My Mission

Strategic Sales Leader and Emerging Front-End Developer with over 15 years of experience in high-stakes financial services. Seeking to leverage this hybrid background to drive digital transformation and strategic growth as a Territory Account Executive at Slack.

The Stack

Next.jsReactTypeScriptTailwind CSSEncompassOptimal BlueAriveUnderwriting GuidelinesSecondary Markets

Sales Engineering

"I build tools that help local businesses scale and compete."

Languages

Native speaker with a focus on professional financial and technical communication.

Spanish minor from Portland State University. Actively utilized in professional consulting with Spanish-speaking mortgage clients in the USA.

Lived in Como, Italy for one year while attending university in Lugano, Switzerland. Studied at Ellci Milano and maintained an Italian-speaking household.

Held a French minor and lived in France for 6+ months during high school. Lifelong interest with a high aptitude for rapid language acquisition.

Actively learning with a 126-day DuoLingo streak. Focused on daily consistency and immersive learning methods.

Experience

Mortgage Broker

Sensible Mortgage, LLC
Feb 2024 — Present
  • Key Skills Applied
    Relationship ManagementFinancial StrategyFHA/VA/DSCR
  • Key Skills Applied
    Digital TransformationAI ImplementationProcess Optimization
  • Key Skills Applied
    Next.jsReactFull-stack Development

Senior Mortgage Loan Originator

Fairway Independent Mortgage
Jan 2019 — Feb 2024
  • Key Skills Applied
    CRM MasteryHigh-Volume SalesPipeline Management
  • Key Skills Applied
    Stakeholder ManagementCross-functional CollaborationLeadership
  • Key Skills Applied
    EncompassOptimal BlueUser Journey Mapping

Sales Manager & Mortgage Consultant

New Penn Financial (Shellpoint Mortgage)
Jan 2011 — Jan 2018
  • Key Skills Applied
    Sales LeadershipTeam ManagementRevenue Growth
  • Key Skills Applied
    Software RolloutChange ManagementTraining & Enablement
  • Key Skills Applied
    Data VisualizationMarket AnalysisStrategic Expansion

Loan Officer

Wealthbridge Mortgage Bank
Jan 2008 — Jan 2011
  • Key Skills Applied
    Regulatory ComplianceStrategic CommunicationConsultative Sales
  • Key Skills Applied
    Business DevelopmentNetworkingReferral Strategy

Technical Portfolio

Deployed Solutions & Architectures

Enclave Property Management

Next.jsTypeScript

The Challenge

Traditional property portals are often slow and non-responsive, leading to tenant frustration and communication gaps.

The Solution

Architected a TypeScript-powered portal focused on type-safety and speed, delivering a frictionless UI for seamless resident interactions.

Strategic Impact

  • Eliminate technical friction in service requests through high-speed performance.

  • Build tenant trust with a reliable, responsive interface that feels as premium as the property itself.

  • Ensure data integrity and zero runtime errors using strict TypeScript architecture.

Future Climate Collective

ReactCSS Modules

The Challenge

Scientific climate data is often dense and inaccessible, creating barriers for young advocates wanting to drive local change.

The Solution

Developed a modular React dashboard that visualizes critical data points through clean, interactive components.

Strategic Impact

  • Empower youth to understand complex climate systems and take professional-level action.

  • Provide educators and students with intuitive tools to simplify complex environmental metrics.

  • Scale the mission using a modular design that grows with the global collective's needs.

Heather James Private Events

Next.jsTailwind CSSFramer Motion

The Challenge

High-end luxury brands often rely on static websites that fail to communicate the high-energy, premium nature of their physical events.

The Solution

Built a high-performance Next.js site using Framer Motion for liquid-smooth animations, creating a 'cinematic' user experience.

Strategic Impact

  • Evoke brand emotion through motion-driven narratives that feel like attending an exclusive event.

  • Ensure a universal premium experience across all devices with high-fidelity asset optimization.

  • Match the level of service found in a physical venue with a sophisticated, world-class digital entryway.

Innovation Lab

Experimental Projects & Beta Tools

The Vault

Beta PHASENext.jsPrismaPostgreSQL

THE CHALLENGE

Stylists lack a unified way to track complex sales velocity while simultaneously managing year-end tax liabilities.

THE SOLUTION

Developed a specialized procurement engine that bridges the gap between daily sales tracking and automated tax preparation.

The Vault
View Prototype

STRATEGIC IMPACT

  • Automate 90% of year-end tax documentation for independent stylists.

  • Provide real-time inventory and procurement insights to maximize profit margins.

  • Scale from individual use to full-salon fleet management.

Nexus Sales Dashboard

Architecture PHASENext.jsTailwind CSSRecharts

THE CHALLENGE

Sales leaders often struggle to visualize where deals stall in the 'lead-to-lock' cycle using traditional, static reporting tools.

THE SOLUTION

Architected a dynamic dashboard utilizing Recharts to provide high-fidelity visualizations of territory health and pipeline bottlenecks.

Nexus Sales Dashboard
View Prototype

STRATEGIC IMPACT

  • Translate raw CRM data into actionable strategic insights for territory expansion.

  • Reduce management reporting time by automating weekly pipeline visualizations.

  • Optimize sales rep focus by highlighting high-velocity conversion opportunities.

Pludo Swiss

Architecture PHASENext.jsTypeScript

THE CHALLENGE

The European lifestyle market requires a specific aesthetic balance between high-performance utility and premium minimalist design.

THE SOLUTION

Building a high-performance e-commerce storefront tailored for the Swiss market, emphasizing speed and localized UX standards.

