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Work Background
Wells FargoTreasury Management Sales Support Manager, VP
Jan. 2022-Responsible for leading 2 teams of Sales Support Analysts over a large geographic area. Financial results were more than 110% of the goal.
-Catalyst for change by looking for opportunities to improve processes including better internal reporting affecting client experience, tutorials on proactive activities to reduce possible corrective action violations and refreshes on using available resources to build greater efficiency.
-Subject matter expert for multiple internal programs. Proactively set up training, building up team and job family’s proficiency on topics.
-Successfully build exception process for a particular system glitch due to system conversion. Maintained for over 6 months ensuring customer satisfaction and zero disruption to financial transactions.
-Developed Leadership training for Sales Support team to encourage professional development and refinement of leadership skills. Program was very successful with attendees being recognized as future leaders.
-Developed common culture between Great Lakes and Great Plains teams.
-Defined expectations of clear, honest and candid feedback as well as excellence in execution.
-Successfully fostered a strong relationship between Sales Leadership to strengthen team engagement.
-Partnered closely with multiple other disciplines within the bank to ensure a streamlined approach to client’s experience.
Wells FargoLeader of the Dealer Buyback Program, VP
Jan. 2020 - Jan. 2022-Developed and executed strategy to operationalize Dealer Buyback program resulting in approximately $17.8 Million in recovered funds over time in role.
-Represented Dealer Buyback Program for all RCSA and BPM initiatives.
-Assisted in documenting all control procedures for current RCSA validation.
-Refined policies and procedures to ensure consistency and accuracy in Buyback processing.
-Received 100% on all audits after
-Developed and implemented plans for long term business and operational challenges including accurate and consistent reporting of key success metrics, fostering relationships with intake teams and identifying proactive referral streams.
-Established partnerships with intake teams’ leaders to improve referral success ratios.
-Conducted regular meetings with these leaders to review criteria for success and ensure their team members have accurate program information.
-Worked with WF Auto marketing department to assist in educating dealer customers on best practices to avoid fraud and straw purchases.
Wells FargoChange Delivery Consultant, VP
Aug. 2018 - Apr. 2020-Executed special initiatives, as needed, leveraging several project management methodologies.
-Worked closely with sponsoring committees and served as subject matter expert for Auto line of business and Auto at the Enterprise level.
-With each effort, created a clearly defined problem statement, communications plan, proposed timeframe, and success criteria.
-These assignments required exceptional coordination between multiple business groups including PMO, business documentation, IT and other cross-functional teams.
-Successfully managed project to re-route incoming mail for Indirect Auto to imaging sites before distribution to specific teams for processing. This reduced the risk of losing mail, violating retention times and reduced processing/application times for payments.
-Led initiative to decommission at-risk learning sites specifically, the conversion of online Commercial Auto Learning Paths for each of the 4 functions within Commercial Auto.
-Collaborated closely with Commercial executive to closing of commercial collateral Certificates of Deposit for Puerto Rican subsidiary.
-Successfully aligned teams, influenced leaders and drove collaboration to complete projects in a timely and cost- effective manner.
Wells FargoDivision Commercial Service Manager, AVP
Jan. 2014 - Jan. 2018Responsible for working with Executive Leadership to plan and execute our business strategy for Commercial Auto footprint among segmented portfolios for both National Accounts and Central Division. •Represented Line of Business in merger activities between Wachovia and Wells Fargo. Initiatives lasted several years and included but not limited to changes with deposit system, reporting, customer interfaces, learning and development. •Leveraged a ‘systems thinking’ approach to coordinate efforts among all disciplines to align effective timing of business initiatives. •Assisted in formulating client complexity/Treasury Management product metric to highlight customer’s unique needs, assisted in segmentation of portfolio, and pair appropriate service team members to corresponding client needs, increasing client satisfaction and retention rates. •Partnered with Learning and Development to create and implement the Commercial RA Learning Path, a scenario based on-boarding for new hires, which created a service standard for all service team members. •Developed and facilitated a multi-day training course for service. Training focused on systems refresh, introduction of customer inquiry tracking tool know as Service View, introduction to the RA assistance area known as CISH, customer due diligence training, and highly regarded “Customer for Life” program. •Dedication and execution of this work resulted in Leadership Excellence award and President’s Club recognition in 2016. •Created and facilitated Client Satisfaction Surveys to procure feedback used to propel future state initiatives. •Daily monitoring of customers on Non-sufficient Funds, Overdraft and Use of Uncollected Funds reports. •Monthly monitoring for client Account Analysis Statements. •Ongoing responsibility for ensuring effective operational controls were upheld including but not limited to oversight of all new client on-boarding standards as stated in the Bank Secrecy Act and USA PATRIOT Act.
Wells FargoRegional Commercial Service Manager, National Accounts
Jun. 2011 - Jan. 2014Supporting large,and in some cases, publicly-traded companies with all their banking needs. This includes, but is not limited to; online account support, letters of credit, mass product transition for multi-point entities, due diligence with knowledge of applicable SEC filings, collateral accounts, stock buy backs, daily cash positioning, adherence to multiple multiple government regulations, coordination with multiple areas within the bank, billing support, as well as being the main point of contact for any needs or issues that may arise
Wells FargoCommercial Relationship Associate
Oct. 2007 - Jun. 2011Responsible for completing due diligence, per USA Patriot Act of 2001, for new bank customers as well as other on-boarding activities. Also served as main point of contact for assigned portfolio to provide support with commercial loans, treasury management, banking transaction inquiries, etc.
Japan Exchange and Teaching Program(me) (JET)Assistant Language Teacher
Jan. 2006 - Jan. 2007Ito, Shizuoka, JapanWorked with local school districts to develop multi-level curriculum for students as well as assessments to gauge understanding. Also served as English -speaking ambassador to all local citizens. Participated in diversity and inclusion initiatives within the municipality.
Bishop Kenny High SchoolTeacher
Oct. 2003 - May. 2006Jacksonville, Florida Area
St. James School Czech RepublicTeacher
Jan. 2003 - Jul. 2003Prague, The Capital, Czech Republic
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