Support and execute capital markets transactions (ABS, warehouse, forward flow), own portfolio performance analytics and reporting, prepare investor diligence materials, monitor facility utilization and covenant compliance, and coordinate cross-functional teams to ensure accurate reporting and seamless transaction execution.

Lead lifecycle strategy to maximize borrower lifetime value through segmentation, next-best-offer logic, re-acquisition workflows, and experimentation. Own LTV, repeat-borrow rate, and portfolio yield metrics; integrate data science, credit risk, and finance to optimize offers and routing. Run lifecycle programs across HubSpot and other martech, deploy AI where valuable, and build a high-performing lifecycle team as the business and product scope expand.