Responsible for strategically redesigning and optimizing the end-to-end mortgage operational workflow across the organization.
Focus on improving the efficiency, scalability, and effectiveness of the mortgage lifecycle by leveraging emerging technologies, artificial intelligence, automation, and process innovation.
Partner with operational, technology, product, and data teams to increase efficiencies across operational pillars and design a more scalable, data-driven operating model.
Lead initiatives that integrate AI-enabled tools, workflow automation, and advanced analytics into the mortgage lifecycle to improve cycle times, productivity, borrower experience, and operational quality.
Identify operational inefficiencies, process fragmentation, and technology gaps across the mortgage lifecycle and develop scalable solutions to improve performance and cycle times.
Evaluate and implement emerging technologies including automation, robotic process automation (RPA), artificial intelligence, digital workflow orchestration tools, and advanced analytics to modernize mortgage operations.
Develop an integrated workflow architecture that improves coordination and handoffs between sales, processing, underwriting, and closing.
Implement operational dashboards and analytics to monitor cycle times, pull-through rates, productivity, and quality.
Provide strategic insights to executive leadership on emerging mortgage technologies and operational transformation opportunities.

Minimum 12 years of experience in mortgage operations, mortgage technology, operational transformation, or related financial services roles.
Deep knowledge of the mortgage lifecycle including sales, processing, underwriting, closing, and post-closing functions.
Experience leading operational transformation initiatives or process reengineering programs.
Experience implementing automation technologies such as RPA, workflow automation platforms, or intelligent process automation.
Experience with AI-enabled mortgage technologies including automated document recognition, data extraction, and decision support tools.
Strong analytical and systems-thinking capabilities with the ability to redesign complex operational processes.
Ability to analyze complex operational systems and design scalable solutions that improve efficiency and quality.
Ability to influence cross-functional leaders and drive organizational change across multiple operational teams.
Strong communication, stakeholder management, and executive presentation skills.

VP, Mortgage Operations Transformation

Key skills