Gerard Heinz

Gerard Heinz is a seasoned senior executive and consultant with a wealth of experience in the financial services and technology industries. He holds a degree in BS Accounting from Drexel University and has over 25 years of proven success in back-office operational reviews and reengineering, warehouse lending, technology reviews, technology design, project management, servicing valuation and reviews, and default management.

Gerard's forte is in developing multi-channel operational systems through the integration of best-of-breed applications or new development. He held C-level positions in development, responsible for designing and developing loan origination systems and member management systems. His areas of expertise include communication and interpersonal skills, team management, developing business strategies, problem resolution, team motivation, operations management, top management interaction, training and development, financial management, resolving client concerns, delegating authority, and needs assessments/evaluations.

Throughout his career, Gerard has gained valuable experience working with high-profile clients, and he's built a vast network across the industry. He has held several senior executive positions in the companies he's worked with, including Senior Consultant at Process Technologies Network, COO at Mortgage Cadence, President at Potomac Mortgage Advisors Inc, Senior Vice President - Finance at Eastern Mortgage Services Inc, and CFO at Transco Mortgage.