Initiated GenAI POC for a Policy Chatbot using Llama 3.
Laid out the plan for an AI Innovation and Strategy Team
Developed future state vision for an Agentic Workflow using a Hierarchical Multi-Agent System.
Delivered Asset Automation resulting in 25% auto-clear of asset conditions
2024 - End to End Automation Delivered
Delivered full end to end Income Automation for wage earners resulting in the auto-clear of income conditions without human review
Expanded OCR Capabilities to include Asset Documents, Retirement Accounts, and Social Security Income documentation
2020 - 2023 - Implemented OCR
Implemented and Managed ongoing improvement of a multi-year OCR initiative using heuristic rules & Deep Learning Models to classify and extract data for income and asset documents resulting in 50% auto-receipt of conditions.
Automated the ordering of WVOE's and Tax Transcripts for wet-signed 4506C and Borrower Certification and Authorization forms.
Converted several excel documents such as the Asset Depletion Calculator into VBA supported excel tools.
2016 -2019 - Document Automation & Digital Mortgage
Led the implementation of our flagship automation capabilities which included API integrated vendor supplied data for income and assets, and auto-ordering of tax transcripts (e-sign).
Auto-calculated qualifying income and pre-filled the customers application with income and asset data processed using rule engines.
Served as automation subject matter expert to deliver underwriting requirements for the development of our digital mortgage application which integrated our automation capabilities.
Worked with Freddie Mac on use case for calculating qualifying income from direct deposit data. Led the team to develop an internal model using clustering.
2015 - Tax Transcript Automation
Implemented tax transcript ordering tool using prefilled data from the application supported by rule engines to determine what tax transcripts were required to be ordered. Reducing the order error rate from ~30% to < 10%.
2012 - 2014 - Subject Matter Expert and UAT Lead for new platform
Promoted to Manager, leading a team of business analysts and product owners.
Provided input on development of requirements for new underwriting and fulfillment platform.
UAT lead for all proprietary AUS and Condition Rules. 800+ test scripts across team of 10 testers, leading to a Leadership Award in 2014
2009 - 2012 Business Analysis and Service Delivery
Service Delivery Consultant responsible for delivering updates, enhancements, and fixes to our AUS and Condition Rules
Took the lead on Data Integrity requirements to close out an OCC Data Integrity MRA.
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