About

I work at a national mortgage company that partners with credit unions to provide them with various mortgage services. My job is to run the systems that help our sales team stay organized and communicate better with the executives at those credit unions. I use a customer relationship management (CRM) platform called HubSpot to make sure our team knows who they’ve talked to, what was discussed, and what needs to happen next.

Think of me as the person who builds and maintains the “behind‑the‑scenes” tools that keep relationships running smoothly. I set up automations, reminders, and reports so our Account Executives can focus on people instead of paperwork. In simple terms: I make sure the technology supports the relationship‑building, instead of getting in the way.