Experience

Experience across financial technology product, implementation, and operations.

Concise resume-style detail for hiring managers evaluating senior product operations, implementation, solutions, and fintech leadership roles.

2024-Present

U.S. Eagle Federal Credit Union

Digital Transformation Specialist

Lead product operations, digital banking conversion readiness, platform readiness, integration readiness, security-product planning, KPI structure, and dashboard work across digital banking and connected financial services.

Digital banking conversionDigital banking platform operationsVendor managementIntegrationsBusiness bankingAuthentication and fraud controlsAI-assisted workflowsProduct analytics dashboardsImplementation business cases
  • Coordinate product operations across Lumin Digital and partner services including business banking, money movement, ServiceNow/Nest, Yodlee, Zelle, Alacriti, Quick Assist, Jack Henry/Symitar, SavvyMoney, BaZing, and related support workflows.
  • Support digital banking conversion, product launches, and major platform changes for an environment processing more than $200M in annual volume through readiness planning, procedures, training, dependency management, and member-impact analysis.
  • Create and present business cases for product implementations, connecting implementation scope to customer impact, operational readiness, risk, and measurable value.
  • Help structure digital department KPIs and product-management dashboards across adoption, digital volume, platform readiness, authentication behavior, support visibility, and engagement.
  • Contributed product operations and readiness work tied to average 17% year-over-year digital banking volume growth.
  • Coordinate secure integration readiness for BaZing JSON Web Token single sign-on and NICE inContact authenticated chat through Security Assertion Markup Language.
  • Shape implementation planning for business ACH/wire multi-factor authentication, passkeys, exposed-credential services, business-user permissions, and new-device restrictions.
  • Build AI-assisted product-operations workflows that convert vendor documentation and release notes into feature inventories, validation plans, readiness materials, and ServiceNow knowledge.
May 2024-October 2024

Perikin Enterprises

Special Projects Manager

Led ServiceNow UX design, structured project KPIs, built SharePoint project systems, coordinated project bond documentation, and introduced AI-enabled operating processes.

ServiceNow UX designSharePointGovernment project bondingKPI structureProject documentationAI workflowsReportingStakeholder visibility
  • Led ServiceNow UX design work to clarify service request flows, stakeholder visibility, and operating usability.
  • Created SharePoint sites and standardized project documentation, workflows, and stakeholder visibility.
  • Secured project bonds and coordinated supporting documentation for government work.
  • Helped research and structure KPIs for delivery performance, workflow visibility, customer feedback, and reporting.
  • Integrated AI-enabled workflows and tracked delivery performance, KPIs, and customer feedback.
March 2022-May 2024

Talenthouse

Digital Product Manager, Digital Banking

Managed digital banking product work and continued delivery through the Unity Plus initiative for Talenthouse Creatives across mobile, banking-as-a-service, APIs, stablecoins, and emerging payments.

Digital banking roadmapUnity Plus initiativeBanking-as-a-serviceAPIsStablecoin strategyEmerging paymentsImplementation business cases
  • Managed digital-banking roadmap work and continued product delivery through the Unity Plus initiative for Talenthouse Creatives across mobile, banking-as-a-service, APIs, roadmap planning, and implementation.
  • Created and presented business cases and implementation strategy for stablecoins, emerging payments, and future-state financial products.
  • Used Figma, Jira, A/B testing, vendor coordination, and customer-journey analysis to guide roadmap and integration decisions.
Earlier Experience

Web Design & Digital Media

Web Design and Digital Media Consultant

Consulted on web design and digital media work across customer-facing websites, content, visual systems, and practical digital strategy.

Web designDigital mediaCustomer experienceTechnical consulting
  • Designed and supported customer-facing web and digital media experiences with attention to usability, content clarity, brand presentation, and practical implementation needs.
  • Used practical HTML, CSS, layout, and web/app design fluency to translate business needs into clearer digital experiences.
Earlier Experience

Wellbridge

Technical Sales Representative

Supported customer-facing technical sales conversations by translating product capabilities, customer needs, and implementation considerations into practical recommendations.

Technical salesCustomer discoverySolution fitImplementation planning
  • Worked across customer discovery, product-fit conversations, technical recommendations, and handoff considerations for implementation teams.

Education

B.S., General StudiesUniversity of New Mexico

A.S., General BusinessYakima Valley Community College

Certifications

Google Data AnalyticsGoogle Project ManagementQMS Root Cause AnalysisDoD / DCSA Security Training

Technology

Banking platforms and partner systemsLumin Digital, Jack Henry, Symitar, Yodlee, Zelle, SavvyMoney, Alacriti, Quick Assist, BaZing, NICE inContact, ServiceNow / Nest

Product, documentation, and delivery toolsFigma, Jira, Microsoft 365, SharePoint, ServiceNow UX design, Product analytics dashboards, GitHub, Claude, Claude Code, Codex

Integration and automation fluencySAML, JWT single sign-on, APIs, HTML, CSS, JavaScript, Python, Hobbyist web/app design