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Skills

  • First Aid/CPR
  • Client relationship management
  • Budgets
  • Credit Risk Management
  • Staff management
  • Data-driven decision making
  • Sales and marketing
  • Business analysis
  • Budgeting
  • Strategic planning

Work Experiences

  • Achieved President's Club for outstanding performance.
  • Achieved a 40% improvement in customer satisfaction scores.
  • Increased productivity by 11% while lowering staffing and operational costs.
  • Addressed credit needs of SMEs in Denver.
  • Welcomed new members and established and updated memberships in Meridian process programs.
  • Identified system areas in need of improvement and implemented program program, resulting in a 9% increase in productivity.
  • Devised, implemented, and tracked processes to improve long-term business success and profit margins by 16%.
  • Presided over weekly meetings with executive leadership to identify areas for improvement, set milestones, and customize products for specific markets.
  • Achieved results in just the past year.
  • Taught SME Relationship Managers and SME Relationship Managers effective customer service techniques, resulting in a 6% increase in client satisfaction.

Summaries

  • Motivated procedure manager with a track record of best practices and operations in the Miscellaneous.
  • Develop strategic business partnerships and relationships.
  • Within Miscellaneous, senior SME Relationship Manager and outstanding performer in budget management and risk assessment.
  • Customer-focused professional with 16 years of experience in the Miscellaneous sector.
  • Strengths in forming and maintaining relationships with a wide range of stakeholders in fast-paced, dynamic environments.
  • Encouragement manager and analytical problem-solver with abilities in team building, leadership, and motivation, as well as strong customer relations and relationship-building skills.
  • Optimize long-term success by effectively balancing targets with resources.
  • Focused on ensuring smooth financial, personnel, and operational operations.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Recognized for successfully turning around a struggling company's operations in order to achieve long-term growth.

Accomplishments

  • Increased profitability of the SME division by 17% through dynamic product and pricing strategies.
  • Streamlined SME lending processes by introducing Asana, reducing loan approval turnaround times by 26%.
  • Led high-impact negotiations, closing deals that generated $2 in new revenue for SME banking products.
  • Trained and mentored a team of 11 junior relationship managers, leading to a 32% improvement in client engagement.
  • Facilitated workshops with cross-functional teams to align sales strategies, driving value for over 2 SME clients.
  • Spearheaded use of ServiceNow to automate financial reporting, reducing time spent in administrative tasks by 80%.
  • Documented and resolved metric which led to category.
  • Designed new relationship management protocols that improved client satisfaction survey results by 36% over 18 months.
  • Optimized working capital loan terms, resulting in an average 63% reduction in time to loan drawdown for SME clients.
  • Responsible for managing client relationships in the SME sector, providing working capital solutions worth $14, contributing to 74% growth.

Affiliations

  • International Association of Administrative Professionals
  • European Association of Corporate Treasurers (EACT)
  • Risk Management Association (RMA)
  • National Association of Credit Management (NACM)
  • Commercial Finance Association (CFA)
  • National Association of Professional Mortgage Women (NAPMW)
  • Association for Corporate Growth (ACG)
  • Institute of Management Accountants (IMA)
  • American Medical Informatics Association
  • Commercial Real Estate Finance Council (CREFC)

Certifications

  • Salesforce
  • Project Management Professional (PMP)
  • Certified Fraud Examiner (CFE) by Vantage
  • ServSafe
  • Certifications in Financial Modeling & Valuation 2024 by QuickBooks
  • Apple Certified Associate (ACA)
  • Digital Banker of the Year Award 2024 by Columbus
  • Chartered Banker (CB) by Northwind
  • Google Certified Professional Cloud Architect
  • Microsoft Certified Systems Engineer (MCSE)

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