Professional Summary
Team-oriented leader with over 21 years of corporate management experience.
With 30 years in financial lending Sales, Operations, and Compliance I bring a wealth of mortgage banking expertise. As a Black Belt in Six Sigma and Lean Manufacturing I am adept at driving continuous improvement. I have a proven ability to achieve executive goals while collaborating with cross-department teams. I have worked across the U.S. in both in-office and remote environments.
Core Competencies
Management
Department Management & Executive Alignment
Manufacturing
DMAIC & Lean Manufacturing (5Ss, 8 Areas of Waste)
Compliance
Mortgage Lending Compliance & Risk Management
Analytics
HMDA Reporting, Fraud Audits & Data Analytics
Product
Product Management & SOP Development
Technical
Encompass Administration & GUI/UX Design (VOC)
Sales
Consumer direct, B2B, and Sales Support
Operations
Daily execution, team leadership, and continuous improvement
Project
Project Manager, Business Owner, and Voice of Customer (VOC)
Professional Experience
Product Manager
Peak Residential Lending
- Led product identification and documented build blueprints for financial products.
- Developed marketing materials and Standard Operating Procedures (SOPs) for operations.
- Co-Managed HMDA data quality and regulatory reporting.
- Championed continuous improvement of launched products to support sales and operations teams.
Quality Assurance Team
Edwards Lifesciences
- Conducted cleanroom inspections and audits to ensure compliance with FDA ISO Class 4 Cleanroom standards.
- Monitored SOP adherence and redirected staff thereby maintaining quality targets within high-precision medical manufacturing environments.
Multiple Corporate Management Roles
Academy Mortgage
- Served as Product Desk Manager, Credit Authority Manager, Risk Manager, and Post Closing Manager for a national mortgage bank.
- Performed fraud audits, quality audits, and credit policy exception research for executive leadership.
- Managed software administration, developed educational job aids, and oversaw loss mitigation processes.
National Closing & Funding Manager
SecurityNational Mortgage
- Directed national closing and funding functions, managing and training staff nationwide.
- Identified process gaps and conducted retraining for Closers and Funders.
- Collaborated with Warehouse Line management and Funding Desk teams.
President and Owner
The Processing Department, Inc.
- Managed all aspects of C-Corp entity creation, growth, and operations.
- Designed business process flows and GUI mockups for custom software development.
Diverse Experience & Skills
White Collar
23 years corporate management
Trades
Hobby Homebuilder: Equipment operation, framing, OSHA, blueprint reading, and crew management
Blue Collar
University of Utah Grounds Crew. Landscaping Crew Chief.
Light-Blue Collar
9 years photo lab experience: MSDS, OSHA, and precision manufacturing excellence. 1 year FDA Cleanroom medical manufacturing Quality Assurance.
Sales
7 years straight commissioned Mortgage Loan Officer
Software
Waterfall, AGILE, plus Vibe Coding custom software development, SCRUM Master, Admin, Testing, and VOC experienced
Education
Bachelor of Science, Communications
Emphasis in Public Speaking | University of Utah
Minor in Creative Writing
Certifications
- Six Sigma Black Belt Certification — David Eccles School of Business
- Lean Manufacturing Certification — David Eccles School of Business
- Executive Leadership Series — David Eccles School of Business
- Licensed Mortgage Loan Officer (UT & NV) — NMLS #308286
- Eagle Scout, BSA