Software Developer
Primary Residential Mortgage, Inc.
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MAX AI, enterprise RAG platform. Owned the full Python backend across three Azure services; now PRMI’s primary knowledge-retrieval tool organization-wide.
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Retrieval: hybrid vector + semantic ranking on Azure AI Search with HyDE as a fallback when recall is low; Azure OpenAI GPT-4o with ada-002 embeddings.
One index per project, with multi-tenant access mapping in SQL Server behind Entra ID auth.
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Ingestion: Durable Functions pipeline, idempotent via progress-log checkpointing with per-file failure isolation.
Local PDF partitioning and table extraction with unstructured (poppler + Tesseract), shipped as a Docker image on Azure Container Registry.
- Chat: FastAPI service streaming NDJSON with metadata-first framing, so citations render before the first token.
- Utility APIs: a Function App for auth, projects, users, session history and feedback.
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Final Docs refactor. The automation governs how PRMI assembles and delivers post-closing packages to its investor banks, where delays put funding lines and regulatory standing at risk.
- Approach: rebuilt a monolithic automation into config-driven dynamic dispatch: one YAML config per investor, and a dispatch table for the few investors that need custom handlers, treating each investor as data, not code.
- Result: 4 new investors onboarded in 1 month vs. a full quarter before; onboarding cut from 2-4 weeks to days; adopted as the template for 2 other initiatives.
“PRMI now treats investor expansion as a business decision, not a dev-capacity constraint.”
Read Corban Wells’s full letter
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Encompass REST API SDK. Internal Python package consumed by all 13 automations:
- OAuth2 token caching
- concurrent paginated pipeline reads (ThreadPoolExecutor)
- transactional loan writes with a lock → write → read-back → unlock pattern that prevents lost updates on shared loans
- eFolder document CRUD, disclosure tracking, and 429 retry with backoff.
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13 production RPA automations (Power Automate + Python) across ECOA adverse action, TRID, HMDA, MERS sync, final docs, HFA exceptions, Blend credit management, warehouse collateral, and suspense resolution across 9 investors.
Plus 3 OCR pipelines (Tesseract + Azure Document Intelligence) extracting credit data from PDF reports.
- Delivery ownership. Led BRD/PRD gathering, flow diagrams, first-call sign-offs, UAT coordination, and documentation for every delivered automation.