Prior to their launch of several new loan campaigns, conducted an in-depth review of the loan origination processes at PNC Bank (their servicing bank). Worked with PNC and their fulfillment vendors to implement new process efficiencies and service requirements.
A financial service provider for businesses, PEX signed partnerships with non-competing firms that were trying to reach the same audience. PEX retained me to spearhead these partnerships, building the respective plans for joint marketing, cross-selling, and IT integration and then managing their implementation. Since PEX and the partners offer only web-based products, my work included … Read More