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Career Highlights:
Business Consulting: (7yrs) Built and serviced large portfolios for businesses.
Reviewed tax returns, financial statements, initiating cash flow analysis, and c
ompleted debt service and P & L ratios. In addition, advised clientele of their
company's future needs and negotiated existing products and services while provi
ding excellent customer service.
Project Management: (5yrs) Implemented and Decommissioned several bank locations
- Coordinated project schedules for all vendors and developed project plan and s
cope documentation to ensure the project could be tracked and implemented on sch
edule. Developed communication plans and change management process to communicat
e to various levels within the project communication channels. During the projec
t worked with the city to obtain necessary permits to meet city and state ordina
nces.
Sales Process: (8yrs) Created a consistent sales process that has been modeled
by internal organizations within the company. Trained associates on needs based
selling techniques, revamped existing sales documents, recorded sales sessions,
and coached on the spot to achieve performance objectives.
Acquisition: (5yrs) Led an integration team to test systems at each new bank loc
ation performing a series of teller, platform, ATM, and back office functions. A
lso, provided training and on going support.
Product Management: (3yrs) Assembled a team to revamp and design new mortgage pr
oduct line, procedures, and marketing tools ensuring lending guidelines were met
. Worked as the SME for the retail team communicating needs to the design team,
presented and tested products throughout the process, rolled out completed produ
ct to leadership, and monitored the E learning of all associates before live lau
nch dates.
Technology Summary
Loan Link, Loan Solutions, Vector, Acquire, Merlin, TouchPoint, Pegasus, Mainfra
me, 3270, Extra, Host ALS & Shaw, ImageSoft, Issuer Direct, DCR, AS400, Docview,
Process Tracker, Appro, Image View, Clear Claims, CARE, Argo, Rumba, Lotus Note
s, E-time, E- learning, Knowledgelink, Sharepoint, MS Project, MS Office
Able to Travel, Available for Full-Time & Contract Assignments