I enjoy working with business unit leaders in this rapidly growing organization as we define how Encompass 360 can be programmed to increase efficiencies and data integrity within their business unit. Responsibilities include the development of Individualized workflows including the programming of milestones, personas, business rules, custom documents and e-folder containers. Documentation of these processes to meet OCC and SOX Auditing Requirements. Creation and publication of job-aides for users. Tier 2 Help Desk responsibilities.

Lead the Encompass Integration Team which transferred the organization from 3 systems of record to Encompass 360 Banker Edition. This project scoped the planning, initiating, controlling and stabilization of streamlined workflows.Change Management Skills Created a compelling vision for users to believe in. Prioritized change elements to avoid culture shock. Encouraged and celebrated early adapters.Technical Skills Customized Encompass to fit the organization by creating Milestones, Roles, User Groups and Personas Increased productivity by developing data templates, custom form printing, automated conditions, e-folder development and field trigger rules. Insured companywide compliance with regulations via milestone completion rules, automated compliance checks, LO Comp management, tasks and alerts. Trouble shot & resolved user issues including the creation of work arounds for software bugs. Improved analytics via report creation & auditing. Document & manage software enhancement requests with Ellie Mae. User Support Developed numerous job-aides including step-by-step tutorials. Help desk and troubleshooting Provided companywide and individual trainings on –site or via live & recorded webinars. Met with department managers to identify workflow issues and then modified software to streamline and improve the user experience.

Collaborated and strategized with President to develop policies that would support the vision, success, and efficiency of the company in compliance with federal, state & industry mandates. • Management of operational support staff• Encompass 360 Banker Edition Administrator • Branch office on boarding• Policy writing and publishing• Correspondent roll out• Identified organizational weaknesses and constructed policies, procedures to educate and prevent future errors. • Founded compliance & human resources departments. • Employee & vendor contract negotiations• Consistently met regulatory authority deadlines for compliance, state and federal examinations, HMDA, MCR, and QC reporting.• Primary contact for nine state examinations and 1 FHA examination. All resulted in above-average findings.

Directed operations and human resource functions for employees in 15 locations nationwide. Counseled department managers and employees on performance, harassment, discrimination, termination, and policy-and-procedure issues. • Developed company policy-and-procedures manual and employee handbook.• Recruited, negotiated compensation, terminated, and oriented employees. • Designed, implemented, and supervised interdepartmental team projects. • Facilitated development of website, email campaigns, and paperless file storage.• Organized and supervised all aspects of office relocation and expansion.

Developed curriculum and conducted one-week national on-site branch training classes and on-the-job training for 3-20 personnel.