Consultant at
Option One, Irvine
Currently Working
*Designed and implemented business model for H&R Block’s
cross-selling system that offers mortgage products via 3
marketing channels targeted at increasing market penetration from
2% to 4% (Option One).
* Created project charter for a new bank
for H&R Block to fund prime mortgages, with initial funding
levels ranging from $150 million to $200 million (Option One).
*
Designed business architecture for gathering Internet leads from
various channels for the marketing group. Streamlined the
campaign and offer tracking in the Point-of-Sale system
Consultant at Safecco FIS/Assurant , Tustin
December 2004
defined Lender Placed Hazard Insurance (LPHI) product and built
the business model for the LPHI system. Program was implemented
for HSBC (US;USCL) (HFC:Beneficial)