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 expertise as a Six Sigma Black Belt in Product Management, Quality Assurance, and Lean Manufacturing. I am adept at driving continuous improvement and managing complex business operations to achieve executive goals, with experience working across the U.S. in both in-office and remote environments.
Core Competencies
Management
Department Management & Executive Alignment
Six Sigma
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)
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
7 years straight commissioned Mortgage Loan Officer sales.
Trades
Hobby Homebuilder: Equipment operation, framing, OSHA, blueprint reading, and crew management.
Blue Collar
University of Utah grounds crew (co-owner, operator, and crew chief).
Light-Blue Collar
9 years photo lab experience: MSDS, OSHA, and precision manufacturing excellence.
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 #308266
- Eagle Scout, BSA