Moder

Director

• Develop comprehensive multi-phased transition plans for large-scale client transitions within the mortgage sector.
• Execute transition plans, ensuring all project milestones are met on time and within budget.
• Coordinate resources from both the company and the client to facilitate seamless transitions.
• Identify and address potential issues, implementing risk mitigation strategies to ensure project success.
• Maintain robust client relationships, acting as the primary liaison to ensure client satisfaction and successful project outcomes.
• Conduct regular site visits to client locations to monitor progress and address any on-site issues.
• Prepare and present regular progress reports to senior leadership and clients.
• Foster a collaborative environment, optimizing operations and leveraging strong problem-solving and conflict management skills.
• Work closely with internal teams, including technology, human resources, and reporting, to ensure alignment and continuity during transitions.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Senior Director, EPMO

Underwriter

• Develop, deliver, and maintain high-quality training programs for mortgage underwriters
• Design and facilitate training programs covering mortgage underwriting, credit analysis, collateral review, regulatory requirements, and internal processes
• Assess learner progress using knowledge checks, file reviews, QA findings, and performance metrics
• Adapt training content and delivery methods based on learner performance and feedback
• Collaborate with various teams to refine training content and align with best practices

Mortgage Underwriting Trainer

• Develop, manage, and execute detailed account plans for assigned strategic accounts in alignment with overall account and organizational strategy.
• Serve as a primary relationship manager for senior client stakeholders, maintaining strong alignment on objectives, performance, and value delivery.
• Partner with internal cross-functional teams (e.g., Solutions, Transitions, Operations) to coordinate and ensure consistent, high-quality service delivery.
• Identify and support upsell, cross-sell, and expansion opportunities within existing accounts to drive revenue growth.
• Track, analyze, and report on key account performance metrics, proactively addressing risks and opportunities.
• Act as a trusted advisor to clients by understanding their business challenges and aligning solutions to meet their operational and strategic needs.
• Lead regular client meetings and business reviews to assess performance, satisfaction, and improvement opportunities.
• Strengthen relationships with senior leaders and key decision-makers to deepen engagement and account longevity.
• Provide clients with relevant industry knowledge and insights to support informed decision-making.
• Monitor industry trends, competitive dynamics, and emerging technologies to help anticipate client needs.
• Support the Vice President in representing the organization at client meetings, industry events, and conferences as needed.

Senior Director, Strategic Accounts

Vice President

• Serve as a strategic partner to the CEO and senior leadership
• Drive enterprise-wide initiatives, investor and Board communication, and corporate strategy execution
• Lead the creation and delivery of weekly, monthly, and quarterly investor reports
• Develop high-impact Board decks, executive summaries, and performance narratives
• Drive annual and quarterly business planning, including financial projections, KPIs, and strategic goal setting
• Partner closely with the CEO to execute strategic priorities, track key initiatives, and ensure disciplined follow-through
• Lead and govern cross-functional strategic initiatives across various departments
• Implement best-in-class reporting standards, templates, KPIs, and review frameworks

VP, Special Projects

Insurance

• Assess the current state of the insurance business, including market positioning, product portfolio, distribution strategy, underwriting performance, claims operations, customer experience, and regulatory posture.
• Develop and execute the overall business strategy and operating plan for the Insurance division, balancing growth, profitability, risk, capital efficiency, and customer outcomes.
• Own full P&L responsibility, including revenue growth, expense management, margin optimization, and return on capital.
• Define and maintain a multi-year strategic roadmap for the Insurance business aligned with enterprise objectives and market opportunities.
• Develop compelling business cases and investment proposals to support new products, market expansion, technology investments, partnerships, and M&A activity.
• Oversee insurance product strategy , including pricing, underwriting guidelines, risk appetite, product lifecycle management, and regulatory filings.
• Lead and optimize distribution channels, including direct-to-consumer, agency, broker, affinity, and digital partnerships.
• Drive operational excellence across underwriting, policy administration, claims, customer service, and back-office operations through process improvement, automation, and performance management.
• Establish and enforce risk management, compliance, and governance frameworks consistent with regulatory requirements and enterprise risk appetite.
• Partner closely with Finance, Legal, Compliance, Technology, Data & Analytics, and Operations to ensure scalable, compliant, and efficient business execution.

EVP, GM – Insurance

Backend Engineer

• Design, develop, and maintain web applications and user interfaces using .NET technologies (e.g., C#, .Net Core, ASP.NET MVC, Razor Pages, Blazor).
• Write clean, efficient, and well-documented code following best practices and coding standards.
• Develop and consume RESTful APIs and web services.
• Implement responsive and user-friendly UI designs using HTML, CSS, JavaScript, and modern UI frameworks (e.g., React, Angular, Vue.js, Bootstrap).
• Work with databases (e.g., SQL Server, NoSQL databases) and ORMs (e.g., Entity Framework Core).
• Perform unit and integration testing to ensure code quality and functionality.
• Participate in code reviews and provide constructive feedback to other developers.
• Troubleshoot and debug complex issues in production and development environments.
• Contribute to the continuous improvement of development processes and tools.
• Stay up to date with the latest .NET technologies and trends.
• Potentially mentoring junior developers.
• Maintain regular and punctual attendance.

Senior .Net Developer

Call Center Representative

• Provide strategic leadership for all contact center technology initiatives, including IVR, IVA, omnichannel routing, workforce management (WFM), quality management, and CRM integrations.
• Direct the architecture, development, and deployment of scalable solutions utilizing platforms such as Genesys Cloud, Five9, NICE InContact, RingCentral, Omilia, and Salesforce.
• Lead the planning and implementation of new technologies and continuous improvements, leveraging Agile methodologies and CI/CD pipelines.
• Oversee the integration of APIs for seamless connectivity between SaaS platforms (e.g., payment processors, CRM systems, reporting tools, messaging services).
• Ensure regulatory compliance with industry standards, including FDCPA, CFPB, TCPA, STIR/SHAKEN, and E911 emergency services.
• Collaborate with business leaders and IT stakeholders to align contact center technologies with organizational goals and customer experience strategies.
• Manage vendor relationships, including contract negotiations, service level agreements (SLAs), and performance management.
• Analyze contact center KPIs and telephony data to identify optimization opportunities and implement solutions to drive efficiency, cost savings, and service excellence.
• Develop and lead a high-performing team of contact center technology managers, developers, and analysts.
• Establish governance standards for platform changes, security compliance, and best practices in operational excellence.