Jason Haugh

Background

About Jason Haugh

I have been in the Finance Industry for 15+ years, helping thousands of homeowners and professionals. I am married with two beautiful children. I live in Southern New Jersey. Allow me to offer my knowledge and experience. Drove and implemented annual strategic planning, capacity planning, and resource management critical to a YOY growth trajectory in an ever-changing financial environment. Identified, engaged, and served residential and consumer loan portfolio clients, investors, and a pipeline of originators and personnel. Built relationships based on solution selling with Realtors, Attorneys, Financial Planners, and Real Estate Settlement Title Corporations. Developed and communicated corporate strategy; created and revised policy changes into tactical operating plans. Ensured continuing education compliance. Proactive Leadership: Built a strong ‘bench’ and empowered a diverse, collaborative team environment to expand the division. Developed formal training to normalize and grow the skillset of entire product team e.g. leading workshops, stakeholder consensus building, instrumenting success metrics / commercial KPIs. Business Development: Led full BD deal lifecycle end-to-end including strategy/planning, pipeline development, outreach, pitching and selling, terms negotiation, contract drafting, launch planning, and execution. Defined a winning partnership strategy and value proposition that excited partner stakeholders and propelled deal momentum through signing. Ability to weigh competing priorities, manage tradeoffs, and evaluate opportunistic ideas with stakeholders. Drove consensus while maintaining a clear focus on overarching business priorities. Customer Service: Delivered the highest quality of customer service; cross-trained in multiple departments. Served as the voice of the client and company to ensure customer success as a culture. Leveraged capabilities and subject matter expertise to bring to light customer insights, recommended solutions. Risk Assessment and Management: Evaluated and designed controls, conducted impact assessments, identified control gaps, remediated risk. Operations Management: Enhanced and maintained appropriate controls, quality assurance practices, and monitoring to streamline operational effectiveness; increase productivity; and enforce compliance measures. Rolled out new SOPs; delivered training to improve operations, automate functions, and manage vendors. Interfaced with other departments and outside vendors to facilitate projects and improve and automate existing functions.