
Accomplished product leader known for driving product innovations and strategic initiatives. Expertise in aligning teams and resources to achieve compliance and enhance product delivery, resulting in increased market share and customer engagement.
• Oversaw product strategy and execution for the Encompass Document Platform, a mission-critical solution that facilitates document generation, storage, electronic signing, and compliance workflows throughout the mortgage lifecycle.
• Managed a team of six product managers responsible for Encompass Docs, eFolder, electronic signing, document storage, print fulfillment, and document delivery platforms.
• Served as the product lead for Encompass eClose, recognized as the industry’s first comprehensive electronic closing solution.
• Partnered closely with engineering teams to advance core services, reduce technical debt, and drive innovation.
• Collaborated with Legal, Compliance, and Partner teams to maintain regulatory compliance across all document and data workflows.
• Accountable for developing and implementing the product strategy and roadmap, defining product requirements and positioning, as well as overseeing delivery and ongoing maintenance of Ellie Mae’s Encompass Docs Solution, which produces millions of residential lending documents monthly.
• Spearheaded product innovations that supported construction and HELOC loans which contributed significantly to the rapid adoption of those loan products in Encompass and Encompass Docs.
• Led end-to-end product delivery across all functional areas, including operations, compliance, development, quality assurance, support, training, marketing, and user documentation.
• Directed the management of product scope and release deliverables, prioritizing enhancement requests from both customers and internal stakeholders.
• Coordinated cross-functional teams to prioritize, create, and deliver fully compliant and comprehensive disclosure and closing document packages. These efforts led to a threefold increase in monthly active lenders.
• Facilitated regular communication with customers, prospects, business development, sales, and marketing teams to gather and document business requirements and identify key areas for future product investment.
• Conducted research on industry metrics, demographics, market share, trends, and market drivers.
• Served as an integral member of the teams responsible for implementing the new Uniform Residential Loan Application, the Loan Estimate and Closing Disclosure within Encompass.
• Collaborated on the deployment of a third-party application that automated and standardized staff scheduling across all Northern California regional medical centers. This initiative streamlined scheduling processes, resulting in improved consistency and efficiency throughout the region.
• Designed and developed a specialized training environment for instructing Kaiser employees. This tailored environment facilitated effective learning and ensured staff were well-prepared to utilize new technologies and processes.
• Authored a comprehensive regression test plan for new vendor product builds, resulting in more rapid, efficient, and precise testing processes enhancing overall product quality and deployment speed.
• Identified, defined, and documented specifications for various report types and product enhancements. These efforts ensured clear communication of requirements and supported the successful implementation of improvements.
• Created, revised, and updated user documentation as needed providing both internal and external users with reliable reference materials and instructions.
• Enhanced the data collection methodology and documentation to establish a customer management database which supported more effective data management and customer relationship tracking.
• Conducted software testing and analysis for Windows, client/server, and web applications.
• Developed and edited test plans and cases.
• Maintained QA process documentation.
• Reported, replicated, and tracked software and documentation issues.
• Wrote all user documentation and internal procedures.