Britni Helgesen
Spokane,WA
Summary
Director of Technology | Change Management Leader | Mortgage & Lending Systems Expert
Technology-driven credit union leader with 17+ years of experience driving enterprise transformation, optimizing project portfolios, and aligning strategic vision with execution. Adept at leading high-impact, cross-functional programs, managing executive stakeholders, and driving change management initiatives within financial institutions. Proven ability to lead teams through ambiguity, deliver measurable outcomes, and enhance operational efficiency within the credit union industry. Expertise in cloud migration, DevOps practices, API integration, and mortgage servicing platforms like Mortgage Cadence and Cenlar. Recognized for mentoring high-performing teams, managing large-scale technology programs, and fostering a culture of continuous improvement.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Vice President Business Optimization/PMO
Numerica Credit Union
02.2015 - 03.2025
- Reported directly to CTO, collaborating on strategic priorities.
- Built and led a team of business analysts, administrators, and project managers, enhancing project delivery, governance, and business process improvements across the credit union. Systems include: Mortgage Cadence, DocuSign, LoanVantage, Genesys, Temenos, Issuetrak.
- Led enterprise-wide strategic initiatives that align with corporate objectives, ensuring measurable business outcomes.
- Established and managed the Project Management Office (PMO), improving transparency, execution standards, and governance within the credit union.
- Partnered with executive leadership to prioritize and drive high-impact programs, balancing risk, financial oversight, and resource management.
- Championed business process improvement efforts, optimizing operational workflows to enhance member experiences.
- Managed cross-functional teams through program execution, ensuring clear communication, stakeholder buy-in, and continuous alignment with business priorities.
- Developed and implemented change management strategies, ensuring smooth transitions for technology rollouts, policy changes, and enterprise initiatives.
- Served as a trusted partner to the portfolio board, facilitating decision-making on strategic projects and resource allocation.
- Mentored project leaders and stakeholders, fostering a culture of project excellence within the credit union industry.
IT Project Manager/PMO
Numerica Credit Union
11.2010 - 02.2015
- Led process optimization initiatives that improved operations, reduced inefficiencies, and enhanced member experience.
- Provided proactive analysis of technology systems, recommending enhancements to better serve members and staff.
- Collaborated with multiple business units across the organization to identify and prioritize process improvements.
- Led cross-functional teams on strategic initiatives including mortgage automation, digital lending workflows, and servicing improvements.
- Administered Mortgage Cadence and Intuvo platforms, delivering enhancements that improved scalability, automation, and user experience.
- Collaborated with business and technology stakeholders to prioritize and execute roadmap initiatives that supported digital transformation goals.
- Drove continuous process improvement efforts by leveraging data insights, enhancing delivery velocity and member satisfaction.
- Led technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
Mortgage Cadence/Projects/Intuvo Admin./ Mortgage Servicing Liaison
Numerica Credit Union
11.2007 - 09.2012
- Built and led the implementation of the Mortgage Cadence platform, including system configuration (products, fees, LLPAs etc.) workflow development, and cross-functional training to ensure adoption across mortgage operations.
- Implemented Intuvo, a mortgage-focused CRM platform, to improve lead management, automate member communications, and enhance borrower engagement throughout the loan lifecycle.
- Designed and delivered comprehensive training programs for staff on Mortgage Cadence and Intuvo platforms, supporting operational adoption and long-term scalability.
- Led the successful transition to a new mortgage document vendor, overseeing requirements gathering, data migration, and integration to improve speed, accuracy, and compliance.
- Engineered and managed integrations between Mortgage Cadence, Intuvo, and core banking systems, enabling seamless data flow across origination, servicing, and member-facing platforms.
- Responsible for integrating regulatory and business-driven changes into the Mortgage Cadence platform, ensuring ongoing compliance, system alignment, and minimal disruption to operations.
- Acted as the primary liaison between Numerica and third-party mortgage servicing vendor Cenlar, facilitating vendor coordination, resolving technical issues, and ensuring a consistent, high-quality member experience.
- Championed process optimization initiatives, identifying inefficiencies and deploying technical solutions that improved cycle times and enhanced the overall lending experience.
- Conducted proactive analysis of system performance and usability, leading enhancement efforts to increase platform resilience and better support both staff and member needs.
Education
Bachelor of Science - Business Management
Western Governors University
Seattle, WA06.2016
Associates of Arts and Sciences - Operations Management
Community Colleges of Spokane
Spokane, WA06.2012
Skills
- Change and Risk Management
- Decision making
- Leadership
- Business Process Improvement
- Project Management Office (PMO)
- Strategic Planning
- Project Management
- Lean Six Sigma
- Cloud Platforms
- API Integration
- DevOps & CI/CD
- Cross-Functional Team Leadership
- Project Portfolio Management
- Mortgage Technology (Mortgage Cadence, Intuvo, Cenlar)
Certification
- Mortgage Cadence Administrator - Mortgage Cadence
- Docusign Administrator - DocuSign
- CompTIA Project+ - CompTIA
- Lean Six Sigma Black Belt (ICBB)
- Project Management Professional (PMP) - Project Management Institute
- Agile Enterprise Coach- Udemy
Timeline
Assistant Vice President Business Optimization/PMO
Numerica Credit Union
02.2015 - 03.2025
IT Project Manager/PMO
Numerica Credit Union
11.2010 - 02.2015
Mortgage Cadence/Projects/Intuvo Admin./ Mortgage Servicing Liaison
Numerica Credit Union
11.2007 - 09.2012
Bachelor of Science - Business Management
Western Governors University
Associates of Arts and Sciences - Operations Management
Community Colleges of Spokane
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