Project Management · Operations · Client Relations
I turn operational insight into measurable business outcomes.
I spent 15 years inside title insurance and financial services building operational expertise that many companies are only now prioritizing. Today, I actively leverage AI tools and emerging technologies to lead data-driven transformation across financial services, mortgage operations, technology, and logistics.
Core Expertise
Selected Projects
Click a project to see its outcome.
Third-Party API & EDI Integrations
Improved processing efficiency by 1+ business day per initiative.
10+
integrations delivered
Interactive Case Study
Two interactive walkthroughs: the DTO Texas Policy Rollout — 249 counties, two phases, twelve months — and the Custom Cup Manufacturing Program — 100,000 units for Brew & Co. in a four-month hybrid delivery. Switch between them to explore each case study, process artifacts, and closeout dashboard.
Case study · 1/6
DTO Texas Policy Rollout
Recovering lost premiums by building direct-issuance capability across all 249 Texas counties.
Problem
- Lost title premiums
- 249-county complexity
- Manual billing paths
Action
- Built Wintrack automation
- Configured premium splits
- Staged two-phase rollout
Result
- 100% county coverage
- Zero compliance violations
- Self-sustaining operations
Awards, Certifications & Education
- Mar 2011
Employee of the Year
First American Mortgage Solutions — First American Title
Recognized for dedication to exceptional customer service, strong work ethic, attention to detail, and consistently going above and beyond for clients and colleagues. This award reflects the high standards of excellence and core values of First American Title, the nation's leading title insurance provider.
- Sep 2016
Award of Excellence
First American Mortgage Solutions — First American Title
- Sep 2013
Award of Excellence
First American Mortgage Solutions — First American Title
- 2025
Lean Six Sigma Black Belt (LSSBB)
Aveta Business Institute (SSO-CSSC)
- 2025
RAID LOG Practitioner
RAIDLOG
- 2024
Project Management Professional (PMP) — ID 3783522
Project Management Institute (PMI)
- 2023
Certified ScrumMaster (CSM) — ID 1490153
Scrum Alliance
- 2024 — 2025
Finance Project Manager, Budget & Forecasting (Volunteer)
PMI — Orange County Chapter
- Expected 2027
MBA, Data Analytics (In Progress)
Louisiana State University Shreveport
- 2025
Bachelor of Arts, Sociology
University of California, Irvine
- 2020
Certification in Project Management
UC Irvine, Continuing Education
Work Experience
Supervisor
Jul 2024 — PresentUnited Parcel Service (UPS) — Anaheim, CA
- Lead a 10-person morning operations team across a 150,000 sq ft facility, delivering 97% on-time performance and a 35% reduction in missorts through QA/QC frameworks and Lean Six Sigma methods.
- Manage inventory operations for 25,000+ daily packages with 95% scanning accuracy and 99% air priority manifest validation across 800+ daily air packages; maintain labor cost 12% under budget.
- Design training programs achieving a 92% first-time certification pass rate and 25% reduction in onboarding time; drive 15% improvement in team satisfaction and 40% reduction in turnover.
- Leverage AI tools (Claude AI, ChatGPT) for operations reporting, meeting summarization, and process documentation; enforce safety procedures achieving 100+ consecutive days without lost-time incidents.
Project Manager & Client Relations Manager
Apr 2017 — Sept 2023First American Mortgage Solutions — Santa Ana, CA
- Delivered 100+ enterprise projects from initiation through go-live, generating $5M+ in incremental revenue, 20% production efficiency gain, and 30% operational cost reduction.
- Led 10+ third-party API and EDI integration initiatives as primary liaison between clients, technical teams, and vendors; improved processing efficiency by 1+ business day per integration.
- Managed two enterprise ERP data migrations and system enhancement initiatives; reconstructed system functionality across business reporting, data, and image workflows, increasing system efficiency 15% and client satisfaction 10%.
- Spearheaded three enterprise title insurance initiatives delivering a 50-state coverage solution; reduced production cost 15% and increased nationwide policy closings 20%.
- Managed billing and payment operations for 800+ title insurance policies monthly ($800K–$1M budget); delivered 10% cost savings through strategic financial planning, forecasting, and variance analysis.
- Led 100+ change management initiatives leveraging the Change Management 101 framework and Plan-Do-Sustain model; achieved 98% documentation, impact analysis, and approval traceability.
- Orchestrated 200+ weekly vendor management engagements; executed root cause analyses and remediation plans that strengthened vendor quality performance by 36%.
- Directed 15+ cross-functional teams and managed 50+ stakeholders per initiative using stakeholder engagement analysis techniques; reduced negative stakeholder impact 10% and improved team alignment 15%.
- Performed 50+ monthly statistical sampling audits and applied data analytics to identify bottlenecks; drove 15+ process improvements across quality operations.
Customer Service Supervisor & Senior CSR / Account Manager
Sept 2008 — Apr 2017First American Mortgage Solutions — Santa Ana, CA
- Progressed from Customer Service Representative to Operations Supervisor over 9 years; led teams of 4–5 CSRs delivering 15% customer satisfaction gains and 20% reduction in escalated issues.
- Established quality assurance frameworks supporting the organization's achievement of two ISO certifications; served as point of contact for annual vendor audits and quality reviews.
- Partnered with IT and Operations on 13+ technology improvement projects including UAT frameworks, process automation, and workflow optimization initiatives.
- Maintained relationships with 43+ direct lenders; onboarded new clients, delivered training, and identified 26+ upselling opportunities driving a 15% increase in client engagement.
Operations Manager & Sales Associate
Feb 2005 — Mar 2008American First Financial Corporation — Los Angeles, CA
- Directed an operations team of 10+ (loan processors, underwriters, closers) managing 50+ monthly loan closings; grew monthly revenue 10% while maintaining regulatory compliance.
- Utilized data analytics and KPI reporting across 5+ key performance indicators to drive data-driven decisions; achieved an 8% organizational efficiency gain.