Pludo Swiss
View Prototype

STRATEGIC IMPACT

  • Establish a premier digital presence for a professional snowboarder-led brand.

  • Integrate multilingual support natively within the Next.js architecture (DE, FR, IT).

  • Deliver a mobile-first shopping experience optimized for high-altitude network conditions.

International Soccer Scout Portal

Beta PHASENext.jsCloudinary API

THE CHALLENGE

Talent scouting relies heavily on fragmented video links and PDFs, making it difficult for scouts to compare player performance metrics.

THE SOLUTION

Developed a centralized portal using Cloudinary for seamless video delivery and performance data tracking in a cinematic format.

International Soccer Scout Portal
View Prototype

STRATEGIC IMPACT

  • Reduce player review time for international scouts by 40% through unified video playback.

  • Enable data-driven recruitment by integrating performance metrics alongside visual proof.

  • Provide players with a professional-grade digital portfolio for global visibility.

Spellbound: Magic Search

Beta PHASEReactScryfall API

THE CHALLENGE

Official card databases are often slow and cumbersome to navigate during fast-paced competitive gameplay or trading.

THE SOLUTION

Built a light-speed fuzzy search engine using the Scryfall API, optimized for instant results and high-fidelity mobile image rendering.

Spellbound: Magic Search
View Prototype

STRATEGIC IMPACT

  • Achieve sub-100ms search results for over 20,000 unique card records.

  • Prioritize mobile UX for immediate use during physical tournament play.

  • Leverage React state management to handle complex filter parameters seamlessly.

Lolo's Westmoreland

In Dev Pipeline PHASENext.jsTailwind CSSFramer Motion

THE CHALLENGE

Traditional barbershops face inventory shrinkage and procurement inefficiencies due to manual ordering and lack of digital visibility.

THE SOLUTION

Created a dual-purpose site: a premium public-facing brand entrance and a private backend for staff procurement automation.

Visuals in Production

STRATEGIC IMPACT

  • Modernize the appointment entry-point with a focus on local SEO and community trust.

  • Implement a streamlined procurement workflow to reduce overhead supply costs.

  • Reflect the premium, high-energy atmosphere of the shop through modern digital motion.

Sunnyside Mercantile

In Dev Pipeline PHASENext.jsShopify Hydrogen

THE CHALLENGE

Small neighborhood retailers often lose out to big-box e-commerce because their digital experience feels disconnected and impersonal.

THE SOLUTION

Building a 'neighborhood-first' digital storefront using Shopify Hydrogen to marry community feel with global-scale logistics.

Visuals in Production

STRATEGIC IMPACT

  • Prioritize hyper-local logistics and pickup options in the checkout architecture.

  • Create a 'digital storefront' that mirrors the boutique curation of the physical shop.

  • Maintain high-performance page loads to ensure zero friction for neighborhood customers.

Pinwheel Home Buyers

In Dev Pipeline PHASEReactGoogle Maps API

THE CHALLENGE

Distressed sellers need a fast, transparent way to get home valuations without the friction of traditional real estate listings.

THE SOLUTION

Engineered an automated valuation funnel using Google Maps API to provide instant property context and lead conversion for investors.

Visuals in Production

STRATEGIC IMPACT

  • Automate the initial vetting process for direct-to-seller acquisitions.

  • Build seller confidence through a transparent, simple data-collection interface.

  • Maximize lead capture through a localized, map-driven property lookup tool.

DreamStep: Bedtime Adventures

In Dev Pipeline PHASENext.jsWeb Audio API

THE CHALLENGE

Bedtime transitions are often stressful; existing digital solutions lack immersive, multilingual educational value.

THE SOLUTION

Architecting an interactive storytelling app that utilizes Web Audio and native multilingual support to soothe and educate simultaneously.

Visuals in Production

STRATEGIC IMPACT

  • Integrate EN, FR, DE, and IT language tracks for early-childhood immersion.

  • Utilize Web Audio API for a high-fidelity, adaptive soundscape that aids sleep hygiene.

  • Ensure a low-blue-light UI design specifically for nighttime usage.

Education

Academic Foundation & Strategic Theory

B.B.A. in Finance & Marketing

Portland State University

Portland, OR

Comprehensive foundation in corporate finance, market analytics, and consumer behavior.

View Academic Deep Dive

Minors in Spanish & French

Portland State University

Portland, OR

Advanced linguistic and cultural studies; focused on professional-level communication in both languages.

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Post-Baccalaureate Accounting Studies

Portland State University

Portland, OR

Advanced coursework in financial reporting and auditing to augment corporate finance expertise.

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International Business Certificate

Portland State University

Portland, OR

Specialized certification focused on global trade, international finance, and cross-border marketing strategies.

View Academic Deep Dive

Master in Financial Communication

Università della Svizzera Italiana

Lugano, Switzerland

Advanced studies in global financial markets and strategic messaging.

View Academic Deep Dive

Italian Language Studies

Ellci Milano

Milan, Italy

Immersive language and cultural studies focused on advanced proficiency in Italian.

View Academic Deep Dive

Front End Now Course

Harry's Code

Remote

Intensive training in modern front-end development, focusing on React, Next.js, and advanced UI/UX implementation.

View Academic Deep Dive

Professional Credentials

Licensing & Compliance

NMLS ID: 465208
Active Licenses

Oregon, Washington, California, Arizona

Previous Jurisdictions

California, Washington, Minnesota, Idaho and Nevada

Verified CE
Background Cleared