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Professional Profile •Senior-level professional with 24+ years of experience in banking, lending, SaaS, client/customer success leadership/management roles in diverse financial services institutions with a proven record of productivity, quality, and integrity. •Skilled in Customer Insight, Communication, Business Development, Marketing Strategy, and Customer Relationship Management (CRM). •Independent and excellent decision-maker with proven experience managing P&L responsibilities and overall growth, function, and profitability of the business unit. •Proven expertise in Consumer & Mortgage Lending, SaaS, Team and Project Management, Product Development, Client Retention/Acquisition/Retention/Growth, Strategic Planning and Execution. •An energetic team leader, able to communicate effectively and work collaboratively to resolve problems and motivate staff to achieve personal and organizational objectives. •Analytical and detailed oriented, able to identify and implement process improvements that increase accuracy, efficiency, and productivity. •Bilingual - Fluent in Spanish
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