SUMMARY:

• Provided Project Management service for Confidential for a Card Services Lockbox Discretionary Data project to automate returned credit card payments made via lockbox. Also provided Project Management service for Confidential for Debit Decisioning on Deposits project to implement an enhancement to the Positive Pay product in order to decrease potential fraudulent activity in deposits.
• Provided Project Management and consulting service for Confidential (asset size 2.2 Billion) to develop and implement a standardized Credit Policy, Process and Procedure for the Confidential Enterprise.
• Managed Profitability/Revenue Enhancement Consulting Project Engagements at over 150 Commercial Banks and Credit Unions with asset sizes ranging from $20 million to over $1 Trillion located in more than 40 states that successfully increased current annual revenue income by an average of 15%. 12 years of experience
• Managed 2 Projects for Confidential (asset size 25.3 Billion) to successfully implement 3 new Regulation E compliant checking products and to implement a First Horizon enterprise wide Standard Credit Policy, Procedure and Governance process using SharePoint 2010.
• Managed Project for Confidential / Confidential ($1.2 trillion in assets ) Pariter Solutions (ACH Clearinghouse) Customer Service Unit integration.
• Managed a Project that successfully obtained the goal of developing and implementing standard procedures and policies for 5 separate operational units at 9 back room operations sites for a Major National Bank.
• Managed Bank Operations with 2 - 6 direct reports and 120 indirect reports for the Returns, Exceptions, Domestic Collections, Bank-by-mail, Lockbox and Commercial Account Operations Units.

PROFESSIONAL EXPERIENCE:

Confidential, Minneapolis, MN

Project Manager

Responsibilities:

• Provided Professional Project Management for 2 projects under the Wholesale Technology Services group.
• I managed a Card Services Lockbox Discretionary Data Implementation project to automate returned credit card payments made via lockbox.
• I also managed a Debit Decisioning on Deposits project to implement an enhancement to the Positive Pay product in order to decrease potential fraudulent activity in deposits.

Confidential, Irving, TX

Financial Services Program Manager

Responsibilities:

• Provided Professional Program Management service to Confidential Texas to oversee and manage a suite of more than 30 various projects.

Confidential, Nashville, TN

Senior Project Manager and Financial Institution Consultant

Responsibilities:

• Provided Professional Project Management and Financial Institution Consulting service to Confidential on site in Confidential .

Confidential, Suwanee, GA

Project Manager

Responsibilities:

• I utilized my previous banking experience and my project management skills to manage and perform profitability/revenue enhancement consulting engagements at various commercial banks and other financial institution clients with an asset size ranging from $400 million to over $2 Billion.
• Identified, recommend and managed the implementation of current financial industry methods, procedures and practices (strategies) within the financial industry as a means of enhancing the client’s profitability.
• Performed thorough research, obtained the client financial institution’s competition information and provided the client with documented potential revenue enhancement strategies along with their applicability, potential financial benefits and implementation requirements.
• Profitability reviews were performed for all of the financial institution’s commercial and retail deposit and loan products, services, rates, fees and operational practices.
• Examples of areas reviewed included retail and commercial deposit products, Treasury Management Services such as Lockbox, Account Analysis, and Merchant Processing. Also performed in depth reviews of Item Processing, Commercial and Retail Exceptions, Returns, Lending, Credit Card, Wire Transfer, ATM, POS, card issuance and information technology practices.

Confidential, Memphis, TN

Project Manager

Responsibilities:

• Provided Professional Project Management Service for the Confidential (First Tennessee) on site in Memphis, TN to implement a standardized Credit Policy and Procedure and governance process for the First Horizon Enterprise.
• Clarity Project Management Software Experience and SharePoint 2010 Experience

Confidential, Memphis, TN

Project Manager

Responsibilities:

• Provided Professional Project Management Service for the Confidential on site in Memphis, TN for 6 months to successfully complete the implementation of 3 new Regulation
• E compliant checking products for the Consumer Deposit Group. Clarity Project Management Software Experience

Confidential, Winston-Salem, NC

Project Manager / Consultant

Responsibilities:

• Microsoft Project Software Experience

Confidential, Franklin, Tennessee

Vice President

Responsibilities:

• Promoted the expansion of IMPACT’s endorsed Overdraft Privilege and Reward Checking programs.
• My experience in all phases and departments of the financial institution industry also allowed me to be able to offer a wealth of strategic information that assisted various community banks and other financial institutions with their search for improved profitability and customer satisfaction.

Confidential, Memphis, Tennessee

Senior Vice President

Responsibilities:

• Job description is the same as reflected above at Confidential .

Confidential, Austin, Texas

Senior Consultant

Responsibilities:

• Job description is the same as reflected above at Confidential .

Confidential, Charlotte, North Carolina

Financial Services Consulting Manager/Project Manager

Responsibilities:

• Job description is the same as reflected above at Confidential .

Confidential, Davidson, NC

Profitability Engagement Manager/Project Manager, Vice President

Responsibilities:

• Job description is the same as reflected above at Confidential .