Selected Work — Financial Services
AI builds, process optimization and operations assessments for lenders, exchanges, issuer services providers and specialty finance.
Won the engagement, then delivered it: an integrated AI platform that classifies, extracts and summarizes loan documents and feeds structured output into the lender's origination system.
A specialty finance lender was underwriting from large, unstructured document packages. Manual review capped throughput, credit policy lived in people's heads rather than in a system, and the lender had limited visibility into complex borrower entity relationships and credit-risk exposure.
Built document classification, extraction and summarization on Claude and Nova Pro via AWS Bedrock, a deterministic rules engine and a workflow orchestrator into one integrated product. Facilitated discovery sessions with the COO, underwriters, operations leaders and technologists. Translated ambiguity into structured field libraries, data models, deterministic rules, exception paths, validation logic and human-in-the-loop controls. Owned the go-to-market strategy to package the platform as a multi-client AI product.
A single operational baseline across five systems and more than ten spreadsheets, built with the people who run the process and validated across the whole chain.
Incentive payment and billing workflows spanned five systems and over ten spreadsheets, with unclear ownership at the handoffs. Rework loops and approval delays stretched turnaround, and the control gaps were a risk in their own right.
Mapped end-to-end incentive payment and billing workflows across every system and spreadsheet involved. Facilitated validation with 20+ stakeholders across billing, finance, operations, technology and leadership. Identified ownership gaps, rework loops, approval delays and control risks, and set out what had to change and in what order.
U.S. and U.K. mailroom and back-office operations assessed across six transaction workflows, delivered detailed current-state and future-state process maps, and a sequenced enhancement roadmap.
Assessed operations across six transaction workflows through stakeholder interviews, working sessions and subject matter expert validation. Produced current, interim and target state process maps. Synthesized findings into a sequenced roadmap covering automation, AI, API integration and business process enhancements. Built the business case for three prioritized AI and automation tools.
A first conversation is a working session, not a sales call. Bring the ambition, the constraints and the skepticism.