet changing requirements. Reviewed with Mortgage Lending (Consumer Lending) customer weekly.• Ensuring projects are documented appropriately to mitigate risk and to be delivered on time.• Leveraging problem solving and influencing skills to ensure project plans deliver on intent.• Partnering cross-functionally with project customers to provide strategic and tactical thought partnership to effectively drive project delivery.• Building relationships and collaborating with key stakeholders of Mortgage Lending (Consumer Lending) customers to ensure delivery of commitments.• Project Manager leading the integration to Byte LOS which rolled out in about 8 months. This involved working with the development team to design, test, implement and maintain updates. Demoed finished integration to internal teams and customers.• Led the Byte Integration daily stand up call.• Provided advanced technical support ensuring client success.• Extensive experience working in Jira, Confluence, Google sheets, Smartsheets daily. Show less

• Served as liaison between end-users and Optimal Blue (Pricing Engine) to meet specific Mortgage Lending (Consumer Lending) client requirements.• Conversed proactively with Mortgage Lending (Consumer Lending) clients via phone, email, & live chat addressing questions, problems, & ongoing training.• Analyzed system impacts to client environments and procedures and provides recommendations on best practices and changes in technology accordingly.• Played a key role in the training of… Show more • Served as liaison between end-users and Optimal Blue (Pricing Engine) to meet specific Mortgage Lending (Consumer Lending) client requirements.• Conversed proactively with Mortgage Lending (Consumer Lending) clients via phone, email, & live chat addressing questions, problems, & ongoing training.• Analyzed system impacts to client environments and procedures and provides recommendations on best practices and changes in technology accordingly.• Played a key role in the training of Mortgage Lending (Consumer Lending) client personnel on enhancements, new systems, or procedures.• Built and managed relationships with clients with a high level of customer service. This ensured all Mortgage Lending (Consumer Lending) clients' needs were met and served as an escalation point for day-to-day support issues.• Managed Mortgage Lending (Consumer Lending) client projects such as integration changes, site optimizations, client business changes, and new product implementations.• Proactively provided Mortgage Lending (Consumer Lending) clients with helpful information/best practices regarding the system and how to use the system to its full capability.• Stayed informed on new release changes, new products, and industry trends.• Tracked and identified business trends that could result in potential jeopardy accounts.• Created solutions for out of the box client needs.• Available for travel for customer on-sites/executive meetings and conferences (approximately 15% of the time including overnight stays).• Performs other related duties as assigned including onboarding new customers and training them.• Performed quarterly Business Reviews. Maintained Mortgage Lending (Consumer Lending) customer information in Salesforce (VCRM).• Performed extensive troubleshooting of any issues. Issues were typically pricing discrepancies or issues with customer Loan Origination System (LOS) integration to Optimal Blue (Pricing Engine).• Performed QA, Regression, and Production testing. Show less

• Developed and maintained relationships with potential Mortgage Lending (Consumer Lending) customers to increase loan business.• Reviewed credit histories, income statements, and other financial information of loan applicants.

• Analyzed financial data to determine the feasibility of granting loans to Mortgage Customers (Consumer Lending).• Verified accuracy of loan documents prior to approval.

• Approved or denied loan applications for Mortgage Customers (Consumer Lending) based on established guidelines.• Conducted risk analysis to identify potential losses associated with certain loans.

• Explained various types of loans available to Mortgage Customers (Consumer Lending) and their associated terms and conditions.• Interacted with underwriters, appraisers, title companies. during the processing of a loan application.

• Originated loans and helped Mortgage customers (Consumer Lending) through the entire loan process through funding of the loan.• Monitored changes in relevant federal regulations related to lending practices.

• Explained various types of loans available to Mortgage Customers (Consumer Lending) and their associated terms and conditions.• Interacted with underwriters, appraisers, title companies. during the processing of a loan application.

• Originated loans and helped Mortgage customers (Consumer Lending) through the entire loan process through funding of the loan.• Monitored changes in relevant federal regulations related to lending practices.