A track Record of Driving Impact
Experience
15+ years leading operations, transformation, and large-scale program delivery in financial services. I partner with executive teams to turn strategy into measurable results.
Director of Operations & Process Improvement - ApplePie Capital
- Lead enterprise PMO and portfolio execution across the full loan lifecycle, ensuring initiatives are delivered on time, within budget, and aligned to strategic priorities.
- Established governance frameworks including stage-gate rigor, executive reporting, and portfolio health tracking to improve delivery discipline and transparency.
- Partner with executive leadership to define and operationalize multi-year strategic roadmaps aligned to growth, risk, and customer experience objectives.
- Drive cross-functional transformation initiatives spanning Sales, Credit, Operations, Technology, and Compliance, removing blockers and ensuring measurable outcomes.
- Designed and implemented executive dashboards tracking portfolio health, KPI performance, and benefits realization, enabling data-driven decision making.
- Led large-scale system migration (legacy LOS to modern platform) with zero disruption, improving cycle time and customer experience.
- Delivered operational efficiency improvements across origination and servicing, reducing cost and increasing scalability.
- Built and led servicing operations team (10 FTE) supporting S18+ in assets, with strong focus on performance management and customer outcomes.
- Developed automation and analytics solutions (Python-based) to reduce manual work, improve data accuracy. and enhance reporting.
- Acted as liaison between commercial, operations, and technology teams to align priorities and accelerate delivery.
Business Execution Consultant - Wells Fargo
- Led enterprise transformation programs focused on cost reduction, operational efficiency, and global operating model redesign.
- Directed offshoring strategy and execution for non-core operations, delivering multi-million dollar cost savings while maintaining service quality.
- Designed governance structures and executive reporting to support prioritization and decision-making across senior executives.
- Built performance analytics and dashboards to track operational KPis, risk indicators, and cost drivers.
- Partnered across business, technology, and compliance to align transformation initiatives with enterprise strategy.
Business Consultant - Wells Fargo
- Led large-scale operational programs supporting customer-facing initiatives, including PPP rollout under federal CARES Act.
- Built and scaled a 1,500-person operations organization supporting high-volume customer engagement across multiple channels.
- Developed prioritization frameworks, workflow models, and escalation protocols to improve customer responsiveness and compliance
- Designed executive reporting and dashboards to track performance, capacity, and risk during high-volume operations.
- Collaborated with executive leadership to manage program risk, regulatory requirements, and customer experience outcomes.
Business Process Analyst - Wells Fargo
- Led end-to-end modernization of legacy loan origination systems, coordinating cross-functional teams to ensure a seamless transition.
- Developed process maps, gap analyses, and readiness plans to support adoption across operations and customer-facing teams.
- Implemented governance checkpoints and risk controls to ensure continuity and compliance during system migration.
Program Associate - Wells Fargo
- Produced comprehensive reporting for multiple departments and crafted capacity models based on collected data, facilitating informed decision-making processes.
- Orchestrated and managed the enterprise-wide idea submission program for small business lending. fostering a culture of innovation.
- Facilitated collaborative meetings between internal and external business partners to brainstorm and explore innovative ideas for enhancing business operations.
- Designed and implemented numerous reporting dashboards using Tableau, providing management with actionable insights.
- Coordinated and monitored the implementation of agreed-upon mediation outcomes, collaborating closely with cross-functional business partners to ensure successful execution.