Jacob Reed

• Managed multiple cross-functional projects across the Business Line, ensuring alignment with strategic goals.
• Collaborated with senior management and department heads to identify and resolve process gaps.
• Led the Business Readiness Work Stream for the successful implementation of a new Loan Origination System for the Home Equity product, delivering on time, and ensuring operational readiness through training and updated procedures.
• Facilitated biweekly leadership calls with Product, Operations, and Change Management teams to align on all project priorities.
• Managed multiple cross-functional projects across the Business Line, ensuring alignment with strategic goals.

•Created multiple workflow presentations and training diagrams for a variety of teams across various platforms.
•Led the training and system design efforts for newly created team within the organization.
•Assisted with procedural writing and regular maintenance of said procedures.
•Engaged with operational teams for feedback and improvement of current systems.

•Assisted with job shadow training and subject matter expert for role.
•Completed non-complex income reviews for a variety of mortgage applications.
•Assisted training of Blend training for users and system integration.
•Worked with Agile teams for system integration efforts and operational understanding.

•Primary salesforce bubble team integration member for operational effort identifying key role impacts and areas of improvement.
•Identified quality metrics and gaps in care for patients and prepared further treatment for patients on outpatient care schedules.
•Analyzed health records for large populations to track performance of overall care.
•Worked with small practices to identify optimization opportunities in health record data.
•Educated clinical staffs on best practices for clinical document recording for care coordination.