Santa Rosa, California, United States
• Hands-on, production-level experience using Claude (Anthropic)
Salesforce – Business Digital Account Opening (BDAO)
• Key contributor to a high-volume onboarding platform supporting thousands of business member applications
• Built OmniScripts, LWCs, Apex controllers, batch jobs, and integrations end-to-end
• Integrated Salesforce with MuleSoft, MeridianLink, credit bureaus, and due diligence systems
• Resolved critical PDF generation and document upload failures impacting production readiness
• Supported go-live strategy, monitoring, and Tier 1 production support
Salesforce – Consumer Digital Account Opening
• Supported consumer onboarding flows including application intake, funding, and disclosures
• Helped align architecture with business onboarding platform for consistency and scalability
Salesforce – Mortgage CRM
• Designed and enhanced a Salesforce-based mortgage CRM for lead tracking and loan lifecycle visibility
• Built Flows and data models for lead intake, transaction participants, and territory assignments
• Integrated with downstream systems (e.g., Empower) to track conversion metrics
• Developed dashboards and reports used by loan officers and leadership
• Created role-based Lightning apps and permissions to improve usability
Salesforce – Marketing Cloud Onboarding
• Supported Marketing Cloud onboarding with focus on data modeling and identity management
• Identified and escalated data governance risks to prevent long-term platform issues
• Collaborated with MuleSoft and Data Engineering on integration reliability
• Documented blockers and technical decisions across Jira and cross-team channels
React / Node Applications
• Maintained and enhanced multiple full-stack apps supporting financial workflows
• Resolved production issues caused by dependency upgrades
• Built front-end integrations with Node services and MuleSoft APIs
• Supported analytics and reporting via API-driven applications
Agile Delivery - Worked closely with business, and engineering