Summary
Overview
Work History
Education
Skills
Timeline
Generic
Robert Washington

Robert Washington

Dallas,TX

Summary

SaaS Implementation and Project Management expert with 16+ years in fintech and mortgage servicing, specializing in enterprise onboarding, cross-functional collaboration, and process automation. Proven track record in accelerating time-to-value for clients by streamlining data migration and compliance workflows. Recognized for aligning tech and business goals to increase efficiency, retention, and stakeholder satisfaction.

Overview

16
16
years of professional experience

Work History

Associate Manager, Implementation / Sr. Implementation Consultant

SS&C Technologies, Inc.
12.2019 - 04.2025
  • - Spearheaded over 30 enterprise SaaS onboarding projects across mortgage servicing and fund accounting, accelerating client go-live timelines by 25% on average.
  • - Developed automated reporting and data migration templates that reduced manual processing time by 40%.
  • - Served as primary liaison between client stakeholders and engineering teams, achieving 95%+ client satisfaction scores.
  • - Led cross-functional UAT phases with zero critical defects post-deployment.
  • - Created standardized onboarding and training materials adopted company-wide, improving implementation ramp-up by 30%.

Business Lead

Quorum Federal Credit Union
04.2018 - 12.2019
  • - Oversaw rollout of digital mortgage servicing software, reducing customer service escalations by 20%.
  • - Identified compliance gaps through audit analysis, improving data integrity and reducing reporting errors by 35%.
  • - Launched employee enablement program including job aids and KPI tracking dashboards, boosting team productivity by 15%.

Principal Loan Specialist / Process Improvement Lead

Capital One
05.2015 - 02.2018
  • - Directed optimization of loan onboarding workflows, cutting application processing time from 7 to 3 days.
  • - Managed end-to-end system integration support and cross-training for 12+ team members.
  • - Refined compliance training based on trend data, increasing regulatory audit scores from 82% to 96%.

Client Relationship Manager

Bank of America
01.2009 - 01.2015
  • - Delivered consistent top-quartile performance in customer experience and retention metrics.
  • - Facilitated portfolio growth through strategic financial planning and relationship development.
  • - Mentored junior associates and created knowledge-sharing resources, improving department-wide efficiency.

Education

Executive MBA - Business Administration

Texas Woman’s University
Denton, TX
01.2016

B.S. - Business Management

University of Arkansas at Pine Bluff
Pine Bluff, AR
01.2008

Skills

  • SaaS Implementation
  • Mortgage Servicing Platforms (eg, Encompass, MSP)
  • Fund Accounting
  • Data Migration
  • SQL
  • UAT Coordination
  • Risk & Compliance
  • Technical Project Management
  • Client Onboarding
  • Agile Methodology
  • Cross-functional Team Leadership
  • Workflow Automation
  • Salesforce
  • JIRA
  • Training & Documentation
  • KPI Reporting

Timeline

Associate Manager, Implementation / Sr. Implementation Consultant

SS&C Technologies, Inc.
12.2019 - 04.2025

Business Lead

Quorum Federal Credit Union
04.2018 - 12.2019

Principal Loan Specialist / Process Improvement Lead

Capital One
05.2015 - 02.2018

Client Relationship Manager

Bank of America
01.2009 - 01.2015

Executive MBA - Business Administration

Texas Woman’s University

B.S. - Business Management

University of Arkansas at Pine Bluff

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