10/05/2026 updated
100 % available
AI Tools & Business Transformation | Financial Services Leadership
Coconut Creek, USA
Only remote
About me
I use ChatGPT and Claude to turn business ideas into practical products and streamlined workflows. 25+ years in finance, 12 in management and 3 using AI. Recent projects: All American Mortgage (in development) and WitnesSource. Florida, South Carolina, or remote.
Large Language ModelsPrompt EngineeringGenerative AI
Generative AI and large language models (LLMs): ChatGPT and Claude; prompt engineering, task decomposition, context and constraint design, iterative refinement, troubleshooting, output evaluation and human review. Apply AI tools to product requirements, website development, prototyping, functional testing and workflow modernization. Recent projects: All American Mortgage (in development; saved artifacts named All American Broker) and WitnesSource (delivered website, ongoing refinement). Consolidated career experience, 2001–Present, across Wells Fargo, JPMorgan Chase, Washington Mutual, Citibank, Pacific Bay Lending / Bay Valley Mortgage Group dba Valley View Home Loans and other financial-services organizations. These are combined career dates, not individual employer tenure. Positions held include Director - Sales and Operations and other banking/mortgage roles. Experience spans lending, team leadership, operations, risk, document review and process improvement. Bring this domain knowledge to AI-assisted workflow design, product requirements and human review. 25+ years in finance; 12 years in management; Excel 25+ years; Salesforce 20+ years.
Financial and AI quality review: Financial analysis, cash-flow review, financial document and tax-return review, reconciliation, reporting, data interpretation and validation. Review and refine AI-generated business content for accuracy, clarity, relevance and logical consistency; check against source information, flag unsupported claims and document discrepancies. Use critical thinking, analytical reasoning, prompt engineering, structured feedback and human-in-the-loop review. My synthetic financial-review samples demonstrate source-based fact-checking and documented evaluation criteria.
Experience
Professional experience10+ years
Freelancer since2019
Languages
EnglishNative speaker
Project history
Manage business operations, financial analysis, reporting, data validation and process improvement. Review financial records and source documents, identify inconsistencies, and document business rules and review criteria. Use AI tools to support scoped workflow delivery with testing, documentation and human review.