Matt Potere

Matt Potere

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Chief Executive Officer
Charlotte, North Carolina, United States

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Jobs verified_user 0% verified
  • Happy Money
    Chief Executive Officer
    Happy Money
    Aug 2024 - Current (2 years 2 months)
  • Sunlight Financial
    Advisor
    Sunlight Financial
    Jan 2024 - Dec 2025 (2 years)
  • Sunlight Financial
    Chief Executive Officer
    Sunlight Financial
    Sep 2015 - Jan 2024 (8 years 5 months)
  • Q
    Board of Directors
    Queen City Forward
    Apr 2014 - Jun 2016 (2 years 3 months)
    Queen City Forward provides a hub for entrepreneurs who have business ideas that address social needs and work to balance a triple-bottom-line of people, planet and profit. We encourage, enable and scale these social enterprises to create a robust cluster of innovation in the Charlotte region.
  • Bank of America
    SVP, Home Equity & Auto Products Executive
    Bank of America
    Sep 2012 - Aug 2015 (3 years)
    Led Home Equity product responsible for $90B home equity portfolio and P&L generating $500+ million in annual net income. Doubled new origination production within first year of tenure, resulting in 50%+ increase in market share.


    Represented Bank of America in national media publications such as the Wall Street Journal, NY Times, LA Times, Financial Times, Miami Herald and Charlotte Observer....
  • Bank of America
    Home Loans Strategy and Business Operations Executive, SVP
    Bank of America
    Jun 2010 - Oct 2012 (2 years 5 months)
    Reported directly to the Home Loans President; responsible for strategy, business planning and business operations for Home Loans division with 35,000 employees and $7B in annual revenue.
  • SWIFT Financial
    COO / Head of Risk and Marketing Analytics
    SWIFT Financial
    Dec 2006 - Jul 2010 (3 years 8 months)
    Developed proprietary credit strategy resulting in 50% decrease in vintage delinquency rates, despite deteriorating economic climate. Drove direct marketing lead optimization and segmentation models achieving new account targets and decreasing cost-per-account by 30%. As a member of the executive team, helped raise $50+ million in venture capital and secure a $200+ million credit line facility.
Education verified_user 0% verified
  • University of Delaware
    BA
    University of Delaware
    Jan 1993 - Jan 1997 (4 years 1 month)
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