Ensure the continued operations and successful integration of First Republic Lending Services people, processes, and technology into JP Morgan's Wholesale Lending Services, part of the Commercial and Investment Bank (CIB). Selected as key resource for integration with 12 month transition agreement and extended for an additional 6 month term. • Recommend and oversee strategies to integrate over $60 Billion of commercial loans, 250 data reports, and 1,500 covenants to JP Morgan… Show more Ensure the continued operations and successful integration of First Republic Lending Services people, processes, and technology into JP Morgan's Wholesale Lending Services, part of the Commercial and Investment Bank (CIB). Selected as key resource for integration with 12 month transition agreement and extended for an additional 6 month term. • Recommend and oversee strategies to integrate over $60 Billion of commercial loans, 250 data reports, and 1,500 covenants to JP Morgan, delivering an excellent client experience before and after the transition. • Established MPowerNOW in San Francisco, training over 50 colleagues in JPMC’s empowerment and process improvement methodology, delivering 15 completed improvement initiatives and 3 executive showcases.• Designed control framework for money movement and client maintenance requests to facilitate streamlined operations between the legacy First Republic and JPMorgan banking systems during transition. • Earned a 94% Manager Effectiveness rating as determined by subordinates and colleagues. Show less

Designed and delivered automation and process redesign that benefited stakeholders, eliminated silos, and ensured adoption across the organization. Analyzed end-to-end client journeys, internal workflows, and data across Deposit Operations, Lending Operations, and Private Wealth Management. Headed 1 of 7 enterprise strategic priorities for 2023.• Identified opportunities to revamp client journeys for multi-product customer onboarding, client care, and wire transfer requests impacting… Show more Designed and delivered automation and process redesign that benefited stakeholders, eliminated silos, and ensured adoption across the organization. Analyzed end-to-end client journeys, internal workflows, and data across Deposit Operations, Lending Operations, and Private Wealth Management. Headed 1 of 7 enterprise strategic priorities for 2023.• Identified opportunities to revamp client journeys for multi-product customer onboarding, client care, and wire transfer requests impacting service delivery across key high-volume client activities.• Directed the efforts of Robotics/Automation developers, OCR programmers, data analysts, and change-management SMEs to automate and improve 70 + tools and technologies used daily across the enterprise.• Expanded Insured Cash Sweep operational capacity from 20 accounts/month to 11,000 accounts/month in just 3 weeks via batch processing, data integration, process automation, and new hires.• Presented enterprise process reengineering strategy to the executive leadership team.• Stabilized and reinvigorated 24-person cross-functional team that survived several restructurings, management changes, and new mandates. Elevated team engagement and established paths for upward mobility. Show less

Established a culture of continuous improvement and automation across the enterprise, leading to 300+ change initiatives with 97% department participation across 2 years.• Revamped multi-layered organizational structure into 4 flexible, scalable CoEs consisting of Technology Development, Data Analytics, Business Analysis, and Project Management.• Directed development, A/B testing, and rollout of custom platforms, Loan Activity Management Portal (LAMP) and Deposit Activity… Show more Established a culture of continuous improvement and automation across the enterprise, leading to 300+ change initiatives with 97% department participation across 2 years.• Revamped multi-layered organizational structure into 4 flexible, scalable CoEs consisting of Technology Development, Data Analytics, Business Analysis, and Project Management.• Directed development, A/B testing, and rollout of custom platforms, Loan Activity Management Portal (LAMP) and Deposit Activity Response Tracker (DART), capturing 9% productivity gains.• Deployed “Client Central”, facilitating the synchronization of key client data, business rules, and compliance rules for 4 primary LOBs to improve consistency, accuracy, and monitoring.• Oversaw development of bots automating loan assignment for credit review and approval – ultimately reducing processing time 60% and boosting adoption rate from 10% to 90%.• Delivered virtualized operations (in response to COVID), creating Remote Online Notarization, digitizing 100+ forms, and shifting 65% of loan closing processes (12 of 18 products) to fully remote capability. Show less

Given responsibility for 4 divisions under Lending Strategy Products & Sales to transform operations across Underwriting, Appraisals, Lending Technology, and Investor Relations while scaling the team from 6 to 37 personnel.• Expanded operational capacity by over 30,000 manual hours per year by assembling a tiger team dedicated to building out technology for client-facing operations, including POS solution, loan pricing tool, closing cost estimator, and other self-serve solutions and… Show more Given responsibility for 4 divisions under Lending Strategy Products & Sales to transform operations across Underwriting, Appraisals, Lending Technology, and Investor Relations while scaling the team from 6 to 37 personnel.• Expanded operational capacity by over 30,000 manual hours per year by assembling a tiger team dedicated to building out technology for client-facing operations, including POS solution, loan pricing tool, closing cost estimator, and other self-serve solutions and portals for bankers and clients.• Led 18-month $15M NetOxygen LOS implementation, leading to heightened data quality, paperless processing, and process efficiency for loan pricing and credit underwriting, delivering 150,000 fewer file touches per year.• Scaled infrastructure and team for Fannie Mae Underwriting group, empowering staff to handle 4X increase in annual volume ($60M to $300M) while exceeding quality standards.• Founded and staffed Appraisal Review team to evaluate and process over 30,000 reports annually.• Defined KPIs and created scorecards to continually evaluate the work of hundreds of staff. Show less

Helmed Mortgage Banking Investor Relations, including engagement with investors and rating agencies (S&P, Moody’s, Fitch, Kroll, and DBRS), earning industry-leading scores in loan performance, process governance, and data integrity.• Built new infrastructure and processes to allow for the cross-departmental analysis of enterprise data folded into third-party audits and publicly disclosed financial/compliance reporting.• Drove continuous engagement and showcased performance… Show more Helmed Mortgage Banking Investor Relations, including engagement with investors and rating agencies (S&P, Moody’s, Fitch, Kroll, and DBRS), earning industry-leading scores in loan performance, process governance, and data integrity.• Built new infrastructure and processes to allow for the cross-departmental analysis of enterprise data folded into third-party audits and publicly disclosed financial/compliance reporting.• Drove continuous engagement and showcased performance through quarterly calls, 2-day onsite reviews, and detailed semi-automated reporting.• Orchestrated training of 400+ client-facing and back-office staff to ensure compliance with new TILA-RESPA Integrated Disclosure (TRID), Ability to Repay (ATR), and Qualified Mortgage regulations. Show less

Sought out ways to tighten operations and improve the investor experience, including setting up digital-signature capabilities and consolidating loan programs (in PowerLender) by 30%.• Ascertained loan marketability and underwriting quality for 200+ loan files.

Relocated to San Francisco to stabilize and scale Bay Area operations, including developing GTM strategy, marketing plan, client engagement model, operations policies, and robust referral network.

As 3rd employee, mastered lending parameters of 45 lenders to exceed sales goals every single quarter for 2 years, playing a key role in the company achieving its strategic growth objective, contributing $80M in originations.