• Supervises and coordinates the resources and activities of an implementation team. • Creates a Project Plan that meets client needs and facilitates accurate account set-up in InfoPro data management system. • Coordinates and leads conference calls with sales staff, National Account staff and customers to create project implementation plans. • Monitors progress of multiple implementation project plans. • Provides recommendations and problem solving for escalated issues related to service, billing, and reporting. • Develops and provides training to internal and external customers regarding implementation processes. • Provides progress reports to the Implementation Management Team. • Works collaboratively with other Project Managers to coordinate conversion and implementation resources. • Coordinates and assigns work to a team of direct reports for effective transition of client’s book of business.

• Serve as a liaison between Sales and Operations to support efficient file flow and contribute to the improvement of regional processes and workflows. • Support load balancing and assist with managing processor and LOA pipelines to maintain efficient workflow distribution. • Proactively identify and resolve issues before they escalate. • Interpret and apply mortgage guidelines accurately. • Support deal structuring by reviewing income calculations and assisting with problem-solving and collaborative solution development. • Monitor tasks, maintain consistent follow-up, and ensure pipeline activities are completed accurately and on schedule. • Assist in de-escalating conflicts and facilitate solutions that support positive outcomes for all parties involved.

• Drive Strategic Execution: Partner with executive leadership to transform long-term goals into actionable operational plans. • Optimize Business Governance: Oversee contracts, procurement, and multi-entity management for compliance and risk mitigation. • Lead Cross-Functional Initiatives: Act as a high-impact collaborator, leading projects to improve internal communication and agility. • Strengthen Global Operations: Harmonize domestic efforts with offshore teams, refining processes for support in workforce planning and vendor management.

• Drive and coordinate enterprise strategies with commercial, network\provider, and affiliates technology leaders to ensure meaningful goals and targets are set. • Serve as a technical leader who translates complex technology concepts into clear, actionable communication for business and technology audiences. • Oversee and orchestrate key operational initiatives, ensuring risks, issues, and Ability to dive deep into business or tech initiatives, simplify the opportunity statement, and help establish business cases, OKRs and solution paths. • Lead organizational communication strategy, including content development, leadership updates, and coordination of major meetings and events. • Organize, monitor, and drive the full utilization of capital, operational, and expense budgets.