Project / Engagement Management:

  • Plan, Timeline, Staffing, and Budget DevelopmentBuild project artifacts and methodology to manage the implementation and establish key milestones of progress management.
  • Resource Allocation and Assignment Match resources with project deliverables to assure milestone and timeline success.
  • Systems ImplementationManage single purpose projects and coordinate multiple projects and interdependent deliverables.

Operational Consulting:

  • Business Process Analysis and Planning Review current state processes and translate into future state deliverables and methodology. Integrate Best Practices both internal and external to the organization.
  • Systems Integration with Business ProcessIdentify and apply methods of structuring the most effective and efficient operations utilizing the system tolls and organizational resources.
  • Earnings Enhancement, Cost Reduction – Identify opportunities to improve revenues and profitability, and assist with practical application.


  • Mortgage Banking, Project Management Develop and deliver training from my areas of expertise and experience.
  • One-on-One and Group SessionMentoring and instruction.
  • Materials and PresentationPreparations of outlines, discussion questions, case-studies, and study materials. Individual, seminar and classroom settings.