Rebecca Roberts-Wade
Northlake,TX
Summary
Seasoned fintech and mortgage industry leader with over 20 years of experience in driving strategic initiatives, product development, and operational optimization within the lending technology space. Proven track record in leading cross-functional teams to successfully execute innovative solutions that improve workflows, enhance user experiences, and increase market competitiveness. Expertise in capital markets and building scalable platforms that deliver financial growth. Strong relationship builder with exceptional communication skills, adept at influencing key stakeholders and presenting to C-suite executives. Strategic Leadership & Vision – Expertise in developing and executing business strategies that drive growth and profitability.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Director, Strategy and Program Management
Carrington Mortgage Holdings
01.2024 - Current
- Spearhead the development and execution of strategic plans to drive growth and profitability across the lending division, supporting Retail, Wholesale, and Correspondent channels.
- Lead a team of Business Analysts, Product Managers, Project Managers, and Strategists, fostering cross-functional collaboration to ensure alignment with company objectives and enhanced operational efficiency.
- Develop and implement scalable strategies that improve workflow, reduce costs, and increase production, delivering 400+ projects in 2024, contributing directly to company growth and market share expansion.
- Cultivate strong relationships with external partners, including lenders and investors, to expand the platform’s reach and drive business development across multiple channels.
Director of Product Management
ICE Mortgage Technologies
11.2020 - 12.2023
- Directed product management efforts for industry-leading mortgage compliance solutions, collaborating with cross-functional teams to design and launch innovative products that met customer, regulatory, and competitive demands.
- Led strategic initiatives to integrate fintech solutions that enhanced product functionality, ensuring competitiveness and alignment with market trends.
- Worked closely with external partners and stakeholders to ensure the successful execution of product roadmaps that contributed to the company’s financial performance.
Director of Product Management
Sagent Lending Technologies
11.2019 - 11.2020
- Led strategic planning and execution for mortgage servicing technologies, overseeing research, development, and deployment of solutions to enhance market share and drive business growth.
- Established and nurtured relationships with key partners to increase platform adoption, providing strategic insights into market trends and capital markets.
Director of Integrations and Product Management
Optimal Blue
03.2008 - 11.2019
- Directed product integrations and development, driving technological advancements that ensured a seamless user experience for both lenders and investors.
- Managed 80+ partner integrations and 75+ custom integrations, leveraging a deep understanding of financial technology and capital markets to enhance platform performance.
- Developed and executed strategies that led to the successful migration to a modern integration platform, outperforming competitors and driving growth.
- Built and maintained strong relationships with key stakeholders, ensuring client satisfaction and operational excellence across multiple regions.
Correspondent Account Executive
IndyMac
01.2007 - 03.2008
Internal Correspondent Account Executive
EMC, a Bear Stearns Company
01.2006 - 01.2007
Correspondent Account Executive- Construction Loan
Countrywide Mortgage
01.2005 - 01.2006
Executive Assistant/Pricing Analyst
Wholesale
01.2003 - 01.2005
Skills
Strategic Leadership & Vision – Expertise in developing and executing business strategies that drive growth and profitability, ensuring alignment with company objectives and market trends
Capital Markets & Lending Expertise – Deep understanding of the secondary market, and financial products, with a focus on driving strategic lending partnerships
Fintech & Platform Development – Experience advancing technological solutions for seamless, user-friendly platforms, integrating innovative fintech solutions to enhance competitiveness
Team Leadership & Development – Proven ability to build, lead, and mentor high-performing teams across varying skill levels, fostering collaboration to achieve business goals
Product Strategy & Roadmap Execution – Strong track record in leading product roadmaps, from conception to execution, optimizing customer lifecycle management and driving adoption
Client & Partner Relationship Management – Skilled at developing and nurturing long-term relationships with clients, investors, and key stakeholders to ensure sustained business success
Operations & Financial Oversight – Proficient in managing multi-site operations, overseeing budgets, and ensuring efficient resource allocation to meet financial targets
Risk Management & Compliance – Expertise in implementing strategies to mitigate risks and ensure adherence to industry standards, regulatory requirements, and best practices
Industry Analysis & Competitive Insights – Ability to analyze market trends, identify opportunities, and adapt strategies to maintain competitive advantage
Certification
AMP Certification – Mortgage Banker Association Accredited Mortgage Professional - Completion expected in Q1 2025.
Timeline
Director, Strategy and Program Management
Carrington Mortgage Holdings
01.2024 - Current
Director of Product Management
ICE Mortgage Technologies
11.2020 - 12.2023
Director of Product Management
Sagent Lending Technologies
11.2019 - 11.2020
Director of Integrations and Product Management
Optimal Blue
03.2008 - 11.2019
Correspondent Account Executive
IndyMac
01.2007 - 03.2008
Internal Correspondent Account Executive
EMC, a Bear Stearns Company
01.2006 - 01.2007
Correspondent Account Executive- Construction Loan
Countrywide Mortgage
01.2005 - 01.2006
Executive Assistant/Pricing Analyst
Wholesale
01.2003 - 01.2005
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