Julie Gardner Email & Phone Number

Oklahoma City, Oklahoma

Houston, Texas Area (Telecommute From Okc)

🔹Provide operational support by identifying deficiencies in processes and developing and implementing strategic plans for continuous improvement. 🔹Maintain accountability with field consultants and communicate areas of concern directly to the CEO.🔹Develop project scopes and objectives to support the organization’s strategic direction. 🔹Track progress related to the baseline milestones outlined in detailed work plans, and lead teams in ensuring that all projects are delivered on-time, within scope and within budget.🔹Define, organize and facilitate training and development programs that assist in advancing the organization’s retention goals. 🔹Review employee complaints and ensure timely documentation of issues/concerns to facilitate resolution.🔹Recommend and implement tools and processes to improve employee performance. 🔹Review all Standard Operating Procedures (SOPs) and ensure that employees adhere to policies and procedures in alignment with the company’s Employee Handbook.🔹Collaborate with senior management to maintain reports related to financial data as well as program surveys and trends. 🔹Support information documentation requirements by managing the switch over of the company’s Customer Relationship Management system.

Houston, Texas Area

🔹 Performed and controlled the full audit cycle, including risk management and internal control management over operational effectiveness, financial reliability and compliance with all government regulations. 🔹Documented audit findings and recommendations in a professional report and presented to department executives.🔹Maintained confidentiality concerning personnel and legal actions.

Houston, Texas Area

🔹Managed personal bank accounts by conducting assessments with clients to determine their financial needs and objectives. 🔹Cultivated long-term relationships with clients and cross-sold optional products and services by making appropriate recommendations. 🔹Delivered in-person and phone-based customer service while opening accounts, processing loans, and presenting information related to general inquiries and client needs.🔹Participated in opening a new banking center to meet the needs of established customer relationships