Leads operational and customer-facing functions across lending and credit union services. Establishes performance standards, manages operational data, resolves escalations, improves workflows, implements automation, oversees vendors, and strengthens controls. Leads managers and distributed teams, manages budgets and workforce capacity, partners cross-functionally on technology initiatives, and ensures priorities translate into measurable, sustained execution.

Monitors New Markets Tax Credit projects by collecting borrower reports, reviewing financial statements and covenants, assessing risk, reviewing construction draws, and preparing investor and regulatory reports. Supports project screening, loan closings, post-closing orientation, impact surveys, document management, advisory board meetings, and process improvements. The role also coordinates deadlines and communications with borrowers, investors, consultants, and partner organizations.

Leads the design, development, and operation of AOF’s data platform, including data lakes, warehouses, ingestion, orchestration, governance, reporting, and AI capabilities. Builds internal and customer-facing products using Python, Go, TypeScript, Terraform, and AWS. Drives architecture, security, CI/CD, cloud migration, regulatory reporting, and responsible AI deployment while partnering across business teams. Initially serves as a hands-on individual contributor and later grows an engineering team.