Professional Accomplishments

FES, Inc. resources have extensive experience in operations management and consulting, with financial services organizations, mortgage lending and real estate valuation companies. Duties and responsibilities have included the management of compliance, budgets and profitability, as well as personnel management through expansion and consolidation. Extensive experience in the development, integration, implementation and maintenance of client server and Web based data systems. Developed and delivered training programs in formal classroom, seminar and one-on-one settings. Functional areas of expertise and experience include production, processing, underwriting, document preparation, funding, secondary marketing sales and delivery, document management, loan administration, investor relations, and corporate administration.



  • Directed multiple departments and divisions in day-to-day operations
  • Developed subordinate managers and staff
  • Provided liaison between upper and middle management
  • Coordinated activities between departments


  • Developed, managed, and performed due diligence projects
  • Managed projects with multiple deliverables and resources
  • Provided compliance/earnings enhancement and expense reduction
  • Directed permanent staff in operational enhancements
  • Communicated effectively to management and staff


  • Designed organization structures and functional alignments
  • Developed and implemented functional and job descriptions
  • Identified and implemented performance measures and standards
  • Developed management reporting methods and materials
  • Analyzed productivity, compliance, efficiency and effectiveness
  • Coordinated compensation programs with job functionality


  • Developed project plans, milestones, staffing models and budgets
  • Assembled and trained project teams
  • Managed scope and change control
  • Managed issues, risks, and escalations
  • Created and maintained communication plans


  • Designed Classroom and Seminar training materials
  • Conducted Classroom and Seminar training
  • Developed and implemented training objectives and deliverables