Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Work Preference
Work Availability
Quote
Software
Languages
Interests
Timeline
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Ruth Lee, CMB

Ruth Lee, CMB

Executive Consultant
Lakewood,CO

Summary

Entrepreneurial and creative Founder passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business opportunities. Track record of multiple successful business ventures and leading teams of professionals to maximize profits and deliver success.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Founder, CEO, Senior Executive Consultant

Big Think LLC
Denver, CO
03.2018 - Current
  • Strategic executive consultant and visionary with proven track record of developing and executing long-term plans that drive growth, profitability, and shareholder value, while remaining agile and adaptable in the face of changing market dynamics.
  • Evolve and communicate clear and compelling long-term visions for clients' business channels, functions, or operations, helping them align with their organization's mission and values, inspiring teams, and driving success.
  • Drive sustainable success for clients by leveraging a decisive approach to problem-solving and decision-making, making tough decisions when needed to ensure clients' objectives and their long-term sustainability are achieved.
  • Offer deep industry expertise and a broad network of contacts, leveraging these assets to identify emerging trends and opportunities, evaluate acquisitions, and provide valuable due diligence insights.
  • Adroitly synthesize complex production and financial data to produce actionable insights to support process improvement and cost-saving initiatives, drive efficiencies, and deliver measurable results.
  • Leverage industry thought leadership and speaking engagements to share insights and perspectives with peers and colleagues, contributing to the broader conversation and helping shape the mortgage industry's future.

Senior Director, Business Development

Titan Lenders Corp. (Acquired)
Denver, CO
03.2016 - 03.2018
  • Successfully managed transition of 95% of Titan Lenders Corp's clients to MetaSource contracts, leveraging strong negotiation skills and a deep understanding of customer needs and industry dynamics to drive significant term extensions, price increases, and service expansions.
  • Built and executed a highly effective rehabilitation strategy for underperforming mortgage fulfillment clients, delivering up to a 600% improvement in delivery by improving the customer experience and implementing stronger training and audit controls.
  • Drove a 30% annual growth rate for wholesale and correspondent Housing Finance Agency (HFA) clients, leveraging creative problem-solving skills and a continued focus on refining the wholesale/correspondent platform.
  • Produced a major study on market opportunities in technology, data, and documents in servicing transfers for a Fortune 100 client, leveraging deep subject matter expertise and analytical skills to drive actionable insights and strategic value.
  • Served as brand ambassador for the organization, driving thought leadership and innovation in operational fulfillment through speaking engagements on numerous panels, writing for and being interviewed in many industry trade magazines and newspapers, and cultivating strong relationships with key industry influencers and stakeholders.

Founder, EVP, Chief Revenue Officer

Titan Lenders Corp. (Founder)
Denver, CO
06.2007 - 03.2016
  • Developed 9 products and 4 channels, to include wholesale channel development, operational fulfillment services for large lenders, bulk compliance reviews, whole loan purchase reviews, HFA back office support and technology development, warehouse lending QC, data and document transfer management, MERS data reconciliation, and non-agency custodial services.
  • Conceived, helped inform development of award-winning Mintrak2, proprietary MERS data reconciliation and remediation application, DRMS, warehouse lending and correspondent data toolkit, and TLCWorx, wholesale and correspondent lending platform for Titan Capital and Housing Finance Agencies.
  • Raised capital and achieved profitability during Titan's first three years of business 2007-2010 by deploying strategic pivots to remain relevant despite flagging transactional volume.
  • Deployed very successful thought-leadership model on operations, compliance and digital transformation through significant published material, speaking engagements, and as reliable partner to trade magazine reporters and editors.
  • Cultivated strong professional relationships with many key industry influencers to drive long-term innovation.
  • Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
  • Sat on Board of Directors providing corporate governance and risk mitigation based on deep understanding of shifting regulatory environment and relationships with Agencies.

Founder, EVP, Chief Revenue Officer

Titan Capital Solutions (Subsidiary)
Denver, CO
01.2013 - 12.2015
  • Established and managed Titan Capital Solutions, a highly successful subsidiary of Titan Lenders Corp, specializing in jumbo wholesale and correspondent lending products.
  • Expanded the number of counterparties from 17 to 110 in just 20 months, leveraging a deep understanding of industry dynamics and a commitment to building strong relationships with key players in the market.
  • Drove a significant increase in monthly delegated and non-delegated correspondent origination volume, increasing volume from $3 million to $125 million in just 13 months by leveraging a strong understanding of customer needs and a focus on operational efficiency and effectiveness.
  • Refined operational processes and implemented data and technology solutions to improve efficiencies across secondary, compliance, underwriting, and counterparty risk functions, driving increased profitability and competitive differentiation for the organization.
  • Provided executive and board-level governance through a strong relationship with the investor takeout, ensuring that the organization remained focused on its mission and goals while delivering exceptional service to clients.

