Strategic mortgage operations executive with over 18 years of experience in post-closing, collateral management, and digital transformation. Led high-volume operations supporting over 2,500 loans and $1–2 billion monthly loan volume, directing a diverse team and multiple vendors. Enhanced operational performance through process redesign, automation, and technology implementation, achieving significant productivity gains and reducing errors and turnaround times.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Vice President of Post Closing
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
United States
04.2020 - 08.2026
Executive leader responsible for high-volume post-closing operations supporting 2,500+ loans and approximately $1–2 billion in monthly loan volume.
Lead a 30+ person organization, including 3 AVPs, 2 managers, 27 direct reports, offshore resources, and 3+ vendors.
Oversee operations across 11 warehouse lines and two document custodians.
Direct Final Documents, Initial Certifications, Imaging, File Room, Collateral, Shipping, eNotes, and Trailing Documents.
Doubled team productivity from 10 to 20 loans per hour through workflow redesign, process standardization, and operational improvements.
Reduced funding-to-dry cycle time from 7+ days to 4 days, improving loan velocity and warehouse efficiency.
Reduced collateral error rates from 5% to 3%, improving delivery accuracy and reducing rework.
Automated Bailee Letter creation and shipping label generation for Fairway-funded Bond loans, eliminating manual processes and improving delivery accuracy.
Developed reporting and controls reducing internally misplaced loans from approximately 5 per month to fewer than 1, enhancing operational efficiency.
Created real-time reporting measuring funded, received, shipped, and dry turn times to drive visibility and accountability.
DIGITAL TRANSFORMATION & TECHNOLOGY
Adopted Fairway's integrated ChatGPT capabilities to develop operational processes and internal sites that streamlined redundant tasks; tools were adopted by 10+ employees.
Developed and implemented Databricks reporting to improve access to operational data and management insights.
Built Power BI reports and dashboards providing leadership visibility into production and SLA metrics for Collateral and Final Documents.
Developed Monthly Business Review (MBR) reporting and data roll-ups for executive leadership.
Developed a SharePoint solution for Initial Pool Certifications supporting agency loans representing approximately 80% of Fairway's volume.
Reduced loans dropped from the agency pool-certification process from 500+ per month to 10 or fewer, representing a 98%+ reduction.
Used technology and workflow development to improve process accessibility, standardization, and accountability.
ENOTE & STRATEGIC TRANSFORMATION
Supported migration from the organization's previous eNote platform eOriginal to Snapdocs.
Partnered with internal stakeholders, warehouse lines, servicers, and technology partners to support adoption and operational readiness.
Developed processes and controls supporting electronic documentation and collateral workflows, streamlining operations and ensuring compliance.
Post Closing Manager
SUPREME LENDING
Dallas–Fort Worth Metroplex
06.2017 - 04.2020
Led productivity and process improvements while maintaining quality and a seven-day warehouse turn time.
Created processes, procedures, and controls for incoming mail and collateral to enhance workflow efficiency.
Implemented productivity and process improvements, ensuring quality standards and a consistent seven-day warehouse turn time.
Oversaw collateral delivery while supporting File Room, Mail Room, and Imaging operations to streamline document management.
Government Insuring Team Lead
CALIBER HOME LOANS
Irving, Texas
11.2011 - 07.2013
Led five employees and a third-party team in government-insuring operations.
Developed and analyzed financial reports in Excel to facilitate investor loan purchases.
Reduced average processing turnaround from 45 days to 24 days within five months.
Ensured compliance with company and government requirements while streamlining workflow.
Shipper
NOVA HOME LOANS
Greater Tucson Area
07.2011 - 11.2011
Prepared, reviewed, and imported mortgage files for multiple investors, ensuring accuracy and compliance while processing 20 files daily.
Operated shipping software to manage inventory and logistics for timely delivery.
Coordinated with vendors to ensure accurate shipment schedules and tracking information.
Ensured compliance with safety regulations while handling hazardous materials during shipping processes.
Client Relationship Manager
CALIBER FUNDING
Greater Tucson Area
11.2009 - 01.2011
Managed broker relationship with $10M monthly pipeline, overseeing processing of 80–150 loans per month to ensure timely funding.
Supported $100M in monthly funding, facilitating $15M from managed pipeline to meet client needs and operational goals.
Resolved complex operational issues and strengthened client relationships by applying Conventional and FHA guidelines.
Quality Assurance Team Lead
STONEWATER MORTGAGE
Tucson, Arizona
09.2008 - 11.2009
Managed 20 offshore and six onsite employees to ensure quality across software and business process functions.
Developed procedures and training materials, led QA training sessions, supported system upgrades, and reviewed mortgage documentation for compliance with federal and state regulations.
Led quality assurance initiatives, enhancing compliance with industry standards and internal policies.
Developed and implemented testing protocols to ensure product reliability and performance.
Mentored QA team members, fostering professional growth and improving team efficiency.
Education
Bachelor's Degree - Business Management
University of Phoenix
Tucson
01-2010
Skills
Executive Operations Leadership
Operational Excellence
Process Improvement
Digital Transformation
AI & Automation
Post-Closing Operations
Collateral Management
Warehouse Operations
Agency Certifications
eNote Operations
Document Custodian Management
Vendor Management
Change Management
Data Analytics
Business Intelligence
Workflow Optimization
Performance Management
Regulatory Compliance
Team Development
Strategic Problem Solving
Post-Closing Operations
Final Document Management
Decision-making
Regulatory Compliance
Regulatory Oversight
Regulatory Oversight
Accomplishments
Led post-closing operations supporting 2,500+ loans and $1–2B in monthly loan volume.
Directed a 30+ person organization, including 3 AVPs, 2 managers, 27 direct reports, offshore resources, and 3+ vendors.
Increased team productivity 100%, from 10 to 20 loans per hour.
Reduced collateral error rates 40%, from 5% to 3%.
Reduced funding-to-dry cycle time from 7+ days to 4 days.
Helped reduce time-to-purchase from 45+ days to approximately 20 days.
Reduced agency pool-certification drops from 500+ to 10 or fewer per month, a 98%+ reduction.
Reduced internally misplaced loans from approximately 5 per month to fewer than 1.
Developed AI-enabled processes and internal tools adopted by 10+ employees.
Leveraged Power BI, Databricks, SharePoint, AI/ChatGPT, workflow automation, and eNote technology to improve operational performance.