At Polly, I maintain investor product matrices, rate sheets, LLPA structures, margin adjustors, and eligibility rules across a portfolio of investors, achieving 99%+ system accuracy. My work helps reduce lender-facing pricing discrepancies and secondary market execution risk.
I also lead HFA program audits and system-wide configuration maintenance, aligning pricing and eligibility with current agency and investor guidelines. I use AI to accelerate guideline parsing and configuration reviews, then validate outputs and resolve exceptions.
Previously, at Optimal Blue, I managed underwriting guidelines, product matrices, and rate sheets across multiple financial institutions. I maintained LLPAs and SRP schedules using advanced Excel and delivered reporting and due diligence items to C-suite executives and bank management within a 2-hour turnaround.
