Optimal Blue
Dynamic, results-driven professional with 10+ years of success spanning capital markets, mortgage banking, client success, and business development. Skilled at building strong client relationships, optimizing operations, and driving strategic growth across diverse industries. Recognized as a trusted advisor and cross-functional leader, able to translate complex data into actionable strategies that elevate customer experience, increase profitability, and streamline processes. Leverages expertise in process optimization, client relationship management, and data-driven decision making to drive scalable growth in both financial and technology-driven environments.
Secondary Marketing & Lock Desk Operations
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BytePro
Encompass
Mortgage Cadence
Asana
Compass Analytics
G Suite
Microsoft Office Suite
Salesforce
Hubspot
Basketball
Football
Beach/Lake
Pickleball
Bowling