Multiple technology evaluation and selection projects for banks, mortgage lenders, national service providers and colleges; systems include loan origination, underwriting, secondary marketing, electronic document delivery, electronic vendor management system, servicing, imaging and Internet banking and bill payment technologies.
   
Evaluation and selection of mortgage and consumer loan origination and automated underwriting technologies and design of an organizational reconfiguration and implementation of "Best Practices" mortgage and consumer loan processing workflows for a lender, producing a 25% improvement in processing cycle times and a 17% reduction in processing staff.
   
Identification, development and roll out of a new product for a national financial services vendor that provides proprietary customer retention and acquisition solutions for top-30 and super-regional lenders. The service supports multiple distribution channels including direct mail, call center and Internet.
   
Best Practices Workflow design services for the residential mortgage, home equity lending, direct and indirect consumer and commercial lending business lines for a financial services company.
   
Development of corporate strategic plans for banks, mortgage companies, service providers and associations.
   
Development and implementation of a strategic technology plan for a national service provider that included major Internet, Intranet, proprietary software applications, imaging and legacy system migration strategies. The plan significantly improved the competitive position of the company.
   
Implementation of a company-wide imaging technology that eliminated paper and reduced staffing by 12% for a national real estate industry service provider.
   
Design of the first college-based mortgage finance technology laboratory in the United States. The laboratory was established for the training of prospective mortgage industry employees.
   
Project director of a crisis management project to identify, classify, review, package and sell real estate loan assets of eight closed banks and credit unions in order to convert the assets into cash for repayment to depositors.