● Establishing and following a unified strategic vision for the organization● Collaborating closely with CEO to discuss and plan for operational, revenue and sales objectives● Oversight, management and mentoring of entire staff including directors, department heads, team leads, and satellite office location managers● Identifying risk, using mitigation strategies, and making informed business decisions to facilitate transactional continuity● P&L analysis, management, and financial reporting to guide revenue generating or cost saving solutions● Reviewing, tracking and processing company payroll, calculating 1099 staff commission payments, and daily approval of all operating account expenditures● Coordinating all state and underwriter audits and regulatory matters, working closely with upper level management and directors● Acting as an open-door problem resolution resource for all transactional issues, as well as empowering and coaching managers and support staff to make better decisions independently● Interviewing and hiring for all positions, and creating specialized training programs and materials● Creating a safe and inclusive, goal-oriented work environment for all staff● Continuing execution and improvement upon responsibilities from Director of Operations role

● Building and developing a team ranging from 60 to over 250 staff members● Authoring, administering and training of policies and procedures for business operations inclusive of best practices and SOC 2 compliance● Developing and implementing full organization and team-level workflows, automation, and training programs● Restructuring workforce and core company fundamentals and adapting to industry fluctuations and trends● Maintaining licensing and compliance in 35 states with evolving state, underwriter, and regulatory agency standards and practices● Project management and deployment for new technologies and efficient work aids● Negotiating contracts, agreements, and leases● Vendor management and procurement of new vendor relationships for multiple accounts, services and technologies● Creating and implementing solutions for new or company culture ingrained inefficiencies through the lens of constant process improvement● Envisioning and realizing an organizational overhaul project using technology, which allowed for a 20% reduction in staffing needs between 2015 and 2017

● Oversaw daily team operations, and managed 10 person staff● Performed, and delegated tasks relating to title processing, underwriting, commitment generation, and escrow funding● Staffed, scaled and trained a team to successfully handle over 300 transactions per month

● Staffing, training, and overall operation of department● Underwriter and remittance reporting