Broker Success Manager (Concierge) at Indi Mortgage (2025-01 – 2026-04)
- System Connections: Connected separate software platforms using direct data links and automated notifications to ensure smooth, reliable communication across systems.
- System Administration & Scaling: Managed and optimized core business tools using Zapier, Pabbly Connect, and Zoho to keep automated workflows running smoothly for over 700 active users.
- Operational Logic: Turned complex business guidelines into clear, automated steps to prevent daily bottlenecks and protect data integrity.
- Team Training & Support: Created simple, structured guidebooks to train new users, making the technical backend easy to understand and adopt.
Marketing and Automation Specialist at Mortgages For Less (2021-01 – 2025-12)
- Workflow Automation: Built and maintained automatic workflows that handled repetitive tasks, saving the team from manual data entry on over 10,000 tasks per month.
- Database Organization: Overhauled customer database structures to improve lead tracking, protect data accuracy, and speed up the sales process.
- Operational Execution: Acted as the core technical support to build marketing and operations tracking from scratch, keeping critical business pipelines running smoothly.
- Performance Dashboards: Set up automated team assignment rules and multi-year follow-up sequences, providing leadership with clear, real-time visibility into company performance.
Virtual Tour Specialist / Photographer at The Boeing Company (2010-01 – 2012-12)
- Regulated Industry Compliance: Captured, edited, and verified digital media for major commercial aircraft programs, maintaining the strict data accuracy required for federal compliance documentation.
- Process Improvement: Spotted standard workflow delays and rewrote global step-by-step operating procedures that increased overall team speed and quality.
- High-Security Initiatives: Trusted as the primary editor for the Air Force One imagery program, successfully working within strict security protocols, budgets, and deadlines.
- Mentorship & Training: Promoted to a training role to onboard new team members, standardize quality checks, and maintain high operational standards.
Virtual Tour Specialist / Photographer at The Boeing Company (2019-01 – 2021-12)
Owner & Principal Photographer at Crozier Photography (2006-01 – 2021-12)
- Business Operations: Founded and ran a successful independent business for 15 years, managing everything from customer inquiries and marketing to final delivery and expenses.
- Technology Adaptation: Regularly updated and simplified web platforms, digital tools, and storage solutions to keep operations fast, lean, and cost-effective.
