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Cross-Geographical & Cultural Team Integration | Business Unit Development & Execution
An exceptional leader with extensive credit operations management experience in an international financial
institution. Result oriented with emphasis on improving efficiency, productivity and organizational consistency.
Superior knowledge of business processes, budgeting, and operations functions. Change agent who recognizes and
proactively incorporates innovative solutions and process improvements proven to increase work-flow efficiency,
client satisfaction, and the bottom line.
Front, Middle and Back Office Restructuring
Client On-boarding
Risk Management & Performance Metrics
Operational Risk & Controls
Staff Recruitment / Development

High Productivity with Collaborative Approach

Global Leadership
Planning & Project Management
Budget & Forecasting
Regulatory Compliance & Audit

Loan Services | Trade Finance | Syndications | Securitization | Loan Trading | Collateral | Basel II | Anti-Money Laundering|
Compliance | Financial Control | Agency Services

Portigon AG (formerly known as WestLB) NY - Executive Director - Head of Commercial Lending Operations (2002 Dec. 2014)
Led the strategic development and ongoing staff management of the Americas Credit Operations staff.
Developed, implemented and communicated departmental policies, procedures and process workflows. Assisted
with the development of the KPIs (Key performance Indicators) and the KRI (Key Risk indicators). Ensured
compliance to operational risk controls as well as adherence to U.S. and international guidelines and regulations.
Contributed to or led projects on both a local and global scale. Operational representative for regulatory exams
with the Federal Reserve and the New York State Banking Regulators. Held a pivotal role in the restructuring,
portfolio transfers/sales and the ultimate wind down of Operations in Asia, New York, and Brazil.
Identified improvement opportunities and solutions that improved customer satisfaction, reduced operational
expenses by 28%, and lessen the departments risk profile.
Successfully conceptualized, developed and implemented innovative training programs to improve employee
productivity, job satisfaction and workplace morale. This initiative increased employee retention by 46%.
Developed and presented essential recommendations to enhance corporate operations during executive
strategic planning sessions.
Key member of Regional Executive Operating Committee (EXCO), Credit Risk Management Committee,
Compliance Committee, New Product Approval Committee, Operational Risk and Control Committee.
WestLB AG, NY - Director Subject Matter Expert SME Commercial Lending (1999 - 2002)
Transitioned from management role to lead global business transformation and improvement project. Liaised with
business units, operations and technology for the development of strategic end to end process systems. Cultivated
valuable relationships with software vendors, key stakeholders and IT, to map business needs and determine the
best system for a global implementation. Proactively identified operational risk and deficiencies in organizational
structure. Extensive international travel to analyze processes, review the mechanics of each product and evaluate
human and technological support requirements. Collaborated with all levels of professionals to ensure clear

understanding of project objectives, to drive employee progress, and to meet specified deadlines. Played a key
role in system testing, parallel processing, user-acceptance testing, training and production support.
Strategically planned and executed the successful implementation of a new loan system (LoanIQ) and a
Documentation Management system which provided the platform for a 58% increase in business.
Led business process redesign initiative from definition through implementation resulting in a cost saving of
$2.2 million and the implementation of Credit Middle Office in three international locations.
Created partnership with key stakeholders and IT to facilitate the replacement of various legacy systems and
outdated supporting processes.
Created processes and procedures as well as provided training to local and domestic WestLB employees.
WestLB AG, NY - Associate Director Commercial Lending Operations (1995 - 1999)
Oversaw daily operations of the $237 billion credit portfolio. Identified practical opportunities and implemented
strategic plans to secure strong and sustainable streams of revenue. Collaborated across multiple departments
and business line to enhance the teams effectiveness. Established and monitored operating levels expectation
through established service level agreements, service cost, quality and other key performance indicators.
Exercised management authority concerning staffing, performance appraisals, promotions and compensation.
Initiated ongoing team training to accelerate the overall performance of the department. Handled full P&L
accountability for regional cost center budgeting.
Implemented data quality controls, segregation of duties and accountability which resulted in a 30% error
Achieved 53% reduction in cycle time from deal pipeline to closing, eliminated 80 percent of loan re-work and
significantly reduced cost by directing quality-improvement and associated change management.
Spearheaded a process improvement project to ensure accurate and timely data delivery, reduced production
expense, and built effective relationships across the organization resulting in:
48% improvement in product accuracy/reliability
92% on time delivery of information to clients, banks and regulatory agencies
NOSTRO account recovery of $3 million

Federal Deposit Insurance Corporation, NY - Liquidation Assistant
First Fidelity, NJ - Junior Accountant

St Augustines University - Bachelor of Science - Business Administration
Hartwick Executive Leadership Institute, London UK
AMA Executive Leadership Certification, NY