Leading Student Lending Consolidator

• Designed, developed and implemented, in 5 months, a new private education loan program. New loan approvals amounted to $135 million in the first year.


• Improved Information Systems department rating from 3/10 to 8/10 in a 12-month period, while simultaneously launching new products, going public, and implementing SOX controls.


• Reduced processing departmental expense by $4 million annually, while increasing capacity by more than 20%.

Major Auto Repossession Company

• Redesigned account management processes. Reduced expenses by 40%, while enabling organization to grow by more than 400% within a 3-year period.


• Designed and implemented new telephony system to replace antiquated hardware and call trees improving reporting and call management to support aggressive growth targets.


• Acted in role of SWAT team to establish SOPs, reporting, productivity measures, controls, and evaluated data flow, systems, and procedures. Moved organization from reactive to proactive management.

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.