Curinos

Client Relationship Manager

LenderHomePage.com

Director, Customer Success 

Director, Client Success - Consumer Lending

Informa Financial Intelligence

Director - Client Success - Consumer Lending

Director - Consumer Lending Division

Professional Profile
•Senior-level professional with 24+ years of experience in banking, lending, SaaS, client/customer success leadership/management roles in diverse financial services institutions with a proven record of productivity, quality, and integrity.
•Skilled in Customer Insight, Communication, Business Development, Marketing Strategy, and Customer Relationship Management (CRM).
•Independent and excellent decision-maker with proven experience managing P&L responsibilities and overall growth, function, and profitability of the business unit.
•Proven expertise in Consumer & Mortgage Lending, SaaS, Team and Project Management, Product
Development, Client Retention/Acquisition/Retention/Growth, Strategic Planning and Execution.
•An energetic team leader, able to communicate effectively and work collaboratively to resolve problems and motivate staff to achieve personal and organizational objectives.
•Analytical and detailed oriented, able to identify and implement process improvements that increase accuracy, efficiency, and productivity.
•Bilingual - Fluent in Spanish

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