Operations Business Analysis

Veterans United
May 2015

I had the opportunity to help found an integrated business analytics team which focused on Veterans United's ~800 operations employees. We covered processing, underwriting, closing, as well as the support of our sales teams.

Working directly with the Chief Operations Officer, we used data and analytics to restructure roles, build capacity and hiring models, build incentive programs, and better prepare our people operations for the company's growth in volume.

I got really good at SQL and Tableau, which are both tools I still use almost every day.

Enterprise Software Transition

Veterans United
January 2014

Our company was switching Loan Origination Systems; the backbone of how we close loans. To support it, a team of folks came together from departments all across the organization to facilitate the rollout. In just under a year, the team was able to integrate and customize Encompass by Ellie Mae and Microsoft Dynamics for our 1,500+ employees.

As one of the lead trainers, I built written training and user guides for all of the sales and operations roles at the company. I also lead the charge to rollout to employees across the country through both in-person training and digital conferences.

Retail Production Development

Veterans United
January 2013

To support a national network of retail loan officers, I led the creation of over 30 hours of digital training (eLearning), web conferences, and video interviews to highlight the best workflows and strategies for mortgage origination.

During my time, the retail team grew 55% in volume over two years, and closed over $1 billion in loan volume in 2014.

What’s a Rich Text element?

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The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

App store header for AgentDash
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Here's an example link.