Summary
Overview
Work History
Education
Skills
Timeline
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David Herring

Raleigh,NC

Summary

Seasoned fintech professional with customer service, customer experience, data analysis, financial analsyis, process improvement, product, and user experience expertise. Managed and oversaw the total volume for loan submission processes in two verticals. Handled escalations from customers, attorney general complaints, identified and wrote tickets for site-wide bugs helping to unfreeze $1-2 million loan volume per incident. Responsible for efficiency of the student loan backlog and unplugged automation blockers that increased application conversions to closed loans by 3X

Overview

6
6
years of professional experience

Work History

Associate Manager Loan Operations

Credible Labs
01.2022 - 04.2025
  • Hired 4 full time employees and 24 summer interns, created tier II position within Loan Ops team
  • 7-8 interns per summer
  • Created job description, job matrix, criteria, responsibilities for application process and for interns and FTE
  • With engineers designed a process to onboard new users to 100 plus report parsers for data uploading
  • Automated loan submission process to 80% of volume from annual backlog of $480,000,000
  • Developed Quality Control scorecard, team dashboard, personal dashboards, and automated review process in salesforce
  • Automated work assignment with a mix of proprietary admin and salesforce integrations
  • Created over 40 procedural documents, wrote and maintained team policies around work duties, monitored average 55 daily report uploads
  • Coordinated with Marketing and Business Intelligence team for project initiatives to support data infrastructure and new business acquisition, monitoring performance of marketing emails and targeting populations of existing user base

Partnerships and Business Development Analyst

Credible Labs
06.2020 - 01.2022
  • Built a pipeline of over 100 business relationships with Financial Advisors, Realtors, and about 200 small business affiliates and medical associations.
  • Informed strategy for realtor and financial advisor partnerships with leadership in bi-weekly meetings.
  • Assisted in creating targeted marketing materials to realtors such as brochures, flyers, and emails.
  • Booked 5-10 demos per week from cold phone and email outreach with self-generated leads
  • Measured performance of affiliates through revenue KPI metrics on custom dashboards in affililate monitoring platform and salesforce.

Loan Operations Analyst

Credible Labs
03.2019 - 06.2020
  • Submitted 100 loans per day using automated Ruby submitter - average loan balance $60K
  • Daily uploads of over 55 lender reports into ETL data pipeline and weekly audit of missing loans
  • Resulting in recovery of ~$1 million submitted volume per week
  • Trained and mentored new hires and a group of seven interns.
  • Put together roadmaps to improve form completions to loan close conversions leading to 35% improvement over 3 quarters.

Education

Bachelor of Arts -

East Carolina University
North Carolina

Certificate - Business Analytics Science

Applied Business Science
05-2024

Certificate - UNC Kenan-Flagler School of Business

Business Essentials

Skills

  • Looker
  • Tableau
  • Salesforce
  • JIRA
  • Microsoft Excel
  • Google Sheets
  • Powerpoint
  • Docker
  • Zapier
  • Postman
  • Jenkins
  • Github
  • Slack
  • Confluence
  • Figma
  • Asana
  • Cerby
  • Microsoft Teams
  • SQL
  • JQL
  • Python
  • GraphQL
  • JSON API
  • PHP
  • Google Analytics
  • Linux
  • AWS
  • MySQL
  • Greenhouse
  • Bootstrap
  • Oracle Netsuite

Timeline

Associate Manager Loan Operations

Credible Labs
01.2022 - 04.2025

Partnerships and Business Development Analyst

Credible Labs
06.2020 - 01.2022

Loan Operations Analyst

Credible Labs
03.2019 - 06.2020

Bachelor of Arts -

East Carolina University

Certificate - Business Analytics Science

Applied Business Science

Certificate - UNC Kenan-Flagler School of Business

Business Essentials

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David Herring