Owns the design, governance, and operational oversight of mortgage document-to-data processes. Performs data validation, reconciliation, exception management, quality control, and anomaly identification across acquisitions, servicing transfers, due diligence, collateral management, and asset management. Collaborates with stakeholders, technology teams, vendors, custodians, and servicing partners to resolve data issues, improve processes, and enhance loan data integrity.

Originates business-purpose loans, including DSCR rental, bridge, fix-and-flip, and private lending products. Builds and manages a pipeline from company leads, referral partners, investors, brokers, and self-generated prospects. Assesses borrower needs, explains loan structures, maintains compliance, and meets production and quality goals in a call-center environment.