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Work Background
The RWC GroupProduct Owner
Jul. 2024Hilton Head Island, South Carolina AreaProvider of customer experience transformation projects for Commercial Banks, Fintech, Corporate Treasury and Federal Government Agencies.
Wipro LimitedProduct Owner
Apr. 2021 - Dec. 2023Hilton Head Island, South Carolina AreaWipro Limited is a multinational corporation that provides information technology, consulting and business process services across many industries around the world. ➢ Product Owner and Domain Specialist in all Financial Services, Merchant, Treasury Management, Cards, Insurance, Wealth Management, Lending and Commerce (B2B) ➢ Agile & Waterfall Methodologies widely utilized ➢ Specialize in Data Mapping, System Conversions, Account Recon Planning and UAT Testing ➢ Responsible for User Story Analysis-writing-grooming, EPIC Feature List Creation and Product Design ➢Extensive work with nCino, Sales Cloud, SFDC and other CRM Analytics
The RWC GroupProduct Owner
Jul. 2018 - Dec. 2020Annapolis, Maryland, United StatesIn my role as a Product Owner, I implement IT processes to enhance overall quality and consistency of transaction monitoring and management. ➢ Introduce new processes with more readily available information through the use of database platform cloud software integration ➢ Deliver assistance to financial institutions and a broader commerce ecosystem on payments and receivables strategies and align assets to build a sustainable competitive advantage
➢ Provide IT and software support to financial institutions to grow market share and boost revenue and profit capture
➢ Manage complex finance and business processes, client portfolios and stakeholder engagements while documenting and sharing both internally and externally
➢ Work with digital banking and payment software providers such as Fiserv, FIS, nCino, Jack Henry and Bottomline Technologies
The RWC GroupSenior Business Analyst
Aug. 2016 - Jun. 2018Washington DC-Baltimore Area➢ The RWC Group provides customer experience transformation projects for commercial banks, financial IT companies, corporate treasury, and federal government agencies on a contract basis
➢ Managed multifaceted projects for Fortune 500 property management groups that improved the realignment of merged institutions to ensure a fully integrated and seamless transition
➢ Collaborated with a customer-facing team that managed implementation, account analysis and migration of a Corporate Treasury Services platform for a large Financial Institution
➢ Monitored multifaceted actions requiring senior executive attention, coordinated completion of migration activities through status tracking—improved technical rollout to over 1 million customers along with creating Positive Pay maps to assisting with the formatting/creation of ACH/Wire profiles for fluid conversion of client data.
➢ Worked with CRM Salesforce extensively along with Microsoft Dynamics 365.
Formerly Severn Bank - Shore United BankSenior Commercial Portfolio Manager
Jan. 2015 - Dec. 2016Annapolis, Maryland, United States➢ Managed the overall risk and credit quality of a $45M Commercial and Industrial (C&I) and Commercial Real Estate (CRE) book of business while monitoring the financial stability of client relationships ➢ Generated new commercial loan opportunities and grew existing book of business by $10M by calling on new and existing clients to support and grow the portfolio ➢ Underwrote, serviced and managed portfolio of commercial loans through the completion of periodic loan reviews, new requests, renewals and restructure of existing loans
➢ Presented weekly briefings on credit relationships to the bank’s Loan Committee and Board of Directors
Community Bank of the ChesapeakeArea Vice President, Commercial Banking
Jan. 2014 - Dec. 2015Greater Annapolis, Md Region➢ Served as Area Vice-President, Commercial Relationship Manager for an out-of-market bank to implement a brand expansion plan into a new market, Annapolis/Anne Arundel County
➢ Called on new and existing relationships in the market to produce over $1M in funded loans per month
➢ Brought in 20- 25 new clients, worth approximately $20M in deposit, treasury management, and merchant services within 6 months
First Citizens BankVice President, Commercial Banking
Jan. 2011 - Dec. 2014Annapolis, Maryland, United States➢ Implemented a relationship management, consulting and strategic planning initiative for commercial clients that ranged from $1M to $20M in annual revenue
➢ Consulted small to mid-sized business clients on the health of their business in multiple sectors including technology, professional, medical and legal
➢ Funded $20M in commercial loans on a $12M plan and was recognized as a leader in the Mid-Atlantic Region and earned a Team Presidents Cup in 2013
➢ Consistently exceeded Treasury Management goals by 30%
TruistVice President, Commercial Banking
Jan. 2010 - Dec. 2011Annapolis, Maryland, United States➢ Developed a prospecting and networking plan to build a book of mid-sized commercial clients, growing the portfolio by 100% from $20M to $40M in less than two years
➢ Strategically Partnered with Centers of Influence (COI’s) such as CPA’s, Lawyers, Insurance Brokers, and Payroll Representatives to identify opportunities from within their client base
RBCVice President, Team Leader Commercial Banking
Jan. 2006 - Dec. 2010Raleigh-Durham, North Carolina Area➢ Managed a team of Business Bankers to consecutive years of 50% growth in categories of Commercial Loans originated, Treasury Management sales and deposits generated within the Raleigh -Durham Triangle Market
M&T BankVice President, Commercial Banking
Jan. 2004 - Dec. 2006Towson, Maryland, United States
Wells FargoVice President, Commercial Banking
Jan. 1998 - Dec. 2004Baltimore metropolitan area, Maryland, United States
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