Columbus, Ohio, United States
Developing solutions that enhance lead engagement and deliver a seamless digital mortgage experience from application to funding, improving customer interaction and streamlining sales to boost lead volume and conversion rates.
Head of the Correspondent Originations Product/Transformation Team that focuses on building an exceptional client and employee experience to support the Correspondent Channel.
Head of customer interaction and onboarding for home lending, leading an agile product team • Leading strategy to migrate all incoming/outgoing mail or fax correspondence to digital solutions (digital upload, e-signatures, e-notes, paperless) • Leading all customer interaction channels (digital, text, email, IVR, voice, virtual assistant) for home lending servicing • Implementing personalized email/text communications to customers through various digital channels (chase.com/email/text)
• Resolved client issues regarding, bonds, fixed income, mutual funds, ETFs, CDs and money markets and annuities • Obtained NASD Series 7 & 63 licenses