Roles

Treasurer & Secretary

Forecast event cashflow, manage expectations for revenue and profit, budget annual expenses. Maintain local governance records and meeting logistics. 

Helping strengthen chapter operations, board communication, and community engagement while supporting programs, events, and partnerships that expand opportunities for Hispanic homeownership.

VP, Mortgage Market Leader

Managed the residential lending pipeline from application through funding while coordinating with underwriting, processing, and closing stakeholders.

Led mortgage market development initiatives across the Nashville region through relationship management, community engagement, and strategic business development.

Conducted candidate evaluations and recruiting efforts to support market expansion and production growth.

VP Mortgage Lending

 

Managed loan pipelines through all stages of the origination lifecycle while coordinating with operations, underwriting, and closing teams.

Director of Operations

 

Managed the end-to-end operational lifecycle of a commercial and consumer loan portfolio of 3,000+ clients, ensuring efficient processing, service delivery, and adherence to regulatory standards.

Led process optimization and standardization initiatives, implementing improved workflows and KPI tracking systems that reduced processing times 40% and increased overall portfolio quality.

Reduced ACH returns by over 60% to remain compliant with NACHA rules.

Handled external and internal revenue reporting and audit requirements in compliance with regulatory measures.

Associate Director of Operations

 

Spearheaded UI/UX development for banking and lending applications, directing a 12-member multi-departmental team to achieve BaaS market entry and full lending operations launch within 4 months.

Served as the key liaison between the company and vendors for BaaS and Lending initiatives, facilitating effective communication, ensuring alignment with project goals, and ensuring transparent reporting to key stakeholders.

Conducted detailed analysis of operational processes to deliver actionable recommendations for enhancing efficiency and driving organizational growth.

Mortgage Loan Production Manager NMLS 2112717

 

Managed a $5 million mortgage loan pipeline, optimizing loan origination processes from application to funding to ensure efficient workflow and timely closings.

Collaborated with underwriters, loan officers, and processors to streamline communication, resolve bottlenecks, and ensure seamless coordination throughout the mortgage loan lifecycle.

Mortgage Loan Processor

 

Supported the end-to-end mortgage production process by coordinating borrowers, loan officers, underwriters, and closing teams across the loan lifecycle. Managed documentation, identified file deficiencies, resolved underwriting conditions, and maintained pipeline momentum through disciplined follow-up and cross-functional communication.

 

Understand workflow, anticipate bottlenecks, and keep all processes moving.

Lead Analyst - Consumer Staples

 

Directed investment strategies for a $750,000 student-managed fund, leveraging market analysis, financial modeling, and portfolio optimization to consistently exceed performance benchmarks while delivering actionable insights to stakeholders through detailed reports and presentations. 

B.S. Finance * Southeast Bank Scholarship