PROFESSIONAL SUMMARY:

• Lending Software Consultant with focused experience in mortgage and consumer lending origination systems management, analysis and implementations, regulatory / document compliance, software product development, risk management, sales and marketing.
• Successfully led or participated in 100+ software - related product implementations & projects. Typical project duration(s) ranged from 2 weeks to one year and involved leading up to 50 project team members (both onshore/offshore) in larger ($5MM+) implementations.
• Analyzed, established, and monitored regulatory compliance processes and documents for multiple mortgage, consumer and commercial lending systems within the financial services sector.
• 20+ years of experience building, administering and successfully managing & motivating multi-disciplinary project teams, including external vendors, contractors and stakeholders.
• Ongoing responsibilities for development and management of client user groups/forums, product-related documentation (marketing, user, technical, project), and multiple product/industry programs for both clients and internal employees.
• Directed all facets of multiple software product management and development initiatives, including product/UI design, engineering, QA, competitive/market analysis, implementation/, sales & marketing, P&L/budget responsibility, M&A due diligence, vendor management, regulatory compliance & HR management.
• Successfully worked with sales and marketing groups to consistently exceed corporate revenue goals; cultivated numerous strategic alliances and partnerships, while actively managing multiple third-party vendor relationships and offshore product development projects.

TECHNICAL SKILLS:

• Extensive user, product management or integration experience with multiple mortgage, consumer & commercial loan origination and servicing systems that include:
• Oracle Financial Services Lending & Leasing
• Numerous in-house banking / legacy solutions
• Substantial experience working within multiple SDLC development environments: Agile, Scrum, and Waterfall
• Technically proficient with multiple PC-based products and systems, including: HP ALM, Word, Excel, Outlook, Publisher, Access, PowerPoint, MS Project, SharePoint & Visio

PROFESSIONAL EXPERIENCE:

Confidential

Contracting Consultant

Responsibilities:

• New LOS / Servicing system implementations & integrations
• QA / /User-System Documentation & business system process improvements
• General lending-related systems analysis
• TRID/KBYO/HMDA compliance reviews
• Regulatory compliance (including TRID disclosure processes)

Confidential

Product Manager

Responsibilities:

• General product management duties included the overall responsibility for execution of product development and marketing strategies associated with the introduction of the CreditWorx™ product suite into the Confidential from Canada.
• Focus centered on development to challenge competitive lending-related software products used within the U.S. consumer/dealer finance segments.
• Varied project management duties included coordination of diverse project teams for client business requirements analysis, sales & marketing, implementation support, QA and engineering (Agile/Scrum development).

Confidential, Burlingame, CA

Senior Product Manager

Responsibilities:

• Responsible for the evaluation of new product and strategic alliance opportunities to augment ComplianceAnalyzer, an enterprise SaaS solution providing comprehensive automated compliance loan audits for over 200 institutions in the residential mortgage lending industry.

Confidential, Minneapolis, MN

Product / Compliance Manager

Responsibilities:

• Overall responsibility for the development and execution of all related product and marketing strategies for the Confidential ™ (now Oracle Financial Services Lending & Leasing - OFSLL), an automated risk management solution incorporating origination, loan servicing and collections management for the dealer finance and international banking markets.
• Led multiple project teams that supported all aspects of product engineering (U.S. & India), QA, implementation services, sales & marketing, customer support, and technical/user documentation.

Confidential, Portland, OR

Product Manager / Mortgage Compliance Manager

Responsibilities:

• Directed multiple product initiatives in product management roles over a period of 16 years. Contributions involved supervising and working with project teams on the design, development and maintenance of multiple HFS lending software origination/closing/fair lending products (LaserPro™ product suite). These products automated compliance for the loan origination and closing process, including custom documentation for consumer, mortgage, and commercial loans.
• Directed and participated in multiple and varied project teams focused on product development, client services and support, and documentation, legal compliance, mergers and acquisitions, and strategic alliances/partnerships with a strong focus upon marketing and sales.
• Served as Regulatory Compliance Manager for HFS mortgage lending-related software products, responsible for ensuring product and document-related compliance with all federal, state, local and secondary market regulatory laws, regulations and underwriting guidelines.
• Actively researched market, industry and regulatory needs of clients; designed and successfully championed the development, market introduction and national release of multiple software products.
• Roles required working with internal Compliance & Technical Support for users (supporting over 1000 bank clients), while closely working with the HFS national network of attorneys (over 50 state law firms), implementing processes and procedures to ensure complete regulatory compliance of the software to support financial institution client needs.

Confidential, Anchorage, AK

Mortgage Systems Manager / Real Estate Loan Officer

Responsibilities:

• Subsequently managed the CU’s initiative to convert all manual mortgage loan origination processes to an automated LOS system, one of the first in the country.
• Following successful conversion, managed all facets of the LOS system implementation including programming, systems for employees and vendor management.