San Antonio, Texas Metropolitan Area
Technology Executive with 30 years of experience including over 20 years in management, leading strategic development programs and software maintenance across multiple lines of business including mortgage, consumer lending, property and casualty insurance, investment management, life insurance, and enterprise document management.
• Lead the acquisition and integration of automation technologies for bank transactions and business processes, streamlining processes and enhancing compliance controls. • Develop strategies to implement automated processing systems, improving efficiency and accuracy in operations. • Collaborate with cross-functional teams to drive innovation and optimize automation solutions for USAA.
• Planned and executed disaster recovery exercises for a financial services client, ensuring regulatory compliance and business continuity. • Managed the data center retirement process, ensuring a smooth transition and minimal disruption to operations. • Managing windows server upgrades for application infrastructure, enhancing system performance, resiliency, and security.
Set strategic direction for IT operations and software acquisition, development, and maintenance. Oversaw day-to-day operations of eClosePlus business unit, Help Desk, Development Staff and IT Operations. Delivered IT efficiencies in enterprise messaging applications and phone infrastructure. Reduced phone operating cost by 90%. Eliminated redundant messaging application cost. Delivered innovative operational efficiencies in client integration, reducing cycle time for a key client by 50%. Delivered requirements, plan and contract to develop client portal application. Reduced time to respond to Vendor Management inquiries by 85%. Implemented availability initiatives that reduced monthly down time by 65%.
Set strategic direction for Real Estate Lending Technology Acquisition, Development and Maintenance, vendor management, audit, technology transformation and development methodology. In this role I oversee the development of new digital omnichannel mortgage capabilities as well as the incremental improvement of multiple integrated vendor components involving over 150 vendors.
Led 15 agile development teams with budgets totaling $35M and engaging over 200 people across the enterprise. I led strategic real estate projects and programs, operational improvement projects, regulatory compliance projects and software maintenance. Responsibilities included reviewing, approving and overseeing the execution of multi-million dollar project budgets, execution plans and metrics, staffing plans, and resource development plans. I successfully established positive working relationships with business executives and managers, covering multiple functions and lines of business within the bank. I pioneered an organizational structure and management approach to utilize agile development techniques for large-scale software development. Major Accomplishments: • Implemented a new Strategic Mortgage Lending Platform using a SAAS solution in less than 9 months • Implemented USAAs online automated underwriting capability • Implemented USAAs manual underwriting capability • Implemented a new mortgage fulfillment capability in a production lab environment • Implemented a new mortgage document generation system (Vendor acquisition and integration) • Implemented Financial Reform Act regulatory capabilities • Pioneered USAA’s first large-scale agile development processes, reducing time to market by 67%, cost by 30% and defects by 85%
Held various roles at USAA, ranging from Programmer to Director of software development. In these roles, I gained wide ranging experience in large-scale software development, infrastructure development, vendor management and integration, and IT Architecture covering a full range of financial services, including banking, insurance, and investments.