00:00I'm passionate about my people.
00:01My people are passionate about the people
00:03that they're working with.
00:04We always want to create that culture
00:06of you're important to us and you matter as a client.
00:10That's a big driver for me.
00:12I grew up in the Midwest, small little town
00:23in North Central Kansas, actually, called Concordia.
00:28Very structured.
00:30I had a curfew.
00:31Schoolwork was very important in it.
00:33It just taught me a lot of discipline
00:35very early in my life and made me appreciate
00:39putting the effort into something
00:42and making sure that you really do finish it.
00:44I jumped over to go to college at Wichita State.
00:49I graduated with a degree in business,
00:53keeping my options pretty open from there.
00:55And then from college, really jumped over
00:59straight into working.
01:02I had the fantastic opportunity to work
01:06for a cruise line very early on.
01:09I kind of took that customer experience
01:11and just ran with it.
01:12I found that it was something that I was
01:15really, really passionate about,
01:16making people's goals achievable
01:20with whatever that may be.
01:25I've always had a passion for supporting people,
01:29whether that is on the tech side,
01:32on the customer side with the borrowers
01:34that are interacting with our loan officers
01:37or our end users that we're working with.
01:40So I think the thing that really drew it to me
01:42was that end user experience,
01:46that you're helping somebody.
01:48So that is something that really,
01:50I've always been passionate about in my career
01:52is being that person that facilitates
01:56whatever it may be to help that person.
01:59Before I got into the mortgage industry,
02:00I worked in subprime lending,
02:03really eye-opening because you are truly helping people
02:07that are in a unique situation.
02:10I think that really started to propel me into mortgage
02:15because that was my next move from subprime lending
02:17was moving over to the mortgage industry.
02:20It's just that continued opportunity to uplift
02:24and support those people who need it,
02:26who are looking for their first home,
02:30who are looking for whatever it may be,
02:33and you've done something to help facilitate that.
02:35Not directly, maybe it's indirectly,
02:38but you're still part of that process
02:40and it's still something that adds value to someone's life.
02:44I head our professional services team.
02:47Our professional services team
02:49handles all of our client onboarding.
02:52So that is scoping,
02:54ensuring that we connect with our clients,
02:58that we understand their ask
02:59and what they need from Poly,
03:01and that we are building out a plan for them
03:03that we can execute on in our implementation phase
03:07that will support them, get them a good start,
03:09and then help them move forward.
03:11that will support them, get them what they need,
03:13and give them a return on their investment
03:16that they're expecting by moving over to Poly.
03:18So our team does all of that.
03:20We implement the client,
03:21we help them configure their instance,
03:24we make sure they have a point of contact
03:27throughout the entire process.
03:28There's never just open a ticket
03:30and then wait for someone to respond.
03:32We help facilitate Go Live with our clients,
03:34which means we're rolling out their platform
03:36and supporting them during that rollout phase.
03:38We wanna make sure that they're trained,
03:39both them and their end users are able to execute
03:41and appreciate what's been put together for them
03:44by their capital markets and engineering teams.
03:48They put in a lot of work and a lot of effort
03:49into onboarding with Poly,
03:52and we wanna make sure that those end results
03:53are captured and available to those end users as well.
04:02Something that I'm really passionate about
04:04in my current role here
04:05and other roles where I've been in a manager
04:09or leadership position is the ability to help
04:13direct people on their career paths,
04:16to make sure that I'm listening to what my employees want
04:20and how I can help them grow in those areas.
04:23I don't ever want to push a path for anybody
04:27or force anyone down a path during their career growth.
04:31There are opportunities that may be presented to them,
04:34keeping an open door policy,
04:36giving them options, being supportive.
04:38I'm supporting them in a way that fosters growth
04:40that they want in their careers
04:43and that they're excited about.
04:48One thing that we really, really push for
04:51is the LO experience, the end user experience.
04:54That's something that we have really focused on.
04:57So not only are you getting a flexible, intuitive,
05:02easy to use pricing engine,
05:05you're also getting the impact of your end users.
05:08And they're the ones that have to use it.
05:09We're taking the feedback from our end users,
05:12the LOs, the capital markets team, the lock desk,
05:16and saying, what else do you guys want out of this platform?
05:19And we actually listen.
05:21And when we talk about onboarding clients
05:23and what some of the key outcomes
05:24we want from those interactions,
05:27one of our big things at Poly is that
05:30while Poly is always here for you,
05:32where you always have a person you can reach out to,
05:35we don't want you to have to reach out to us.
05:38We want you to know our platform.
05:40We want you to be self-sufficient.
05:43If you need to go in and make a change,
05:45we want you to be trained, knowledgeable on the platform,
05:49and a subject matter expert when you get out
05:51of your configuration and your onboarding.
05:54That's one of our top priorities.
05:55So as we are configuring with our clients,
05:59it's a joint effort.
06:00We want you to be hands-on in that onboarding
06:03and configuration and reach out to us as needed.
06:06We want you to be productive in your day.
06:08We want you to make quick changes.
06:10We want you to be in control of the platform
06:13and how it's managed.
06:14We always make that a huge part of our onboarding
06:17and implementation process is making sure
06:21you're comfortable in the Poly system.
06:23You know how to navigate it.
06:24You know how to go in there and make updates.
06:26You're a subject matter expert
06:28when you get out of your implementation experience.
06:31I just see endless possibilities for where Poly is headed.
06:34You know, with how we're bringing on clients,
06:36the feedback that we're getting,
06:39you know, the massive changes that we've made
06:41with implementations and how we're supporting our clients.
06:44I only see upward momentum for us as far as I can see.
06:49I really do truly enjoy the onboarding experience.
06:52It is the first touch you really get with a client
06:55to make an impact on the platform.
06:58I can't wait to see how we continue to grow
07:00and how we continue to build on the successes
07:04that we've already had, you know, in 2024.
07:062025 is going to be a great year.
07:28♪ Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey! Hey
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