Director of Business Development

Guardian Mortgage Documents
Lakewood, CO
11.2005 - 03.2007
  • Developed and executed highly effective marketing and sales strategies for wholesale outsource fulfillment solutions, driving growth and profitability for the organization and its clients.
  • Established and nurtured relationships with key market players, including consultants, warehouse line lenders, and investors, building a highly successful aggregation network that drove referrals and increased revenue.
  • Drove significant revenue growth in the first year of operation, increasing revenue by 300% through a combination of effective pricing strategies, targeted sales efforts, and a focus on operational efficiency and effectiveness.
  • Successfully expanded the customer base by 200% within 12 months, leveraging innovative marketing strategies, customer-centric service, and a deep understanding of customer needs and pain points.

Founder, Chief Executive Officer

Westlake Mortgage (Founder)
Austin, TX
02.1997 - 06.2005
  • Founded a profitable retail mortgage company from the ground up, driving growth and success through strategic planning, effective leadership, and a focus on operational excellence.
  • Grew the company into a regional player with a strong presence in six states, building a talented team of more than 60 loan officers and driving revenue growth through innovative business development strategies.
  • Led day-to-day operations with a hands-on approach, overseeing accounting and budget management, implementing performance metrics, and ensuring high levels of customer service and satisfaction.
  • Attracted top talent to the organization, leveraging a deep network of industry contacts and a commitment to hiring dynamic, driven mortgage professionals with a track record of success.
  • Implemented technological improvements and streamlined business processes to reduce waste and eliminate bottlenecks, driving operational efficiency and profitability for the organization.
  • Successfully navigated challenging market conditions, adapting to changing regulatory environments and market dynamics to maintain a competitive edge and drive growth.
  • Built a strong reputation for the organization, leveraging a commitment to ethical and responsible business practices, customer-centric service, and a results-driven approach to leadership and strategy.
  • Collaborated closely with cross-functional teams, including sales, marketing, and operations, to drive alignment and ensure that the organization remained focused on its mission and goals.

Education

Bachelor of Arts - Economics and Politics

Mount Holyoke College
South Hadley, MA
1993

Skills

  • Sales and Marketing Strategy
  • Contract Negotiation
  • Pipeline Management
  • Quota Setting and Financial Forecasting
  • Customer Relationship Management
  • Entrepreneurial Mindset
  • Team Leadership and Development
  • Strategic Market Analysis
  • Cross-functional Alignment
  • Value-based Sales Methodology
  • Competitive Analysis
  • Communication and Negotiation
  • Executive Leadership
  • Corporate Governance
  • Strategic Business Planning
  • Mortgage Banking (Retail, Wholesale, and Correspondent)
  • Public Speaking
  • FinTech Expertise
  • Revenue Development
  • Consulting
  • Project Management
  • Business Administration

Certification

  • Certified Mortgage Banker (CMB)
  • Instructor, School of Mortgage Banking (I & III)

Affiliations

  • Member, Mortgage Bankers Association, CMB Society
  • Member, Daughters of the American Revolution (DAR)
  • Member, Latina's First Foundation, 2018 to Current

Accomplishments

  • 2023 MIT Sloan + CSAIL Graduate course on Artificial Intelligence: The Impact on Business Strategy
  • 2021 & 2022 "Women with Vision" Award Winner
  • 2020 "Most Powerful Women in FinTech" Award Winner
  • 2019 Progress in Lending, "Lending Luminary" Award Winner
  • 2018 Authored MBA Servicing Transfer Best Practices published by Fannie Mae, Freddie Mac, Ginnie Mae
  • 2007 MBA Future Mortgage Leader

Work Preference

Work Type

Full TimeContract Work

Work Location

RemoteOn-SiteHybrid

Important To Me

Stock Options / Equity / Profit Sharing

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Life isn't about finding yourself. It is about creating yourself.
George Bernard Shaw

Software

Microsoft Office Suite

Atlassian (JIRA)

Tableau

Languages

English
Bilingual or Proficient (C2)

Interests

Scuba Diving

Kayaking

Hiking

Skiing

Video Gaming

Timeline

Founder, CEO, Senior Executive Consultant

Big Think LLC
03.2018 - Current

Senior Director, Business Development

Titan Lenders Corp. (Acquired)
03.2016 - 03.2018

Founder, EVP, Chief Revenue Officer

Titan Capital Solutions (Subsidiary)
01.2013 - 12.2015

Founder, EVP, Chief Revenue Officer

Titan Lenders Corp. (Founder)
06.2007 - 03.2016

Director of Business Development

Guardian Mortgage Documents
11.2005 - 03.2007

Founder, Chief Executive Officer

Westlake Mortgage (Founder)
02.1997 - 06.2005

Bachelor of Arts - Economics and Politics

Mount Holyoke College

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Ruth Lee, CMBExecutive Consultant