The trademark I am most proud of – everyone I have worked with has walked away with more than they asked. I meet their confusion and stress with solutions and game plans for success. Those days spent helping others has grown into one of the most acclaimed customer retention and portfolio analytics departments in the industry.
Experienced Director of retention strategy with 20+ years of expertise in portfolio analytics, data science customer analysis, recapture, CPR, capital markets, marketing, pricing, and managing investor relationships. Highly result oriented, collaborative, ambitious, empathetic, and a hybrid of servicing/originations/finance/data science. Known for successfully leading multi-million-dollar business projects, simplifying the complex, and communicating the key drivers to C-Level.
– Data Scientist – Customer Analysis
– Trusted Leader in Executive Strategy
– Present to C-Suite and Key Clients
– Ability to Simplify the Complex
– Hybrid Skill Set (Originations/Servicing)
– 20+Yrs Capital Markets
– 20+ Portfolio Market Analytics
– Collaborative Leadership Style
– Director of Investor Relationships
– Lead 3rd Party Analytics Team
– “The Best in Industry Recapture Analytics”
– Data Warehouse Engineer (Advanced SQL)
– Prepay Analytics / CPR / Lost Customers
– 4.0 GPA Bachelors / 4.0 GPA MBA Finance
– Executive Dashboard Design/Automation
– Ability to Quickly Solve Complex Problems
– Communication Style is open, honest & transparent
– Believer that profitable business is based on developing relationships with trust, collaboration, inclusion & reciprocity