CONSUMER-LENDER FINTECH MATCHING HUB

Irvine, CA

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Putting customers in control of their own consumer loan portfolios through a revolutionary online hub. 

Executive Advisor & Board Member

Entrepreneur in Residence & Board Member  |  Product Development, Commercialization & Start-up Advising

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Created consumer-lender fintech matching hub (loan validation technology) prioritizing speed and confidentially in the prequalification process.

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AI-fueled top-of-funnel web, mobile, and telephonic customer journey enables efficient experiences for borrowers and predictable customer acquisition costs for lenders (e.g., mortgage, personal loan).

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Operations, Technology, People & Marketing:

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• Built and operationalized a self-sustaining, 6-member executive team—including management, sales, and technology leaders.

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• Led 8-member team on credit-based soft-pull technology development to parse and align publicly available consumer data with credit risk management.

 

• Built self-service telephonic prequalification AI digital assistant, creating a new customer acquisition channel with zero personnel.

 

• Designed online / offline marketing and lead generation (e.g., sequenced digital, ad-buying, direct mail, affiliate marketing, TV ad strategy) aligned with efficient marketing stack.