CONSUMER-DIRECT FINTECH LENDER

Irvine, CA and Salt Lake City, UT and Miami, FL

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Making better experiences for customers and better investments for closed-loan buyers.

Co-Founder & Co-CEO  |  Operations, Revenue, Commercialization & Technology

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Developed award-winning consumer-direct fintech leveraging emerging technologies to optimize the mortgage customer and lender-fulfillment experience.

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Operations, Technology, Marketing & Fulfillment:

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• Generated $1B in annually funded loans.

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• Developed omnichannel marketing program (e.g., affiliate, direct mail, lead purchasing, TV) annually driving as many as 600,000 customer contacts and 200,000 inbound inquiries.

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• Built and managed 320+ employee workforce through 10 executives and 12 departments, training and empowering leaders to self-perpetuate.

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• Conceived 15+ automation technologies (e.g., top-of-funnel qualifying engine, electronic language lending experience), increasing volume ~25% and leads ~35% with 0 new headcount.

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• Established and oversaw EVP / VP governance across 75+ vendor / vendor-partner relationships (e.g., marketplace lead-gen).