• Financial Services

Credit Union Service Organization

  • Designed, developed and implemented, in less than five months, a completely new private education loan product. New loan approvals in the first year amounted to more than $30 million.

Financial Products Manufacturer

  • Designed and led the off-shoring to India, of the accounts payable and accounts receivable departments. Reduced operating costs by 35% or $3.5 million and completed project three months ahead of schedule.

Largest U.S. Mortgage Originator

  • Implemented a new document management system and redesigned processes. Reduced processing time from 40 days to less than eight days, to realize a savings of 28% or $7 million.

National Bank

  • Redesigned credit card application processing system. Resulted in 20% savings of more than $1 million dollars.