Automation SpecialistAutomation Specialist

Key Achievements:

Business Systems & Automation Specialist 2025 – Present Complete Lending Solutions — US Hard Money Lender (contract / remote) – Designed and shipped a 41-node n8n hot-lead qualification and appointment-booking system: dual webhook entry points, an OpenAI classification chain that scores buying intent and extracts date/time from free-text SMS threads, automatic CRM pipeline stage moves, live calendar free-slot lookup, and booking on the assigned loan officer’s calendar. – Solved a production race condition between two independent systems writing to the same CRM opportunity — added stage guards, continue-on-error handling, and a documented resolution path so a concurrent 409 could never suppress the sales-team alert. – Engineered a deferred-execution pattern for leads with no assigned owner: the workflow parks the request under a tag, then a second webhook re-reads the thread and completes the booking the moment a loan officer claims the lead — recovering appointments that would otherwise have been dropped. – Built a 29-node borrower document-intake pipeline integrating Google Drive (folder search, create, multipart upload, metadata patch), GoHighLevel (contact lookup, notes, review-task creation), Twilio SMS, SMTP email, and Google Chat — with a custom HTML/CSS/JS upload frontend and a synchronous webhook response contract; validated end-to-end before handover. – Built an hourly SMS-activity reporting pipeline (GoHighLevel → n8n → Google Sheets → Next.js dashboard) that tallies inbound/outbound volume by campaign line, deliberately architected one-way so the dashboard holds no CRM credentials. – Developed a custom Loan Origination System in Next.js 16, TypeScript, Prisma, and PostgreSQL — 6 data models, 10 REST API routes, a six-stage pipeline workflow, and a deal calculator ported formula-for-formula from the team’s existing Excel workbook. – Authored deployment runbooks and in-workflow documentation covering credential setup, required API scopes, token-rotation risk, and field-mapping verification steps — enabling non-technical staff to deploy and maintain the systems.

Key Achievements:

– Built and maintained GoHighLevel automation workflows that trigger on loan-closing milestones and auto-deliver generated assets to the correct loan officer across multiple subscriber accounts. – Designed a reusable template system inside GHL so new client accounts could be provisioned and producing output in a fraction of the previous setup time. – Applied AI tooling (Claude, ChatGPT, ElevenLabs) to automate copywriting, captioning, and asset generation steps that were previously manual. – Operated independently across multiple concurrent client accounts, owning delivery end to end.