Talented Asset Manager
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I’m a seasoned finance professional with a strong background in asset management, financial operations, and strategic process improvement. With over 20 years of experience in financial services, I have developed a reputation for delivering results through a deep understanding of financial systems, risk mitigation, and client-focused solutions.
Throughout my career, I’ve successfully led teams, optimized operational workflows, and partnered across departments to drive initiatives in areas such as credit adjustments, customer refunds, compliance alignment, and data reporting. I’m especially passionate about connecting the dots between finance, policy, and customer experience—transforming complex financial procedures into streamlined, impactful processes that build trust and efficiency.
Whether leading asset audits, overseeing reimbursement strategies, or collaborating with senior stakeholders on process redesigns, I approach each challenge with analytical rigor and a dedication to operational excellence.
I’m currently exploring new opportunities to bring my skills to organizations that value strategic thinking, cross-functional collaboration, and a commitment to improving both internal systems and customer-facing experiences. I would be happy to connect and share more about how I can add value to your team.
Client Success and Asset Management professional with over 10 years of experience driving strategic partnerships, improving client ROI, and aligning operational solutions with business goals. Proven ability to lead cross-functional teams, analyze performance metrics, and deliver data-driven insights. Passionate about live events and relationship building, with experience presenting to stakeholders and advocating for customer needs.
WORK EXPERIENCE The Hunt Companies – American Community Lending, Dallas, TX Loan Asset Manager | Jul 2021 – Mar 2025 •
Served as a primary liaison to internal stakeholders, aligning lending solutions with client investment strategies.
. • Identified areas for growth and process improvement, increasing efficiency by over 90%.
MTAG Services – Mt. Pleasant, SC
Client Success & Call Center Supervisor | Jun 2017 – Jun 2021
Servicing Team Manager | Jun 2015 – Jun 2021
.• Facilitated stakeholder meetings and client events to reinforce brand value and foster long-term relationships.
Bachelor of Science in Business Management
