Kelly Dickerson

Senior advisor, operations

Deep-rooted expertise in process scaling, operations risk management, and organizational strategy

Services

Individual and C-suite coaching
Org planning and execution
Succession planning
Board/investors management
Strategy review and competitive analysis

Services

  • Individual and C-suite coaching 
  • Org planning and execution
  • Succession planning
  • Board/investors management
  • Associated strategy review and competitive analysis

About

Kelly Dickerson is a seasoned operations executive with deep expertise across the lifecycle of multiple consumer finance products, including payments, mortgages, credit cards, SBA lending, education financing and auto loans. 

Kelly provides thought leadership combined with a tactical execution focus, resulting from both corporate and military experiences. His experience spans operations, production and staff support functions. This includes contact centers, data analytics (MIS) and reporting, and project and product management offices. 

Case Studies

Interim COO

Serve as interim COO for small to large-sized organizations, providing direction and support during the company's executive search process for a full-time hire. Responsibilities range from managing the company's internal operations during a transition, strategy change and scaling processes to ensure seamless operations. Can also act as an executive change agent to help organizations develop and execute business strategies aligning resources, people and assets to solve complex problems.

Operations and Process Assessment

Engage in an advisory capacity to assess various risks and opportunities within a given business process or operation. Operate as an advisor to the senior leadership team, and a practitioner coach to operations, human resources and compliance leaders. Engagements are customized and can vary in terms of depth and length depending on an organization’s requirements. This support helps organizations ensure their operations are efficient, compliant and resilient or are in a good position to scale their business sustainably and effectively.

Crisis Management

Immediate support for companies that are experiencing operational, process or organizational challenges. This engagement model involves an issues assessment, development of plans to address concerns, on-the-floor leadership to resolve issues and tactical and strategic options to mitigate the likelihood of issues occurring in the future.

innovate

My Expertise

Our tailored solutions empower businesses to thrive in the fintech landscape. Experience growth and innovation with our expert guidance.

Companies I’ve worked with

Remitly

International payments company that leverages digital channels to send money internationally.

GreenSky

GreenSky provides point-of-sale financing and payment solutions

Caribou

Caribou is a hyper-growth auto re-finance company built by leaders from the technology, automotive and finance industries

Capital One

Capital One® offers a broad array of financial products and services to consumers, small businesses and commercial clients.

P&G

A multinational consumer goods corporation known for its diverse portfolio of personal health, personal care, and hygiene products.

Citizens Bank

A financial institution offering a broad range of retail and commercial banking products and services to individuals, businesses and institutions.

PayPal

PayPal is an online payment system that allows users to send and receive money, shop online and manage their finances through a digital wallet.

QED Investors

QED Investors is a leading boutique venture capital focused on investing in early stage, disruptive financial services companies.

Ocrolus

Ocrolus revolutionizes digital lending with AI-driven document automation, providing trusted data and actionable analytics for confident, high-quality credit decisions.

Prosper

Prosper is a digital peer to peer lending business that aims to advance consumer financial well being

Kelly Dickerson has been a trusted advisor since the early days of Ocrolus. I first met Kelly during our diligence process with QED in 2017 and was immediately impressed by his operational expertise in lending, intellectual curiosity, and can-do attitude. Over the years, he has provided valuable guidance across multiple areas of our business and helped us develop key customer relationships. Kelly is a natural leader and I’m grateful for his support and partnership on this journey.

Sam Bobley
CEO, Ocrolus